Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FPE3.DE
STRONG BUYFLAGFuchs SE · Basic Materials · Germany · $6.0B · Avg Vol: $5M/d
Fuchs SE is a high-quality, specialized lubricants manufacturer with an impressive ROIC (Q: 83) and strong niche pricing power. As global manufacturing localizes, demand for specialized industrial lubricants will rise, but near-term raw material input volatility warrants a cautious entry size.
COMPANY DESCRIPTION
Fuchs SE is a global developer, producer, and distributor of specialty lubricants and related functional fluids. Its competitive moat is built on intense customer integration, localized service, and a highly customized portfolio of over 10,000 unique chemical formulations. Fuchs is the world's largest independent lubricant manufacturer, commanding premium margins in specialized, high-performance industrial and automotive niches.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.3B | 4.0B | 4.1B | 4.1B | 7.1% |
| EPS | 2.11 | 2.17 | 2.42 | 2.66 | 8.0% |
| Shares | 139M | 139M | 139M | 139M | 0.0% |
| Debt | 57M | 208M | 73M | 130M | 31.7% |
| Equity | 2.0B | 2.1B | 2.1B | 2.2B | 2.7% |
| Op CF | 196M | 149M | 631M | 453M | 32.1% |
| Inv CF | -125M | -80M | -95M | -215M | — |
| Fin CF | -153M | -100M | -465M | -265M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of FPE3.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FPE3.DE | Fuchs SE(you) | $6.0B | 94 | STRONG BUY |
| EVK.DE | Evonik Industries AG | $9.2B | 95 | STRONG BUY |
| BNR.DE | Brenntag SE | $9.5B | 89 | STRONG BUY |
| WCH.DE | Wacker Chemie AG | $5.8B | 65 | BUY |
| SY1.DE | Symrise AG | $12.9B | 68 | BUY |
| VBK.DE | Verbio SE | $2.8B | 51 | HOLD |
| ACT.DE | AlzChem Group AG | $2.2B | 55 | HOLD |
| LXS.DE | LANXESS Aktiengesellschaft | $1.7B | 40 | HOLD |
| NTG.DE | Nabaltec AG | $125M | 80 | STRONG BUY |
| KWS.DE | KWS SAAT SE & Co. KGaA | $2.8B | 88 | STRONG BUY |
Peer medians: ROE 1.5% · P/E 28.8x · Gross margin 25.5%