Oncology Institute (NASDAQ:TOI) vs. Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) Critical Review

Oncology Institute (NASDAQ:TOI) and Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) are both healthcare companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, institutional ownership, earnings, valuation and dividends.

Risk and Volatility

Oncology Institute has a beta of 0.39, suggesting that its stock price is 61% less volatile than the S&P 500. Comparatively, Fresenius Medical Care AG & Co. KGaA has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500.

Insider and Institutional Ownership

36.9% of Oncology Institute shares are owned by institutional investors. Comparatively, 8.4% of Fresenius Medical Care AG & Co. KGaA shares are owned by institutional investors. 4.4% of Oncology Institute shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares Oncology Institute and Fresenius Medical Care AG & Co. KGaA’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Oncology Institute	-7.42%	N/A	-24.68%
Fresenius Medical Care AG & Co. KGaA	4.83%	9.28%	4.16%

Earnings and Valuation

This table compares Oncology Institute and Fresenius Medical Care AG & Co. KGaA”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Oncology Institute	$545.76 million	0.94	-$60.61 million	($0.37)	-14.02
Fresenius Medical Care AG & Co. KGaA	$22.20 billion	0.58	$1.11 billion	$1.90	12.67

Fresenius Medical Care AG & Co. KGaA has higher revenue and earnings than Oncology Institute. Oncology Institute is trading at a lower price-to-earnings ratio than Fresenius Medical Care AG & Co. KGaA, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Oncology Institute and Fresenius Medical Care AG & Co. KGaA, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oncology Institute	1	0	4	0	2.60
Fresenius Medical Care AG & Co. KGaA	5	6	0	0	1.55

Oncology Institute presently has a consensus target price of $8.50, suggesting a potential upside of 63.90%. Fresenius Medical Care AG & Co. KGaA has a consensus target price of $23.57, suggesting a potential downside of 2.11%. Given Oncology Institute’s stronger consensus rating and higher possible upside, equities research analysts clearly believe Oncology Institute is more favorable than Fresenius Medical Care AG & Co. KGaA.

Summary

Fresenius Medical Care AG & Co. KGaA beats Oncology Institute on 8 of the 14 factors compared between the two stocks.

About Oncology Institute

The Oncology Institute, Inc., an oncology company, provides various medical oncology services in the United States. The company operates through three segments: Dispensary, Patient Services, and Clinical Trials & Other. It offers physician services, in-house infusion and dispensary, clinical trial, radiation, outpatient blood product transfusion, and patient support services, as well as educational seminars, support groups, and counseling services. The company also provides managing clinical trials, palliative care programs, stem cell transplants services, and other care delivery models associated with non-community-based academic and tertiary care settings; and conducts clinical trials for a range of pharmaceutical and medical device companies. It serves adult and senior cancer patients. The company has a strategic collaboration with Healthly Forge to offer cancer care services to patients in Southern California. The Oncology Institute, Inc. was founded in 2007 and is headquartered in Cerritos, California.

About Fresenius Medical Care AG & Co. KGaA

Fresenius Medical Care AG provides dialysis and related services for individuals with renal diseases in Germany, North America, and internationally. The company offers dialysis treatment and related laboratory and diagnostic services through a network of outpatient dialysis clinics; materials, training, and patient support services comprising clinical monitoring, follow-up assistance, and arranging for delivery of the supplies to the patient's residence; and dialysis services under contract to hospitals in the United States for the hospitalized end-stage renal disease (ESRD) patients and for patients suffering from acute kidney failure. It also develops, manufactures, and distributes various health care products, including polysulfone dialyzers, hemodialysis machines, peritoneal dialysis cyclers, peritoneal dialysis solutions, hemodialysis concentrates, solutions and granulates, bloodlines, renal pharmaceuticals, systems for water treatment, and acute cardiopulmonary and apheresis products. In addition, the company develops, acquires, and in-licenses renal pharmaceuticals; offers renal medications and supplies to patients at homes or to dialysis clinics; and provides vascular, cardiovascular, endovascular specialty, vascular care ambulatory surgery center, and physician nephrology and cardiology services. The company sells its products to dialysis clinics, hospitals, and specialized treatment clinics directly, as well as through local sales forces, independent distributors, dealers, and sales agents. Fresenius Medical Care AG was incorporated in 1996 and is headquartered in Bad Homburg, Germany.