On Oct. 20, the US Department of Health and Human Services issued a new Kidney Care National Plan that includes goals to increase market competition, improve transplant options, and emphasize more prevention and innovation.
Despite recent covid mortality challenges and obesity drug expansion, the ESRD patient population may grow at a healthy rate in the US and around the globe in the long run, which should benefit DaVita.
Potential US healthcare policy changes could reduce industry profitability if insurance coverage shifts away from employer-based plans or if Medicare reimbursement rates don't increase substantially.
|
Metric
|
DVA
|
FMS
|
THC
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.79 | 8.68 | 13.92 |
Price/Book Value | — | 0.80 | 4.65 |
Price/Sales | 0.88 | 0.53 | 1.03 |
Price/Cash Flow | 5.44 | 3.91 | 5.47 |
|
Metric
|
DVA
|
FMS
|
THC
|
|---|---|---|---|
Quick Ratio | 1.33 | 0.68 | 1.22 |
Current Ratio | 1.47 | 1.07 | 1.41 |
Interest Coverage | 3.47 | 4.76 | 5.71 |
|
Metric
|
DVA
|
FMS
|
THC
|
|---|---|---|---|
Return on Assets (Normalized) | 7.71% | 4.50% | 5.60% |
Return on Equity (Normalized) | — | 10.75% | 39.08% |
Return on Invested Capital (Normalized) | 12.79% | 6.66% | 10.73% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Genesis Healthcare Inc Class A
GENNQ
| LOCK|R#> | LOCK|%y | — | |||
| HCA Healthcare Inc
HCA
| LOCK|X<H@d@ | LOCK|<$<< | $99B | |||
| Fresenius SE & Co KGaA ADR
FSNUY
| — | LOCK|#FW?# | $29B | |||
| Fresenius SE & Co KGaA Registered Shares
FSNUF
| — | LOCK|<l@? | $29B | |||
| Tenet Healthcare Corp
THC
| LOCK|SX@Bg%K | LOCK|?cSm | $22B | |||
| Encompass Health Corp
EHC
| — | LOCK|!$Cg! | $12B | |||
| Fresenius Medical Care AG
FMCQF
| — | LOCK|#BR% | $11B | |||
| Fresenius Medical Care AG ADR
FMS
| LOCK|Zyy>ZK^ | LOCK|Lv<q | $11B | |||
| Universal Health Services Inc Class B
UHS
| LOCK|tGKHMrd | LOCK|%Z$% | $11B |
United States