After hours on May 5, DaVita turned in first-quarter results that included 6% revenue growth, 10% adjusted operating profit growth, and 44% adjusted EPS growth. The company also increased its operating profit and adjusted EPS outlook for 2026. Shares initially rose 4% on this news.
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
|
HCA
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.90 | 8.80 | 12.95 |
Price/Book Value | — | 0.80 | — |
Price/Sales | 1.04 | 0.57 | 1.15 |
Price/Cash Flow | 6.49 | 4.04 | 7.15 |
|
Metric
|
DVA
|
FMS
|
HCA
|
|---|---|---|---|
Quick Ratio | 1.28 | 0.79 | 0.64 |
Current Ratio | 1.42 | 1.20 | 0.83 |
Interest Coverage | 3.38 | 4.66 | 5.29 |
|
Metric
|
DVA
|
FMS
|
HCA
|
|---|---|---|---|
Return on Assets (Normalized) | 7.49% | 4.14% | 13.39% |
Return on Equity (Normalized) | — | 9.71% | — |
Return on Invested Capital (Normalized) | 12.48% | 6.14% | 21.68% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| HCA Healthcare Inc
HCA
| Qgjrvdsqk | Kmttxf | $83B | |||
| Fresenius SE & Co KGaA ADR
FSNUY
| — | Krpwsp | $24B | |||
| IHH Healthcare Bhd
IHHHF
| — | Jzyqjp | $19B | |||
| Tenet Healthcare Corp
THC
| Ckgfmmqt | Hlhrfq | $14B | |||
| Fresenius Medical Care AG
FMCQF
| — | Xxndfwx | $12B | |||
| Fresenius Medical Care AG ADR
FMS
| Jfbnqhw | Nscvnv | $12B | |||
| Encompass Health Corp
EHC
| — | Lnrwl | $10B | |||
| Universal Health Services Inc Class B
UHS
| Ysggkfzy | Yxdwz | $9B | |||
| Genesis Healthcare Inc Class A
GENNQ
| Ffvvf | Xdlw | $3,666 |
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United States