DaVita Inc DVA

DaVita's Outlook Remains Solid Despite Obesity Drug Threats

After selling DaVita Medical Group in 2019, DaVita focuses almost exclusively on providing services to end-stage renal disease, or ESRD, patients primarily in the United States, although its international footprint is expanding organically and through acquisitions. Over several decades, DaVita has built the largest network of dialysis clinics in the US, and although covid-19-related mortality and labor pressures cut into its profits in recent years, we see brighter days ahead for the firm, despite some challenges emerging on the obesity drug front.