Added to YB: 2025-04-10
Pitch date: 2025-02-20
DVA [bearish]
DaVita Inc.
-2.05%
current return
Author Info
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Company Info
DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States.
Market Cap
$9.9B
Pitch Price
$144.38
Price Target
90.00 (-39%)
Dividend
N/A
EV/EBITDA
6.86
P/E
15.66
EV/Sales
1.75
Sector
Health Care Providers and Services
Category
value
Show full summary:
DaVita Inc. - $DVA
DVA short: Dialysis co facing headwinds: slowing ESRD growth, clinic closures, regulatory risks, GLP-1 threats. 17x FCF multiple too high for limited/negative growth. $90-$110 fair value vs $180 max upside. Catalysts: market realizes lack of growth, negative news on reimbursement/treatments, BRK selling.
Read full article (6 min)