Added to YB: 2025-12-03
Pitch date: 2025-11-30
DVA [neutral]
DaVita Inc.
+1.53%
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
$8.4B
Pitch Price
$119.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.59
P/E
12.15
EV/Sales
1.68
Sector
Health Care Providers and Services
Category
N/A
Show full summary:
DaVita Inc. - $DVA
DVA (overview): Dialysis duopoly benefiting from demographic tailwinds (aging, diabetes), but faces GLP-1 drug threat reducing new ESRD cases 15-20%. High switching costs & govt dependency create moat yet massive $9.6B debt (4-5x EBITDA) poses refinancing risk. Cross-subsidy model relies on commercial rates 3x Medicare.
Read full article (28 min)