Added to YB: 2025-12-13
Pitch date: 2025-12-12
DVA [bullish]
DaVita Inc.
+63.13%
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
$12.9B
Pitch Price
$121.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.71
P/E
19.29
EV/Sales
1.97
Sector
Health Care Providers and Services
Category
value
Show full summary:
DaVita Inc. - $DVA
DVA: Dialysis duopoly w/ predictable FCF from inelastic ESRD demand & Medicare guarantees. 12.6% ROCE vs 7% WACC creates value despite GLP-1 threat (slows but doesn't eliminate TAM growth). High leverage amplifies returns but limits flexibility. Berkshire selling signals caution despite aggressive buybacks.
Read full article (24 min)