Added to YB: 2026-02-19
Pitch date: 2026-02-16
DVA [neutral]
DaVita Inc.
-1.35%
current return
Author Info
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
$149.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.86
P/E
15.66
EV/Sales
1.75
Sector
Health Care Providers and Services
Category
turnaround
DaVita - FY2025
DVA (update): Dialysis giant ($12.9B rev, 16.2% op margin, $1B+ FCF) facing 1.1% treatment decline. Mgmt targets 2% volume growth by 2029 via clinical initiatives (vaccination, GLP-1, dialysis tech, $200M Elara home care integration). 2026 guide: +3.2% op profit, +33% EPS (buyback-driven). 6% MA rate bump 2027 vs EPTC headwind. Bet on mortality reversal in 3-4 yrs or value trap risk.
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