Added to YB: 2026-05-25
Pitch date: 2026-05-21
DVA [neutral]
DaVita Inc.
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
$12.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.67
P/E
19.09
EV/Sales
1.96
Sector
Health Care Providers and Services
Category
growth
DaVita - How culture translates into 200x return
DVA (deep dive): Dialysis provider compounded 22% annually 2000-2025 vs 11% S&P. Culture-driven moat: 58% leaders promoted internally, 12K promoted annually vs competitor Fresenius facing high turnover. Same scale (2657 centres, $11.8B rev) but 18% op margin vs Fresenius 12%; 2.5yr centre payback vs 6yr. Strong employee retention = 6pp margin advantage, 34pp ROIC edge in commoditized healthcare.
Read full article (8 min)