DaVita (DVA) Stock Overview
Provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
DVA Community Fair Values
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Analyst Price Targets
DaVita Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$198.65 |
| 52 Week High | US$199.27 |
| 52 Week Low | US$101.00 |
| Beta | 0.84 |
| 1 Month Change | 32.39% |
| 3 Month Change | 42.63% |
| 1 Year Change | 37.54% |
| 3 Year Change | 105.09% |
| 5 Year Change | 59.76% |
| Change since IPO | 4,774.83% |
Recent News & Updates
Seeking Alpha • May 07
DaVita: Improved Volumes And Tech In Focus (Rating Upgrade)
Summary DaVita Inc. is upgraded to a Buy following robust Q1 results and a 23% post-earnings stock surge. DVA's Q1 non-GAAP EPS of $2.87 beat consensus, with revenue up 6% year-over-year and management raising guidance. Mid-teens EPS growth is expected through 2026, with a 10%+ FCF yield and a modest P/E ratio supporting valuation. Technical momentum is strong, but DVA investors should monitor potential resistance in the low $200s and key upcoming events. Read the full article on Seeking Alpha
Narrative Update • Apr 28
DVA: Buybacks And Earnings Assumptions Will Shape Future Return Balance
Analysts have raised DaVita's consolidated price target by $30 to $151.71, citing updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on DaVita has centered on higher price targets and refreshed assumptions around discount rates, revenue outlook, margins and future P/E multiples.Recent updates
Seeking Alpha • May 07
DaVita: Improved Volumes And Tech In Focus (Rating Upgrade)
Summary DaVita Inc. is upgraded to a Buy following robust Q1 results and a 23% post-earnings stock surge. DVA's Q1 non-GAAP EPS of $2.87 beat consensus, with revenue up 6% year-over-year and management raising guidance. Mid-teens EPS growth is expected through 2026, with a 10%+ FCF yield and a modest P/E ratio supporting valuation. Technical momentum is strong, but DVA investors should monitor potential resistance in the low $200s and key upcoming events. Read the full article on Seeking AlphaNarrative Update • Apr 28
DVA: Buybacks And Earnings Assumptions Will Shape Future Return Balance
Analysts have raised DaVita's consolidated price target by $30 to $151.71, citing updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on DaVita has centered on higher price targets and refreshed assumptions around discount rates, revenue outlook, margins and future P/E multiples.Narrative Update • Apr 07
DVA: Buyback Pace And Long Term Earnings Assumptions Will Shape Future Returns
Analysts raised their DaVita price targets by up to $30, citing updated assumptions for discount rates and long term earnings multiples, while keeping core fair value drivers broadly unchanged. Analyst Commentary Recent research updates around DaVita have focused on recalibrating valuation frameworks rather than shifting the core business thesis.Narrative Update • Mar 23
DVA: Ongoing Buybacks And Revised P/E Assumptions Will Shape Future Returns
DaVita’s analyst price target has been revised to $151.71, with analysts pointing to updated assumptions around the discount rate and forward P/E as key drivers of the refreshed outlook. Analyst Commentary Recent Street research on DaVita points to a cluster of higher price targets, with several firms revisiting their models around discount rates and forward P/E assumptions.Narrative Update • Mar 08
DVA: Ongoing Buybacks And Repriced Execution Risk Will Shape Future Returns
Our updated analyst price target for DaVita edges higher by a few dollars to reflect slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, generally in line with the recent series of upward target revisions from Truist, TD Cowen, UBS and Barclays. Analyst Commentary Bullish Takeaways Bullish analysts raising price targets by US$4 to US$30 signal increased confidence in DaVita's ability to execute against current expectations rather than a complete reset of the story.Narrative Update • Feb 21
DVA: Buybacks And Richer P/E Assumptions Will Shape Future Return Potential
Analysts have raised their DaVita fair value estimate from $147.75 to $151.71, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E following a series of recent price target increases from major research firms. Analyst Commentary Recent price target changes from several firms point to a reappraisal of DaVita's risk and reward profile, which feeds directly into the updated fair value estimate.Analysis Article • Feb 06
Even With A 30% Surge, Cautious Investors Are Not Rewarding DaVita Inc.'s (NYSE:DVA) Performance Completely
DaVita Inc. ( NYSE:DVA ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Not...Narrative Update • Feb 05
DVA: Updated Cash Returns And Margin Assumptions Will Shape Future Upside Potential
Our DaVita view now reflects a higher fair value estimate of $147.75, up from $143.00. Analysts point to updated assumptions on discount rate, revenue growth, margin profile, and a lower future P/E as key drivers behind the price target revisions across recent Street reports.Narrative Update • Jan 22
DVA: Share Repurchases And Kidney Research Pipeline Will Support Future Upside
Analysts have kept their fair value estimate for DaVita steady at US$143.00. They cited only small model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major shift in their outlook.Narrative Update • Jan 07
DVA: Clinical Research Pipeline And Buybacks Will Support Earnings Despite Reimbursement Headwinds
Analysts have trimmed their price target for DaVita by about $1.50 to $143, reflecting slightly higher discount rate and P/E assumptions while keeping growth and margin expectations broadly in line. What's in the News DaVita plans to unveil six new studies at the American Society of Nephrology's Kidney Week 2025 in Houston, focused on dialysis treatments, middle molecule clearance, access to transplantation and end of life care (Key Developments).Narrative Update • Dec 20
DVA: Clinical Initiatives And Buybacks Will Support Earnings Despite Reimbursement Headwinds
Analysts modestly raised their price target on DaVita to about $145 per share, reflecting slightly lower discount rate assumptions and a marginally improved long term earnings outlook, while maintaining stable fair value and growth expectations. What's in the News DaVita will unveil six new clinical studies at ASN Kidney Week 2025 in Houston, including an oral presentation on GLP-1 receptor agonist use and its association with lower hospitalization rates in end stage kidney disease patients (company announcement).Narrative Update • Dec 06
DVA: Hospital Fundamentals Will Support Earnings Amid Tougher Reimbursement Outlook
Analysts have modestly reduced their price target on DaVita to $140 from $145, reflecting increased concern about a more challenging policy and reimbursement environment, despite generally solid hospital fundamentals. Analyst Commentary Analyst sentiment around DaVita remains mixed, with modestly reduced price targets reflecting both confidence in the company’s operational footing and caution about the evolving reimbursement backdrop.Narrative Update • Nov 22
DVA: Hospital Fundamentals And Resilient Execution Will Drive Steady Performance
DaVita’s analyst price target has been revised downward from $147.13 to $144.50, as analysts cite a cautious outlook due to anticipated policy and reimbursement challenges, despite otherwise steady hospital fundamentals. Analyst Commentary Analysts have offered a range of perspectives on DaVita following the recent adjustment to its price target.Narrative Update • Nov 03
DVA: Policy Shifts And Operational Recovery Will Shape Outlook In 2025
DaVita's analyst price target has been reduced from $150.50 to $147.13, as analysts cite ongoing concerns over policy headwinds and recent operational challenges that are impacting forecasts. Analyst Commentary Analysts have updated their outlook on DaVita based on recent sector-wide developments and company-specific events.Narrative Update • Oct 20
Aging Population And AI Will Reshape Dialysis Care
DaVita's analyst price target has been revised downward from $153.50 to $150.50. This change reflects ongoing concerns among analysts about reimbursement challenges and the impact of recent operational disruptions.Narrative Update • Sep 04
Aging Population And AI Will Reshape Dialysis Care
Analysts have revised their outlook on DaVita to reflect lower treatment growth, reduced revenue per treatment, and ongoing operational challenges stemming from cyberattack disruptions, resulting in a consensus price target that remains unchanged at $153.50. Analyst Commentary Bearish analysts revised down treatment growth expectations due to higher missed treatment rates stemming from cyberattack disruptions.Analysis Article • Aug 05
Investors Aren't Entirely Convinced By DaVita Inc.'s (NYSE:DVA) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analysis Article • Jul 16
Slowing Rates Of Return At DaVita (NYSE:DVA) Leave Little Room For Excitement
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analysis Article • Jun 28
We Ran A Stock Scan For Earnings Growth And DaVita (NYSE:DVA) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • May 27
An Intrinsic Calculation For DaVita Inc. (NYSE:DVA) Suggests It's 49% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, DaVita fair value estimate is US$271 DaVita is estimated to be...Analysis Article • May 12
DaVita (NYSE:DVA) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 17
The DaVita Dilemma: Flat Patient Enrollment And Lawsuits, Yet An Improvement In Net Income Margin
Summary Between 2016 and 2024, DaVita's revenues grew less proportionally than the U.S. inflation. DVA has experienced difficulty enrolling more patients in its dialysis program, reporting a decline in its patients since 2019. Since 2012, the company has experienced lawsuits, which have cost approximately $1,000 million in payments and have negatively affected its reputation. The net income of DaVita increased by 50.59% between 2017 and 2024. In the last year, the company reported an 11.66% net income margin. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
DaVita: Momentum Could Fade Given High Valuation
Summary DaVita has returned ~60% over the last year, backed by superior earnings growth; however, going forward, I believe earnings growth should slow down. The Company faces headwinds from supply chain issues, higher mortality rates, and increased interest expenses, but tailwinds from lower center closure costs and Latin America acquisitions should more than offset headwinds. DVA stock is currently trading at a premium compared to the historical average. Applying a 14x PE multiple to the 2025 consensus EPS of $11.44, I estimate a fair value of $160 per share, below the current $177. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
DaVita: Better Results Than Fresenius, But A 'Hold' Due To Valuation
Summary Despite operational success and growth potential, I rate DaVita Inc. a “Hold” due to its high debt, lack of dividend, and current overvaluation. DaVita excels in dialysis services but faces significant risks from debt servicing costs, macroeconomic factors, and potential policy changes. The company's recent financial performance, including a decline in net income and increased debt costs, underscores my conservative valuation approach. I assign DaVita a price target of $130/share, reflecting a cautious outlook on growth and valuation amidst industry and economic uncertainties. Read the full article on Seeking Alpha
New Narrative • Aug 22
Critical Investments And Policy Changes Propel Healthcare Innovator Towards Brighter Financial Horizons
DaVita's investments in technology and workforce initiatives aim to enhance revenue operations and patient care, contributing to future growth and profitability.Seeking Alpha • Mar 18
DaVita Stock Is A Hold As It Expands In Latin America
Summary US providers for kidney dialysis and renal solutions, such as DaVita Inc. and Novo Nordisk, have seen significant gains in the past year. DaVita's decision to expand its renal care operations in Latin America, particularly in Brazil, Colombia, Ecuador, and Chile, will help grow revenues and establish a foothold outside of the US. DaVita's focus on home-based dialysis and hospital in-patient hemodialysis needs improvement, as these areas contribute less to revenue compared to outpatient dialysis services. Read the full article on Seeking AlphaShareholder Returns
| DVA | US Healthcare | US Market | |
|---|---|---|---|
| 7D | 28.9% | 2.7% | 2.2% |
| 1Y | 37.5% | 1.1% | 31.1% |
Return vs Industry: DVA exceeded the US Healthcare industry which returned 1.1% over the past year.
Return vs Market: DVA exceeded the US Market which returned 31.1% over the past year.
Price Volatility
| DVA volatility | |
|---|---|
| DVA Average Weekly Movement | 7.6% |
| Healthcare Industry Average Movement | 7.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: DVA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: DVA's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1994 | 78,000 | Javier Rodriguez | www.davita.com |
DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also offers outpatient, hospital inpatient, and home-based hemodialysis dialysis services; operates clinical laboratories that provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients; and management and administrative services to outpatient dialysis centers.
DaVita Inc. Fundamentals Summary
| DVA fundamental statistics | |
|---|---|
| Market cap | US$12.75b |
| Earnings (TTM) | US$756.42m |
| Revenue (TTM) | US$13.84b |
16.9x
P/E Ratio0.9x
P/S RatioIs DVA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| DVA income statement (TTM) | |
|---|---|
| Revenue | US$13.84b |
| Cost of Revenue | US$9.35b |
| Gross Profit | US$4.49b |
| Other Expenses | US$3.73b |
| Earnings | US$756.42m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 11.78 |
| Gross Margin | 32.45% |
| Net Profit Margin | 5.47% |
| Debt/Equity Ratio | 996.9% |
How did DVA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 12:44 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
DaVita Inc. is covered by 32 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Matthew Gillmor | Baird |
| Sarah James | Barclays |
| Andrew Mok | Barclays |