Loading stock…

DaVita Inc. (DVA) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

DaVita Inc.

DVAMarket cap $11BPrice $176.8

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

DaVita runs dialysis centers treating kidney failure patients who need it just to survive. It dominates the U.S. market alongside one rival, together controlling most of America's dialysis clinics in a virtual duopoly.

In Bastion Portfolios?

52W Return+40%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+4%4

Rev CAGR (3y)+3%3

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+57%9

EPS Growth Y+2+5%5

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin15%6

Net Income Margin6%4

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA3.62

Efficiency

ROEna–

ROA7%7

Earnings Stability55

GEAR+AVERAGE43

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)128

P/E Ratio (Forward 3y)107

P/BVna–

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd127

Yield

Free Cash Flow Yield14.3%10

Dividend Yieldna–

Momentum

Short term

1 month return-2%7

3 month return-23%1

YTD return+56%9

Mid term

Price vs 52wHigh71%4

1 year return+38%8

Long term

3 year return+97%7

5 year return+56%6

Risk Shield

Price Risk

Beta0.29

Volatility44%4

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield14.3%10

Quality

ROCE14%7

Earnings Stability55

Net Debt/EBITDA3.62

02Growth

Is it actually growing, and how fast?

DVADaVita

Revenue FY25$13.6B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+57%9

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 3%/yr).

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 3%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-23%1

YTD return+56%9

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return+38%8

3-year return+97%7

5-year return+56%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +97% over three years and +56% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (-2%) and so far this year (+56%).

WATCH

It's up 38% over the past year, but 29% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

The stock is underperforming over three months (-23%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on DaVita. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

DVADaVita

Revenue FY25$13.6B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+57%9

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 3%/yr).

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 3%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-23%1

YTD return+56%9

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return+38%8

3-year return+97%7

5-year return+56%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +97% over three years and +56% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (-2%) and so far this year (+56%).

WATCH

It's up 38% over the past year, but 29% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

The stock is underperforming over three months (-23%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on DaVita. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community