
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


DaVita HealthCare Partners Inc (DVA)


- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)

(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: DVA (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $151.5
1 Year Target Price $151.5
1 | Strong Buy |
0 | Buy |
8 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.59% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() | ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.96B USD | Price to earnings Ratio 12.34 | 1Y Target Price 151.5 |
Price to earnings Ratio 12.34 | 1Y Target Price 151.5 | ||
Volume (30-day avg) 10 | Beta 1.12 | 52 Weeks Range 122.93 - 179.60 | Updated Date 10/17/2025 |
52 Weeks Range 122.93 - 179.60 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 10.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.35% | Operating Margin (TTM) 15.7% |
Management Effectiveness
Return on Assets (TTM) 7.15% | Return on Equity (TTM) 57.94% |
Valuation
Trailing PE 12.34 | Forward PE 10.47 | Enterprise Value 21521093000 | Price to Sales(TTM) 0.68 |
Enterprise Value 21521093000 | Price to Sales(TTM) 0.68 | ||
Enterprise Value to Revenue 1.64 | Enterprise Value to EBITDA 7.94 | Shares Outstanding 71500000 | Shares Floating 35690655 |
Shares Outstanding 71500000 | Shares Floating 35690655 | ||
Percent Insiders 49.98 | Percent Institutions 51.2 |
Upturn AI SWOT
DaVita HealthCare Partners Inc

Company Overview
History and Background
DaVita Inc., formerly DaVita HealthCare Partners Inc., was founded in 1999 (though its roots trace back to 1950 as National Medical Care). It has grown through acquisitions and organic growth to become a leading provider of kidney care services.
Core Business Areas
- Kidney Care Services: Provides dialysis services, integrated kidney care, and related lab services to patients with chronic kidney failure and end-stage renal disease (ESRD).
- DaVita Integrated Kidney Care (IKC): Focuses on integrated care management programs, aiming to improve patient outcomes and reduce healthcare costs.
Leadership and Structure
DaVita's leadership team typically consists of a Chief Executive Officer, Chief Financial Officer, and other key executives. The organizational structure includes regional operating divisions and corporate support functions.
Top Products and Market Share
Key Offerings
- Dialysis Services: DaVita's primary offering is dialysis treatment for ESRD patients. They operate dialysis centers across the US and internationally. DaVita has a significant market share, making them one of the top players. Competitors include Fresenius Medical Care and U.S. Renal Care.
- Market Share (%): 25
- Integrated Kidney Care Programs: DaVita offers integrated care programs that combine dialysis with other healthcare services to improve patient outcomes and manage costs. Market share data for this specific segment is harder to find, but it's an area of growth and competition within the kidney care industry. Competitors include Fresenius Medical Care and other healthcare providers expanding into chronic disease management.
Market Dynamics
Industry Overview
The kidney care industry is driven by the increasing prevalence of chronic kidney disease and ESRD, fueled by factors like diabetes and hypertension. The industry is heavily regulated and reliant on government reimbursement programs like Medicare.
Positioning
DaVita is a leading provider of kidney care services, with a large network of dialysis centers and a focus on integrated care. Its competitive advantages include its scale, expertise, and established relationships with payers and providers.
Total Addressable Market (TAM)
The global dialysis market is expected to reach over $100 billion. DaVita, with its large market share, is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Large network of dialysis centers
- Strong brand recognition
- Expertise in kidney care
- Integrated care programs
- Established relationships with payers
Weaknesses
- High dependence on government reimbursement
- Exposure to regulatory changes
- Sensitivity to changes in healthcare policy
- Operational challenges related to managing a large network of centers
Opportunities
- Growth in the prevalence of chronic kidney disease
- Expansion of integrated care programs
- Acquisitions of smaller dialysis providers
- Development of new technologies for kidney care
- International expansion
Threats
- Changes in government reimbursement policies
- Increased competition from other dialysis providers
- Rising operating costs
- Potential for adverse regulatory actions
- Economic downturn affecting patient access to care
Competitors and Market Share
Key Competitors
- FMS
- USRD
- NXTM
Competitive Landscape
DaVita faces competition from Fresenius Medical Care (FMS) and other dialysis providers. DaVita's advantages include its scale and focus on integrated care, but it faces challenges related to regulatory scrutiny and reimbursement pressures.
Major Acquisitions
Reliant Medical Group
- Year: 2019
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expanding integrated care capabilities and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: DaVita has experienced consistent growth driven by the increasing prevalence of kidney disease and its strategic acquisitions.
Future Projections: Future growth is projected to be driven by continued growth in the kidney care market, expansion of integrated care programs, and potential acquisitions.
Recent Initiatives: Recent initiatives include expanding its integrated care programs and investing in new technologies to improve patient outcomes.
Summary
DaVita is a strong player in the kidney care industry, driven by the increasing prevalence of kidney disease. Its large network and integrated care approach are key strengths. However, the company faces regulatory and reimbursement challenges that need to be carefully managed. Continued investment in innovation and strategic acquisitions will be crucial for maintaining its competitive edge and ensuring future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share and revenue data are estimates and may not be precise. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DaVita HealthCare Partners Inc
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 1995-10-31 | CEO & Executive Director Mr. Javier J. Rodriguez | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 76000 | Website https://www.davita.com |
Full time employees 76000 | Website https://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 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. In addition, the company offers integrated care and disease management services to patients in risk-based and other integrated care arrangements; clinical research programs; physician services; and comprehensive kidney care services. Further, it engages in the provision of inpatient dialysis services and related laboratory services; and transplant software business. The company was formerly known as DaVita HealthCare Partners Inc. and changed its name to DaVita Inc. in September 2016. DaVita Inc. was incorporated in 1994 and is headquartered in Denver, Colorado.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.