DaVita runs the largest US network of kidney dialysis centers, treating chronic kidney failure patients who need regular blood-filtering sessions to stay alive. Think of it as a chain of life-sustaining clinics, like a dialysis-focused Starbucks for medical ca
Money comes from recurring dialysis treatments across 2,815 US centers and 339 international ones, serving ~203,100 US patients. Gross margin is 26.86% TTM, with net margin at 6.05%, showing steady, repeatable revenue from essential services.
Competitors like Fresenius Medical Care and US Renal Care face high barriers due to regulatory approvals, patient switching costs, and DaVita's scale in 850 hospitals. Moat is solid, but reimbursement pressure from Medicare and private insurers could erode pri
Hold (sector percentile 46) — value A+, growth B, profitability D, momentum C+, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Stock down 19.3% post-earnings, Buffett sells $36M more, multiple headwinds
Q1 adjusted operating income was $482 million, with adjusted EPS from continuing operations of $2.87
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Unusual call option volume is increasing for several stocks, including DVA, suggesting potential bullish sentiment or speculative activity.
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