Revenue segments as reported by the company.

Dialysis patient service revenues

Other revenues

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

General and administrative

Depreciation and amortization

Equity investment income (loss), net

Loss (gain) on changes in ownership interest, net

Goodwill impairment charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

DaVita

DaVita, Inc. engages in the provision of medical care services. It operates through the following two segments: US Dialysis and Related Lab Services, and Other-Ancillary Services and Strategic Initiatives. The US Dialysis and Related Lab Services segment offers kidney dialysis services in the United States for patients suffering from chronic kidney failure. The Other-Ancillary Services and Strategic Initiatives segment consist primarily of pharmacy services, disease management services, vascular access services, clinical research programs, physician services, direct primary care, end stage renal disease seamless care organizations, and comprehensive care. The company was founded in 1994 and is headquartered in Denver, CO.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

DaVita reports robust Q4 earnings, navigates challenges with strategic focus

DaVita's Q4 2022 performance reflects financial strength and operational improvements, supported by strategic initiatives and cost discipline.
While facing challenges in operational dynamics and market uncertainties, DaVita remains focused on growth opportunities and patient-centric care.
The company's outlook for 2023 shows a commitment to long-term success through innovation, efficiency, and resilience in a changing healthcare landscape.

DaVita reports strong Q1 earnings and innovation in kidney health

DaVita's Q1 2023 earnings call highlighted strong financial performance, operational efficiency, and a focus on patient care, positioning the company well for future growth and success.
While challenges such as limited operational details and potential labor management issues exist, DaVita's strengths in cost management, innovation, and patient-centric care present opportunities for sustained performance.
Overall, DaVita's positive momentum, revised financial outlook, and commitment to enhancing healthcare services indicate a promising trajectory for the company in the competitive healthcare landscape.

DaVita reports strong Q2 earnings, navigates CMS challenges effectively

DaVita's Q2 2023 performance reflects resilience amidst challenges, with a focus on innovation and operational efficiencies.
The company faces industry headwinds but remains committed to driving growth and enhancing patient care.
Analysts' questions highlighted key concerns and opportunities, showcasing DaVita's proactive approach to addressing industry dynamics.
Overall, DaVita's strategic focus on performance and stakeholder communication positions the company for continued success.

DaVita reports robust Q3 performance and eyes growth opportunities

DaVita's Q3 2023 Earnings Call highlighted strong financial results, operational priorities, and growth prospects. Despite challenges in managing drug impacts and market perception, the company remains focused on delivering quality care and driving shareholder value. Opportunities in CKD progression, shareholder returns, and IKC business improvement position DaVita for future success.

DaVita surpasses 2023 guidance, eyes growth and efficiency in 2024

DaVita's Q4 2023 Earnings Call showcased strong financial performance, exceeding guidance and highlighting a focus on efficiency and cost savings.
While facing challenges like legal proceedings and capacity utilization, DaVita remains optimistic about financial recovery and growth opportunities in 2024.
The company's successful Integrated Kidney Care program and commitment to driving operating performance position it well for continued success in the healthcare market.

DaVita reports robust Q1 earnings, eyes international expansion opportunities

DaVita's Q1 2024 performance reflects strong financial results and a strategic focus on kidney care solutions and international growth.
While challenges like the Change Healthcare outage were addressed, opportunities in expanding markets and enhancing patient care services are evident.
Management's commitment to quality care and sustainable growth positions DaVita well for continued success in the healthcare sector.

DaVita reports robust Q2 earnings, supports CMS proposal for growth

DaVita's Q2 2024 earnings call highlighted strong financial performance and strategic initiatives to drive growth.
While facing challenges in certain operational areas, the company's proactive stance on policy advocacy and financial guidance raise optimism.
Opportunities lie in optimizing operational metrics, managing costs effectively, and engaging stakeholders for sustained growth.

DaVita maintains financial course amidst challenges, eyes growth opportunities

DaVita's Q3 performance met expectations despite supply chain disruptions, with full-year guidance reaffirmed.
The company faces short-term challenges from hurricane impacts and regulatory uncertainties.
Opportunities lie in market changes and growth initiatives, though long-term guidance remains pending.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dialysis firm DaVita raises its full-year 2023 adjusted profit per share outlook after beating quarterly revenue estimates, on the back of strong demand, sending shares up nearly 6% in extended trading.

Dialysis provider DaVita raises full-year profit outlook, shares rise

DENVER , Nov. 7, 2023 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) announced financial and operating results for the quarter ended September 30, 2023. "We delivered another strong quarter," said Javier Rodriguez, CEO of DaVita Inc. "We began the year by making progress earlier than expected across many of our key operating priorities, and that momentum has continued into the third quarter.

DaVita Inc. 3rd Quarter 2023 Results

Improvement in U.S. dialysis treatments per day and cost-saving initiatives are likely to have boosted DaVita's (DVA) top line in the third quarter.

DaVita (DVA) to Report Q3 Earnings: What's in the Offing?

Research includes studies designed to overcome barriers to living donation and in-home treatment among African American and Spanish-speaking Mexican American patients DENVER and PHILADELPHIA , Nov. 2, 2023 /PRNewswire/ -- DaVita Clinical Research (DCR), a wholly owned subsidiary of DaVita Inc., is presenting the findings of five new research projects at the American Society of Nephrology (ASN)'s annual "Kidney Week," which is currently underway in Philadelphia. The studies are focused on driving health equity and reducing hospitalizations, among other outcomes.

DaVita Unveils New Research to Drive Health Equity and Improve Care Quality during Annual American Society of Nephrology Meeting

DexCom

Novo Nordisk

The good times keep rolling for Novo Nordisk and its weight-loss drugs. But it's bad news for some medical device stocks.

Weight-Loss Drugs Spooked Medical Device Stocks. Did Investors Overreact?

Concern over weight loss drug Semaglutide has caused an unjustified sell-off in DaVita shares. Dialysis is essential to life for people with late-stage chronic kidney disease, making DaVita non-cyclical and resilient in any macro. DaVita has a significant market share, competitive advantage, and has historically been an aggressive share repurchaser.

DaVita: Simple And Compelling After Sell-Off

DaVita (NYSE: DVA) stock price has come under intense pressure in the past few days. The stock made a big dive on October 9th and crashed to a multi-month low of $71.45.

DaVita stock price forecast: Ozempic sell-off is an overreaction

Kraft Heinz

Occidental Petroleum

We know Warren Buffett likes to make big bets on business. Apple (NASDAQ: AAPL ) is famously one of the largest Warren Buffett stocks, accounting for nearly one-half of Berkshire Hathaway's (NYSE: BRK-A , NYSE: BRK-B ) holdings.

Buffett's Bullish Bets: 3 Stocks Where Warren Has At Least a 25% Stake

DaVita's (DVA) new tie-up is likely to enable it to harness Google Cloud's AI and analytics tools to improve care plans and streamline clinical workflows.

DaVita's (DVA) Latest Partnership to Improve Kidney Care

Kidney care provider harnesses the power of Google Cloud's leading-edge infrastructure, AI, and analytics tools to help improve care plans and streamline clinical workflows SUNNYVALE, Calif. , Oct. 18, 2023 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) and Google Cloud today announced that the organizations have collaborated to create a new clinical operating system that sets a foundation for streamlined kidney care for more than 200,000 DaVita patients.

DaVita Collaborates with Google Cloud to Develop Customized Clinical Operating System Designed to Transform Kidney Care

DaVita's (DVA) strength in its DaVita Kidney Care raises optimism about the stock.

Here's Why You Should Add DaVita (DVA) Stock to Your Portfolio

DENVER , Oct. 17, 2023 /PRNewswire/ -- DaVita Inc. (NYSE: DVA), announced today that it will hold its quarterly conference call to discuss third quarter results on Tuesday, November 7, 2023, at 5:00 p.m. Eastern Time.

DaVita Inc. Schedules 3rd Quarter 2023 Investor Conference Call

Baxter

Novo Nordisk ended its kidney outcome trial early after interim results showed the efficacy of its drug-Ozempic in delaying the progression of chronic kidney disease. Stocks of medical equipment major, Baxter International, and kidney care servicing specialist, DaVita, have faced significant declines since the news. We posit why the market may be overreacting to the news.

Should You Buy Baxter Or DaVita After The Fallout From The Ozempic Trial?

Dialysis company DaVita Inc. DVA, -16.86% issued a statement on Thursday in response to the news Wednesday from Novo Nordisk that its Ozempic treatment for type 2 diabetes delayed the progression of chronic kidney disease (CKD) and lowered the risk of kidney and cardiovascular mortality in a trial. The news that the Danish company had halted the trial because of its efficacy sent the stocks of dialysis companies, including DaVita, lower on Wednesday.

DaVita says news of Ozempic's potential in treating kidney disease may have only limited impact for patients, says further studies will be needed

Dialysis firm DaVita said on Thursday it believes that early success of Novo Nordisk's diabetes drug Ozempic in kidney disease trial will have "limited application" to overall patients suffering from chronic kidney disease.

DaVita says Ozempic's early success in kidney trial to have 'limited application'

DENVER , Oct. 12, 2023 /PRNewswire/ -- DaVita issued the following statement in response to news this week from Novo Nordisk, manufacturer of Ozempic®, a glucagon-like peptide 1 (GLP-1) receptor agonist indicated for type 2 diabetes, related to its FLOW study that sought to demonstrate that Ozempic delays progression of chronic kidney disease (CKD) and lowers the risk of kidney and cardiovascular mortality. The following statement can be attributed to Dr. Jeff Giullian, chief medical officer for DaVita Inc. "We've been closely monitoring the developments related to GLP-1s, and are excited about the potential benefits this class of drugs could have on society and patients with kidney disease.

DaVita Statement on GLP-1 and Potential Implications on Chronic Kidney Disease

Fresenius Medical Care

Outset Medical

Novo Nordisk shares rallied after it announced it will stop its FLOW trial nearly a year earlier than expected after positive feedback on interim data for semaglutide's ability to treat kidney disease. The news sent dialysis products and services providers plunging.

Why Dialysis Stocks Plunged Today

Ozempic may find yet another clinical use. The drug, developed by Danish pharmaceutical giant Novo Nordisk (NYSE: NVO ), has been making waves throughout the healthcare industry.

Ozempic Alert: New Trial Causes DaVita (DVA) Stock to Plunge 20%

Eli Lilly

PepsiCo

Markets were poised to move higher again on Wednesday morning. Shares of Novo Nordisk climbed on good news from a study of its drug Ozempic on kidney patients.

Ozempic Is Moving a Bunch of Stocks Wednesday Morning

Novo Nordisk's Ozempic already is poised to disrupt a range of industries via its weight-loss benefits. Now it threatens companies which treat kidney failure.

Novo Nordisk Halts Ozempic Kidney Trial. Why It's Bad for DaVita.

DaVita Inc. stock has been heavily sold in '23, trading below its 50-day moving average for the past 8 weeks. The company lacks economic value, and its reinvestment runway looks limited, producing sub-standard returns on capital. The market expects modest earnings growth for DaVita, and it would appear that the stock is currently trading within its fair value range.

DaVita: Continued Economic Hurdles, Market Expectations May Be Correct

Assurant

Delta Air Lines

Ford Motor Company

Hartford Financial Services Group

MetLife

Prudential Financial

United Continental Hlds

Just because a stock is considered a "value" doesn't mean it can't grow like crazy. In fact, many S&P 500 value stocks may do just that.

10 Cheap Value Stocks Are Poised To Report Massive Profit Growth

Aflac

Walmart

Stocks have faced pressure over the last several weeks, with continued uncertainty surrounding the economy weighing on investors' minds.

Buy These 3 Low-Beta Stocks to Navigate Volatility

Kidney care provider invests in early detection and prevention to help reduce progression of chronic kidney disease in key communities it serves  DENVER , Sept. 13, 2023 /PRNewswire/ -- DaVita Inc. (NYSE: DVA), a leading provider of kidney care services, today announced the launch of its 2023 Health Tour, a mobile health screening and kidney care education program supporting local communities across the country.

DaVita launches community health tour to provide free kidney screenings and education coast-to-coast

Adtalem Global Education

Collaboration includes launch of new nursing curriculum that increases access to career pathways post-graduation DENVER , Sept. 12, 2023 /PRNewswire/ -- DaVita Inc., a leading kidney care provider, has joined forces with Adtalem Global Education, to launch the "Introduction to Nephrology Nursing" curriculum as a part of the Practice Ready.

News for DaVita Stock (DVA)