DaVita's steady revenue growth of 4.6% to 5.2% year over year and operating margins between 13.6% and 17.2% point to a durable dialysis franchise, though per-share results have been volatile, with diluted EPS swinging from $2.04 to $4.02 over recent quarters.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 4.6% year over year in 2026Q3 with gross margin of 31.5% and operating margin of 14.0%, suggesting stable but unspectacular top-line and profitability trends.
The bullish thesis highlights improving mortality rates as a key driver for DaVita's growth and sustainability in dialysis services.
The company has potential for sustained organic volume growth, supporting long-term revenue expansion.
2026 outlook exceeded Street expectations, shifting the narrative from recovery to durable growth, reinforcing investor confidence.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $3.82+7.0% vs $3.57 | $3.6B+1.7% vs $3.5B |
Q3 2026 Aug 4, 2026 | $4.02+3.6% vs $3.88 | $3.6B+1.7% vs $3.5B |
Q2 2026 May 5, 2026 | $2.87+19.1% vs $2.41 | $3.4B+1.8% vs $3.4B |
Q1 2026 Feb 2, 2026 | $3.40+4.9% vs $3.24 | $3.6B+3.2% vs $3.5B |
DVA's Q3 2026 earnings are expected to rise on improving treatment volumes and cost discipline, but reimbursement pressures could weigh on profitability.
Nearly 1,000 people screened in Houston and Los Angeles, with a majority showing signs of elevated chronic disease risk DENVER, Oct. 27, 2026 /PRNewswire/ -- Millions of Americans are living with chronic disease and don't know it. The risks are often interconnected: High blood pressure and diabetes can increase the risk of kidney disease, while chronic kidney disease (CKD) often progresses without symptoms.
DaVita HealthCare (DVA) closed at $183.64 in the latest trading session, marking a -1.32% move from the prior day.
DaVita's 55.6% stock rally reflects stronger operating execution, improving treatment volumes and value-based kidney care gains despite reimbursement pressures.
Benchmark DVA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for DaVita Inc. (DVA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $191.35 | $12.28B | 13.62 | 6.46% | 6.49% | 83.42% | — | |
| $23.40 | $12.57B | 13.37 | 1.51% | 4.22% | 5.9% | 3.32% | |
| $30.42 | $275.03M | 12.00 | 33.46% | 24.12% | 12.06% | 2.01% | |
| $394.15 | $357.95B | 22.38 | 11.81% | 3.53% | 15.18% | 2.21% | |
| $433.74 | $52.08B | 42.44 | 10.06% | 0.81% | 6.68% | 0.82% | |
| $69.74 | $34.45B | 23.59 | 19.44% | 0.75% | 6.76% | — |
DaVita Inc. (DVA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
DaVita Inc. (DVA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Aug 4, 2026·SEC
Jun 8, 2026·SEC
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DaVita Inc. (DVA) stock FAQ — growth, dividends, profitability & financials explained
DaVita Inc. (DVA) reported $14.17B in revenue over the trailing twelve months. Revenue was $13.64B in fiscal year 2025. That is 4899% more than the $272.9M of fiscal year 1996.
DaVita Inc. (DVA) grew revenue by 6.4% over the trailing twelve months, compared with the twelve months before.
Yes. DaVita Inc. (DVA) earned $920.1M in net income over the trailing twelve months (a 6.5% net margin).
DaVita Inc. (DVA) had a return on equity (ROE) of 83.4% over the trailing twelve months. That is well above the market's typical 10-15%.
DaVita Inc. (DVA) generated $1.29B in free cash flow over the trailing twelve months.
