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DaVita DVA

DaVita scores average on business quality (5.3 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$179.25Oct 9, 2026
Business qualityAverage
Next earningsOct 23, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What DaVita does

    DaVita operates kidney dialysis clinics, generating revenue by providing life-sustaining treatments to patients suffering from end-stage renal disease. The firm is aggressively repurchasing shares, using massive buybacks totaling $1.6B to shrink its equity base.

  2. What it does best

    DaVita dominates outpatient dialysis through massive scale, driving an ROE of 181.2% that towers over peers like Labcorp at 11.5%. This clinic density creates deep regional monopolies that new entrants cannot easily match.

  3. The main risk

    With net debt sitting at $9.6B against just $701M in cash, heavy leverage leaves little margin for operational missteps or reimbursement cuts.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins hold at 14.9% with free cash flow margins at 11.5%, delivering steady cash generation as facilities scale.

MoatFair

Scale creates a regional clinic network locking in chronic patients who require recurring treatments, supported by a sector-leading ROE rank in the 96th percentile.

GrowthSlow

Revenue grew to $14.0B, marking a steady acceleration from previous years driven by core dialysis volumes.

Financial healthFair

Net debt sits at $9.6B while free cash flow reached $1.6B, keeping the balance sheet heavy but cash generative.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on DVA

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DVA a good business?

DaVita scores average on the Cluenex quality check (5.3 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.

Are insiders buying DVA?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does DVA report earnings?

Oct 23, 2026, after the close.

For members

See DVA today

  • Today's verdict on DVA, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “DaVita (DVA)”, https://cluenex.com/stocks/dva/, data as of Oct 10, 2026.