Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
DaVita Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $11.7B | |
|---|---|---|
| P/E (forward) | 10.0x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $11.62B | $11.61B | $12.14B | $12.82B | $13.64B | +4.1% |
| Gross profit | $3.65B | $3.40B | $3.82B | $4.22B | $3.68B | +0.3% |
| Operating income | $1.80B | $1.34B | $1.60B | $2.09B | $2.04B | +3.3% |
| Net income | $978.5M | $560.4M | $691.5M | $936.3M | $746.8M | -6.5% |
| EPS (diluted) | $8.90 | $5.85 | $7.42 | $10.73 | $9.84 | +2.5% |
| EBITDA | $2.48B | $2.06B | $2.32B | $2.72B | $2.64B | +1.6% |
| R&D | — | — | — | — | — | — |
| SG&A | $1.20B | $1.36B | $1.47B | $1.54B | $1.67B | +8.8% |
Recent company headlines from major financial publishers.
The base path expects steady outpatient dialysis treatment volume expansion, stable commercial reimbursement agreements, and disciplined center cost management. Continued free cash flow generation enables ongoing share repurchases that compound per-share earnings, supporting a target of $386.49 with a probability of 60.0% and an expected return of 110.2% relative to $183.86.
The bull path assumes accelerated expansion in integrated kidney care programs, favorable commercial payer renewals, and enhanced clinical staffing productivity. Accelerated share repurchases compound diluted earnings per share, driving the target to $490.58 with an estimated probability of 20.0% and a return of 166.8% over $183.86.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 6.3% | $521 | $591 | $699 | $891 | $1,398 |
| 7.3% | $408 | $444 | $492 | $558 | $660 |
| 8.3% | $338 | $359 | $386 | $420 | $465 |
| 9.3% | $289 | $303 | $320 | $340 | $365 |
| 10.3% | $253 | $263 | $274 | $287 | $303 |
Upcoming earnings date and setup when available.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
