GROWTH
Top line stable.
+6.5% YoY versus +5.6% prior. 3y CAGR +5.5%.
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All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 3 legendary models say BUY DVA — but Joel Greenblatt disagrees.
What would legendary investors pay for DVA?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
DaVita Inc.'s ROE and debt-to-equity are non-meaningful — large accumulated buybacks have driven stockholders' equity below zero, so the ratio denominators are uninterpretable. Operating margin and free cash flow are the better lenses here.
Financial story
DaVita Inc.'s ROE and debt-to-equity are non-meaningful — large accumulated buybacks have driven stockholders' equity below zero, so the ratio denominators are uninterpretable. Operating margin and free cash flow are the better lenses here.
Bottom line: DVA splits the legendary models — 1 BUY, 1 HOLD, 1 AVOID, but earns a C sector grade (51/100) in Healthcare. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
+6.5% YoY versus +5.6% prior. 3y CAGR +5.5%.
+6.5%Net margin 5.5% versus 7.3% prior (−1.8pp). Operating 14.7%.
5.5%P/E 19.3x — 30% above the 5y median of 14.8x. Forward 12.9x hints at EPS expansion next year.
19.3xDVA and NBIX differ on P/E, ROE, and revenue growth. See the full DVA vs NBIX compare matrix.
Buffett, Lynch, and Greenblatt evaluate DVA against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
DVA's P/E ratio is 20.0x. 5-year P/E history is in the financials tab.
2 of 3 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
DVA's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
DVA is in the Healthcare sector. Sector ranking and peer comparison are in the sector tab.
How does DVA compare?
See exactly where DVA ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingDVA sits at #51 in Healthcare with a C grade (51/100).
