DaVita Inc. (DVA)

From the record

DaVita Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

DaVita Inc.'s 10 filed years say what it did: revenue went from $11 billion in fiscal 2016 to $14 billion in fiscal 2025, up 2.7% a year; it rose in 7 of 9 years; the deepest fall was 0% from fiscal 2018 to fiscal 2019; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, DaVita Inc.'s diluted share count shrank about 7.5% a year, and dividends and buybacks returned about 50% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 9 sales and 0 purchases of their own stock on the open market in the year to 2026-10-29 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, DaVita Inc.'s shareholders' equity was below zero, so the profit on it is not read. Leverage: it owed about 104 cents per dollar of assets, and net share issuance: its share count shrank 13.0% over the year (the filed statements).

From the record

DaVita Inc.'s standing among 10 graded names in its industry family: revenue of $14 billion in fiscal 2025 ranks in the top 6% by size; a net margin of 5.5% ranks in the top 45%; revenue growth of 5.5% a year over the last 3 filed years ranks in the bottom 45% (its annual reports).

From the record

DaVita Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Rodriguez, Javier (Chief Executive Officer, as filed), filing under that title since 2014-04-28, 12.5 years (top 19% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 6.9 years (top 21%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 28%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

DaVita Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $676 million against debt of $10 billion leaves -54.3% of its assets as net cash, bottom 15% of its family; cash from operations less capital spending is 9.6% of revenue (top 45%) (its annual report).

From the record

DaVita Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 5.5% a year over the last three filed years against 2.7% over all 10, speeding up (top 15% of its family); the newest year grew 6.5% (top 25%); capital spending grew -1.5% a year (top 45%) (its annual reports). DaVita Inc. reported 2 lines of business in fiscal 2025: US Dialysis and Related Lab Services at $12 billion (86%), All Other at $1.9 billion (14%); 2 of 2 grew against the year before (its annual report).

From the record

DaVita Inc.'s newest year against its own record: revenue of $14 billion in fiscal 2025 came in 1.3% above the $13 billion its prior three years' pace pointed to (top 15% of its family); net income of $747 million against a prior three-year average of $729 million (bottom 45%); a net margin of 5.5% against 5.9% before (bottom 25%) (its annual reports).