DaVita is a healthcare provider focused on transforming care delivery to improve quality of life for patients. The company's United States dialysis business provides kidney dialysis services for patients suffering from end stage renal disease (ESRD). The company's dialysis services include outpatient hemodialysis services, hospital inpatient hemodialysis services, home-based dialysis services, ESRD laboratory services, and management services. The company's ancillary services and strategic initiatives businesses include disease management services, physician services, ESRD Seamless Care Organization joint ventures, clinical research programs, vascular access services, as well as international dialysis operations.
  • TickerDVA
  • ISINUS23918K1088
  • ExchangeNew York Stock Exchange
  • SectorHealth Care Equipment & Services
  • CountryUnited States

Moody's announces completion of a periodic review of ratings of DaVita Inc.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of DaVita Inc.. Global Credit Research- 04 Jun 2021. New York, June 04, 2021-- Moody's Investors Service has completed a periodic review of the ratings of DaVita Inc. and other ratings that are associated with the same analytical unit.

Valens Research

Valens Equity Insights and Inflections - 2021 02 09

Current market expectations for Winnebago (WGO) still do not comprehend the company's operational tailwinds and transformation. Markets expect UAFRS-based (Uniform) ROA (ROA') to only reach prior cycle norms going forward, even as analysts are forecasting sustained ROA' improvement, in line with the company's strategy change. The company has a positive age-wave-related macro-trend likely driving fundamentals and sustained growth, thanks to more baby-boomers becoming retirees, a group that tends to be stronger buyers of RVs, spelling stronger fundamental upside. On top of that, the At-Home Rev...

Valens Research

DVA - Embedded Expectations Analysis - 2021 02 03

DaVita Inc. (DVA:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.6x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may have concerns about pandemic headwinds, kidney care costs, and capital allocation discipline Specifically, management may lack confidence in their ability to lower kidney care costs by avoiding preventable hospitalizations, sustain Kidney Smart platform adoption, and execute a disciplined capital allocation strategy. In addition, they may have concerns about the potential of c...

DaVita Inc.: Loan Covenant Quality Snapshot

DaVita Inc.’s covenant package provides weak level protection (3.90).

Davita Inc: 2 directors sold after exercising options/sold

Two Directors at Davita Inc sold after exercising options/sold 37,105 shares at between 109.741USD and 109.880USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is re...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, TWTR, GOOGL, NYT, and NWSA) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TPR, LGIH, DHI, VSTO, RGR, PENN, SGMS, BYD, BJRI, BKE, EBAY, SIG, HAIN, and ENR ) • A number of Financial Sector names appear to be perking up. (ex. JHG, INTL, EVR, GHL, ARR, and CINF)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Health Care to Overweight Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year consolidation period. • Sector Relative Strength Rankings & Weighting Recommendations. We are upgrading Health Care to overweight. We initially suggested adding exposure to the Sector in late-October as biotech (IBB, XBI) and pharma (PJP, PPH, XPH) stocks were making bullish price and RS reversals. Strength has permeated throughout the Sector ever since, and decisive RS bottoms for cap-weighted (XLV), equal-weigh...

Davita Inc: 2 directors sold after exercising options/sold

Two Directors at Davita Inc sold after exercising options/sold 37,105 shares at between 109.741USD and 109.880USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is re...

Valens Research

Valens Equity Insights and Inflections - 2021 02 09

Current market expectations for Winnebago (WGO) still do not comprehend the company's operational tailwinds and transformation. Markets expect UAFRS-based (Uniform) ROA (ROA') to only reach prior cycle norms going forward, even as analysts are forecasting sustained ROA' improvement, in line with the company's strategy change. The company has a positive age-wave-related macro-trend likely driving fundamentals and sustained growth, thanks to more baby-boomers becoming retirees, a group that tends to be stronger buyers of RVs, spelling stronger fundamental upside. On top of that, the At-Home Rev...

Valens Research

DVA - Embedded Expectations Analysis - 2021 02 03

DaVita Inc. (DVA:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.6x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may have concerns about pandemic headwinds, kidney care costs, and capital allocation discipline Specifically, management may lack confidence in their ability to lower kidney care costs by avoiding preventable hospitalizations, sustain Kidney Smart platform adoption, and execute a disciplined capital allocation strategy. In addition, they may have concerns about the potential of c...

MarketLine Department

Fresenius SE & Co. KGaA - Strategy, SWOT and Corporate Finance Report

Summary Fresenius SE & Co. KGaA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Fresenius SE & Co. KGaA (Fresenius or 'the group'), the holding company of the Fresenius Group, is a leading global provider of products and services for dialysis, hospitals and outpatient medical care. Its major products and services include solutions for infusion therapy; machines ...

MarketLine Department

Baxter International Inc. - Strategy, SWOT and Corporate Finance Report

Summary Baxter International Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Baxter International Inc. (Baxter or 'the company') is a healthcare company, which offers range of healthcare products across portfolio of acute and chronic dialysis therapies, sterile intravenous (IV) solutions, infusion systems and devices, inhaled aesthetics, generic injectable ...

Dave Nicoski ...
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Vermilion Compass: Weekly Equity Strategy

Breakout Brewing? With the 3200-3230 support level holding strong on the S&P 500, we remain constructive over the intermediate-term as outlined in our 11/3/20 Compass. Considering current market dynamics we see eventual decisive breakouts as the most likely outcome for the major averages, which justifies our positive outlook. At the same time, with the S&P 500, Russell 2000, and Nasdaq 100 climbing 7-12% in just over a week and all three testing logical resistance, we believe there is potential for some near-term backing-and-filling. Continue to buy dips. · Testing Resistance. Both t...

Moody's announces completion of a periodic review of ratings of DaVita Inc.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of DaVita Inc.. Global Credit Research- 04 Jun 2021. New York, June 04, 2021-- Moody's Investors Service has completed a periodic review of the ratings of DaVita Inc. and other ratings that are associated with the same analytical unit.

DaVita Inc.: Loan Covenant Quality Snapshot

DaVita Inc.’s covenant package provides weak level protection (3.90).

DaVita Inc.: Covenant Quality Post-Sale Snapshot: $1.5bn 3.75% Senior Notes due 2031

CORPORATES ISSUER IN-DEPTH 16 September 2020 Source Documents: Offering Memorandum: Aug/6/2020 Peer Group: » HEALTHCARE: OUTPATIENT FACILITIES See  Snapshot User’s Guide  for terminology, analytical criteria and our ranking of covenant structures. All figures in $ millions unless otherwise noted. Ratios may vary from Moody’s adjusted ratios. This report contains Moody’s analysis of the p

DaVita Inc.: Covenant Quality Post-Sale Snapshot: $1,750m 4.625% Senior Notes due 2030

CORPORATES ISSUER IN-DEPTH 18 August 2020 Source Documents: Offering Memorandum: 26 May 2020 Peer Group: » HEALTHCARE: OUTPATIENT FACILITIES See  Snapshot User’s Guide  for terminology, analytical criteria and our ranking of covenant structures. This report contains Moody’s analysis of the principal protections and weaknesses of the covenant package of the Notes based on information cont

DaVita Inc.: Covenant Quality Post-Sale Snapshot: $1,750m 4.625% Senior Notes due 2030

DaVita Inc.'s covenant package provides middle-tier HY-lite protection, reflecting a CQ score of 5.00.

DAVITA INCO. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of DAVITA INCO. (US), a company active in the Health Care Providers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 3, 2020, the closing price was USD 81.05 and its potential was estimated at USD 96.04.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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