PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
DaVita Inc. (DVA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US23918K1088

CUSIP

23918K108

Sector

Healthcare

IPO Date

Oct 31, 1995

Highlights

Market Cap

$12.10B

EPS (TTM)

$9.28

PE Ratio

15.90

PEG Ratio

1.11

Total Revenue (TTM)

$12.67B

Gross Profit (TTM)

$3.78B

EBITDA (TTM)

$2.60B

Year Range

$103.40 - $169.52

Target Price

$156.90

Short %

8.46%

Short Ratio

3.84

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DVA vs. SPY DVA vs. ATVI DVA vs. FMS DVA vs. VRSN DVA vs. META DVA vs. VOO DVA vs. UNH DVA vs. COST DVA vs. AAPL DVA vs. KHC
Popular comparisons:
DVA vs. SPY DVA vs. ATVI DVA vs. FMS DVA vs. VRSN DVA vs. META DVA vs. VOO DVA vs. UNH DVA vs. COST DVA vs. AAPL DVA vs. KHC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in DaVita Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
6.35%
9.66%
DVA (DaVita Inc.)
Benchmark (^GSPC)

Returns By Period

DaVita Inc. had a return of 46.07% year-to-date (YTD) and 46.67% in the last 12 months. Over the past 10 years, DaVita Inc. had an annualized return of 7.24%, while the S&P 500 had an annualized return of 11.11%, indicating that DaVita Inc. did not perform as well as the benchmark.


DVA

YTD

46.07%

1M

-7.55%

6M

6.35%

1Y

46.67%

5Y*

15.36%

10Y*

7.24%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of DVA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.25%17.39%8.73%0.70%5.83%-5.81%-1.41%10.47%8.62%-14.71%18.85%46.07%
202310.34%-0.16%-1.40%11.40%3.66%7.26%1.51%0.42%-7.70%-18.30%31.37%3.25%40.30%
2022-4.74%4.06%0.30%-4.19%-10.04%-17.98%5.25%1.34%-2.95%-11.79%0.99%1.27%-34.36%
2021-0.03%-12.98%5.52%8.13%3.04%0.30%-0.15%8.75%-11.10%-11.20%-8.47%20.38%-3.10%
20206.45%-2.82%-2.01%3.88%2.47%-2.25%10.42%-0.72%-1.28%0.70%27.36%6.87%56.47%
20199.08%1.37%-4.59%1.75%-21.40%29.57%6.38%-5.81%1.24%2.68%22.47%4.54%45.80%
20188.01%-7.71%-8.44%-4.78%6.45%3.89%1.21%-1.41%3.38%-5.99%-1.90%-22.10%-28.78%
2017-0.70%8.88%-2.07%1.53%-3.98%-2.26%0.03%-9.60%1.42%2.27%0.53%18.33%12.54%
2016-3.72%-1.71%11.23%0.71%4.63%0.00%0.28%-16.65%2.23%-11.28%8.07%1.34%-7.90%
2015-0.90%-0.61%8.95%-0.22%3.30%-5.14%-0.55%-4.29%-4.38%7.16%-5.77%-4.56%-7.96%
20142.46%5.85%0.17%0.65%1.86%2.45%-2.60%6.02%-2.06%6.74%-1.97%-1.03%19.52%
20134.42%3.65%-0.86%0.05%4.57%-2.64%-3.63%-7.65%5.85%-1.21%5.94%6.41%14.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, DVA is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DVA is 8888
Overall Rank
The Sharpe Ratio Rank of DVA is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of DVA is 8484
Sortino Ratio Rank
The Omega Ratio Rank of DVA is 8484
Omega Ratio Rank
The Calmar Ratio Rank of DVA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of DVA is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for DaVita Inc. (DVA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DVA, currently valued at 1.58, compared to the broader market-4.00-2.000.002.001.582.07
The chart of Sortino ratio for DVA, currently valued at 2.17, compared to the broader market-4.00-2.000.002.004.002.172.76
The chart of Omega ratio for DVA, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.39
The chart of Calmar ratio for DVA, currently valued at 2.06, compared to the broader market0.002.004.006.002.063.05
The chart of Martin ratio for DVA, currently valued at 10.11, compared to the broader market-5.000.005.0010.0015.0020.0025.0010.1113.27
DVA
^GSPC

The current DaVita Inc. Sharpe ratio is 1.58. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of DaVita Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.58
2.07
DVA (DaVita Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


DaVita Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.89%
-1.91%
DVA (DaVita Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the DaVita Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the DaVita Inc. was 92.91%, occurring on Mar 21, 2000. Recovery took 909 trading sessions.

The current DaVita Inc. drawdown is 8.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.91%Jun 25, 1998439Mar 21, 2000909Nov 3, 20031348
-51.1%Aug 5, 2021320Nov 9, 2022329Mar 5, 2024649
-48.45%May 29, 20151009May 31, 2019176Feb 11, 20201185
-39.02%Oct 15, 1996118Apr 3, 199787Aug 6, 1997205
-36.36%Oct 19, 2007357Mar 20, 2009313Jun 17, 2010670

Volatility

Volatility Chart

The current DaVita Inc. volatility is 5.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
5.94%
3.82%
DVA (DaVita Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of DaVita Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of DaVita Inc. compared to its peers in the Medical Care Facilities industry.


PE Ratio
50.0100.0150.0200.0250.015.9
The chart displays the price to earnings (P/E) ratio for DVA in comparison to other companies of the Medical Care Facilities industry. Currently, DVA has a PE value of 15.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-1.00.01.02.03.04.01.1
The chart displays the price to earnings to growth (PEG) ratio for DVA in comparison to other companies of the Medical Care Facilities industry. Currently, DVA has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for DaVita Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab