DVA vs. FMS
Compare and contrast key facts about DaVita Inc. (DVA) and Fresenius Medical Care AG & Co. KGaA (FMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVA or FMS.
Key characteristics
DVA | FMS | |
---|---|---|
YTD Return | 31.27% | 4.27% |
1Y Return | 43.86% | -6.54% |
3Y Return (Ann) | 3.35% | -15.92% |
5Y Return (Ann) | 21.44% | -10.18% |
10Y Return (Ann) | 7.33% | -2.60% |
Sharpe Ratio | 1.10 | -0.25 |
Daily Std Dev | 35.05% | 37.21% |
Max Drawdown | -92.91% | -77.28% |
Current Drawdown | -3.32% | -57.55% |
Fundamentals
DVA | FMS | |
---|---|---|
Market Cap | $11.79B | $12.36B |
EPS | $8.82 | $0.91 |
PE Ratio | 15.24 | 23.04 |
PEG Ratio | 1.16 | 0.39 |
Revenue (TTM) | $12.34B | $19.45B |
Gross Profit (TTM) | $3.40B | $5.31B |
EBITDA (TTM) | $2.49B | $2.38B |
Correlation
The correlation between DVA and FMS is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DVA vs. FMS - Performance Comparison
In the year-to-date period, DVA achieves a 31.27% return, which is significantly higher than FMS's 4.27% return. Over the past 10 years, DVA has outperformed FMS with an annualized return of 7.33%, while FMS has yielded a comparatively lower -2.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
DVA vs. FMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DaVita Inc. (DVA) and Fresenius Medical Care AG & Co. KGaA (FMS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DVA vs. FMS - Dividend Comparison
DVA has not paid dividends to shareholders, while FMS's dividend yield for the trailing twelve months is around 2.85%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DaVita Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fresenius Medical Care AG & Co. KGaA | 2.85% | 2.97% | 4.34% | 2.57% | 1.72% | 1.77% | 1.95% | 0.98% | 1.04% | 1.03% | 1.42% | 1.39% |
Drawdowns
DVA vs. FMS - Drawdown Comparison
The maximum DVA drawdown since its inception was -92.91%, which is greater than FMS's maximum drawdown of -77.28%. Use the drawdown chart below to compare losses from any high point for DVA and FMS. For additional features, visit the drawdowns tool.
Volatility
DVA vs. FMS - Volatility Comparison
The current volatility for DaVita Inc. (DVA) is 8.93%, while Fresenius Medical Care AG & Co. KGaA (FMS) has a volatility of 13.49%. This indicates that DVA experiences smaller price fluctuations and is considered to be less risky than FMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DVA vs. FMS - Financials Comparison
This section allows you to compare key financial metrics between DaVita Inc. and Fresenius Medical Care AG & Co. KGaA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities