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DVA vs. KHC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DVA vs. KHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DaVita Inc. (DVA) and The Kraft Heinz Company (KHC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DVA achieves a 93.38% return, which is significantly higher than KHC's 3.27% return. Over the past 10 years, DVA has outperformed KHC with an annualized return of 11.01%, while KHC has yielded a comparatively lower -8.01% annualized return.


DVA

1D
1.23%
1M
13.04%
YTD
93.38%
6M
93.57%
1Y
55.08%
3Y*
29.80%
5Y*
12.78%
10Y*
11.01%

KHC

1D
2.07%
1M
2.58%
YTD
3.27%
6M
3.27%
1Y
0.79%
3Y*
-7.09%
5Y*
-5.34%
10Y*
-8.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVA vs. KHC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DVA
DaVita Inc.
93.38%-24.03%42.75%40.30%-34.36%-3.10%56.47%45.80%-28.78%12.54%
KHC
The Kraft Heinz Company
3.27%-16.31%-12.96%-5.04%18.18%7.98%13.78%-21.20%-42.25%-8.37%

Correlation

The correlation between DVA and KHC is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2015

0.28

Fundamentals

EPS

DVA:

$14.48

KHC:

-$4.85

PS Ratio

DVA:

0.86

KHC:

1.15

Total Revenue (TTM)

DVA:

$13.84B

KHC:

$24.99B

Gross Profit (TTM)

DVA:

$3.23B

KHC:

$8.46B

EBITDA (TTM)

DVA:

$2.49B

KHC:

-$3.86B

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Return for Risk

DVA vs. KHC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DVA
DVA Risk / Return Rank: 7979
Overall Rank
DVA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
DVA Sortino Ratio Rank: 8585
Sortino Ratio Rank
DVA Omega Ratio Rank: 8484
Omega Ratio Rank
DVA Calmar Ratio Rank: 7474
Calmar Ratio Rank
DVA Martin Ratio Rank: 7474
Martin Ratio Rank

KHC
KHC Risk / Return Rank: 4242
Overall Rank
KHC Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
KHC Sortino Ratio Rank: 3838
Sortino Ratio Rank
KHC Omega Ratio Rank: 3838
Omega Ratio Rank
KHC Calmar Ratio Rank: 4545
Calmar Ratio Rank
KHC Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DVA vs. KHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DaVita Inc. (DVA) and The Kraft Heinz Company (KHC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DVAKHCDifference
Sharpe ratioReturn per unit of total volatility

+1.26

Sortino ratioReturn per unit of downside risk

+2.26

Omega ratioGain probability vs. loss probability

1.31

1.03

+0.29

Calmar ratioReturn relative to maximum drawdown

1.77

0.03

+1.73

Martin ratioReturn relative to average drawdown

3.94

0.06

+3.88

DVA vs. KHC - Sharpe Ratio Comparison

The current DVA Sharpe Ratio is 1.29, which is higher than the KHC Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of DVA and KHC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DVA vs. KHC - Drawdown Comparison

The maximum DVA drawdown since its inception was -92.91%, which is greater than KHC's maximum drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for DVA and KHC.


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Drawdown Indicators


DVAKHCDifference

Max Drawdown

Largest peak-to-trough decline

-92.91%

-76.07%

-16.84%

Max Drawdown (1Y)

Largest decline over 1 year

-31.36%

-23.19%

-8.17%

Max Drawdown (3Y)

Largest decline over 3 years

-41.43%

-38.72%

-2.71%

Max Drawdown (5Y)

Largest decline over 5 years

-51.10%

-41.69%

-9.41%

Max Drawdown (10Y)

Largest decline over 10 years

-51.10%

-76.07%

+24.97%

Current Drawdown

Current decline from peak

0.00%

-60.93%

+60.93%

Average Drawdown

Average peak-to-trough decline

-20.03%

-42.51%

+22.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.01%

13.19%

+0.82%

Volatility

DVA vs. KHC - Volatility Comparison

The current volatility for DaVita Inc. (DVA) is 7.28%, while The Kraft Heinz Company (KHC) has a volatility of 9.36%. This indicates that DVA experiences smaller price fluctuations and is considered to be less risky than KHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DVAKHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.28%

9.36%

-2.08%

Volatility (6M)

Calculated over the trailing 6-month period

34.92%

19.64%

+15.28%

Volatility (1Y)

Calculated over the trailing 1-year period

42.99%

26.31%

+16.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.30%

22.57%

+14.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.74%

27.14%

+7.60%

Dividends

DVA vs. KHC - Dividend Comparison

DVA has not paid dividends to shareholders, while KHC's dividend yield for the trailing twelve months is around 6.61%.


PositionTTM20252024202320222021202020192018201720162015
DVA
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%
KHC
The Kraft Heinz Company
6.61%6.60%5.21%4.33%3.93%4.46%4.62%4.98%5.81%3.15%2.69%25.01%

Financials

DVA vs. KHC - Financials Comparison

This section allows you to compare key financial metrics between DaVita Inc. and The Kraft Heinz Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
3.42B
6.05B
(DVA) Total Revenue
(KHC) Total Revenue
Values in USD except per share items

DVA vs. KHC - Profitability Comparison

The chart below illustrates the profitability comparison between DaVita Inc. and The Kraft Heinz Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
36.7%
Portfolio components
DVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a gross profit of 0.00 and revenue of 3.42B. Therefore, the gross margin over that period was 0.0%.

KHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported a gross profit of 2.22B and revenue of 6.05B. Therefore, the gross margin over that period was 36.7%.

DVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported an operating income of 481.89M and revenue of 3.42B, resulting in an operating margin of 14.1%.

KHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported an operating income of 1.15B and revenue of 6.05B, resulting in an operating margin of 18.9%.

DVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a net income of 197.53M and revenue of 3.42B, resulting in a net margin of 5.8%.

KHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported a net income of 798.00M and revenue of 6.05B, resulting in a net margin of 13.2%.


Frequently Asked Questions


DVA and KHC have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KHC has higher volatility (9.36%) compared to DVA (7.28%). In terms of maximum drawdown, DVA dropped -92.91% vs KHC's -76.07%.

DVA currently has the higher Sharpe Ratio (1.29 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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