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DaVita (DVA) — Tellvest

Top Analysts & Firms

Most Active Analysts

Analyst	Firm	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Pito Chickering	Deutsche Bank	19	21%
Andy Mok	Barclays	13	8%
A.J. Rice	UBS	12	8%
Kevin Fischbeck	Bank of America	11	9%
Ryan Langston	TD Cowen	10	0%
Justin Lake	Wolfe Research	8	25%
Joanna Gajuk	Bank of America	3	33%

Most Active Firms

Firm	Analysts	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Deutsche Bank	1	19	21%
Bank of America	3	15	13%
Barclays	1	13	8%
UBS	1

Latest Quarter Insights

2026 Q1

Sentiment

7/10

How this score was built

Base6Transcript0EPS0Guidance+1Final7

How this score was built

Base6Transcript0

Macro Signals

→Inflation↑Credit↑Labor Market

DaVita raised FY2026 adjusted OI guidance midpoint from $2.16 billion to $2.20 billion on volume strength and cost outperformance, with Q1 adjusted EPS of $2.87 representing 44% year-over-year growth. Treatment volume inflected positive with treatments per normalized day up 40 basis points as Fresenius transfers and early mortality improvements contributed. IKC delivered its strongest CKCC results to date while ACA enrollment trended better than feared.

Key Themes6

positive📊 company

Guidance Raised On Volume And Cost Outperformance

Adjusted OI guidance raised $40 million at the midpoint to $2.15 billion to $2.25 billion. Adjusted EPS raised to $14.10 to $15.20. Driven by higher volume forecast (raised from flat to +25 to 50bps) and continued labor productivity gains in patient care costs.

Guidance ReliabilityMargin

positive📊 company

Treatment Volume Inflects Positive On Mortality And Fresenius Transfers

Q1 treatments per normalized day grew 40bps year-over-year. Better-than-expected mortality drove roughly half the full-year volume guide increase; patient transfers from Fresenius clinic closures drove the other half. Full-year volume guide raised to +25 to 50bps.

DemandSubscriber GrowthCompetitive Dynamics

Q&A Topicsfrequency by quarter

	Demand	Subscriber Growth	Revenue Growth	Pricing	Innovation & R&D	Regulation Policy	Margin	Guidance Reliability
2024Q4	3	1	3	2	2	2	2	2
2025Q1	2	2	4	1	2	2	1	2
2025Q2	4	4	4	1	2	1	2	1
2025Q3	5	5	2	3	1	2	1	2
2025Q4	4	2	1	3	5	2	2	1
2026Q1	4	3	2	3	1	2	2

	'24Q4	'25Q1	'25Q2	'25Q3	'25Q4	'26Q1
Demand	3	2	4	5	4	4
Subscriber Growth	1	2	4	5	2	3
Revenue Growth	3	4	4	2	1	2
Pricing	2	1	1	3	3	3
Innovation & R&D	2	2	2	1	5	1
Regulation Policy	2	2	1	2	2	2
Margin	2	1	2	1	2	2
Guidance Reliability	2	2	1	2	1

Analyst Q&A6 analysts · 13 questions · 8% challenge

A.J. RiceUBS

You talk about a decrease year-to-year in health benefit expense, pharmaceutical cost, and then on the G&A line, professional fees, was the -- was that sort of as expected?

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is there any way to sort of size some of the opportunities you see? And are those being reflected now in operating results?

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Andy MokBarclays

any color on the underlying mortality performance would be helpful considering that's an important metric for building consensus on volumes for the balance of the year?

View Healthcare sector trends →View Medical - Care Facilities industry trends →

Industry PeersMedical - Care Facilities

Company	Score	Rev YoY	Headline
DVA DaVita	7	+6.0%	Guidance Raised on Volume and Cost Outperformance
HCA HCA Healthcare	6	+4.3%	Mild Respiratory Season Drags Q1 Volumes
SOLV Solventum	6	-3.0%	Q1 beat on sales and EPS
UHS Universal Health Services	7	+9.7%	Talkspace Acquisition Accelerates Outpatient Behavioral Continuum

Shared themes this quarter

DVHCSOUH

Cost Pressure

DVHCSOUH

Innovation & R&D

DVHCSOUH

Competitive dynamics

DVHC

Macro signal alignment

Labor market

↑ DVA HCA↑ UHS

Enterprise Spending

SOLV UHS

Trade & tariffs

↓ SOLV UHS

CAPEX

↑ HCA

Consumer spending

HCA

Credit

↑