Professional
Added to YB: 2024-07-05
Pitch date: 2024-03-31
DVA [bullish]
DaVita Inc.
+6.66%
current return
Author Info
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Company Info
DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States.
Market Cap
$9.9B
Pitch Price
$138.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.86
P/E
15.66
EV/Sales
1.75
Sector
Health Care Providers and Services
Category
growth
Show full summary:
Ariel Investments Global Portfolio Holding: DaVita Inc.
DVA: Dialysis leader beat earnings on cost savings, normalizing patient growth, improved leverage & buybacks. 2024 outlook above consensus. Expanding in LatAm for long-term growth. Market underestimates GLP-1 impact on dialysis, creating significant discount to intrinsic value. Strong buy opportunity.
Read full article (1 min)