DVA

DaVita (DVA) shares have gained 55.6% year-to-date, outpacing industry growth, driven by better operating execution, improved treatment-volume outlook, and growing confidence in value-based kidney care. The company reaffirmed 2026 guidance with expected earnings growth of 50.6% on 3.2% sales growth, supported by higher revenue per treatment and labor productivity gains. However, risks include insurance-mix headwinds from ACA subsidy losses, rising patient-care costs, and uncertain Medicare reimbursement policies.

DaVita HealthCare (DVA) closed at $187.25, down 1.01% in the latest session but outperforming the S&P 500's 1.09% decline. The kidney dialysis provider is forecasted to report EPS of $3.78 (up 50.6% YoY) with revenue expected at $3.53 billion (up 3.23% YoY).

Trading at a Forward P/E of 12.98 versus the industry average of 20.96, DVA appears undervalued. The stock holds a Zacks Rank #3 (Hold) with a PEG ratio of 0.49, significantly below the industry average of 1.82.

DaVita HealthCare (DVA) closed at $179.25, up 1.26% and outperforming the S&P 500. The kidney dialysis provider is projected to report 50.6% EPS growth and 3.23% revenue growth in the upcoming quarter, with full-year estimates showing 35.16% earnings growth. Trading at a Forward P/E of 12.15 (below industry average of 20.06) and a PEG ratio of 0.46, DVA holds a Zacks Rank #3 (Hold) rating.