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DVA

DaVita

NYSEHealth CareMedical Care FacilitiesSnapshot 2026-05-08

$198.65+1.22%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, DVA has a composite score of 19.3 and a signal label of "mild favorable." The company momentum score increased significantly by 24.0 points, reaching 42.8. Key drivers include macroeconomic factors such as labor, rates, growth, and inflation. The overall confidence in this assessment is medium, with a moderate risk label.

Composite +19as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
strong
Top 30% of health care cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    0.04
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
484538506563
F2 · Value
cheap
Cheapest 30% of health care cohort
Why this rank
Price
$198.65
TTM EPS
$9.77
Earnings yield
4.9%
P/E (TTM)
20.3

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
robust
Top 30% cash conversion in health care cohort
Why this rank
TTM NI ($M)
936
TTM CFO ($M)
2,022
CFO/NI
2.16

Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).

L2

Watch

has something changed worth re-reading?
F4 · Management stability
stable
Top 10% activity in health care cohort· see deep-dive ↓
neutral
Earnings setup · pre-print positioning
forward-looking
bullishEPS revised +4.5% / 30d, n=4for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $3.66 → $3.82 (+4.5% / 30d). 0 raised, 1 cut, 4 covering analysts.

Rating actions

1 upgrade, 0 downgrades / 30d, 0 maintained. 22% of analysts rate Buy.

Price target activity

3 PT revisions / 30d. Avg target 15.2% above current price.

Material events

0 positive, 0 negative / 30d.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
2

Stated priorities

2 priorityies extracted from earnings transcripts (as of 2026-05-08).

  1. 1.Maintain operating income guidancegrowthbehind0% progress
    5/5: Current 2026 guidance: Adjusted operating income $2,150 to $2,250 million.
    Why this status

    Stated in 3 of last 3 quarters. Operating income guidance for 2026 is $2,150 to $2,250 million. Operating income was $563 million in 2025-Q4, showing limited progress towards the annual target. The trajectory indicates a need for continued focus to meet the guidance.

  2. 2.Achieve free cash flow guidancecapital allocationmixed57% progressprovisional
    2/2: Free cash flow guidance for 2026 is $1,000 to $1,250 million.
    Why this status

    Newly stated in 2026-Q1. Free cash flow guidance for 2026 is $1,000 to $1,250 million. Cash from operations was $306.9 million in 2025-Q4, indicating a need for significant improvement to meet the annual target. The trajectory requires substantial progress to align with guidance.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −31%, typical day ±1.3%
Why this risk level

Recent vol — 30d annualized 67%; 252d 41%.

Drawdown — Max 1y −31%. Bad day move −3%.

Beta to sector ETF (XLV) 0.65 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 32/100, drawdown 37/100, beta 65/100, earnings vol .

Sector regime
headwind-15.1%sector vs S&P 500, 60d

via XLV

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. score change · company_momentum_score
    severity 40

    Company momentum rose by 24.0 points (from 18.8 to 42.8).

As of 2026-05-08, the company momentum score for DVA rose by 24.0 points, increasing from 18.8 to 42.8. The overall signal transitioned to "mild_favorable." The forward view indicates an unfavorable scenario if next-quarter guidance is cut, and a favorable scenario if next-quarter guidance is raised. The inputs are provisional.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite52.9 / 100
Capital allocation36
Earnings discipline44
Margin discipline74
Balance sheet97
Guidance credibility
Post-call reaction36
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

  • #1

    Maintain operating income guidance

    GrowthNew since 2026-05-05

    DaVita aims to maintain its operating income guidance for 2026 between $2,150 million and $2,250 million.

    Behind

    Stated in 3 of last 3 quarters. Operating income guidance for 2026 is $2,150 to $2,250 million. Operating income was $563 million in 2025-Q4, showing limited progress towards the annual target. The trajectory indicates a need for continued focus to meet the guidance.

    0%
    CEO/CFO:Current 2026 guidance: Adjusted operating income $2,150 to $2,250 million.
    Multiple sourcesSource dated 2026-05-05Stated 3 of last 8 quartersFirst seen 2026-05-05
    Show history (3)
    • 2026-Q1Multiple sources

      Current 2026 guidance: Adjusted operating income $2,150 to $2,250 million.

    • 2025-Q3Multiple sources

      Adjusted operating income $2,035 to $2,135 million.

    • 2025-Q2Multiple sources

      Adjusted operating income $2,010 to $2,160 million.

  • #2

    Achieve free cash flow guidance

    Capital allocation

    DaVita aims to achieve its free cash flow guidance for 2026 between $1,000 million and $1,250 million.

    Mixed

    Newly stated in 2026-Q1. Free cash flow guidance for 2026 is $1,000 to $1,250 million. Cash from operations was $306.9 million in 2025-Q4, indicating a need for significant improvement to meet the annual target. The trajectory requires substantial progress to align with guidance.

    57%
    CEO/CFO:Free cash flow guidance for 2026 is $1,000 to $1,250 million.
    Multiple sourcesSource dated 2026-02-02Stated 1 of last 8 quartersFirst seen 2026-02-02provisional
    Show history (1)
    • 2026-Q1Multiple sources

      Free cash flow $1,000 to $1,250 million.

as of 2026-05-08
5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
55higher = cheaper

Roughly priced in line with peers.

Compared to its own history
14higher = cheaper

Richer than its own typical valuation.

P/E
16.7x
EV/EBITDA
8.9x
FCF yield
10.3%

P/E over the last 5 years

71 monthly points
fairas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
DVA
DaVita
+19fairmoderate
LLY
Lilly (Eli)
+21fullmoderate
JNJ
Johnson & Johnson
+18fulllow
ABBV
AbbVie
+12fairlow
UNH
UnitedHealth Group
+24fairelevated
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
1.3%
A bad day (95th %ile)
A rough but not unusual down day.
-2.9%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-31.4%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If health_care sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-05-05)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-05-05)-8.0 pts
  • If labor state reverses from -0.31 (negative) to +0.31 (positive)-6.8 pts
  • If health_care sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-05-053d agoItem 2.02

    Results of Operations and Financial Condition. On May 5, 2026, DaVita Inc. (the "Company") issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange…

    earnings preannouncementscore 61
  2. 2026-02-023mo agoItem 2.02

    Results of Operations and Financial Condition. On February 2, 2026, DaVita Inc. (the "Company") issued a press release announcing its financial results for the quarter ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “E…

    earnings preannouncementneutralscore 7
  3. 2025-08-208mo agoItem 8.01

    Other Events. On August 20, 2025, the board of directors (the “Board”) of DaVita Inc. (the “Company”) increased the authorization under the Company’s existing share repurchase program by $2,000,000,000 in additional repurchasing authority (the “New Authorization”). The amount of shares of common stock authorized to be repurchased under the New Authorization does not include the amount remaining under the Company’s existing share repurchase program authorized on September 5, 2024 (the “Existin…

    capital allocationpositivescore 0
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-11 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.