DaVita Inc.


SKU: DVA-1 Category:


DaVita Inc. delivered a solid result and managed an all-around beat last quarter. This positive momentum, initiated earlier in the year, underscores the organization’s commitment to balancing near-term operational discipline with strategic investments for future growth. Financially, the third quarter saw impressive results, with adjusted operating income reaching $525 million and adjusted earnings per share at $2.85, surpassing expectations. Noteworthy drivers include a steady patient census, decreasing patient care costs, and the continued success of the Integrated Kidney Care (IKC) business, which is ahead of annual forecasts. DaVita remains on track with its multiyear plan to achieve breakeven by 2026. Addressing concerns regarding GLP-1 drugs and their potential impact on dialysis growth rates, DaVita’s management expresses optimism about the drugs’ positive health effects while emphasizing a conservative forecast for dialysis volumes. Despite market concerns, DaVita’s comprehensive evaluation leads them to believe that the strong adoption of GLP-1 drugs will not hinder their long-term operating income growth targets over the next decade. Looking ahead, DaVita revises its 2023 adjusted operating income guidance to $1.65 billion to $1.725 billion and adjusted earnings per share to a new range of $7.80 to $8.30.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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