DaVita Inc.


SKU: DVA Category:


This is our first report on major healthcare provider, DaVita. The company entered 2023 with a mixed result as it failed to meet the revenue expectations of Wall Street but managed an earnings beat. DaVita produced an adjusted operating income of $317 million and adjusted profits per share from continuing operations of $1.11 for the fourth quarter, bringing the entire year squarely at the top of the revised target range it provided last quarter. Operating income for IKC company remained largely constant from quarter to quarter. During the previous quarter, the international adjusted operating income fell by $15 million. Treatments per day for the U.S. dialysis segment decreased by 1.3% from the third quarter. The labor markets continue to be extremely dynamic and will continue to be a key deciding factor in their performance, despite early optimism for better in 2023. On the P&L, they anticipate pretax losses below operating income of around $60 million in 2023, assuming $30 million in the second quarter and $15 million per quarter for the rest of the year. This will affect EPS by roughly $0.47 in 2023. We initiate coverage on the stock of DaVita Inc. with an ‘Outperform’ rating.

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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