Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.17
DVA's Cash to Debt is ranked higher than
65% of the 356 Companies
in the Global Medical Care industry.

( Industry Median: 0.20 vs. DVA: 0.17 )
DVA' s 10-Year Cash to Debt Range
Min: 0   Max: N/A
Current: 0.17

Equity to Asset 0.27
DVA's Equity to Asset is ranked higher than
58% of the 343 Companies
in the Global Medical Care industry.

( Industry Median: 0.41 vs. DVA: 0.27 )
DVA' s 10-Year Equity to Asset Range
Min: -0.22   Max: 0.7
Current: 0.27

-0.22
0.7
Interest Coverage 4.42
DVA's Interest Coverage is ranked higher than
62% of the 194 Companies
in the Global Medical Care industry.

( Industry Median: 6.11 vs. DVA: 4.42 )
DVA' s 10-Year Interest Coverage Range
Min: 0.68   Max: 7.27
Current: 4.42

0.68
7.27
F-Score: 7
Z-Score: 2.12
M-Score: -2.63
WACC vs ROIC
6.24%
7.36%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 10.04
DVA's Operating margin (%) is ranked higher than
77% of the 356 Companies
in the Global Medical Care industry.

( Industry Median: 8.71 vs. DVA: 10.04 )
DVA' s 10-Year Operating margin (%) Range
Min: 5.25   Max: 20.7
Current: 10.04

5.25
20.7
Net-margin (%) 3.29
DVA's Net-margin (%) is ranked higher than
70% of the 356 Companies
in the Global Medical Care industry.

( Industry Median: 4.56 vs. DVA: 3.29 )
DVA' s 10-Year Net-margin (%) Range
Min: -10.19   Max: 10.21
Current: 3.29

-10.19
10.21
ROE (%) 8.74
DVA's ROE (%) is ranked higher than
71% of the 337 Companies
in the Global Medical Care industry.

( Industry Median: 10.33 vs. DVA: 8.74 )
DVA' s 10-Year ROE (%) Range
Min: -36.8   Max: 93.22
Current: 8.74

-36.8
93.22
ROA (%) 2.39
DVA's ROA (%) is ranked higher than
67% of the 360 Companies
in the Global Medical Care industry.

( Industry Median: 3.77 vs. DVA: 2.39 )
DVA' s 10-Year ROA (%) Range
Min: -7.42   Max: 9.97
Current: 2.39

-7.42
9.97
ROC (Joel Greenblatt) (%) 48.21
DVA's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 358 Companies
in the Global Medical Care industry.

( Industry Median: 16.96 vs. DVA: 48.21 )
DVA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 17.1   Max: 88.95
Current: 48.21

17.1
88.95
Revenue Growth (3Y)(%) 19.10
DVA's Revenue Growth (3Y)(%) is ranked higher than
93% of the 274 Companies
in the Global Medical Care industry.

( Industry Median: 8.70 vs. DVA: 19.10 )
DVA' s 10-Year Revenue Growth (3Y)(%) Range
Min: -87.6   Max: 39.8
Current: 19.1

-87.6
39.8
EBITDA Growth (3Y)(%) 13.00
DVA's EBITDA Growth (3Y)(%) is ranked higher than
84% of the 223 Companies
in the Global Medical Care industry.

( Industry Median: 7.30 vs. DVA: 13.00 )
DVA' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -88.4   Max: 98.7
Current: 13

-88.4
98.7
EPS Growth (3Y)(%) 9.00
DVA's EPS Growth (3Y)(%) is ranked higher than
73% of the 211 Companies
in the Global Medical Care industry.

( Industry Median: 9.90 vs. DVA: 9.00 )
DVA' s 10-Year EPS Growth (3Y)(%) Range
Min: -28.3   Max: 128.9
Current: 9

-28.3
128.9
» DVA's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

DVA Guru Trades in Q2 2014

Mario Gabelli 114,328 sh (+330.08%)
Jim Simons 282,500 sh (+96.01%)
Andreas Halvorsen 3,489,084 sh (+82.00%)
Manning & Napier Advisors, Inc 1,708,526 sh (+10.19%)
Chuck Royce 2,100 sh (unchged)
Steven Cohen 80,500 sh (unchged)
Warren Buffett 37,621,152 sh (unchged)
Alan Fournier 3,637,892 sh (unchged)
Caxton Associates Sold Out
Steve Mandel Sold Out
Pioneer Investments 823,024 sh (-5.04%)
Joel Greenblatt 110,765 sh (-49.01%)
Ray Dalio 31,098 sh (-52.11%)
» More
Q3 2014

DVA Guru Trades in Q3 2014

Manning & Napier Advisors, Inc 2,308,876 sh (+35.14%)
Andreas Halvorsen 3,981,170 sh (+14.10%)
Mario Gabelli 115,678 sh (+1.18%)
Warren Buffett 37,621,152 sh (unchged)
Pioneer Investments 820,646 sh (unchged)
Chuck Royce Sold Out
Jim Simons 269,600 sh (-4.57%)
Joel Greenblatt 103,620 sh (-6.45%)
Ray Dalio 26,526 sh (-14.70%)
Alan Fournier 2,724,997 sh (-25.09%)
Steven Cohen 15,600 sh (-80.62%)
» More
Q4 2014

DVA Guru Trades in Q4 2014

Paul Tudor Jones 12,913 sh (New)
Steve Mandel 3,940,169 sh (New)
Steven Cohen 190,700 sh (+1122.44%)
Joel Greenblatt 352,562 sh (+240.25%)
Ray Dalio 50,026 sh (+88.59%)
Jim Simons 414,200 sh (+53.64%)
Andreas Halvorsen 4,466,740 sh (+12.20%)
Warren Buffett 38,565,570 sh (+2.51%)
Warren Buffett 38,565,570 sh (+2.40%)
Warren Buffett 38,565,570 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Pioneer Investments 802,283 sh (-2.24%)
Alan Fournier 2,245,997 sh (-17.58%)
Mario Gabelli 42,763 sh (-63.03%)
» More
Q1 2015

DVA Guru Trades in Q1 2015

Manning & Napier Advisors, Inc 1,380,360 sh (New)
Arnold Van Den Berg 163,503 sh (New)
Andreas Halvorsen 6,362,827 sh (+42.45%)
Steve Mandel 5,455,774 sh (+38.47%)
Ray Dalio 55,326 sh (+10.59%)
Alan Fournier 2,245,997 sh (unchged)
Arnold Van Den Berg 202,956 sh (unchged)
Warren Buffett 38,565,570 sh (unchged)
Joel Greenblatt Sold Out
Mario Gabelli 39,663 sh (-7.25%)
Steven Cohen 80,400 sh (-57.84%)
Pioneer Investments 311,542 sh (-61.17%)
Jim Simons 157,600 sh (-61.95%)
Paul Tudor Jones 3,500 sh (-72.90%)
» More
» Details

Insider Trades

Latest Guru Trades with DVA

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on DaVita HealthCare Partners Inc

Baron Funds Comments on DaVita HealthCare Partners Inc. - Nov 22, 2013


We initiated a position in DaVita HealthCare Partners, Inc. (DVA), a leading provider of kidney dialysis services for patients suffering from end stage renal disease. Through the acquisition of HealthCare Partners (HCP), DaVita also provides coordinated, outcomes-based medical care through physician networks in certain U.S. geographies. We think DaVita is well positioned to capitalize on trends in U.S. healthcare. The dialysis business generates steady growth driven by the increased prevalence of diabetes and has additional growth opportunities from international expansion and integrated care. HCP contracts with health plans and is accountable for the healthcare of its patients in exchange for a fixed fee. In this way, HCP is incentivized to deliver high quality healthcare at low cost. We think DaVita has an opportunity to bring HCP's successful model into new markets and is well positioned to benefit from the shift from fee-for-service reimbursement to risk-sharing and coordinated care. (Neal Kaufman)

From Ron Baron’s Baron Funds third quarter 2013 letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about DaVita HealthCare Partners Inc

Manning & Napier's Top 5 Stock Selections of Q1
Manning & Napier is an investment company that uses both macro and bottom-up approaches to select stocks. It had $47.8 billion in assets under management as of Dec. 31, 2014. Read more...
Texas Investor Arnold Van Den Berg Purchases 5 Stocks in Q1
Arnold Van Den Berg (Trades, Portfolio), the Austin-based founder of Century Management, invests in quality companies with growth prospects and strong reward-to-risk potential, among other characteristics in its analysis. Read more...
DaVita HealthCare Partners is a Great Business With Solid Growth Potential
Healthcare is a scary sector for many value investors. It sounds complicated – and often is. But DaVita HealthCare Partners is different. DaVita derives the majority of its revenues from its market-leading position in a market that has inelastic demand – kidney dialysis. It also recently acquired a more speculative business that has enormous growth potential. To top it all off, Warren Buffett (Trades, Portfolio)-anointed investment manager Ted Weschler has been buying a stake in DaVita for Berkshire. At the very least, this is a stock that every value investor should become familiar with. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 42.70
DVA's P/E(ttm) is ranked higher than
70% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 53.20 vs. DVA: 42.70 )
DVA' s 10-Year P/E(ttm) Range
Min: 11.59   Max: 42.7
Current: 42.7

11.59
42.7
Forward P/E 19.16
DVA's Forward P/E is ranked higher than
78% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 0.00 vs. DVA: 19.16 )
N/A
PE(NRI) 41.40
DVA's PE(NRI) is ranked higher than
76% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 51.00 vs. DVA: 41.40 )
DVA' s 10-Year PE(NRI) Range
Min: 11.63   Max: 42.59
Current: 41.4

11.63
42.59
P/B 3.50
DVA's P/B is ranked higher than
63% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 3.58 vs. DVA: 3.50 )
DVA' s 10-Year P/B Range
Min: 2.37   Max: 8.13
Current: 3.5

2.37
8.13
P/S 1.39
DVA's P/S is ranked higher than
69% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 1.89 vs. DVA: 1.39 )
DVA' s 10-Year P/S Range
Min: 0.77   Max: 2.33
Current: 1.39

0.77
2.33
PFCF 22.30
DVA's PFCF is ranked higher than
78% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 111.11 vs. DVA: 22.30 )
DVA' s 10-Year PFCF Range
Min: 7.52   Max: 38.6
Current: 22.3

7.52
38.6
POCF 12.14
DVA's POCF is ranked higher than
83% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 23.59 vs. DVA: 12.14 )
DVA' s 10-Year POCF Range
Min: 5.19   Max: 17.92
Current: 12.14

5.19
17.92
EV-to-EBIT 18.92
DVA's EV-to-EBIT is ranked higher than
81% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 32.80 vs. DVA: 18.92 )
DVA' s 10-Year EV-to-EBIT Range
Min: 8.6   Max: 21.5
Current: 18.92

8.6
21.5
PEG 2.72
DVA's PEG is ranked higher than
92% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 0.00 vs. DVA: 2.72 )
DVA' s 10-Year PEG Range
Min: 0.23   Max: 3.42
Current: 2.72

0.23
3.42
Shiller P/E 33.40
DVA's Shiller P/E is ranked higher than
82% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 0.00 vs. DVA: 33.40 )
DVA' s 10-Year Shiller P/E Range
Min: 14.7   Max: 50.64
Current: 33.4

14.7
50.64
Current Ratio 1.61
DVA's Current Ratio is ranked higher than
78% of the 346 Companies
in the Global Medical Care industry.

( Industry Median: 1.37 vs. DVA: 1.61 )
DVA' s 10-Year Current Ratio Range
Min: 0.39   Max: 5.97
Current: 1.61

0.39
5.97
Quick Ratio 1.55
DVA's Quick Ratio is ranked higher than
81% of the 346 Companies
in the Global Medical Care industry.

( Industry Median: 1.20 vs. DVA: 1.55 )
DVA' s 10-Year Quick Ratio Range
Min: 0.37   Max: 5.97
Current: 1.55

0.37
5.97
Days Inventory 4.69
DVA's Days Inventory is ranked higher than
94% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 42.57 vs. DVA: 4.69 )
DVA' s 10-Year Days Inventory Range
Min: 3.72   Max: 10.47
Current: 4.69

3.72
10.47
Days Sales Outstanding 46.89
DVA's Days Sales Outstanding is ranked higher than
77% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 55.20 vs. DVA: 46.89 )
DVA' s 10-Year Days Sales Outstanding Range
Min: 43.53   Max: 126.39
Current: 46.89

43.53
126.39

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.20
DVA's Price/DCF (Projected) is ranked higher than
90% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 0.00 vs. DVA: 1.20 )
DVA' s 10-Year Price/DCF (Projected) Range
Min: 0.83   Max: 6.25
Current: 1.2

0.83
6.25
Price/Median PS Value 1.10
DVA's Price/Median PS Value is ranked higher than
77% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 1.40 vs. DVA: 1.10 )
DVA' s 10-Year Price/Median PS Value Range
Min: 0.15   Max: 4.94
Current: 1.1

0.15
4.94
Price/Peter Lynch Fair Value 2.80
DVA's Price/Peter Lynch Fair Value is ranked higher than
94% of the 409 Companies
in the Global Medical Care industry.

( Industry Median: 0.00 vs. DVA: 2.80 )
DVA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.39   Max: 8.16
Current: 2.8

0.39
8.16
Earnings Yield (Greenblatt) 5.30
DVA's Earnings Yield (Greenblatt) is ranked higher than
73% of the 352 Companies
in the Global Medical Care industry.

( Industry Median: 3.80 vs. DVA: 5.30 )
DVA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.6   Max: 11.7
Current: 5.3

4.6
11.7
Forward Rate of Return (Yacktman) 20.14
DVA's Forward Rate of Return (Yacktman) is ranked higher than
88% of the 213 Companies
in the Global Medical Care industry.

( Industry Median: 9.51 vs. DVA: 20.14 )
DVA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 11.2   Max: 64.7
Current: 20.14

11.2
64.7

Business Description

Industry: Health Care Providers » Medical Care
Compare:CHE, FMS, FSNUY, BDUUF, SKHCY » details
Traded in other countries:TRL.Germany,
DaVita HealthCare Partners Inc was incorporated as a Delaware corporation in 1994. It is a provider of dialysis services in the United States for patients suffering from chronic kidney failure, also known as end stage renal disease, or ESRD. The Company also provides administrative and management support services to a medical services joint venture in which the Company owns a 50% interests. As of December 31, 2014, it provided dialysis and administrative services in the U.S. through a network of 2,179 outpatient dialysis centers in 46 states and the District of Columbia, serving a total of approximately 173,000 patients. It also provides acute inpatient dialysis services in approximately 1,000 hospitals and related laboratory services throughout the United States. The United States dialysis and related lab services business. Home-based dialysis services consist of providing equipment and supplies, training, patient monitoring, on-call support services and follow-up assistance to patients who prefer and are able to receive either peritoneal dialysis or hemodialysis treatments in their homes. It provides hospital inpatient hemodialysis services are required for patients with acute kidney failure resulting from trauma, patients in early stages of ESRD and ESRD patients who require hospitalization for other reasons. It owns two separately incorporated, licensed, clinical laboratories, both located in Florida, specializing in ESRD patient testing. These specialized laboratories provide routine laboratory tests covered by the Medicare composite payment rate for dialysis and other physician-prescribed laboratory tests for ESRD patients. The Company's laboratories provide these tests predominantly for its own ESRD patients throughout the United States. It currently operates or provides management and administrative services to 29 outpatient dialysis centers, in which it either owns a non-controlling interest, or is wholly-owned by third parties, under management and administrative services agreements. It continues to face increased competition in the dialysis industry from large and medium-sized providers which compete directly with it for acquisition targets as well as for individual patients.
» More Articles for DVA

Headlines

Articles On GuruFocus.com
Manning & Napier's Top 5 Stock Selections of Q1 Apr 21 2015 
A Further Peek Into Ted Weschler’s Thought Process Apr 21 2015 
Texas Investor Arnold Van Den Berg Purchases 5 Stocks in Q1 Apr 14 2015 
Andreas Halvorsen Keeps Buying DVA, HLT, ACT Apr 10 2015 
A Peek into Ted Weschler’s Thought Process Mar 20 2015 
Seven Subscribers Win Contest to Name Buffett's Stock Buys in Fourth Quarter Mar 08 2015 
Steve Mandel Buys Visa, DaVita Healthcare In Q4 Feb 19 2015 
How Berkshire Hathaway's Todd Combs and Ted Weschler Performed Relative To The S&P 500 in 2014 Jan 13 2015 
Weekly Insider Sells Highlight: ADP, KMX, SYK, DVA Jan 05 2015 
Weekly Insider Sells Highlight: FB, DVA, DATA, MCK, TXN Nov 18 2014 

More From Other Websites
Warren Buffett’s Best Mid-Cap Picks: DaVita HealthCare Partners Inc (DVA), Verisign, Inc. (VRSN),... May 22 2015
Healthy Eating for People with Kidney Disease on Memorial Day May 21 2015
Healthy Eating for People with Kidney Disease on Memorial Day May 21 2015
DaVita HealthCare Partners Announces New Home for HealthCare Partners Division's California Office May 18 2015
DaVita HealthCare Partners Announces New Home for HealthCare Partners Division's California Office May 18 2015
DaVita HealthCare Partners Concludes 16th Villagewide for 3,500 teammates May 14 2015
DaVita HealthCare Partners Concludes 16th Villagewide for 3,500 teammates May 14 2015
Bridge of Life Launches New Missions in Telehealth, Hand Hygiene and Primary Care May 13 2015
DaVita HealthCare Partners Celebrates International Nurses Day May 12 2015
DaVita HealthCare Partners Celebrates International Nurses Day May 12 2015
DaVita's Inorganic Growth Impresses, MA Rate Cuts a Concern - Analyst Blog May 11 2015
10-Q/A for DaVita HealthCare Partners, Inc. May 10 2015
George Hong, M.D., Returns to HealthCare Partners May 08 2015
Paul Lim, M.D., Joins HealthCare Partners' National Clinical Leadership Team May 08 2015
George Hong, M.D., Returns to HealthCare Partners May 08 2015
Paul Lim, M.D., Joins HealthCare Partners' National Clinical Leadership Team May 08 2015
10-Q for DaVita HealthCare Partners, Inc. May 07 2015
Employee Health Month Honors Commitment to Healthy Living May 07 2015
Employee Health Month Honors Commitment to Healthy Living May 07 2015
DaVita HealthCare Partners (DVA) Earnings Report: Q1 2015 Conference Call Transcript May 06 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK