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 0.20
DVA's Cash to Debt is ranked higher than
70% of the 306 Companies
in the Global Medical Care industry.

( Industry Median: 0.19 vs. DVA: 0.20 )
DVA' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.2

Equity to Asset 0.28
DVA's Equity to Asset is ranked higher than
60% of the 307 Companies
in the Global Medical Care industry.

( Industry Median: 0.41 vs. DVA: 0.28 )
DVA' s 10-Year Equity to Asset Range
Min: -0.35   Max: 0.7
Current: 0.28

-0.35
0.7
Interest Coverage 3.61
DVA's Interest Coverage is ranked higher than
65% of the 198 Companies
in the Global Medical Care industry.

( Industry Median: 5.04 vs. DVA: 3.61 )
DVA' s 10-Year Interest Coverage Range
Min: 0.68   Max: 7.27
Current: 3.61

0.68
7.27
F-Score: 5
Z-Score: 2.14
M-Score: -2.69
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 (%) 14.74
DVA's Operating margin (%) is ranked higher than
88% of the 309 Companies
in the Global Medical Care industry.

( Industry Median: 8.52 vs. DVA: 14.74 )
DVA' s 10-Year Operating margin (%) Range
Min: 5.25   Max: 20.7
Current: 14.74

5.25
20.7
Net-margin (%) 5.80
DVA's Net-margin (%) is ranked higher than
79% of the 309 Companies
in the Global Medical Care industry.

( Industry Median: 4.94 vs. DVA: 5.80 )
DVA' s 10-Year Net-margin (%) Range
Min: -10.19   Max: 10.21
Current: 5.8

-10.19
10.21
ROE (%) 15.73
DVA's ROE (%) is ranked higher than
88% of the 289 Companies
in the Global Medical Care industry.

( Industry Median: 10.03 vs. DVA: 15.73 )
DVA' s 10-Year ROE (%) Range
Min: -36.8   Max: 93.22
Current: 15.73

-36.8
93.22
ROA (%) 4.16
DVA's ROA (%) is ranked higher than
76% of the 310 Companies
in the Global Medical Care industry.

( Industry Median: 3.52 vs. DVA: 4.16 )
DVA' s 10-Year ROA (%) Range
Min: -7.42   Max: 11.82
Current: 4.16

-7.42
11.82
ROC (Joel Greenblatt) (%) 74.00
DVA's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 309 Companies
in the Global Medical Care industry.

( Industry Median: 18.24 vs. DVA: 74.00 )
DVA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 17.1   Max: 106.46
Current: 74

17.1
106.46
Revenue Growth (%) 22.00
DVA's Revenue Growth (%) is ranked higher than
94% of the 242 Companies
in the Global Medical Care industry.

( Industry Median: 7.10 vs. DVA: 22.00 )
DVA' s 10-Year Revenue Growth (%) Range
Min: -87.6   Max: 44.7
Current: 22

-87.6
44.7
EBITDA Growth (%) 20.00
DVA's EBITDA Growth (%) is ranked higher than
90% of the 195 Companies
in the Global Medical Care industry.

( Industry Median: 6.80 vs. DVA: 20.00 )
DVA' s 10-Year EBITDA Growth (%) Range
Min: -88.4   Max: 98.7
Current: 20

-88.4
98.7
EPS Growth (%) 13.80
DVA's EPS Growth (%) is ranked higher than
78% of the 188 Companies
in the Global Medical Care industry.

( Industry Median: 13.80 vs. DVA: 13.80 )
DVA' s 10-Year EPS Growth (%) Range
Min: -28.3   Max: 128.9
Current: 13.8

-28.3
128.9
» DVA's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

DVA Guru Trades in Q4 2013

Chuck Royce 2,100 sh (New)
Paul Tudor Jones 7,052 sh (New)
Manning & Napier Advisors, Inc 1,518,586 sh (New)
Andreas Halvorsen 1,570,667 sh (New)
Joel Greenblatt 221,775 sh (+171.1%)
Steve Mandel 8,470,777 sh (+34.41%)
Warren Buffett 36,461,294 sh (+15.95%)
Ray Dalio 93,437 sh (+4.52%)
Richard Perry Sold Out
Steven Cohen Sold Out
John Burbank Sold Out
Ron Baron Sold Out
Alan Fournier 3,637,892 sh (-24.09%)
Pioneer Investments 876,680 sh (-39.91%)
Jim Simons 296,600 sh (-79.69%)
» More
Q1 2014

DVA Guru Trades in Q1 2014

Mario Gabelli 26,583 sh (New)
Steven Cohen 27,296 sh (New)
Caxton Associates 35,000 sh (New)
Andreas Halvorsen 1,917,104 sh (+22.06%)
Warren Buffett 37,621,152 sh (+3.18%)
Manning & Napier Advisors, Inc 1,550,470 sh (+2.1%)
Alan Fournier 3,637,892 sh (unchged)
Chuck Royce 2,100 sh (unchged)
Paul Tudor Jones Sold Out
Pioneer Investments 866,736 sh (-1.13%)
Joel Greenblatt 217,215 sh (-2.06%)
Ray Dalio 64,941 sh (-30.5%)
Jim Simons 144,128 sh (-51.41%)
Steve Mandel 3,655,739 sh (-56.84%)
» More
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%)
Manning & Napier Advisors, Inc 1,708,526 sh (+10.19%)
Alan Fournier 3,637,892 sh (unchged)
Warren Buffett 37,621,152 sh (unchged)
Steven Cohen 80,500 sh (unchged)
Chuck Royce 2,100 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 (+14.1%)
Mario Gabelli 115,678 sh (+1.18%)
Warren Buffett 37,621,152 sh (unchged)
Chuck Royce Sold Out
Pioneer Investments 820,646 sh (-0.29%)
Jim Simons 269,600 sh (-4.57%)
Joel Greenblatt 103,620 sh (-6.45%)
Ray Dalio 26,526 sh (-14.7%)
Alan Fournier 2,724,997 sh (-25.09%)
Steven Cohen 15,600 sh (-80.62%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Andreas Halvorsen 2014-09-30 Add 14.1%0.15%$71.01 - $74.94 $ 72.77-1%3981170
Steve Mandel 2014-06-30 Sold Out 1.1%$67.12 - $72.95 $ 72.775%0
Andreas Halvorsen 2014-06-30 Add 82%0.5%$67.12 - $72.95 $ 72.775%3489084
Joel Greenblatt 2014-06-30 Reduce -49.01%0.11%$67.12 - $72.95 $ 72.775%110765
Mario Gabelli 2014-06-30 Add 330.08%0.03%$67.12 - $72.95 $ 72.775%114328
Ray Dalio 2014-06-30 Reduce -52.11%0.02%$67.12 - $72.95 $ 72.775%31098
Steve Mandel 2014-03-31 Reduce -56.84%1.31%$62.74 - $69.81 $ 72.7710%3655739
Andreas Halvorsen 2014-03-31 Add 22.06%0.1%$62.74 - $69.81 $ 72.7710%1917104
Ray Dalio 2014-03-31 Reduce -30.5%0.01%$62.74 - $69.81 $ 72.7710%64941
Mario Gabelli 2014-03-31 New Buy0.01%$62.74 - $69.81 $ 72.7710%26583
Steve Mandel 2013-12-31 Add 34.41%0.59%$55.03 - $63.39 $ 72.7724%8470777
Andreas Halvorsen 2013-12-31 New Buy0.46%$55.03 - $63.39 $ 72.7724%1570667
Richard Perry 2013-12-31 Sold Out 0.36%$55.03 - $63.39 $ 72.7724%0
Warren Buffett 2013-12-31 Add 15.95%0.3%$55.03 - $63.39 $ 72.7724%36461294
Joel Greenblatt 2013-12-31 Add 171.1%0.21%$55.03 - $63.39 $ 72.7724%221775
Ron Baron 2013-12-31 Sold Out 0.16%$55.03 - $63.39 $ 72.7724%0
John Burbank 2013-12-31 Sold Out 0.01%$55.03 - $63.39 $ 72.7724%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» 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

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) 22.10
DVA's P/E(ttm) is ranked higher than
86% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 44.70 vs. DVA: 22.10 )
DVA' s 10-Year P/E(ttm) Range
Min: 11.59   Max: 30.68
Current: 22.1

11.59
30.68
P/B 3.20
DVA's P/B is ranked higher than
71% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 2.93 vs. DVA: 3.20 )
DVA' s 10-Year P/B Range
Min: 2.37   Max: 9.45
Current: 3.2

2.37
9.45
P/S 1.30
DVA's P/S is ranked higher than
75% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 1.57 vs. DVA: 1.30 )
DVA' s 10-Year P/S Range
Min: 0.77   Max: 2.33
Current: 1.3

0.77
2.33
PFCF 13.20
DVA's PFCF is ranked higher than
89% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 53.33 vs. DVA: 13.20 )
DVA' s 10-Year PFCF Range
Min: 7.52   Max: 38.6
Current: 13.2

7.52
38.6
EV-to-EBIT 12.40
DVA's EV-to-EBIT is ranked higher than
91% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 24.30 vs. DVA: 12.40 )
DVA' s 10-Year EV-to-EBIT Range
Min: 8.6   Max: 21.5
Current: 12.4

8.6
21.5
PEG 1.37
DVA's PEG is ranked higher than
95% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 9999.00 vs. DVA: 1.37 )
DVA' s 10-Year PEG Range
Min: 0.23   Max: 3.42
Current: 1.37

0.23
3.42
Shiller P/E 28.40
DVA's Shiller P/E is ranked higher than
86% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 2025.80 vs. DVA: 28.40 )
DVA' s 10-Year Shiller P/E Range
Min: 14.6   Max: 66.16
Current: 28.4

14.6
66.16
Current Ratio 1.61
DVA's Current Ratio is ranked higher than
81% of the 310 Companies
in the Global Medical Care industry.

( Industry Median: 1.32 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 1.56
DVA's Quick Ratio is ranked higher than
83% of the 310 Companies
in the Global Medical Care industry.

( Industry Median: 1.19 vs. DVA: 1.56 )
DVA' s 10-Year Quick Ratio Range
Min: 0.37   Max: 5.97
Current: 1.56

0.37
5.97

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.04
DVA's Price/DCF (Projected) is ranked higher than
90% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 4.02 vs. DVA: 1.04 )
DVA' s 10-Year Price/DCF (Projected) Range
Min: 0.83   Max: 6.25
Current: 1.04

0.83
6.25
Price/Median PS Value 1.04
DVA's Price/Median PS Value is ranked higher than
82% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 1.19 vs. DVA: 1.04 )
DVA' s 10-Year Price/Median PS Value Range
Min: 0.15   Max: 4.94
Current: 1.04

0.15
4.94
Price/Peter Lynch Fair Value 1.30
DVA's Price/Peter Lynch Fair Value is ranked higher than
95% of the 328 Companies
in the Global Medical Care industry.

( Industry Median: 9999.00 vs. DVA: 1.30 )
DVA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.39   Max: 8.16
Current: 1.3

0.39
8.16
Earnings Yield (Greenblatt) 8.10
DVA's Earnings Yield (Greenblatt) is ranked higher than
90% of the 306 Companies
in the Global Medical Care industry.

( Industry Median: 4.60 vs. DVA: 8.10 )
DVA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.6   Max: 11.7
Current: 8.1

4.6
11.7
Forward Rate of Return (Yacktman) 22.41
DVA's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 212 Companies
in the Global Medical Care industry.

( Industry Median: 12.92 vs. DVA: 22.41 )
DVA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 11.2   Max: 64.7
Current: 22.41

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. It also provides acute inpatient dialysis services in approximately 700 hospitals and related laboratory services. As of December 31, 2013, it provided dialysis and administrative services in the U.S. through a network of 2,074 outpatient dialysis centers in 45 states and the District of Columbia, serving a total of approximately 163,000 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
Weekly Insider Sells Highlight: FB, DVA, DATA, MCK, TXN Nov 18 2014 
DaVita HealthCare Partners is a Great Business With Solid Growth Potential Aug 30 2014 
DaVita Seems to be a High-Growth Company Aug 20 2014 
Mario Gabelli Reports his Top Increase of the Second Quarter Aug 07 2014 
Warren Buffett's 3 High-Conviction Stocks Jun 13 2014 
Thoughts on Ted Weschler's Largest Holding and Excellent Long-Term Results Mar 14 2014 
Buffett's Investor Pick Ted Weschler Discusses DaVita Inc. Mar 03 2014 
Three Billionaires Adjust Portfolio Holdings – Buffett, Watsa and Loeb Feb 28 2014 
Manning & Napier New Stocks of Fourth Quarter Jan 29 2014 
What the Gurus Bought this Week Dec 13 2013 


More From Other Websites
DaVita Clinical Research and HealthCare Partners Clinical Research to Merge and Expand Clinical... Dec 15 2014
DaVita Clinical Research and HealthCare Partners Clinical Research to Merge and Expand Clinical... Dec 15 2014
6:09 am DaVita announced that two of its business units, DaVita Clinical Research and HealthCare... Dec 15 2014
DaVita HealthCare Partners Donates $1.5 Million During Annual Support of Charities Dec 10 2014
Acadia Healthcare Grows Into Big Mental Health Player Dec 08 2014
DaVita HealthCare Partners Supports Local Nonprofits on Colorado Gives Day Dec 08 2014
DaVita HealthCare Partners Hits Recognition Milestone Dec 01 2014
5 Health Care Stocks That Need to Play Serious Catch Up Nov 21 2014
Law Firm Kirby McInerney LLP Investigating Potential Claims on Behalf of DaVita HealthCare Partners... Nov 18 2014
SHAREHOLDER ALERT: The Law Firm of Levi & Korsinsky, LLP Launches an Investigation into Possible... Nov 18 2014
Will DaVita Kidney Care Gain On Medtronic Collaboration? Nov 18 2014
The Shuman Law Firm Investigates DaVita HealthCare Partners Inc. Nov 17 2014
DaVita HealthCare Partners Named to Aon Hewitt Top Companies for Leaders List Nov 17 2014
DaVita HealthCare Partners Named to Aon Hewitt Top Companies for Leaders List Nov 17 2014
DaVita Kidney Care Announces Collaboration with Medtronic Focused on Cardiovascular Health in ESRD... Nov 15 2014
DaVita Kidney Care Announces Collaboration with Medtronic Focused on Cardiovascular Health in ESRD... Nov 15 2014
DAVITA HEALTHCARE PARTNERS INC. Financials Nov 14 2014
Beyond Duracell: These 7 Boring Stocks are Making Warren Buffett Big Bucks Nov 13 2014
Must-See Charts: How to Trade SPY, DaVita, GM, Bristol-Myers Squibb, National Grid Nov 13 2014
DaVita HealthCare Partners Honors and Supports Service Members Nov 11 2014

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)
Free 7-day Trial
FEEDBACK