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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 lower than
60% of the 209 Companies
in the Global Medical Care industry.

( Industry Median: 0.34 vs. DVA: 0.17 )
Ranked among companies with meaningful Cash to Debt only.
DVA' s 10-Year Cash to Debt Range
Min: 0  Med: 0.11 Max: N/A
Current: 0.17
Equity to Asset 0.27
DVA's Equity to Asset is ranked lower than
72% of the 197 Companies
in the Global Medical Care industry.

( Industry Median: 0.43 vs. DVA: 0.27 )
Ranked among companies with meaningful Equity to Asset only.
DVA' s 10-Year Equity to Asset Range
Min: -0.22  Med: 0.25 Max: 0.7
Current: 0.27
-0.22
0.7
Interest Coverage 4.42
DVA's Interest Coverage is ranked lower than
64% of the 122 Companies
in the Global Medical Care industry.

( Industry Median: 7.21 vs. DVA: 4.42 )
Ranked among companies with meaningful Interest Coverage only.
DVA' s 10-Year Interest Coverage Range
Min: 0.68  Med: 4.36 Max: 7.27
Current: 4.42
0.68
7.27
F-Score: 7
Z-Score: 2.12
M-Score: -2.63
WACC vs ROIC
5.49%
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
61% of the 209 Companies
in the Global Medical Care industry.

( Industry Median: 7.51 vs. DVA: 10.04 )
Ranked among companies with meaningful Operating margin (%) only.
DVA' s 10-Year Operating margin (%) Range
Min: 5.25  Med: 15.75 Max: 20.7
Current: 10.04
5.25
20.7
Net-margin (%) 3.29
DVA's Net-margin (%) is ranked higher than
50% of the 209 Companies
in the Global Medical Care industry.

( Industry Median: 3.29 vs. DVA: 3.29 )
Ranked among companies with meaningful Net-margin (%) only.
DVA' s 10-Year Net-margin (%) Range
Min: -10.19  Med: 6.54 Max: 10.21
Current: 3.29
-10.19
10.21
ROE (%) 8.74
DVA's ROE (%) is ranked lower than
51% of the 192 Companies
in the Global Medical Care industry.

( Industry Median: 8.87 vs. DVA: 8.74 )
Ranked among companies with meaningful ROE (%) only.
DVA' s 10-Year ROE (%) Range
Min: -36.8  Med: 21.38 Max: 93.22
Current: 8.74
-36.8
93.22
ROA (%) 2.39
DVA's ROA (%) is ranked lower than
55% of the 213 Companies
in the Global Medical Care industry.

( Industry Median: 3.19 vs. DVA: 2.39 )
Ranked among companies with meaningful ROA (%) only.
DVA' s 10-Year ROA (%) Range
Min: -7.42  Med: 5.26 Max: 9.97
Current: 2.39
-7.42
9.97
ROC (Joel Greenblatt) (%) 44.63
DVA's ROC (Joel Greenblatt) (%) is ranked higher than
77% of the 211 Companies
in the Global Medical Care industry.

( Industry Median: 16.21 vs. DVA: 44.63 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
DVA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -14.85  Med: 58.67 Max: 96.88
Current: 44.63
-14.85
96.88
Revenue Growth (3Y)(%) 17.70
DVA's Revenue Growth (3Y)(%) is ranked higher than
86% of the 155 Companies
in the Global Medical Care industry.

( Industry Median: 7.90 vs. DVA: 17.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
DVA' s 10-Year Revenue Growth (3Y)(%) Range
Min: -87.6  Med: 17.70 Max: 42.4
Current: 17.7
-87.6
42.4
EBITDA Growth (3Y)(%) 13.60
DVA's EBITDA Growth (3Y)(%) is ranked higher than
71% of the 119 Companies
in the Global Medical Care industry.

( Industry Median: 7.10 vs. DVA: 13.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
DVA' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -88.4  Med: 18.10 Max: 98.7
Current: 13.6
-88.4
98.7
EPS Growth (3Y)(%) 9.00
DVA's EPS Growth (3Y)(%) is ranked higher than
52% of the 114 Companies
in the Global Medical Care industry.

( Industry Median: 8.30 vs. DVA: 9.00 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
DVA' s 10-Year EPS Growth (3Y)(%) Range
Min: -28.6  Med: 14.00 Max: 128.9
Current: 9
-28.6
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)
Alan Fournier 3,637,892 sh (unchged)
Warren Buffett 37,621,152 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

Steve Mandel 3,940,169 sh (New)
Paul Tudor Jones 12,913 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%)
Warren Buffett 38,565,570 sh (unchged)
Alan Fournier 2,245,997 sh (unchged)
Arnold Van Den Berg 202,956 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

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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) 40.37
DVA's P/E(ttm) is ranked lower than
72% of the 139 Companies
in the Global Medical Care industry.

( Industry Median: 27.60 vs. DVA: 40.37 )
Ranked among companies with meaningful P/E(ttm) only.
DVA' s 10-Year P/E(ttm) Range
Min: 11.59  Med: 18.68 Max: 42.77
Current: 40.37
11.59
42.77
Forward P/E 18.15
DVA's Forward P/E is ranked higher than
56% of the 96 Companies
in the Global Medical Care industry.

( Industry Median: 19.65 vs. DVA: 18.15 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 41.20
DVA's PE(NRI) is ranked lower than
71% of the 138 Companies
in the Global Medical Care industry.

( Industry Median: 27.60 vs. DVA: 41.20 )
Ranked among companies with meaningful PE(NRI) only.
DVA' s 10-Year PE(NRI) Range
Min: 11.63  Med: 18.77 Max: 42.69
Current: 41.2
11.63
42.69
P/B 3.45
DVA's P/B is ranked lower than
59% of the 188 Companies
in the Global Medical Care industry.

( Industry Median: 2.75 vs. DVA: 3.45 )
Ranked among companies with meaningful P/B only.
DVA' s 10-Year P/B Range
Min: 2.37  Med: 3.41 Max: 8.13
Current: 3.45
2.37
8.13
P/S 1.31
DVA's P/S is ranked higher than
55% of the 211 Companies
in the Global Medical Care industry.

( Industry Median: 1.52 vs. DVA: 1.31 )
Ranked among companies with meaningful P/S only.
DVA' s 10-Year P/S Range
Min: 0.77  Med: 1.21 Max: 2.33
Current: 1.31
0.77
2.33
PFCF 21.08
DVA's PFCF is ranked higher than
50% of the 105 Companies
in the Global Medical Care industry.

( Industry Median: 21.51 vs. DVA: 21.08 )
Ranked among companies with meaningful PFCF only.
DVA' s 10-Year PFCF Range
Min: 7.52  Med: 16.14 Max: 38.6
Current: 21.08
7.52
38.6
POCF 11.85
DVA's POCF is ranked higher than
65% of the 150 Companies
in the Global Medical Care industry.

( Industry Median: 15.38 vs. DVA: 11.85 )
Ranked among companies with meaningful POCF only.
DVA' s 10-Year POCF Range
Min: 5.19  Med: 9.42 Max: 17.92
Current: 11.85
5.19
17.92
EV-to-EBIT 20.37
DVA's EV-to-EBIT is ranked lower than
53% of the 159 Companies
in the Global Medical Care industry.

( Industry Median: 19.70 vs. DVA: 20.37 )
Ranked among companies with meaningful EV-to-EBIT only.
DVA' s 10-Year EV-to-EBIT Range
Min: 8.6  Med: 12.00 Max: 21.5
Current: 20.37
8.6
21.5
PEG 2.69
DVA's PEG is ranked higher than
56% of the 66 Companies
in the Global Medical Care industry.

( Industry Median: 2.91 vs. DVA: 2.69 )
Ranked among companies with meaningful PEG only.
DVA' s 10-Year PEG Range
Min: 0.23  Med: 1.26 Max: 3.42
Current: 2.69
0.23
3.42
Shiller P/E 31.64
DVA's Shiller P/E is ranked lower than
58% of the 80 Companies
in the Global Medical Care industry.

( Industry Median: 28.84 vs. DVA: 31.64 )
Ranked among companies with meaningful Shiller P/E only.
DVA' s 10-Year Shiller P/E Range
Min: 14.6  Med: 25.09 Max: 50.64
Current: 31.64
14.6
50.64
Current Ratio 1.61
DVA's Current Ratio is ranked higher than
61% of the 199 Companies
in the Global Medical Care industry.

( Industry Median: 1.35 vs. DVA: 1.61 )
Ranked among companies with meaningful Current Ratio only.
DVA' s 10-Year Current Ratio Range
Min: 0.39  Med: 1.89 Max: 5.97
Current: 1.61
0.39
5.97
Quick Ratio 1.55
DVA's Quick Ratio is ranked higher than
66% of the 199 Companies
in the Global Medical Care industry.

( Industry Median: 1.20 vs. DVA: 1.55 )
Ranked among companies with meaningful Quick Ratio only.
DVA' s 10-Year Quick Ratio Range
Min: 0.37  Med: 1.81 Max: 5.97
Current: 1.55
0.37
5.97
Days Inventory 4.69
DVA's Days Inventory is ranked higher than
84% of the 152 Companies
in the Global Medical Care industry.

( Industry Median: 17.13 vs. DVA: 4.69 )
Ranked among companies with meaningful Days Inventory only.
DVA' s 10-Year Days Inventory Range
Min: 1.33  Med: 7.84 Max: 10.47
Current: 4.69
1.33
10.47
Days Sales Outstanding 46.89
DVA's Days Sales Outstanding is ranked higher than
50% of the 184 Companies
in the Global Medical Care industry.

( Industry Median: 46.89 vs. DVA: 46.89 )
Ranked among companies with meaningful Days Sales Outstanding only.
DVA' s 10-Year Days Sales Outstanding Range
Min: 43.53  Med: 69.54 Max: 126.39
Current: 46.89
43.53
126.39

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 1.12
DVA's Price/Projected FCF is ranked higher than
70% of the 94 Companies
in the Global Medical Care industry.

( Industry Median: 1.51 vs. DVA: 1.12 )
Ranked among companies with meaningful Price/Projected FCF only.
DVA' s 10-Year Price/Projected FCF Range
Min: 0.83  Med: 1.17 Max: 6.25
Current: 1.12
0.83
6.25
Price/DCF (Earnings Based) 2.34
DVA's Price/DCF (Earnings Based) is ranked lower than
77% of the 22 Companies
in the Global Medical Care industry.

( Industry Median: 1.47 vs. DVA: 2.34 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.09
DVA's Price/Median PS Value is ranked higher than
57% of the 193 Companies
in the Global Medical Care industry.

( Industry Median: 1.14 vs. DVA: 1.09 )
Ranked among companies with meaningful Price/Median PS Value only.
DVA' s 10-Year Price/Median PS Value Range
Min: 0.15  Med: 1.03 Max: 4.97
Current: 1.09
0.15
4.97
Price/Peter Lynch Fair Value 2.59
DVA's Price/Peter Lynch Fair Value is ranked lower than
56% of the 50 Companies
in the Global Medical Care industry.

( Industry Median: 2.31 vs. DVA: 2.59 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
DVA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.39  Med: 1.14 Max: 8.16
Current: 2.59
0.39
8.16
Earnings Yield (Greenblatt) (%) 4.96
DVA's Earnings Yield (Greenblatt) (%) is ranked higher than
60% of the 202 Companies
in the Global Medical Care industry.

( Industry Median: 3.80 vs. DVA: 4.96 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
DVA' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 4.6  Med: 8.30 Max: 11.7
Current: 4.96
4.6
11.7
Forward Rate of Return (Yacktman) (%) 20.25
DVA's Forward Rate of Return (Yacktman) (%) is ranked higher than
75% of the 101 Companies
in the Global Medical Care industry.

( Industry Median: 10.88 vs. DVA: 20.25 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
DVA' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 11.2  Med: 22.10 Max: 64.7
Current: 20.25
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
Starting With GAAP Jun 11 2015 
One Jun 09 2015 
One Jun 09 2015 
Berkshire Hathaway: Business Value Exceeds Market Value May 26 2015 
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 

More From Other Websites
DaVita HealthCare Partners Recognized as a Top Green Company in U.S. by Newsweek Jun 30 2015
DaVita HealthCare Partners Recognized as a Top Green Company in U.S. by Newsweek Jun 30 2015
Falcon Physician Honored As Gold Stevie® Award Winner In 2015 American Business Awards Jun 29 2015
DaVita Kidney Care Observes Men's Health Month Jun 26 2015
DaVita Kidney Care Observes Men's Health Month Jun 26 2015
DaVita HealthCare Partners Celebrates Men's Health Month Jun 26 2015
DaVita HealthCare Partners Celebrates Men's Health Month Jun 26 2015
DaVita Emergency Response Team Prepares Patients for Hurricane Season Jun 25 2015
Feds nail DaVita for $450M in whistleblower case Jun 25 2015
BUZZ-U.S. STOCKS ON THE MOVE-Cleveland Bio, Magnum Hunter, IAC/Interactive Jun 25 2015
DaVita to pay $450 million in settlement over drug waste Jun 25 2015
DaVita Healthcare Partners to pay $450 mln for violating False Claims Act -U.S. Justice Dept. Jun 24 2015
DaVita Receives U.S. Civil Subpoena Amid Medicare Probe Jun 24 2015
DaVita HealthCare Subpoenaed Over Medicare Coding Jun 24 2015
DAVITA HEALTHCARE PARTNERS INC. Files SEC form 8-K, Other Events Jun 24 2015
DaVita gets big show of support Jun 22 2015
DAVITA HEALTHCARE PARTNERS INC. Files SEC form 8-K, Submission of Matters to a Vote of Security... Jun 19 2015
Fortune 500 health care company takes aim at Albuquerque market Jun 18 2015
DaVita Kidney Care Recognizes 15th Anniversary in 2015 Jun 11 2015
Why DaVita HealthCare Partners (DVA) Stock Might be a Great Pick - Tale of the Tape Jun 08 2015

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