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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 0.13
DVA's Cash to Debt is ranked higher than
63% of the 242 Companies
in the Global Medical Care industry.

( Industry Median: 0.22 vs. DVA: 0.13 )
DVA' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.13

Equity to Asset 0.27
DVA's Equity to Asset is ranked higher than
56% of the 234 Companies
in the Global Medical Care industry.

( Industry Median: 0.45 vs. DVA: 0.27 )
DVA' s 10-Year Equity to Asset Range
Min: -0.35   Max: 0.7
Current: 0.27

-0.35
0.7
Interest Coverage 3.61
DVA's Interest Coverage is ranked higher than
63% of the 155 Companies
in the Global Medical Care industry.

( Industry Median: 5.49 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: 6
Z-Score: 1.96
M-Score: -2.64
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 (%) 13.18
DVA's Operating margin (%) is ranked higher than
83% of the 236 Companies
in the Global Medical Care industry.

( Industry Median: 9.44 vs. DVA: 13.18 )
DVA' s 10-Year Operating margin (%) Range
Min: 5.25   Max: 20.7
Current: 13.18

5.25
20.7
Net-margin (%) 5.38
DVA's Net-margin (%) is ranked higher than
77% of the 236 Companies
in the Global Medical Care industry.

( Industry Median: 4.97 vs. DVA: 5.38 )
DVA' s 10-Year Net-margin (%) Range
Min: -10.19   Max: 10.21
Current: 5.38

-10.19
10.21
ROE (%) 14.29
DVA's ROE (%) is ranked higher than
87% of the 229 Companies
in the Global Medical Care industry.

( Industry Median: 8.44 vs. DVA: 14.29 )
DVA' s 10-Year ROE (%) Range
Min: -45.11   Max: 223.91
Current: 14.29

-45.11
223.91
ROA (%) 3.70
DVA's ROA (%) is ranked higher than
75% of the 237 Companies
in the Global Medical Care industry.

( Industry Median: 3.63 vs. DVA: 3.70 )
DVA' s 10-Year ROA (%) Range
Min: -7.16   Max: 9.04
Current: 3.7

-7.16
9.04
ROC (Joel Greenblatt) (%) 61.48
DVA's ROC (Joel Greenblatt) (%) is ranked higher than
92% of the 235 Companies
in the Global Medical Care industry.

( Industry Median: 16.84 vs. DVA: 61.48 )
DVA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 26.56   Max: 83.1
Current: 61.48

26.56
83.1
Revenue Growth (%) 22.00
DVA's Revenue Growth (%) is ranked higher than
95% of the 200 Companies
in the Global Medical Care industry.

( Industry Median: 7.00 vs. DVA: 22.00 )
DVA' s 10-Year Revenue Growth (%) Range
Min: -87.6   Max: 42.4
Current: 22

-87.6
42.4
EBITDA Growth (%) 20.00
DVA's EBITDA Growth (%) is ranked higher than
91% of the 171 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 153 Companies
in the Global Medical Care industry.

( Industry Median: 10.90 vs. DVA: 13.80 )
DVA' s 10-Year EPS Growth (%) Range
Min: -28.3   Max: 123.4
Current: 13.8

-28.3
123.4
» DVA's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

DVA Guru Trades in Q3 2013

Ron Baron 600,000 sh (New)
Steve Mandel 6,302,027 sh (New)
John Burbank 4,410 sh (New)
Richard Perry 250,000 sh (New)
Joel Greenblatt 81,807 sh (+668.57%)
Ray Dalio 89,400 sh (+292.11%)
Pioneer Investments 1,458,904 sh (+6.49%)
Warren Buffett 31,446,830 sh (+5.01%)
Jim Simons 1,460,200 sh (+3.13%)
John Keeley Sold Out
Julian Robertson Sold Out
Chuck Royce Sold Out
Alan Fournier 4,792,290 sh (-10.46%)
Steven Cohen 101,324 sh (-14.52%)
» More
Q4 2013

DVA Guru Trades in Q4 2013

Paul Tudor Jones 7,052 sh (New)
Manning & Napier Advisors, Inc 1,518,586 sh (New)
Andreas Halvorsen 1,570,667 sh (New)
Chuck Royce 2,100 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%)
John Burbank Sold Out
Ron Baron Sold Out
Steven Cohen Sold Out
Richard Perry 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)
Caxton Associates 35,000 sh (New)
Steven Cohen 27,296 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%)
Chuck Royce 2,100 sh (unchged)
Alan Fournier 3,637,892 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

Manning & Napier Advisors, Inc 1,708,526 sh (+10.19%)
» More
» Details

Insider Trades

Latest Guru Trades with DVA

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Steve Mandel 2014-03-31 Reduce -56.84%1.31%$62.74 - $69.81 $ 71.338%3655739
Ray Dalio 2014-03-31 Reduce -30.5%0.01%$62.74 - $69.81 $ 71.338%64941
Mario Gabelli 2014-03-31 New Buy0.01%$62.74 - $69.81 $ 71.338%26583
Steve Mandel 2013-12-31 Add 34.41%0.59%$55.03 - $63.39 $ 71.3322%8470777
Richard Perry 2013-12-31 Sold Out 0.36%$55.03 - $63.39 $ 71.3322%0
Warren Buffett 2013-12-31 Add 15.95%0.3%$55.03 - $63.39 $ 71.3322%36461294
Joel Greenblatt 2013-12-31 Add 171.1%0.21%$55.03 - $63.39 $ 71.3322%221775
Ron Baron 2013-12-31 Sold Out 0.16%$55.03 - $63.39 $ 71.3322%0
John Burbank 2013-12-31 Sold Out 0.01%$55.03 - $63.39 $ 71.3322%0
Julian Robertson 2013-09-30 Sold Out 1.9%$53.755 - $60.615 $ 71.3325%0
Steve Mandel 2013-09-30 New Buy1.6%$53.755 - $60.615 $ 71.3325%6302027
Richard Perry 2013-09-30 New Buy0.36%$53.755 - $60.615 $ 71.3325%250000
Ron Baron 2013-09-30 New Buy0.16%$53.755 - $60.615 $ 71.3325%600000
Joel Greenblatt 2013-09-30 Add 668.57%0.13%$53.755 - $60.615 $ 71.3325%81807
Ray Dalio 2013-09-30 Add 292.11%0.03%$53.755 - $60.615 $ 71.3325%89400
John Burbank 2013-09-30 New Buy0.01%$53.755 - $60.615 $ 71.3325%4410
John Keeley 2013-09-30 Sold Out $53.755 - $60.615 $ 71.3325%0
Premium More recent guru trades are included for Premium Members only!!
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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

Baron Funds Comments on DaVita HealthCare Partners Inc.
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. Read more...
Buffett and Peers Hold Growing DaVita HealthCare, Four Sell Out
All year GuruFocus has been tracking numerous trades by Warren Buffett’s Berkshire Hathaway Inc. (BRK.A) (BRK.B) and his portfolio managers Ted Weschler and Todd Combs as they scoop up shares of DaVita HealthCare Partners Inc. (DVA), a growing kidney dialysis healthcare company. As DaVita continues to expand worldwide in Poland, Latin America, Taiwan and Malaysia, its second quarter 2013 income of $254.4 million has more than doubled since a year ago, and numerous billionaires are investing. Read more...
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Alan Fournier is the founder and manager of Pennant Capital Management. Prior to creating Pennant, Fournier spent some time working at David Tepper’s Appaloosa Management managing global equity investments. During the second quarter Fournier sold out of four companies and made initial buys into eight new stocks. His second quarter portfolio held 46 stocks valued at $5.373 billion. The following five companies represent Fournier’s top five positions. Read more...
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Ratios

vs
industry
vs
history
P/E(ttm) 19.60
DVA's P/E(ttm) is ranked higher than
90% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 41.50 vs. DVA: 19.60 )
DVA' s 10-Year P/E(ttm) Range
Min: 11.59   Max: 30.68
Current: 19.6

11.59
30.68
P/B 3.30
DVA's P/B is ranked higher than
69% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 2.89 vs. DVA: 3.30 )
DVA' s 10-Year P/B Range
Min: 2.37   Max: 10.04
Current: 3.3

2.37
10.04
P/S 1.28
DVA's P/S is ranked higher than
74% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 1.63 vs. DVA: 1.28 )
DVA' s 10-Year P/S Range
Min: 0.77   Max: 2.33
Current: 1.28

0.77
2.33
PFCF 7.00
DVA's PFCF is ranked higher than
95% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 33.00 vs. DVA: 7.00 )
DVA' s 10-Year PFCF Range
Min: 5.77   Max: 38.6
Current: 7

5.77
38.6
EV-to-EBIT 12.48
DVA's EV-to-EBIT is ranked higher than
89% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 26.76 vs. DVA: 12.48 )
DVA' s 10-Year EV-to-EBIT Range
Min: 8.6   Max: 21.5
Current: 12.48

8.6
21.5
PEG 1.20
DVA's PEG is ranked higher than
94% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 9999.00 vs. DVA: 1.20 )
DVA' s 10-Year PEG Range
Min: 0.23   Max: 3.42
Current: 1.2

0.23
3.42
Shiller P/E 28.40
DVA's Shiller P/E is ranked higher than
88% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 9999.00 vs. DVA: 28.40 )
DVA' s 10-Year Shiller P/E Range
Min: 14.6   Max: 69.21
Current: 28.4

14.6
69.21
Current Ratio 1.44
DVA's Current Ratio is ranked higher than
75% of the 238 Companies
in the Global Medical Care industry.

( Industry Median: 1.39 vs. DVA: 1.44 )
DVA' s 10-Year Current Ratio Range
Min: 0.39   Max: 5.97
Current: 1.44

0.39
5.97
Quick Ratio 1.41
DVA's Quick Ratio is ranked higher than
77% of the 238 Companies
in the Global Medical Care industry.

( Industry Median: 1.24 vs. DVA: 1.41 )
DVA' s 10-Year Quick Ratio Range
Min: 0.37   Max: 5.97
Current: 1.41

0.37
5.97

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 0.90
DVA's Price/DCF (Projected) is ranked higher than
93% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 3.93 vs. DVA: 0.90 )
DVA' s 10-Year Price/DCF (Projected) Range
Min: 0.83   Max: 8.33
Current: 0.9

0.83
8.33
Price/Median PS Value 1.10
DVA's Price/Median PS Value is ranked higher than
80% of the 258 Companies
in the Global Medical Care industry.

( Industry Median: 1.26 vs. DVA: 1.10 )
DVA' s 10-Year Price/Median PS Value Range
Min: 0.15   Max: 4.97
Current: 1.1

0.15
4.97
Price/Peter Lynch Fair Value 1.30
DVA's Price/Peter Lynch Fair Value is ranked higher than
93% of the 258 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: 9.36
Current: 1.3

0.39
9.36
Earnings Yield (Greenblatt) 8.00
DVA's Earnings Yield (Greenblatt) is ranked higher than
84% of the 226 Companies
in the Global Medical Care industry.

( Industry Median: 5.20 vs. DVA: 8.00 )
DVA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.6   Max: 11.7
Current: 8

4.6
11.7
Forward Rate of Return (Yacktman) 18.81
DVA's Forward Rate of Return (Yacktman) is ranked higher than
85% of the 204 Companies
in the Global Medical Care industry.

( Industry Median: 10.49 vs. DVA: 18.81 )
DVA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 10.8   Max: 63.1
Current: 18.81

10.8
63.1

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 operates or provides administrative services to over 1,809 outpatient dialysis centers located in 43 states and the District of Columbia, serving approximately 142,000 patients. It also provides acute inpatient dialysis services in approximately 700 hospitals and related laboratory services. The Company's dialysis and related lab services business accounts for approximately 93% of its consolidated revenues. Many of the Company's outpatient dialysis centers offer services for home dialysis patients, mainly CAPD and CCPD. 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, excluding physician services, to patients in approximately 900 hospitals. The Company renders these services for a contracted per-treatment fee that is individually negotiated with each hospital. 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 33 outpatient dialysis centers, in which it either owns a non-controlling interest, or are wholly-owned by third parties, under management and administrative services agreements. The Company engages in organized and systematic efforts through its quality management programs to monitor and improve the quality of services it delivers. 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
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 
Why Warren Buffett's Successor Likes DaVita So Much Dec 12 2013 
Warren Buffett Added This Helathcare Stock Twice in One Month Dec 11 2013 
Warren Buffett’s Berkshire Increases Stake in DaVita HealthCare Partners Dec 10 2013 
Baron Funds Comments on DaVita HealthCare Partners Inc. Nov 22 2013 


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