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Stock impact report

DaVita Inc. (DVA): A Bull Case Theory [Yahoo! Finance]

DaVita Inc. (DVA) 
Last davita inc. earnings: 2/10 04:01 pm Check Earnings Report
US:NYSE Investor Relations: investors.davita.com/investor-relations
Company Research Source: Yahoo! Finance
DaVita Inc.'s share was trading at $107.24 as of January 29th. DVA's trailing and forward P/E were 10.93 and 8.40, respectively according to Yahoo Finance. hywards/Shutterstock.com DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. DVA operates in a highly regulated, low-margin healthcare sector where its financial and operational resilience is continuously tested. The company's vulnerability lies in the tight correlation between unit costs and reimbursement rates, compounded by high leverage. Key variables include Medicare-dictated rates and commercial payer negotiations, as well as labor and supply costs. Small fluctuations in these factors can significantly impact operating margins, typically 10–12%, while a credit downgrade could sharply increase debt service costs, threatening free cash flow and share buybacks. Despite this fragility, DaVita demonstrates antifragility under chronic stress. Regulatory pres Show less Read more
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