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DaVita
DVA · NYSEHealthcare — Dialysis Services
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputs &supplyMachines, dialyzers, drugsDialysisserviceClinics & home therapyPayersMedicare, insurers, gover…PatientsPeople with kidney failureFMSFresenius Medical CareBAXBaxter (Vantive)AMGNAmgenRXPharma & device vendorsDVADaVitaCLNOutpatient clinicsIKCIntegrated Kidney CareGOVMedicare & governmentINSCommercial insurersPATDialysis patients
Company details
Market cap
$10B
P/E ratio
~14×
Div yield
0%
Revenue
~$13.7B
Patients
~296k
Clinics
~3,260
Rev. growth
+4%
Berkshire stake
~45%
In plain English
DaVita runs the largest network of kidney-dialysis clinics in the US, treating roughly 296,000 people with failing kidneys three times a week across more than 3,200 centres. It buys its machines and drugs from a handful of suppliers (Fresenius, Baxter, Amgen), bills mostly Medicare for the volume but earns nearly all its profit from a thin slice of commercially-insured patients — and is itself ~45%-owned by Warren Buffett's Berkshire Hathaway.
In simple terms
What DaVita really sells
DaVita runs the largest network of kidney-dialysis clinics in the US, treating roughly 296,000 people with failing kidneys three times a week across more than 3,200 centres. It buys its machines and drugs from a handful of suppliers (Fresenius, Baxter, Amgen), bills mostly Medicare for the volume but earns nearly all its profit from a thin slice of commercially-insured patients — and is itself ~45%-owned by Warren Buffett's Berkshire Hathaway.
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