DaVita (DVA) is a health care services company in the Health Care sector. Listed on the NASDAQ, DaVita is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $198.54.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $198.54 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 16.80% |
| Risk / Std Dev (Annualized) | 37.29% |
| Sharpe Ratio (rf=4.5%) | 0.33 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Health Care Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 16.80% with an annualized volatility of 37.29%. The Sharpe ratio of 0.33 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 12.74B |
| Enterprise Value | 27.1B |
| Trailing P/E | 19.13 |
| Forward P/E | 11.56 |
| Price to Book | -17.39 |
| Price to Sales | 0.92 |
| EV/Revenue | 1.96 |
| EV/EBITDA | 9.71 |
| Profitability | | | Profit Margin | 5.65% | | Operating Margin | 13.86% | | ROE | 80.98% | | ROA | 7.5% |
| Growth | | | Revenue Growth | 6.0% | | Earnings Growth | 43.5% |
| Financial Health | | | Total Revenue | 13.84B | | Total Debt | 13.22B | | Total Cash | 0.67B | | Free Cash Flow | 1.0B | | Operating Cash Flow | 2.03B |
| Price & Technical | | | 52W High | $202.69$ | | 52W Low | $101.0$ | | 50-Day Avg | $172.35$ | | 200-Day Avg | $139.91$ | | Beta | 0.91 | | Shares Outstanding | 0.06B | | Float Shares | 0.03B | | Insider Holdings | 50.3% | | Institutional Holdings | 52.63% | | Short Ratio | 4.6 | | Short % of Float | 14.79% |
| Analyst Targets | | | Target High | $235.0$ | | Target Low | $145.0$ | | Target Mean | $193.71$ | | Target Median | $201.0$ | | # of Analysts | 7 | | Recommendation | none |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.