DaVita shares have surged 93.4% year to date, far outpacing the industry's 14.7% gain, as the company strengthens its kidney care delivery through value-based programs and technology investments. The company reported year-over-year improvements in gross savings, quality scores, and high-performing status under the CMS Comprehensive Kidney Care Contracting program, and expanded its digital infrastructure with the introduction of ScheduleHub, an AI-powered scheduling tool. DaVita's forward 12-month price-to-earnings ratio stands at 13.2, below the industry average of 18.2 but above its five-year median of 12.7, and it holds a Value Score of A. The Zacks Consensus Estimate for 2026 earnings per share indicates a 39.8% improvement over 2025, and the stock carries a Zacks Rank of 1, or Strong Buy.
Fresenius Medical Care AG & Co. KGaA
Rockwell Medical IncDaVita HealthCare Partners IncDaVita's value-based programs and CMS contract status indicate strong demand for its kidney care services.