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Is DaVita Inc. (DVA) A Good Stock To Buy?

We came across a bullish thesis on DaVita Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we will summarize the bulls’ thesis on DVA. DaVita Inc.'s share was trading at $154.79 as of March 4th. DVA’s trailing and forward P/E were 16.01 and 11.36 respectively according to Yahoo Finance.

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DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. DVA ended 2025 as a highly profitable but...