DVA
DaVita Inc.
DVA's fundamentals are mixed: earnings per share grew 39%, while its operating margin held steady at 15%. At 13x earnings, it's trading below its usual 15x. Analysts expect strong earnings growth.
HIMS
Hims & Hers Health, Inc.
There isn't enough reported data to score HIMS yet.
DVA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Under pressure |
DVA's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
HIMS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Stable | |
| Strong |
HIMS's revenue and balance sheet are currently strong, and its cash flow is stable, but its profitability is weak.
DVA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $174 | — |
| Cheap | 12x | $166 | -4.7% |
| Current | 13x | $174 | — |
| Fair | 15x | $202 | +16% |
| Expensive | 18x | $243 | +40% |
Historical ranges are pointers, not guarantees.
DVA's PE is in its cheap range at 13x. If earnings grow as analysts expect, today's price would be 11x next year's earnings.
HIMS PE Valuation
HIMS has no meaningful PE right now: it lost money over the past year.
DVA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect DVA's earnings to grow and its profitability to improve, with its revenue holding steady.
HIMS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect HIMS's revenue to grow, but its earnings to decline. However, they disagree widely on these estimates.
DVA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $16.10 | +19% |
| Q3 2026 | $13.51 | +39% |
| Q2 2026 | $12.15 | +20% |
| Q1 2026 | $10.71 | +6.3% |
| Q4 2025 | $9.84 | -8.3% |
| Q3 2025 | $9.70 | +4.4% |
| Q2 2025 | $10.16 | +8% |
| Q1 2025 | $10.08 | +14% |
| Q4 2024 | $10.73 | +45% |
DVA has the edge over HIMS on earnings quality, reporting a profit while its opponent remains loss making.
HIMS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.83 | -257% |
| Q2 2026 | -$0.63 | -180% |
| Q1 2026 | -$0.09 | -113% |
| Q4 2025 | $0.51 | -3.8% |
| Q3 2025 | $0.53 | +20% |
| Q2 2025 | $0.79 | +888% |
| Q1 2025 | $0.68 | +$0.69 |
| Q4 2024 | $0.53 | +$0.64 |
HIMS has swung to a loss: it lost $0.83 per share over the past year, after a profit the year before.
DVA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.6B | +4.6% |
| Q2 2026 | $3.6B | +5.2% |
| Q1 2026 | $3.4B | +6% |
| Q4 2025 | $3.6B | +9.9% |
| Q3 2025 | $3.4B | +4.8% |
| Q2 2025 | $3.4B | +6.1% |
| Q1 2025 | $3.2B | +5% |
| Q4 2024 | $3.3B | +4.7% |
DVA's revenue has grown year over year for 15 quarters in a row: $3.6B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -0.8 points |
| Q2 2026 | 16% | +0.4 points |
| Q1 2026 | 14% | +0.5 points |
| Q4 2025 | 16% | -1.7 points |
| Q3 2025 | 15% | -1.6 points |
| Q2 2025 | 16% | 0 points |
| Q1 2025 | 14% | -2.1 points |
| Q4 2024 | 17% | +4.8 points |
DVA has the edge over HIMS on profitability, with a higher operating margin.
HIMS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $890.4M | +49% |
| Q2 2026 | $753.2M | +38% |
| Q1 2026 | $608.1M | +3.8% |
| Q4 2025 | $617.8M | +28% |
| Q3 2025 | $599M | +49% |
| Q2 2025 | $544.8M | +73% |
| Q1 2025 | $586M | +111% |
| Q4 2024 | $481.1M | +95% |
HIMS has the edge over DVA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -7.4% | -9.4 points |
| Q2 2026 | -13% | -18 points |
| Q1 2026 | -13% | -23 points |
| Q4 2025 | 1.5% | -2.4 points |
| Q3 2025 | 2% | -3.6 points |
| Q2 2025 | 4.9% | +1.4 points |
| Q1 2025 | 9.9% | +6.3 points |
| Q4 2024 | 3.9% | +4 points |
HIMS's operating margin was −7.4% last quarter, down 9.4 points from the same quarter a year ago.
DVA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $359.3M | -47% |
| Q2 2026 | $320.3M | +58% |
| Q1 2026 | $218.8M | +495% |
| Q4 2025 | $395.3M | +4.9% |
| Q3 2025 | $675.4M | +0.6% |
| Q2 2025 | $203.1M | -70% |
| Q1 2025 | $36.8M | +$292.6M |
| Q4 2024 | $377M | +16% |
DVA generated $1.3B in free cash flow over the past year, about the same as the year before.
HIMS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $26M | -67% |
| Q2 2026 | -$68.2M | +$1.3M |
| Q1 2026 | $53.1M | +5.9% |
| Q3 2025 | $79.3M | -7% |
| Q2 2025 | -$69.5M | -230% |
| Q1 2025 | $50.1M | +94% |
| Q3 2024 | $85.3M | +238% |
| Q2 2024 | $53.6M | +219% |
HIMS has the edge over DVA on cash flow, with more consistent year-over-year improvement.
DVA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -588K shares |
| 1 year | -11% | -8.3M shares |
| 3 years | -30% | -28.5M shares |
| 5 years | -40% | -44.3M shares |
| Available history | -57% | -88.3M shares |
DVA has the edge over HIMS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $73M |
| Q2 2026 | $181.5M |
| Q1 2026 | $196.4M |
| Q4 2025 | $274.5M |
| Q3 2025 | $240.1M |
| Q2 2025 | $283.7M |
| Q1 2025 | $510.2M |
| Q4 2024 | $365.4M |
DVA spent $725M buying back its own shares over the past year, down 48% from the year before.
HIMS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +2.1M shares |
| 1 year | -6% | -14.9M shares |
| 3 years | +11% | +23.7M shares |
| 5 years | +17% | +33.8M shares |
HIMS has 234M diluted shares, down 6% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $80.5M |
| Q3 2025 | $9.5M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $5M |
| Q3 2024 | $30M |
| Q2 2024 | $19.9M |
| Q1 2024 | $28.1M |
DVA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q2 2026 | 3.6x | Elevated |
| Q1 2026 | 3.6x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 3.5x | Elevated |
| Q2 2025 | 3.4x | Elevated |
| Q1 2025 | 3.4x | Elevated |
| Q4 2024 | 3.1x | Elevated |
DVA's net debt is about 3.6 years of its operating earnings (EBITDA), up from 3.5 years a year ago.
HIMS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -5.9x | Net Cash |
| Q4 2025 | -1.4x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -7.3x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.8x | Net Cash |
| Q3 2024 | -2.9x | Net Cash |
| Q2 2024 | -5.5x | Net Cash |
HIMS has more cash than debt.
DVA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 19.8 | Oversold |
DVA's weekly RSI is 44 (neutral) and its Stochastic is 20 (oversold).
HIMS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.0 | Neutral |
| Stochastic | 23.0 | Neutral |
HIMS's weekly RSI is 36 (neutral) and its Stochastic is 23 (neutral).
DVA PE vs Healthcare Sector
| Metric | DVA | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 26 | 29 | 3 pts below |
DVA is trading at 13x earnings, a 50% discount to the Healthcare sector's median of 26x.
HIMS PE vs Healthcare Sector
| Metric | HIMS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
HIMS has no meaningful PE right now: it lost money over the past year.
DVA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $182.5 | 4.6% below |
| 20 week MA | $195.4 | 11% below |
| 50 week MA | $169.8 | 2.5% above |
| 100 week MA | $155.7 | 12% above |
| 200 week MA | $136.0 | 28% above |
DVA has the edge over HIMS on trend strength, trading above more of its moving averages.
HIMS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $27.3 | 28% below |
| 20 week MA | $29.2 | 32% below |
| 50 week MA | $27.7 | 29% below |
| 100 week MA | $35.9 | 45% below |
| 200 week MA | $24.4 | 19% below |
HIMS is in a downtrend: it's below all five of its weekly moving averages, and 19% below its 200-week average.
DVA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $74.8 | $115.1 | +54% |
| 2021 | $115.1 | $111.4 | -3.2% |
| 2022 | $111.4 | $73.8 | -34% |
| 2023 | $73.8 | $104.8 | +42% |
| 2024 | $104.8 | $154.3 | +47% |
| 2025 | $154.3 | $114.0 | -26% |
| 2026 YTD | $114.0 | $174.1 | +53% |
DVA has the edge over HIMS on returns for 2026, with the stronger performance.
HIMS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.89 | $15.0 | +51% |
| 2021 | $15.0 | $6.65 | -56% |
| 2022 | $6.65 | $6.43 | -3.3% |
| 2023 | $6.43 | $8.90 | +38% |
| 2024 | $8.90 | $26.6 | +198% |
| 2025 | $26.6 | $34.3 | +29% |
| 2026 YTD | $34.3 | $19.7 | -42% |
HIMS's yearly returns have swung widely, from +198% in 2024 to −56% in 2021. It's down 42% so far in 2026.