DaVita: I Believe This Is Overvalued

DaVita Inc. stock doubled on a Q1 '26 beat and court win, but valuation looks stretched vs. fair value. Click for this DVA update and see if it is right for you.

Summary - DaVita Inc. has more than doubled in share price within six months, driven by a strong Q1 '26 beat and a favorable court ruling. - DVA fundamentals and long-term prospects remain largely unchanged, with 2026E AEPS recovery now expected at 30%+ and 10–16% annualized growth through 2028. - I sold over 95% of my DVA position as the valuation exceeded $210/share, far above my fair value target of $130/share.

- I reiterate a Hold rating on DVA given limited risk/reward upside at current multiples and persistent volatility. - Looking for more investing ideas like this one? Get them exclusively at Wolf of Value.

Learn More » Analyst’s Disclosure: I/we have a beneficial long position in the shares of DVA; FMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).

I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the