Stock Pulse
DaVita (DVA) reported Q4 2024 revenue of $3.29 billion, a 4.7% year-over-year increase, slightly exceeding expectations but representing the slowest growth in its peer group [1], [3], [6]. The company missed full-year EPS guidance, negatively impacting market perception and leading to a stock decline [3], [6]. Despite this, DVA's stock has recently outperformed the market [4], [8], and the company is considered to be undervalued, with a potential for growth driven by an aging population and the expanding home healthcare market [1], [2], [7]. However, industry-wide staffing shortages and DaVita's slower revenue growth compared to competitors pose risks [1], [2], [3]. The CEO's acquisition of shares and stock options suggests insider confidence [10].