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Side-by-side financial comparison of Brookfield Infrastructure Partners L.P. (BIP) and DaVita (DVA). Click either name above to swap in a different company.
Brookfield Infrastructure Partners L.P. is the larger business by last-quarter revenue ($5.4B vs $3.6B, roughly 1.5× DaVita). DaVita runs the higher net margin — 6.5% vs 4.6%, a 1.8% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 5.7%).
Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.
DaVita Inc. is an American company that provides kidney dialysis services through a network of 2,675 outpatient centers in the United States, serving 200,800 patients, and 367 outpatient centers in 11 other countries serving 49,400 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
BIP vs DVA — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.4B | $3.6B |
| Net Profit | $252.0M | $234.2M |
| Gross Margin | 26.4% | — |
| Operating Margin | 24.4% | 15.5% |
| Net Margin | 4.6% | 6.5% |
| Revenue YoY | 5.7% | 12.3% |
| Net Profit YoY | 37.0% | 43.8% |
| EPS (diluted) | $-0.03 | $3.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $5.4B | $3.4B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $5.1B | $3.2B |
| Q1 26 | — | $234.2M | ||
| Q4 25 | — | $234.2M | ||
| Q3 25 | — | $150.3M | ||
| Q2 25 | $252.0M | $199.3M | ||
| Q1 25 | — | $162.9M | ||
| Q4 24 | — | $259.3M | ||
| Q3 24 | — | $214.7M | ||
| Q2 24 | $184.0M | $222.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 24.6% | — |
| Q1 26 | — | 15.5% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 24.4% | 15.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | 22.8% | 15.9% |
| Q1 26 | — | 6.5% | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | 4.6% | 5.9% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | 3.6% | 7.0% |
| Q1 26 | — | $3.22 | ||
| Q4 25 | — | $3.22 | ||
| Q3 25 | — | $2.04 | ||
| Q2 25 | $-0.03 | $2.58 | ||
| Q1 25 | — | $2.00 | ||
| Q4 24 | — | $3.08 | ||
| Q3 24 | — | $2.50 | ||
| Q2 24 | $-0.10 | $2.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.3B | $700.7M |
| Total DebtLower is stronger | — | $10.2B |
| Stockholders' EquityBook value | $29.6B | $-651.1M |
| Total Assets | $108.7B | $17.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $700.7M | ||
| Q4 25 | — | $700.7M | ||
| Q3 25 | — | $736.5M | ||
| Q2 25 | $2.3B | $739.4M | ||
| Q1 25 | — | $511.9M | ||
| Q4 24 | — | $846.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $1.3B | $437.2M |
| Q1 26 | — | $10.2B | ||
| Q4 25 | — | $10.2B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | — | $9.3B | ||
| Q2 24 | — | $8.5B |
| Q1 26 | — | $-651.1M | ||
| Q4 25 | — | $-651.1M | ||
| Q3 25 | — | $-571.9M | ||
| Q2 25 | $29.6B | $-369.6M | ||
| Q1 25 | — | $-267.1M | ||
| Q4 24 | — | $121.1M | ||
| Q3 24 | — | $386.7M | ||
| Q2 24 | $30.1B | $632.9M |
| Q1 26 | — | $17.5B | ||
| Q4 25 | — | $17.5B | ||
| Q3 25 | — | $17.6B | ||
| Q2 25 | $108.7B | $17.5B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | — | $17.3B | ||
| Q3 24 | — | $17.5B | ||
| Q2 24 | $100.9B | $17.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 75.76× | ||
| Q3 24 | — | 23.95× | ||
| Q2 24 | — | 13.35× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.2B | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 4.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $540.7M | ||
| Q3 25 | — | $841.5M | ||
| Q2 25 | $1.2B | $324.2M | ||
| Q1 25 | — | $180.0M | ||
| Q4 24 | — | $547.6M | ||
| Q3 24 | — | $810.4M | ||
| Q2 24 | $1.1B | $798.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $395.3M | ||
| Q3 25 | — | $675.4M | ||
| Q2 25 | — | $203.1M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | $377.0M | ||
| Q3 24 | — | $671.4M | ||
| Q2 24 | — | $674.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 19.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | 21.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.31× | ||
| Q3 25 | — | 5.60× | ||
| Q2 25 | 4.72× | 1.63× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | — | 3.77× | ||
| Q2 24 | 5.74× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
