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Side-by-side financial comparison of DaVita (DVA) and COMFORT SYSTEMS USA INC (FIX). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.6B, roughly 1.4× COMFORT SYSTEMS USA INC). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 6.5%, a 6.0% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 12.3%). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 6.6%).
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.
Comfort Systems USA, Inc. is an American company that provides mechanical and electrical contracting services, primarily HVAC, plumbing, piping and controls, off-site construction, monitoring and fire protection, and installation and servicing of electrical systems.
DVA vs FIX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.6B |
| Net Profit | $234.2M | $330.8M |
| Gross Margin | — | 25.5% |
| Operating Margin | 15.5% | 16.1% |
| Net Margin | 6.5% | 12.5% |
| Revenue YoY | 12.3% | 41.7% |
| Net Profit YoY | 43.8% | 126.8% |
| EPS (diluted) | $3.22 | $9.35 |
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 | $2.6B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.4B | $2.2B | ||
| Q1 25 | $3.2B | $1.8B | ||
| Q4 24 | $3.3B | $1.9B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.2B | $1.8B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $330.8M | ||
| Q3 25 | $150.3M | $291.6M | ||
| Q2 25 | $199.3M | $230.8M | ||
| Q1 25 | $162.9M | $169.3M | ||
| Q4 24 | $259.3M | $145.9M | ||
| Q3 24 | $214.7M | $146.2M | ||
| Q2 24 | $222.7M | $134.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 23.2% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 20.1% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 16.1% | ||
| Q3 25 | 14.8% | 15.5% | ||
| Q2 25 | 15.9% | 13.8% | ||
| Q1 25 | 13.6% | 11.4% | ||
| Q4 24 | 17.2% | 12.1% | ||
| Q3 24 | 16.4% | 11.2% | ||
| Q2 24 | 15.9% | 10.2% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 12.5% | ||
| Q3 25 | 4.4% | 11.9% | ||
| Q2 25 | 5.9% | 10.6% | ||
| Q1 25 | 5.1% | 9.2% | ||
| Q4 24 | 7.9% | 7.8% | ||
| Q3 24 | 6.6% | 8.1% | ||
| Q2 24 | 7.0% | 7.4% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $9.35 | ||
| Q3 25 | $2.04 | $8.25 | ||
| Q2 25 | $2.58 | $6.53 | ||
| Q1 25 | $2.00 | $4.75 | ||
| Q4 24 | $3.08 | $4.08 | ||
| Q3 24 | $2.50 | $4.09 | ||
| Q2 24 | $2.50 | $3.74 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $700.7M | $981.9M |
| Total DebtLower is stronger | $10.2B | $145.2M |
| Stockholders' EquityBook value | $-651.1M | $2.4B |
| Total Assets | $17.5B | $6.4B |
| Debt / EquityLower = less leverage | — | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $981.9M | ||
| Q3 25 | $736.5M | $860.5M | ||
| Q2 25 | $739.4M | $331.7M | ||
| Q1 25 | $511.9M | $204.8M | ||
| Q4 24 | $846.0M | $549.9M | ||
| Q3 24 | $1.1B | $415.6M | ||
| Q2 24 | $437.2M | $199.4M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $145.2M | ||
| Q3 25 | $10.2B | $136.0M | ||
| Q2 25 | $10.1B | $73.0M | ||
| Q1 25 | $9.6B | $67.8M | ||
| Q4 24 | $9.2B | $68.3M | ||
| Q3 24 | $9.3B | $62.3M | ||
| Q2 24 | $8.5B | $73.4M |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $2.4B | ||
| Q3 25 | $-571.9M | $2.2B | ||
| Q2 25 | $-369.6M | $2.0B | ||
| Q1 25 | $-267.1M | $1.8B | ||
| Q4 24 | $121.1M | $1.7B | ||
| Q3 24 | $386.7M | $1.6B | ||
| Q2 24 | $632.9M | $1.5B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $6.4B | ||
| Q3 25 | $17.6B | $5.8B | ||
| Q2 25 | $17.5B | $5.1B | ||
| Q1 25 | $17.1B | $4.6B | ||
| Q4 24 | $17.3B | $4.7B | ||
| Q3 24 | $17.5B | $4.4B | ||
| Q2 24 | $17.0B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | 75.76× | 0.04× | ||
| Q3 24 | 23.95× | 0.04× | ||
| Q2 24 | 13.35× | 0.05× |
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 | — | $468.5M |
| Free Cash FlowOCF − Capex | — | $402.4M |
| FCF MarginFCF / Revenue | — | 15.2% |
| Capex IntensityCapex / Revenue | — | 2.5% |
| Cash ConversionOCF / Net Profit | — | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $468.5M | ||
| Q3 25 | $841.5M | $553.3M | ||
| Q2 25 | $324.2M | $252.5M | ||
| Q1 25 | $180.0M | $-88.0M | ||
| Q4 24 | $547.6M | $210.5M | ||
| Q3 24 | $810.4M | $302.2M | ||
| Q2 24 | $798.8M | $189.9M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $402.4M | ||
| Q3 25 | $675.4M | $517.9M | ||
| Q2 25 | $203.1M | $221.2M | ||
| Q1 25 | $36.8M | $-110.2M | ||
| Q4 24 | $377.0M | $169.8M | ||
| Q3 24 | $671.4M | $280.1M | ||
| Q2 24 | $674.1M | $166.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 15.2% | ||
| Q3 25 | 19.7% | 21.1% | ||
| Q2 25 | 6.0% | 10.2% | ||
| Q1 25 | 1.1% | -6.0% | ||
| Q4 24 | 11.4% | 9.1% | ||
| Q3 24 | 20.6% | 15.5% | ||
| Q2 24 | 21.2% | 9.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 2.5% | ||
| Q3 25 | 4.9% | 1.4% | ||
| Q2 25 | 3.6% | 1.4% | ||
| Q1 25 | 4.4% | 1.2% | ||
| Q4 24 | 5.2% | 2.2% | ||
| Q3 24 | 4.3% | 1.2% | ||
| Q2 24 | 3.9% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 1.42× | ||
| Q3 25 | 5.60× | 1.90× | ||
| Q2 25 | 1.63× | 1.09× | ||
| Q1 25 | 1.10× | -0.52× | ||
| Q4 24 | 2.11× | 1.44× | ||
| Q3 24 | 3.77× | 2.07× | ||
| Q2 24 | 3.59× | 1.42× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
