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Side-by-side financial comparison of DaVita (DVA) and GLOBAL PARTNERS LP (GLP). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.2B, roughly 1.6× GLOBAL PARTNERS LP). DaVita runs the higher net margin — 6.5% vs 1.1%, a 5.3% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 7.0%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs 0.2%).
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.
Global Partners LP is an American energy supply company ranked 361 in the 2018 Fortune 500. The company is organized as a master limited partnership, and its operations focus on the importing of petroleum products and marketing them in North America. It wholesales products like crude oil, diesel oil, gasoline, heating oil and kerosene.
DVA vs GLP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.2B |
| Net Profit | $234.2M | $25.1M |
| Gross Margin | — | 11.9% |
| Operating Margin | 15.5% | 2.6% |
| Net Margin | 6.5% | 1.1% |
| Revenue YoY | 12.3% | 7.0% |
| Net Profit YoY | 43.8% | 5.0% |
| EPS (diluted) | $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 | $2.2B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.4B | $2.1B | ||
| Q1 25 | $3.2B | $2.2B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.2B | $2.3B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $25.1M | ||
| Q3 25 | $150.3M | $29.0M | ||
| Q2 25 | $199.3M | $25.2M | ||
| Q1 25 | $162.9M | $18.7M | ||
| Q4 24 | $259.3M | $23.9M | ||
| Q3 24 | $214.7M | $45.9M | ||
| Q2 24 | $222.7M | $46.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.9% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | — | 12.6% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 2.6% | ||
| Q3 25 | 14.8% | 2.7% | ||
| Q2 25 | 15.9% | 2.9% | ||
| Q1 25 | 13.6% | 2.6% | ||
| Q4 24 | 17.2% | 2.8% | ||
| Q3 24 | 16.4% | 3.9% | ||
| Q2 24 | 15.9% | 3.7% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 1.1% | ||
| Q3 25 | 4.4% | 1.3% | ||
| Q2 25 | 5.9% | 1.2% | ||
| Q1 25 | 5.1% | 0.9% | ||
| Q4 24 | 7.9% | 1.2% | ||
| Q3 24 | 6.6% | 2.1% | ||
| Q2 24 | 7.0% | 2.0% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | — | ||
| Q3 25 | $2.04 | — | ||
| Q2 25 | $2.58 | — | ||
| Q1 25 | $2.00 | — | ||
| Q4 24 | $3.08 | — | ||
| Q3 24 | $2.50 | — | ||
| Q2 24 | $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 | $700.7M | — |
| Total DebtLower is stronger | $10.2B | — |
| Stockholders' EquityBook value | $-651.1M | — |
| Total Assets | $17.5B | $3.9B |
| 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 | $739.4M | — | ||
| Q1 25 | $511.9M | — | ||
| Q4 24 | $846.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $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 | $-369.6M | — | ||
| Q1 25 | $-267.1M | — | ||
| Q4 24 | $121.1M | — | ||
| Q3 24 | $386.7M | — | ||
| Q2 24 | $632.9M | — |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $3.9B | ||
| Q3 25 | $17.6B | $3.7B | ||
| Q2 25 | $17.5B | $3.8B | ||
| Q1 25 | $17.1B | $3.8B | ||
| Q4 24 | $17.3B | $3.8B | ||
| Q3 24 | $17.5B | $3.7B | ||
| Q2 24 | $17.0B | $3.8B |
| 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 | — | $101.0M |
| Free Cash FlowOCF − Capex | — | $62.2M |
| FCF MarginFCF / Revenue | — | 2.8% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | — | 4.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | $193.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $101.0M | ||
| Q3 25 | $841.5M | $19.0M | ||
| Q2 25 | $324.2M | $216.3M | ||
| Q1 25 | $180.0M | $-51.6M | ||
| Q4 24 | $547.6M | $67.2M | ||
| Q3 24 | $810.4M | $122.7M | ||
| Q2 24 | $798.8M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $62.2M | ||
| Q3 25 | $675.4M | $-678.0K | ||
| Q2 25 | $203.1M | $201.3M | ||
| Q1 25 | $36.8M | $-69.5M | ||
| Q4 24 | $377.0M | $20.4M | ||
| Q3 24 | $671.4M | $98.4M | ||
| Q2 24 | $674.1M | $8.7M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 2.8% | ||
| Q3 25 | 19.7% | -0.0% | ||
| Q2 25 | 6.0% | 9.7% | ||
| Q1 25 | 1.1% | -3.2% | ||
| Q4 24 | 11.4% | 1.0% | ||
| Q3 24 | 20.6% | 4.6% | ||
| Q2 24 | 21.2% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.8% | ||
| Q3 25 | 4.9% | 0.9% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 4.4% | 0.8% | ||
| Q4 24 | 5.2% | 2.3% | ||
| Q3 24 | 4.3% | 1.1% | ||
| Q2 24 | 3.9% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 4.03× | ||
| Q3 25 | 5.60× | 0.66× | ||
| Q2 25 | 1.63× | 8.58× | ||
| Q1 25 | 1.10× | -2.76× | ||
| Q4 24 | 2.11× | 2.82× | ||
| Q3 24 | 3.77× | 2.67× | ||
| Q2 24 | 3.59× | 0.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
