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Side-by-side financial comparison of DaVita (DVA) and Macy's, Inc. (M). Click either name above to swap in a different company.
Macy's, Inc. is the larger business by last-quarter revenue ($4.7B vs $3.6B, roughly 1.3× DaVita). DaVita runs the higher net margin — 6.5% vs 0.2%, a 6.2% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs -0.6%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs -23.8%).
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.
Macy's, Inc. is an American holding company of department stores. Upon its establishment in 1929, Federated held ownership of the regional department store chains Abraham & Straus, Lazarus, Filene's, and Shillito's. Bloomingdale's joined Federated Department Stores the next year. Throughout its early history, frequent acquisitions and divestitures saw the company operate a number of nameplates. In 1994, Federated took over Macy's, the old department store chain originally founded in 1858 by A...
DVA vs M — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $4.7B |
| Net Profit | $234.2M | $11.0M |
| Gross Margin | — | 39.4% |
| Operating Margin | 15.5% | 0.9% |
| Net Margin | 6.5% | 0.2% |
| Revenue YoY | 12.3% | -0.6% |
| Net Profit YoY | 43.8% | -60.7% |
| EPS (diluted) | $3.22 | $0.04 |
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 | $4.7B | ||
| Q3 25 | $3.4B | $4.8B | ||
| Q2 25 | $3.4B | $4.6B | ||
| Q1 25 | $3.2B | $7.8B | ||
| Q4 24 | $3.3B | $4.7B | ||
| Q3 24 | $3.3B | $4.9B | ||
| Q2 24 | $3.2B | $4.8B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $11.0M | ||
| Q3 25 | $150.3M | $87.0M | ||
| Q2 25 | $199.3M | $38.0M | ||
| Q1 25 | $162.9M | $342.0M | ||
| Q4 24 | $259.3M | $28.0M | ||
| Q3 24 | $214.7M | $150.0M | ||
| Q2 24 | $222.7M | $62.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | 39.7% | ||
| Q2 25 | — | 39.2% | ||
| Q1 25 | — | 35.7% | ||
| Q4 24 | — | 39.6% | ||
| Q3 24 | — | 40.5% | ||
| Q2 24 | — | 39.2% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 0.9% | ||
| Q3 25 | 14.8% | 3.1% | ||
| Q2 25 | 15.9% | 2.0% | ||
| Q1 25 | 13.6% | 6.4% | ||
| Q4 24 | 17.2% | 1.3% | ||
| Q3 24 | 16.4% | 4.5% | ||
| Q2 24 | 15.9% | 2.6% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 0.2% | ||
| Q3 25 | 4.4% | 1.8% | ||
| Q2 25 | 5.9% | 0.8% | ||
| Q1 25 | 5.1% | 4.4% | ||
| Q4 24 | 7.9% | 0.6% | ||
| Q3 24 | 6.6% | 3.0% | ||
| Q2 24 | 7.0% | 1.3% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $0.04 | ||
| Q3 25 | $2.04 | $0.31 | ||
| Q2 25 | $2.58 | $0.13 | ||
| Q1 25 | $2.00 | $1.22 | ||
| Q4 24 | $3.08 | $0.10 | ||
| Q3 24 | $2.50 | $0.53 | ||
| Q2 24 | $2.50 | $0.22 |
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 | $447.0M |
| Total DebtLower is stronger | $10.2B | $2.4B |
| Stockholders' EquityBook value | $-651.1M | $4.3B |
| Total Assets | $17.5B | $17.1B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $447.0M | ||
| Q3 25 | $736.5M | $829.0M | ||
| Q2 25 | $739.4M | $932.0M | ||
| Q1 25 | $511.9M | $1.3B | ||
| Q4 24 | $846.0M | $315.0M | ||
| Q3 24 | $1.1B | $646.0M | ||
| Q2 24 | $437.2M | $876.0M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $2.4B | ||
| Q3 25 | $10.2B | $2.4B | ||
| Q2 25 | $10.1B | $2.8B | ||
| Q1 25 | $9.6B | $2.8B | ||
| Q4 24 | $9.2B | $2.8B | ||
| Q3 24 | $9.3B | $3.0B | ||
| Q2 24 | $8.5B | $3.0B |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $4.3B | ||
| Q3 25 | $-571.9M | $4.5B | ||
| Q2 25 | $-369.6M | $4.5B | ||
| Q1 25 | $-267.1M | $4.6B | ||
| Q4 24 | $121.1M | $4.1B | ||
| Q3 24 | $386.7M | $4.3B | ||
| Q2 24 | $632.9M | $4.2B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $17.1B | ||
| Q3 25 | $17.6B | $15.6B | ||
| Q2 25 | $17.5B | $16.1B | ||
| Q1 25 | $17.1B | $16.4B | ||
| Q4 24 | $17.3B | $17.3B | ||
| Q3 24 | $17.5B | $15.8B | ||
| Q2 24 | $17.0B | $16.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | 75.76× | 0.67× | ||
| Q3 24 | 23.95× | 0.70× | ||
| Q2 24 | 13.35× | 0.72× |
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 | — | $-8.0M |
| Free Cash FlowOCF − Capex | — | $-101.0M |
| FCF MarginFCF / Revenue | — | -2.1% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | -0.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $-8.0M | ||
| Q3 25 | $841.5M | $319.0M | ||
| Q2 25 | $324.2M | $-64.0M | ||
| Q1 25 | $180.0M | $1.3B | ||
| Q4 24 | $547.6M | $-167.0M | ||
| Q3 24 | $810.4M | $8.0M | ||
| Q2 24 | $798.8M | $129.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $-101.0M | ||
| Q3 25 | $675.4M | $240.0M | ||
| Q2 25 | $203.1M | $-164.0M | ||
| Q1 25 | $36.8M | $1.2B | ||
| Q4 24 | $377.0M | $-295.0M | ||
| Q3 24 | $671.4M | $-109.0M | ||
| Q2 24 | $674.1M | $-25.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | -2.1% | ||
| Q3 25 | 19.7% | 5.0% | ||
| Q2 25 | 6.0% | -3.6% | ||
| Q1 25 | 1.1% | 15.3% | ||
| Q4 24 | 11.4% | -6.2% | ||
| Q3 24 | 20.6% | -2.2% | ||
| Q2 24 | 21.2% | -0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 2.0% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | 3.6% | 2.2% | ||
| Q1 25 | 4.4% | 1.5% | ||
| Q4 24 | 5.2% | 2.7% | ||
| Q3 24 | 4.3% | 2.4% | ||
| Q2 24 | 3.9% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | -0.73× | ||
| Q3 25 | 5.60× | 3.67× | ||
| Q2 25 | 1.63× | -1.68× | ||
| Q1 25 | 1.10× | 3.82× | ||
| Q4 24 | 2.11× | -5.96× | ||
| Q3 24 | 3.77× | 0.05× | ||
| Q2 24 | 3.59× | 2.08× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
M
| Womens Accessories Shoes Cosmetics And Fragrances | $1.9B | 41% |
| Womens Apparel | $1.1B | 23% |
| Mens And Kids | $1.0B | 22% |
| Home Other | $638.0M | 14% |
| Credit Card Revenues Net | $158.0M | 3% |
| Macys Media Network Revenue Net | $42.0M | 1% |
