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Side-by-side financial comparison of DaVita (DVA) and Royal Caribbean Group (RCL). Click either name above to swap in a different company.
Royal Caribbean Group is the larger business by last-quarter revenue ($4.5B vs $3.6B, roughly 1.2× DaVita). Royal Caribbean Group runs the higher net margin — 21.3% vs 6.5%, a 14.9% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 11.3%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs 4.1%).
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.
Royal Caribbean Group, formerly known as Royal Caribbean Cruises Ltd., is a cruise holding company headquartered in Miami, Florida, United States and incorporated in Liberia. It is the world's second-largest cruise line operator, after Carnival Corporation & plc. As of September 2025, Royal Caribbean Group fully owns three cruise lines: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. It also holds a 50% stake in TUI Cruises, which operates Mein Schiff and Hapag-Lloyd ...
DVA vs RCL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $4.5B |
| Net Profit | $234.2M | $950.0M |
| Gross Margin | — | — |
| Operating Margin | 15.5% | 26.1% |
| Net Margin | 6.5% | 21.3% |
| Revenue YoY | 12.3% | 11.3% |
| Net Profit YoY | 43.8% | 29.1% |
| EPS (diluted) | $3.22 | $3.48 |
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 | $4.5B | ||
| Q4 25 | $3.6B | $4.3B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.4B | $4.5B | ||
| Q1 25 | $3.2B | $4.0B | ||
| Q4 24 | $3.3B | $3.8B | ||
| Q3 24 | $3.3B | $4.9B | ||
| Q2 24 | $3.2B | $4.1B |
| Q1 26 | $234.2M | $950.0M | ||
| Q4 25 | $234.2M | $753.0M | ||
| Q3 25 | $150.3M | $1.6B | ||
| Q2 25 | $199.3M | $1.2B | ||
| Q1 25 | $162.9M | $730.0M | ||
| Q4 24 | $259.3M | $552.0M | ||
| Q3 24 | $214.7M | $1.1B | ||
| Q2 24 | $222.7M | $854.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 47.4% | ||
| Q3 25 | — | 51.8% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 48.0% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 51.1% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | 15.5% | 26.1% | ||
| Q4 25 | 15.5% | 21.9% | ||
| Q3 25 | 14.8% | 33.1% | ||
| Q2 25 | 15.9% | 29.3% | ||
| Q1 25 | 13.6% | 23.6% | ||
| Q4 24 | 17.2% | 16.6% | ||
| Q3 24 | 16.4% | 33.4% | ||
| Q2 24 | 15.9% | 26.7% |
| Q1 26 | 6.5% | 21.3% | ||
| Q4 25 | 6.5% | 17.7% | ||
| Q3 25 | 4.4% | 30.6% | ||
| Q2 25 | 5.9% | 26.7% | ||
| Q1 25 | 5.1% | 18.3% | ||
| Q4 24 | 7.9% | 14.7% | ||
| Q3 24 | 6.6% | 22.7% | ||
| Q2 24 | 7.0% | 20.8% |
| Q1 26 | $3.22 | $3.48 | ||
| Q4 25 | $3.22 | $2.76 | ||
| Q3 25 | $2.04 | $5.74 | ||
| Q2 25 | $2.58 | $4.41 | ||
| Q1 25 | $2.00 | $2.70 | ||
| Q4 24 | $3.08 | $2.27 | ||
| Q3 24 | $2.50 | $4.21 | ||
| Q2 24 | $2.50 | $3.11 |
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 | $512.0M |
| Total DebtLower is stronger | $10.2B | $21.1B |
| Stockholders' EquityBook value | $-651.1M | $10.0B |
| Total Assets | $17.5B | $42.0B |
| Debt / EquityLower = less leverage | — | 2.11× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | $512.0M | ||
| Q4 25 | $700.7M | $825.0M | ||
| Q3 25 | $736.5M | $432.0M | ||
| Q2 25 | $739.4M | $735.0M | ||
| Q1 25 | $511.9M | $386.0M | ||
| Q4 24 | $846.0M | $388.0M | ||
| Q3 24 | $1.1B | $418.0M | ||
| Q2 24 | $437.2M | $391.0M |
| Q1 26 | $10.2B | $21.1B | ||
| Q4 25 | $10.2B | $18.2B | ||
| Q3 25 | $10.2B | $17.2B | ||
| Q2 25 | $10.1B | $17.6B | ||
| Q1 25 | $9.6B | $18.0B | ||
| Q4 24 | $9.2B | $18.5B | ||
| Q3 24 | $9.3B | $19.0B | ||
| Q2 24 | $8.5B | $19.8B |
| Q1 26 | $-651.1M | $10.0B | ||
| Q4 25 | $-651.1M | $10.0B | ||
| Q3 25 | $-571.9M | $10.1B | ||
| Q2 25 | $-369.6M | $9.2B | ||
| Q1 25 | $-267.1M | $8.0B | ||
| Q4 24 | $121.1M | $7.6B | ||
| Q3 24 | $386.7M | $7.0B | ||
| Q2 24 | $632.9M | $6.0B |
| Q1 26 | $17.5B | $42.0B | ||
| Q4 25 | $17.5B | $41.6B | ||
| Q3 25 | $17.6B | $40.1B | ||
| Q2 25 | $17.5B | $38.5B | ||
| Q1 25 | $17.1B | $37.5B | ||
| Q4 24 | $17.3B | $37.1B | ||
| Q3 24 | $17.5B | $37.1B | ||
| Q2 24 | $17.0B | $37.0B |
| Q1 26 | — | 2.11× | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.26× | ||
| Q4 24 | 75.76× | 2.44× | ||
| Q3 24 | 23.95× | 2.69× | ||
| Q2 24 | 13.35× | 3.29× |
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 | — | $1.8B |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $540.7M | $1.6B | ||
| Q3 25 | $841.5M | $1.5B | ||
| Q2 25 | $324.2M | $1.7B | ||
| Q1 25 | $180.0M | $1.6B | ||
| Q4 24 | $547.6M | $1.5B | ||
| Q3 24 | $810.4M | $897.0M | ||
| Q2 24 | $798.8M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $116.0M | ||
| Q3 25 | $675.4M | $-989.0M | ||
| Q2 25 | $203.1M | $910.0M | ||
| Q1 25 | $36.8M | $1.2B | ||
| Q4 24 | $377.0M | $915.0M | ||
| Q3 24 | $671.4M | $563.0M | ||
| Q2 24 | $674.1M | $-567.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 2.7% | ||
| Q3 25 | 19.7% | -19.2% | ||
| Q2 25 | 6.0% | 20.1% | ||
| Q1 25 | 1.1% | 30.0% | ||
| Q4 24 | 11.4% | 24.3% | ||
| Q3 24 | 20.6% | 11.5% | ||
| Q2 24 | 21.2% | -13.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 35.4% | ||
| Q3 25 | 4.9% | 47.8% | ||
| Q2 25 | 3.6% | 18.4% | ||
| Q1 25 | 4.4% | 10.7% | ||
| Q4 24 | 5.2% | 14.7% | ||
| Q3 24 | 4.3% | 6.8% | ||
| Q2 24 | 3.9% | 52.1% |
| Q1 26 | — | 1.93× | ||
| Q4 25 | 2.31× | 2.16× | ||
| Q3 25 | 5.60× | 0.93× | ||
| Q2 25 | 1.63× | 1.44× | ||
| Q1 25 | 1.10× | 2.23× | ||
| Q4 24 | 2.11× | 2.66× | ||
| Q3 24 | 3.77× | 0.81× | ||
| Q2 24 | 3.59× | 1.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
RCL
| Passenger ticket revenues | $3.0B | 68% |
| Onboard and other revenues | $1.4B | 32% |
