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Side-by-side financial comparison of DaVita (DVA) and RENAISSANCERE HOLDINGS LTD (RNR). 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× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 6.5%, a 17.0% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs -36.8%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
DVA vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.2B |
| Net Profit | $234.2M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 15.5% | — |
| Net Margin | 6.5% | 23.5% |
| Revenue YoY | 12.3% | -36.8% |
| Net Profit YoY | 43.8% | 72.6% |
| EPS (diluted) | $3.22 | $6.57 |
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 | $2.2B | ||
| Q4 25 | $3.6B | $3.0B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.3B | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
| Q1 26 | $234.2M | $515.8M | ||
| Q4 25 | $234.2M | $760.5M | ||
| Q3 25 | $150.3M | $916.5M | ||
| Q2 25 | $199.3M | $835.4M | ||
| Q1 25 | $162.9M | $170.0M | ||
| Q4 24 | $259.3M | $-189.7M | ||
| Q3 24 | $214.7M | $1.2B | ||
| Q2 24 | $222.7M | $503.9M |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 42.5% | ||
| Q3 25 | 14.8% | 46.3% | ||
| Q2 25 | 15.9% | 41.8% | ||
| Q1 25 | 13.6% | -2.0% | ||
| Q4 24 | 17.2% | -3.6% | ||
| Q3 24 | 16.4% | 43.7% | ||
| Q2 24 | 15.9% | 25.0% |
| Q1 26 | 6.5% | 23.5% | ||
| Q4 25 | 6.5% | 25.6% | ||
| Q3 25 | 4.4% | 28.7% | ||
| Q2 25 | 5.9% | 26.1% | ||
| Q1 25 | 5.1% | 4.9% | ||
| Q4 24 | 7.9% | -8.3% | ||
| Q3 24 | 6.6% | 29.8% | ||
| Q2 24 | 7.0% | 17.8% |
| Q1 26 | $3.22 | $6.57 | ||
| Q4 25 | $3.22 | $16.16 | ||
| Q3 25 | $2.04 | $19.40 | ||
| Q2 25 | $2.58 | $17.20 | ||
| Q1 25 | $2.00 | $3.27 | ||
| Q4 24 | $3.08 | $-3.76 | ||
| Q3 24 | $2.50 | $22.62 | ||
| Q2 24 | $2.50 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $10.2B | — |
| Stockholders' EquityBook value | $-651.1M | $4.3B |
| Total Assets | $17.5B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | $1.6B | ||
| Q4 25 | $700.7M | $1.7B | ||
| Q3 25 | $736.5M | $1.7B | ||
| Q2 25 | $739.4M | $1.4B | ||
| Q1 25 | $511.9M | $1.6B | ||
| Q4 24 | $846.0M | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $437.2M | $1.6B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $2.3B | ||
| Q3 25 | $10.2B | $2.2B | ||
| Q2 25 | $10.1B | $2.3B | ||
| Q1 25 | $9.6B | $2.8B | ||
| Q4 24 | $9.2B | $1.9B | ||
| Q3 24 | $9.3B | $1.9B | ||
| Q2 24 | $8.5B | $2.0B |
| Q1 26 | $-651.1M | $4.3B | ||
| Q4 25 | $-651.1M | $11.6B | ||
| Q3 25 | $-571.9M | $11.5B | ||
| Q2 25 | $-369.6M | $10.8B | ||
| Q1 25 | $-267.1M | $10.3B | ||
| Q4 24 | $121.1M | $10.6B | ||
| Q3 24 | $386.7M | $11.2B | ||
| Q2 24 | $632.9M | $10.2B |
| Q1 26 | $17.5B | $53.7B | ||
| Q4 25 | $17.5B | $53.8B | ||
| Q3 25 | $17.6B | $54.5B | ||
| Q2 25 | $17.5B | $54.7B | ||
| Q1 25 | $17.1B | $53.6B | ||
| Q4 24 | $17.3B | $50.7B | ||
| Q3 24 | $17.5B | $52.8B | ||
| Q2 24 | $17.0B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 75.76× | 0.18× | ||
| Q3 24 | 23.95× | 0.17× | ||
| Q2 24 | 13.35× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
