vs
Side-by-side financial comparison of DaVita (DVA) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.5B, roughly 1.4× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 6.5%, a 16.0% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 12.3%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% 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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
DVA vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.5B |
| Net Profit | $234.2M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 15.5% | 28.6% |
| Net Margin | 6.5% | 22.4% |
| Revenue YoY | 12.3% | 14.0% |
| Net Profit YoY | 43.8% | 80.8% |
| EPS (diluted) | $3.22 | $2.68 |
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 | $2.5B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.4B | $1.7B | ||
| Q1 25 | $3.2B | $1.6B | ||
| Q4 24 | $3.3B | $2.2B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $3.2B | $1.6B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $561.3M | ||
| Q3 25 | $150.3M | $274.8M | ||
| Q2 25 | $199.3M | $-517.1M | ||
| Q1 25 | $162.9M | $203.3M | ||
| Q4 24 | $259.3M | $310.4M | ||
| Q3 24 | $214.7M | $186.6M | ||
| Q2 24 | $222.7M | $159.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 28.6% | ||
| Q3 25 | 14.8% | 19.3% | ||
| Q2 25 | 15.9% | -33.9% | ||
| Q1 25 | 13.6% | 16.0% | ||
| Q4 24 | 17.2% | 22.4% | ||
| Q3 24 | 16.4% | 16.7% | ||
| Q2 24 | 15.9% | 14.8% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 22.4% | ||
| Q3 25 | 4.4% | 16.1% | ||
| Q2 25 | 5.9% | -30.0% | ||
| Q1 25 | 5.1% | 12.8% | ||
| Q4 24 | 7.9% | 14.1% | ||
| Q3 24 | 6.6% | 12.4% | ||
| Q2 24 | 7.0% | 10.0% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $2.68 | ||
| Q3 25 | $2.04 | $1.28 | ||
| Q2 25 | $2.58 | $-2.30 | ||
| Q1 25 | $2.00 | $0.95 | ||
| Q4 24 | $3.08 | $1.38 | ||
| Q3 24 | $2.50 | $0.79 | ||
| Q2 24 | $2.50 | $0.67 |
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 | $1.1B |
| Total DebtLower is stronger | $10.2B | $2.4B |
| Stockholders' EquityBook value | $-651.1M | $551.2M |
| Total Assets | $17.5B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $1.1B | ||
| Q3 25 | $736.5M | $743.2M | ||
| Q2 25 | $739.4M | $1.1B | ||
| Q1 25 | $511.9M | $1.1B | ||
| Q4 24 | $846.0M | $1.0B | ||
| Q3 24 | $1.1B | $7.3B | ||
| Q2 24 | $437.2M | $7.2B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $2.4B | ||
| Q3 25 | $10.2B | $2.4B | ||
| Q2 25 | $10.1B | $2.4B | ||
| Q1 25 | $9.6B | $2.4B | ||
| Q4 24 | $9.2B | $2.4B | ||
| Q3 24 | $9.3B | $7.0B | ||
| Q2 24 | $8.5B | $6.9B |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $551.2M | ||
| Q3 25 | $-571.9M | $399.5M | ||
| Q2 25 | $-369.6M | $857.8M | ||
| Q1 25 | $-267.1M | $1.5B | ||
| Q4 24 | $121.1M | $1.3B | ||
| Q3 24 | $386.7M | $3.0B | ||
| Q2 24 | $632.9M | $2.9B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $6.5B | ||
| Q3 25 | $17.6B | $6.4B | ||
| Q2 25 | $17.5B | $6.6B | ||
| Q1 25 | $17.1B | $7.3B | ||
| Q4 24 | $17.3B | $7.3B | ||
| Q3 24 | $17.5B | $13.7B | ||
| Q2 24 | $17.0B | $13.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 75.76× | 1.78× | ||
| Q3 24 | 23.95× | 2.35× | ||
| Q2 24 | 13.35× | 2.39× |
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 | — | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | — | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $1.1B | ||
| Q3 25 | $841.5M | $112.6M | ||
| Q2 25 | $324.2M | $446.8M | ||
| Q1 25 | $180.0M | $144.3M | ||
| Q4 24 | $547.6M | $506.0M | ||
| Q3 24 | $810.4M | $119.5M | ||
| Q2 24 | $798.8M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $1.0B | ||
| Q3 25 | $675.4M | $80.2M | ||
| Q2 25 | $203.1M | $411.5M | ||
| Q1 25 | $36.8M | $113.4M | ||
| Q4 24 | $377.0M | $475.1M | ||
| Q3 24 | $671.4M | $93.9M | ||
| Q2 24 | $674.1M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 41.5% | ||
| Q3 25 | 19.7% | 4.7% | ||
| Q2 25 | 6.0% | 23.9% | ||
| Q1 25 | 1.1% | 7.2% | ||
| Q4 24 | 11.4% | 21.6% | ||
| Q3 24 | 20.6% | 6.2% | ||
| Q2 24 | 21.2% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.7% | ||
| Q3 25 | 4.9% | 1.9% | ||
| Q2 25 | 3.6% | 2.0% | ||
| Q1 25 | 4.4% | 2.0% | ||
| Q4 24 | 5.2% | 1.4% | ||
| Q3 24 | 4.3% | 1.7% | ||
| Q2 24 | 3.9% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 1.93× | ||
| Q3 25 | 5.60× | 0.41× | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | 1.10× | 0.71× | ||
| Q4 24 | 2.11× | 1.63× | ||
| Q3 24 | 3.77× | 0.64× | ||
| Q2 24 | 3.59× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
