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Side-by-side financial comparison of DaVita (DVA) and Union Pacific Corporation (UNP). Click either name above to swap in a different company.
Union Pacific Corporation is the larger business by last-quarter revenue ($6.2B vs $3.6B, roughly 1.7× DaVita). Union Pacific Corporation runs the higher net margin — 27.4% vs 6.5%, a 20.9% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 3.2%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs 1.7%).
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.
The Union Pacific Railroad Company is a Class I freight-hauling railroad that operates 8,300 locomotives over 32,200 miles (51,800 km) routes in 23 U.S. states west of Chicago and New Orleans. Union Pacific is the second-largest railroad in the United States after BNSF.
DVA vs UNP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $6.2B |
| Net Profit | $234.2M | $1.7B |
| Gross Margin | — | — |
| Operating Margin | 15.5% | 39.5% |
| Net Margin | 6.5% | 27.4% |
| Revenue YoY | 12.3% | 3.2% |
| Net Profit YoY | 43.8% | -2.1% |
| EPS (diluted) | $3.22 | $2.87 |
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 | $6.2B | ||
| Q4 25 | $3.6B | $6.1B | ||
| Q3 25 | $3.4B | $6.2B | ||
| Q2 25 | $3.4B | $6.2B | ||
| Q1 25 | $3.2B | $6.0B | ||
| Q4 24 | $3.3B | $6.1B | ||
| Q3 24 | $3.3B | $6.1B | ||
| Q2 24 | $3.2B | $6.0B |
| Q1 26 | $234.2M | $1.7B | ||
| Q4 25 | $234.2M | $1.8B | ||
| Q3 25 | $150.3M | $1.8B | ||
| Q2 25 | $199.3M | $1.9B | ||
| Q1 25 | $162.9M | $1.6B | ||
| Q4 24 | $259.3M | $1.8B | ||
| Q3 24 | $214.7M | $1.7B | ||
| Q2 24 | $222.7M | $1.7B |
| Q1 26 | 15.5% | 39.5% | ||
| Q4 25 | 15.5% | 39.5% | ||
| Q3 25 | 14.8% | 40.8% | ||
| Q2 25 | 15.9% | 41.0% | ||
| Q1 25 | 13.6% | 39.3% | ||
| Q4 24 | 17.2% | 41.3% | ||
| Q3 24 | 16.4% | 39.7% | ||
| Q2 24 | 15.9% | 40.0% |
| Q1 26 | 6.5% | 27.4% | ||
| Q4 25 | 6.5% | 30.4% | ||
| Q3 25 | 4.4% | 28.6% | ||
| Q2 25 | 5.9% | 30.5% | ||
| Q1 25 | 5.1% | 27.0% | ||
| Q4 24 | 7.9% | 28.8% | ||
| Q3 24 | 6.6% | 27.4% | ||
| Q2 24 | 7.0% | 27.9% |
| Q1 26 | $3.22 | $2.87 | ||
| Q4 25 | $3.22 | $3.12 | ||
| Q3 25 | $2.04 | $3.01 | ||
| Q2 25 | $2.58 | $3.15 | ||
| Q1 25 | $2.00 | $2.70 | ||
| Q4 24 | $3.08 | $2.91 | ||
| Q3 24 | $2.50 | $2.75 | ||
| Q2 24 | $2.50 | $2.74 |
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 | $735.0M |
| Total DebtLower is stronger | $10.2B | — |
| Stockholders' EquityBook value | $-651.1M | — |
| Total Assets | $17.5B | $69.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | $735.0M | ||
| Q4 25 | $700.7M | $1.3B | ||
| Q3 25 | $736.5M | $808.0M | ||
| Q2 25 | $739.4M | $1.1B | ||
| Q1 25 | $511.9M | $1.4B | ||
| Q4 24 | $846.0M | $1.0B | ||
| Q3 24 | $1.1B | $947.0M | ||
| Q2 24 | $437.2M | $1.1B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $30.3B | ||
| Q3 25 | $10.2B | $30.3B | ||
| Q2 25 | $10.1B | $30.3B | ||
| Q1 25 | $9.6B | $30.6B | ||
| Q4 24 | $9.2B | $29.8B | ||
| Q3 24 | $9.3B | $29.8B | ||
| Q2 24 | $8.5B | $31.2B |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $18.5B | ||
| Q3 25 | $-571.9M | $17.3B | ||
| Q2 25 | $-369.6M | $16.3B | ||
| Q1 25 | $-267.1M | $16.0B | ||
| Q4 24 | $121.1M | $16.9B | ||
| Q3 24 | $386.7M | $16.6B | ||
| Q2 24 | $632.9M | $16.5B |
| Q1 26 | $17.5B | $69.6B | ||
| Q4 25 | $17.5B | $69.7B | ||
| Q3 25 | $17.6B | $68.6B | ||
| Q2 25 | $17.5B | $68.6B | ||
| Q1 25 | $17.1B | $68.5B | ||
| Q4 24 | $17.3B | $67.7B | ||
| Q3 24 | $17.5B | $67.6B | ||
| Q2 24 | $17.0B | $67.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.75× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 75.76× | 1.76× | ||
| Q3 24 | 23.95× | 1.79× | ||
| Q2 24 | 13.35× | 1.89× |
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 | — | — |
| Free Cash FlowOCF − Capex | — | $631.0M |
| FCF MarginFCF / Revenue | — | 10.1% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.8B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $2.2B | ||
| Q3 25 | $841.5M | $2.5B | ||
| Q2 25 | $324.2M | $2.3B | ||
| Q1 25 | $180.0M | $2.2B | ||
| Q4 24 | $547.6M | $2.7B | ||
| Q3 24 | $810.4M | $2.7B | ||
| Q2 24 | $798.8M | $1.9B |
| Q1 26 | — | $631.0M | ||
| Q4 25 | $395.3M | $1.2B | ||
| Q3 25 | $675.4M | $1.6B | ||
| Q2 25 | $203.1M | $1.4B | ||
| Q1 25 | $36.8M | $1.3B | ||
| Q4 24 | $377.0M | $1.7B | ||
| Q3 24 | $671.4M | $1.8B | ||
| Q2 24 | $674.1M | $1.0B |
| Q1 26 | — | 10.1% | ||
| Q4 25 | 10.9% | 20.1% | ||
| Q3 25 | 19.7% | 25.2% | ||
| Q2 25 | 6.0% | 22.7% | ||
| Q1 25 | 1.1% | 21.6% | ||
| Q4 24 | 11.4% | 28.4% | ||
| Q3 24 | 20.6% | 29.9% | ||
| Q2 24 | 21.2% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 16.4% | ||
| Q3 25 | 4.9% | 15.2% | ||
| Q2 25 | 3.6% | 15.2% | ||
| Q1 25 | 4.4% | 15.0% | ||
| Q4 24 | 5.2% | 15.1% | ||
| Q3 24 | 4.3% | 13.6% | ||
| Q2 24 | 3.9% | 15.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 1.20× | ||
| Q3 25 | 5.60× | 1.41× | ||
| Q2 25 | 1.63× | 1.24× | ||
| Q1 25 | 1.10× | 1.36× | ||
| Q4 24 | 2.11× | 1.51× | ||
| Q3 24 | 3.77× | 1.59× | ||
| Q2 24 | 3.59× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
UNP
| Freight revenues | $5.9B | 95% |
| Other revenues | $324.0M | 5% |
