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Side-by-side financial comparison of DaVita (DVA) and Vertiv Holdings Co (VRT). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.6B, roughly 1.4× Vertiv Holdings Co). Vertiv Holdings Co runs the higher net margin — 14.7% vs 6.5%, a 8.3% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs 12.3%). Over the past eight quarters, Vertiv Holdings Co's revenue compounded faster (16.5% 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.
Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.
DVA vs VRT — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.6B |
| Net Profit | $234.2M | $390.1M |
| Gross Margin | — | 37.7% |
| Operating Margin | 15.5% | — |
| Net Margin | 6.5% | 14.7% |
| Revenue YoY | 12.3% | 30.1% |
| Net Profit YoY | 43.8% | 137.1% |
| EPS (diluted) | $3.22 | $0.99 |
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 | $2.6B | ||
| Q4 25 | $3.6B | $2.9B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.4B | $2.6B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.2B | $2.0B |
| Q1 26 | $234.2M | $390.1M | ||
| Q4 25 | $234.2M | $445.6M | ||
| Q3 25 | $150.3M | $398.5M | ||
| Q2 25 | $199.3M | $324.2M | ||
| Q1 25 | $162.9M | $164.5M | ||
| Q4 24 | $259.3M | $147.0M | ||
| Q3 24 | $214.7M | $176.6M | ||
| Q2 24 | $222.7M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 38.0% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 20.1% | ||
| Q3 25 | 14.8% | 19.3% | ||
| Q2 25 | 15.9% | 16.8% | ||
| Q1 25 | 13.6% | 14.3% | ||
| Q4 24 | 17.2% | 19.5% | ||
| Q3 24 | 16.4% | 17.9% | ||
| Q2 24 | 15.9% | 17.2% |
| Q1 26 | 6.5% | 14.7% | ||
| Q4 25 | 6.5% | 15.5% | ||
| Q3 25 | 4.4% | 14.9% | ||
| Q2 25 | 5.9% | 12.3% | ||
| Q1 25 | 5.1% | 8.1% | ||
| Q4 24 | 7.9% | 6.3% | ||
| Q3 24 | 6.6% | 8.5% | ||
| Q2 24 | 7.0% | 9.1% |
| Q1 26 | $3.22 | $0.99 | ||
| Q4 25 | $3.22 | $1.14 | ||
| Q3 25 | $2.04 | $1.02 | ||
| Q2 25 | $2.58 | $0.83 | ||
| Q1 25 | $2.00 | $0.42 | ||
| Q4 24 | $3.08 | $0.38 | ||
| Q3 24 | $2.50 | $0.46 | ||
| Q2 24 | $2.50 | $0.46 |
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 | $2.5B |
| Total DebtLower is stronger | $10.2B | $0 |
| Stockholders' EquityBook value | $-651.1M | $4.2B |
| Total Assets | $17.5B | $13.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | $2.5B | ||
| Q4 25 | $700.7M | $1.7B | ||
| Q3 25 | $736.5M | $1.4B | ||
| Q2 25 | $739.4M | $1.6B | ||
| Q1 25 | $511.9M | $1.5B | ||
| Q4 24 | $846.0M | $1.2B | ||
| Q3 24 | $1.1B | $908.7M | ||
| Q2 24 | $437.2M | $579.7M |
| Q1 26 | $10.2B | $0 | ||
| Q4 25 | $10.2B | $2.9B | ||
| Q3 25 | $10.2B | $2.9B | ||
| Q2 25 | $10.1B | $2.9B | ||
| Q1 25 | $9.6B | $2.9B | ||
| Q4 24 | $9.2B | $2.9B | ||
| Q3 24 | $9.3B | $2.9B | ||
| Q2 24 | $8.5B | $2.9B |
| Q1 26 | $-651.1M | $4.2B | ||
| Q4 25 | $-651.1M | $3.9B | ||
| Q3 25 | $-571.9M | $3.5B | ||
| Q2 25 | $-369.6M | $3.1B | ||
| Q1 25 | $-267.1M | $2.7B | ||
| Q4 24 | $121.1M | $2.4B | ||
| Q3 24 | $386.7M | $1.8B | ||
| Q2 24 | $632.9M | $1.5B |
| Q1 26 | $17.5B | $13.4B | ||
| Q4 25 | $17.5B | $12.2B | ||
| Q3 25 | $17.6B | $10.8B | ||
| Q2 25 | $17.5B | $10.4B | ||
| Q1 25 | $17.1B | $9.5B | ||
| Q4 24 | $17.3B | $9.1B | ||
| Q3 24 | $17.5B | $8.9B | ||
| Q2 24 | $17.0B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 75.76× | 1.20× | ||
| Q3 24 | 23.95× | 1.62× | ||
| Q2 24 | 13.35× | 1.91× |
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 | — | $652.8M |
| FCF MarginFCF / Revenue | — | 24.6% |
| Capex IntensityCapex / Revenue | — | 4.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $978.9M | ||
| Q3 25 | $841.5M | $508.7M | ||
| Q2 25 | $324.2M | $322.9M | ||
| Q1 25 | $180.0M | $303.3M | ||
| Q4 24 | $547.6M | $425.2M | ||
| Q3 24 | $810.4M | $378.2M | ||
| Q2 24 | $798.8M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $395.3M | $885.6M | ||
| Q3 25 | $675.4M | $463.5M | ||
| Q2 25 | $203.1M | $277.9M | ||
| Q1 25 | $36.8M | $266.8M | ||
| Q4 24 | $377.0M | $364.5M | ||
| Q3 24 | $671.4M | $341.8M | ||
| Q2 24 | $674.1M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 10.9% | 30.8% | ||
| Q3 25 | 19.7% | 17.3% | ||
| Q2 25 | 6.0% | 10.5% | ||
| Q1 25 | 1.1% | 13.1% | ||
| Q4 24 | 11.4% | 15.5% | ||
| Q3 24 | 20.6% | 16.5% | ||
| Q2 24 | 21.2% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 4.0% | 3.2% | ||
| Q3 25 | 4.9% | 1.7% | ||
| Q2 25 | 3.6% | 1.7% | ||
| Q1 25 | 4.4% | 1.8% | ||
| Q4 24 | 5.2% | 2.6% | ||
| Q3 24 | 4.3% | 1.8% | ||
| Q2 24 | 3.9% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 2.20× | ||
| Q3 25 | 5.60× | 1.28× | ||
| Q2 25 | 1.63× | 1.00× | ||
| Q1 25 | 1.10× | 1.84× | ||
| Q4 24 | 2.11× | 2.89× | ||
| Q3 24 | 3.77× | 2.14× | ||
| Q2 24 | 3.59× | 2.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
