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Side-by-side financial comparison of DaVita (DVA) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
DaVita is the larger business by last-quarter revenue ($3.6B vs $2.4B, roughly 1.5× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 6.5%, a 3.9% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 12.3%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
DVA vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $2.4B |
| Net Profit | $234.2M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 15.5% | 10.6% |
| Net Margin | 6.5% | 10.4% |
| Revenue YoY | 12.3% | 12.6% |
| Net Profit YoY | 43.8% | 30.6% |
| EPS (diluted) | $3.22 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $3.4B | $2.3B | ||
| Q2 25 | $3.4B | $2.2B | ||
| Q1 25 | $3.2B | $2.2B | ||
| Q4 24 | $3.3B | $2.2B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.2B | $2.0B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $252.0M | ||
| Q3 25 | $150.3M | $228.0M | ||
| Q2 25 | $199.3M | $68.0M | ||
| Q1 25 | $162.9M | $94.0M | ||
| Q4 24 | $259.3M | $193.0M | ||
| Q3 24 | $214.7M | $132.0M | ||
| Q2 24 | $222.7M | $107.0M |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 10.6% | ||
| Q3 25 | 14.8% | 10.6% | ||
| Q2 25 | 15.9% | 1.7% | ||
| Q1 25 | 13.6% | 3.4% | ||
| Q4 24 | 17.2% | 7.6% | ||
| Q3 24 | 16.4% | 5.3% | ||
| Q2 24 | 15.9% | 3.2% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 10.4% | ||
| Q3 25 | 4.4% | 9.7% | ||
| Q2 25 | 5.9% | 3.0% | ||
| Q1 25 | 5.1% | 4.3% | ||
| Q4 24 | 7.9% | 8.9% | ||
| Q3 24 | 6.6% | 6.3% | ||
| Q2 24 | 7.0% | 5.4% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $0.94 | ||
| Q3 25 | $2.04 | $0.84 | ||
| Q2 25 | $2.58 | $0.25 | ||
| Q1 25 | $2.00 | $0.34 | ||
| Q4 24 | $3.08 | $0.72 | ||
| Q3 24 | $2.50 | $0.49 | ||
| Q2 24 | $2.50 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | $10.2B | — |
| Stockholders' EquityBook value | $-651.1M | $8.9B |
| Total Assets | $17.5B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $6.8B | ||
| Q3 25 | $736.5M | $8.2B | ||
| Q2 25 | $739.4M | $8.0B | ||
| Q1 25 | $511.9M | $8.0B | ||
| Q4 24 | $846.0M | $7.2B | ||
| Q3 24 | $1.1B | $7.4B | ||
| Q2 24 | $437.2M | $7.2B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | — | ||
| Q3 25 | $10.2B | — | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.6B | — | ||
| Q4 24 | $9.2B | — | ||
| Q3 24 | $9.3B | — | ||
| Q2 24 | $8.5B | $3.0B |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $8.9B | ||
| Q3 25 | $-571.9M | $9.2B | ||
| Q2 25 | $-369.6M | $8.9B | ||
| Q1 25 | $-267.1M | $9.0B | ||
| Q4 24 | $121.1M | $8.6B | ||
| Q3 24 | $386.7M | $8.3B | ||
| Q2 24 | $632.9M | $8.2B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $17.8B | ||
| Q3 25 | $17.6B | $18.0B | ||
| Q2 25 | $17.5B | $17.2B | ||
| Q1 25 | $17.1B | $18.0B | ||
| Q4 24 | $17.3B | $16.4B | ||
| Q3 24 | $17.5B | $16.2B | ||
| Q2 24 | $17.0B | $15.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 75.76× | — | ||
| Q3 24 | 23.95× | — | ||
| Q2 24 | 13.35× | 0.37× |
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 | — | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $588.0M | ||
| Q3 25 | $841.5M | $616.0M | ||
| Q2 25 | $324.2M | $457.0M | ||
| Q1 25 | $180.0M | $1.1B | ||
| Q4 24 | $547.6M | $406.0M | ||
| Q3 24 | $810.4M | $571.0M | ||
| Q2 24 | $798.8M | $372.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $550.0M | ||
| Q3 25 | $675.4M | $588.0M | ||
| Q2 25 | $203.1M | $421.0M | ||
| Q1 25 | $36.8M | $1.0B | ||
| Q4 24 | $377.0M | $359.0M | ||
| Q3 24 | $671.4M | $516.0M | ||
| Q2 24 | $674.1M | $291.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 22.6% | ||
| Q3 25 | 19.7% | 25.0% | ||
| Q2 25 | 6.0% | 18.8% | ||
| Q1 25 | 1.1% | 46.4% | ||
| Q4 24 | 11.4% | 16.6% | ||
| Q3 24 | 20.6% | 24.7% | ||
| Q2 24 | 21.2% | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.6% | ||
| Q3 25 | 4.9% | 1.2% | ||
| Q2 25 | 3.6% | 1.6% | ||
| Q1 25 | 4.4% | 3.9% | ||
| Q4 24 | 5.2% | 2.2% | ||
| Q3 24 | 4.3% | 2.6% | ||
| Q2 24 | 3.9% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 2.33× | ||
| Q3 25 | 5.60× | 2.70× | ||
| Q2 25 | 1.63× | 6.72× | ||
| Q1 25 | 1.10× | 11.83× | ||
| Q4 24 | 2.11× | 2.10× | ||
| Q3 24 | 3.77× | 4.33× | ||
| Q2 24 | 3.59× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
