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达维塔（DVA）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
达维塔的季度营收约是RENAISSANCERE HOLDINGS LTD的1.6倍（$3.6B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 6.5%，领先17.0%），达维塔同比增速更快（12.3% vs -36.8%），过去两年达维塔的营收复合增速更高（6.6% vs -11.9%）
达维塔是美国肾脏透析服务提供商，在美国运营2675家门诊中心，服务20.08万名患者；同时在其他11个国家布局367家门诊中心，服务4.94万名患者。公司主要服务终末期肾病患者，这类患者除非接受捐肾移植，否则通常需要终生每周接受三次透析治疗。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
DVA vs RNR — 直观对比
营收规模更大
DVA
是对方的1.6倍
$2.2B
营收增速更快
DVA
高出49.0%
-36.8%
净利率更高
RNR
高出17.0%
6.5%
两年增速更快
DVA
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $2.2B |
| 净利润 | $234.2M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | — |
| 净利率 | 6.5% | 23.5% |
| 营收同比 | 12.3% | -36.8% |
| 净利润同比 | 43.8% | 72.6% |
| 每股收益（稀释后） | $3.22 | $6.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DVARNR
| 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 |
净利润DVARNR
| 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 |
营业利润率DVARNR
| 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% |
净利率DVARNR
| 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% |
每股收益（稀释后）DVARNR
| 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 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $700.7M | $1.6B |
| 总债务越低越好 | $10.2B | — |
| 股东权益账面价值 | $-651.1M | $4.3B |
| 总资产 | $17.5B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DVARNR
| 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 |
总债务DVARNR
| 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 |
股东权益DVARNR
| 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 |
总资产DVARNR
| 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 |
负债/权益比DVARNR
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
