Davita Inc vs Innovative Industrial Properties Inc — how do they compare? Davita Inc trades at $179.25 (market cap $11.29B), while Innovative Industrial Properties Inc trades at $51.83 (market cap $1.43B). The key difference: Davita Inc is far larger — about 7.9× Innovative Industrial Properties Inc's market cap, and Innovative Industrial Properties Inc pays a 14.64% dividend while Davita Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Davita Inc for 114 Days and Innovative Industrial Properties Inc for 86 Days on average.
| DVA | IIPR | |
|---|---|---|
Market Cap | $11.29B | $1.43B |
Volume | 582,204 | 394,222 |
Sector | Health | Real Estate |
52-Week High | $240.96 | $64.67 |
52-Week Low | $103.87 | $44.58 |
Typical Hold Time | 114 Days | 86 Days |
Enterprise Value | $24.01B | $1.96B |
Dividend Yield | — | 14.64% |
Signals from Pluang's Aura AI — not financial advice
DaVita (DVA) trades at $177.02, up 0.14% with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with 32.36% gross margins and 635.3% ROE, though net income margin declined to 5.47% in 2025. Recent partnership expansions with Humana for value-based kidney care and institutional buying by BlackRock provide positive catalysts. Valuation appears reasonable with P/E of 15 and P/S of 0.88, below sector averages.
Outlook remains mixed with analyst consensus target of $235.67 suggesting 33% upside, but technical indicators signal near-term caution. Key risks include regulatory pressures on healthcare reimbursements and rising debt-to-asset ratio reaching 65.55%. Earnings momentum from three consecutive quarterly beats supports fundamental strength, though margin compression warrants monitoring.
IIPR trades at $51.92, up 1.35% on the day, with a bearish technical signal and oversold RSI levels. The company reported a Q2 2026 EPS beat but faces declining revenue and net income in 2025. A recent $245 million mezzanine loan commitment highlights strategic moves, while the stock offers a high dividend yield near 13%.
Outlook is mixed: deep valuation discounts and strong profitability margins present opportunity, but tenant defaults and dividend sustainability risks weigh. Analyst consensus is a Buy with a $84.67 target, suggesting significant upside if operational challenges are managed.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,100 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives approximately 69% of U.S. sales at government (primarily Medicare) reimbursement rates, with the remaining 31% coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.
Read more on DVA →Innovative Industrial Properties Inc is a real estate investment trust engaged in the acquisition, ownership, and management of specialized industrial properties leased to state-licensed operators for their regulated medical-use cannabis facilities. It conducts its business through a traditional umbrella partnership real estate investment trust, or UPREIT structure, in which properties are owned by Operating Partnership, directly or through subsidiaries. Its property portfolio is spread across the United States.
Read more on IIPR →