Davita Inc vs Moody's Corporation — how do they compare? Davita Inc trades at $230.35 (market cap $14.92B), while Moody's Corporation trades at $493.7 (market cap $86.42B). The key difference: Moody's Corporation is far larger — about 5.8× Davita Inc's market cap, and Moody's Corporation pays a 0.83% dividend while Davita Inc pays none. Which is the better fit depends on your goals.
| DVA | MCO | |
|---|---|---|
Market Cap | $14.92B | $86.42B |
Sector | Health | Financials |
52-Week High | $235.71 | $539.61 |
52-Week Low | $103.87 | $412.23 |
Enterprise Value | $27.47B | $92.22B |
Dividend Yield | — | 0.83% |
Signals from Pluang's Aura AI — not financial advice
DaVita (DVA) trades at $235.58, up 1.19% on the day, near its pivot point of $236. The stock shows a bullish technical trend with strong moving average signals, though RSI levels suggest potential overbought conditions. Fundamentally, revenue grew to $13.64B in 2025, but net income margin dipped to 5.65%. Recent earnings beat expectations in Q4 2025 and Q1 2026, while Q3 2025 missed. Analyst sentiment is mixed with a consensus price target of $231.80, slightly below the current price.
The outlook for DVA is cautiously optimistic, supported by steady revenue growth and expansion in kidney care services. Key risks include high debt levels, with debt-to-asset ratio rising to 65.55% in 2025, and margin pressure from rising costs. Investment opportunity lies in continued execution of value-based care programs and AI-driven efficiency gains, but investors should monitor debt management and regulatory changes in healthcare reimbursement.
MCO trades at $495.72, up 1.73% today, with strong technical momentum as price hovers near pivot point resistance at $496. The company demonstrates robust fundamentals with 31.69% net margins and consistent earnings beats, while recent AI platform expansions signal growth initiatives. Analyst consensus remains bullish with a $539.40 price target, though valuation multiples appear elevated.
Outlook remains positive given earnings momentum and strategic AI investments, but high P/E of 35.56 presents valuation risk. Key catalysts include Q2 2026 earnings release on July 22, while regulatory scrutiny and debt market sensitivity represent ongoing headwinds for the credit ratings leader.
Trailing returns across standard periods
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 →Moody's, along with S&P Ratings, is a leading provider of credit ratings on fixed income securities. Moody's ratings segment, known as Moody's Investors Service or MIS, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm's revenue and profits. Moody's other segment is Moody's Analytics and consists of Research, Data, and Analytics or RD&A and Enterprise Risk Solutions or ERS. RD&A's products include credit research, quantitative credit scores, economic research, business intelligence, know your customer (KYC) tools, commercial real estate data and analytical tools, and training services. ERS includes risk management software solutions to financial institutions.
Read more on MCO →