Davita Inc vs Oscar Health Inc — how do they compare? Davita Inc trades at $179.02 (market cap $11.72B), while Oscar Health Inc trades at $27.95 (market cap $8.54B). The key difference: Davita Inc is the larger of the two by market cap, and Oscar Health Inc is trading nearer its 52-week high, Davita Inc nearer its low. Which is the better fit depends on your goals.
| DVA | OSCR | |
|---|---|---|
Market Cap | $11.72B | $8.54B |
Sector | Health | Health |
52-Week High | $240.96 | $32.18 |
52-Week Low | $103.87 | $10.85 |
Enterprise Value | $24.44B | $4.90B |
Signals from Pluang's Aura AI — not financial advice
DaVita (DVA) trades at $183.77, up 1.72% today, with a mixed technical picture showing bearish moving averages but bullish oscillators. The company reported strong Q2 2026 earnings of $4.02 per share, beating estimates, driven by volume growth. Revenue reached $13.64 billion in 2025, with a net income margin of 6.05%. Analyst consensus is a Buy with a $232.25 price target, though technical signals are bearish overall.
The outlook for DVA is cautiously optimistic, supported by earnings beats and volume growth, but risks include reimbursement pressure and high debt levels. The stock offers potential upside to the consensus target, yet investors face headwinds from margin compression and technical bearishness.
OSCR trades at $27.90, up 5.12% with strong recent earnings performance including Q2 2026 EPS beating estimates. The stock shows bearish technical signals but positive fundamental momentum with revenue growth from $11.7B to $15.3B and a swing to profitability. Recent news highlights record 2026 profitability and raised full-year guidance.
The outlook appears constructive with analyst consensus target of $32.50 offering 16% upside. Key risks include execution on growth targets and competitive pressures. The valuation remains attractive with P/S of 0.53, though investors should monitor Q3 earnings delivery against expectations.
Trailing returns across standard periods
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 →Oscar Health, Inc. is a health insurance company that utilizes a technology-driven approach to simplify the healthcare experience. The company offers individual, small-group, and Medicare Advantage plans, primarily through a platform that integrates technology, data, and design to provide members with a personalized, efficient healthcare journey. Oscar aims to lower costs and improve engagement by focusing on consumer-centricity and modernizing the traditional health insurance model.
Read more on OSCR →