Compare Davita Inc (DVA) vs Super Micro Computer Inc (SMCI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Davita Inc vs Super Micro Computer Inc — how do they compare? Davita Inc trades at $182.03 (market cap $11.38B), while Super Micro Computer Inc trades at $37.58 (market cap $20.44B). The key difference: Super Micro Computer Inc is the larger of the two by market cap, and Davita Inc is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals.
| DVA | SMCI | |
|---|---|---|
Market Cap | $11.38B | $20.44B |
Sector | Health | Technology |
52-Week High | $240.96 | $58.68 |
52-Week Low | $103.87 | $20.53 |
Enterprise Value | $24.10B | $27.96B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
DaVita (DVA) trades at $180.25, down 1.87% amid mixed signals. The stock shows strong earnings momentum with three consecutive quarterly beats (Q4 2025-Q2 2026) but faces margin pressure. Technical indicators are conflicted with a bullish overall signal but bearish moving averages. Revenue growth remains steady, climbing from $11.6B in 2022 to $13.6B in 2025, though net income margin fluctuated between 4.82% and 7.3% over the same period.
The outlook is cautiously optimistic with a $232.25 consensus price target offering 29% upside. Key risks include reimbursement pressure and high debt levels (debt-to-asset ratio of 65.55% in 2025). Analyst sentiment leans neutral (56.52% Hold) despite recent earnings strength, reflecting concerns about payer mix and margin sustainability.
Super Micro Computer (SMCI) surged 18.25% to $37.19 following strong Q4 2026 earnings, beating estimates with $1.70 EPS versus $0.92 expected. The stock shows bullish technical momentum with moving averages supporting upside, while fundamentals reveal robust revenue growth (93% YoY) and expanding margins. Analyst consensus targets $40.40 with 36% buy ratings, though valuation multiples remain reasonable with P/E at 16.63 and P/S at 0.62.
Outlook remains positive driven by AI infrastructure demand and aggressive FY2027 revenue guidance of $65-72B. Key risks include execution on massive backlog, supply chain constraints, and competitive pressures. The stock offers growth exposure but requires monitoring of cash flow trends after 2026 operating cash turned negative amid expansion investments.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Davita Inc
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 →About Super Micro Computer Inc
Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →
