DVA vs FMS
DaVita Inc. and Fresenius Medical Care AG, side by side — 4 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | DVA | FMS |
|---|---|---|
| Revenue | $13.6B | $14.6B |
| Net income | $746.8M | $1.1B |
| Gross margin | · | 32.4% |
| Net margin | 7.9% | 8.6% |
| Return on equity | · | 12.2% |
| Diluted EPS | $9.84 | $3.65 |
| Dividend / share | · | · |
| Payout ratio | 0.0% | 26.7% |
| Free cash flow | $1.3B | $1.3B |
| Equity | $-651.1M | $9.2B |
| Net debt / equity | · | 0.78× |
| Current ratio | 1.29× | 1.77× |
| Revenue CAGR 5y | 3.4% | 6.6% |
| Profit CAGR 5y | −0.7% | 6.3% |
DVA and FMS book revenue within 15% of each other, and FMS keeps more of each dollar of revenue as profit (8.6% against 7.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
4 years side by side
| Fiscal year | DVA | FMS |
|---|---|---|
| FY2013 | $11.8B | $14.6B |
| FY2012 | $8.2B | $13.8B |
| FY2011 | $6.7B | $12.6B |
| FY2010 | $6.2B | $11.8B |
Bottom line
| Fiscal year | DVA | FMS |
|---|---|---|
| FY2013 | $633.4M | $1.1B |
| FY2012 | $536.0M | $1.2B |
| FY2011 | $478.0M | $1.1B |
| FY2010 | $405.7M | $978.5M |
Standard deviation, each side
DVA's net margin has been more volatile than FMS's over the 4 comparable fiscal years — 0.8 percentage points of standard deviation against 0.4.
4 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
FMS led in net margin in every one of the 4 comparable fiscal years — a structural lead, not a recent swing.
4 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DVA's return on equity has been more volatile than FMS's over the 6 comparable fiscal years — 2.5 percentage points of standard deviation against 0.7.
6 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
DVA led in return on equity in every one of the 6 comparable fiscal years — a structural lead, not a recent swing.
6 of 18 comparable fiscal years — a year missing data on either side is not counted.