-- 火曜午後3時 vs 月曜午後3時 2年:99勝24敗 vs 99勝20敗、勝率3.867% vs 3.934% 5年:99勝13敗 vs 99勝04敗、勝率4.001% vs 4.069% 10年:98勝05敗 vs 97勝23敗、勝率4.354% vs 4.413% 30年:97勝00敗 vs 96勝13敗以上、勝率4.941% vs 4.980% 2/10:48.437bps vs 47.739bps 5/30:93.871bps vs 90.966bps
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5N Plus Q1 Revenue of US$117.9 million, up 33% YoY
Research Alert: CFRA Maintains Buy Rating On Shares Of Davita Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price is $220 (raised from $175), based on a P/E multiple of 15x our 2026 EPS projection, above DVA's five-year historical average of 13.1x and above our target multiple for DVA's primary competitor Fresenius Medical Care. We think our target multiple balances strong earnings growth expectations against elevated debt levels and recent challenges with consistent treatment volume growth. Our 2026 EPS estimate is $14.65 (up from $14.08, implying 36% annual growth), while our 2027 estimate is $16.67 (up from $16.33, +13.8% Y/Y). We anticipate revenue will rise near 4% in 2026 and 3% in 2027, after increasing 6.5% in 2025, supported by market share gains following center closures by competitor Fresenius. Q1 treatment volume growth remained challenging with normalized non-acquired growth of just 0.1% Y/Y. However, DVA raised guidance for treatment volumes from flat to a 0.25%-0.50% growth rate in 2026, providing expectations for improving growth in upcoming quarters.