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DaVita is one of the largest providers of dialysis services in the United States, boasting a market share of about 35%. The firm operates over 3,200 facilities worldwide, mostly in the US, and treats about 300,000 patients annually. Government payers dominate US dialysis reimbursement. DaVita receives about two-thirds of US sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. While commercial insurers represent only about 10% of US patients treated, they represent nearly all of the profits generated by DaVita in the US dialysis business.
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VS
Johnson & Johnson is the world's largest and most diverse healthcare firm. It has two divisions: innovative medicine and medtech. These now represent all of the company's sales following the divestment of the consumer business, Kenvue, in 2023. After restructurings in 2023-24, the drug division focuses on three main therapeutic areas: immunology, oncology, and neurology. Geographically, just over half of total revenue is generated in the United States.
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Stock highlights

Stock comparison highlights
Stock name
DaVitaJohnson & Johnson
Last price
$176.81$257.78
Currency
USD
USD
$11B$621B
14.6039.15
$12.11$6.58
0.830.21
0$5.28
02.08%
Sector
HealthHealth
Employees
78,000138,200
Ticker
$DVA$JNJ
Primary listing
NYSENYSE

Performance

CumulativeRolling yearsLump sum investment

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