DaVita Inc. has significantly outperformed Fresenius Medical Care AG in recent stock performance and earnings expectations, with DaVita gaining 49.7% over the past year while Fresenius Medical Care declined 14.6%. The Zacks Consensus Estimate for DaVita's 2026 earnings per share suggests a 39.8% improvement from 2025, whereas Fresenius Medical Care's 2026 EPS is expected to decline 7.4%. DaVita currently holds a Zacks Rank #1 (Strong Buy), while Fresenius Medical Care carries a Zacks Rank #5 (Strong Sell). Both stocks trade below their historical valuation levels and at discounts to the broader medical sector, but DaVita's stronger earnings trajectory and improving operating performance make it the more attractive choice at current levels.
DaVita HealthCare Partners IncDaVita's earnings outlook is strong, with 2026 EPS expected to improve 39.8% from 2025, and it holds a Zacks Rank #1 (Strong Buy).
Fresenius Medical Care AG & Co. KGaAFresenius Medical Care's 2026 EPS is expected to decline 7.4% and it carries a Zacks Rank #5 (Strong Sell).