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John P. Gavin, CFA, is the founder and CEO of Disclosure Insight®, an independent publisher of investment research. Mr. Gavin has spent his entire career of over 25 years in the financial services industry. Prior to starting “DI” in 2000, he worked as an equity analyst and portfolio manager with... More
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  • DaVita Highest Risk Among the 5 Companies We Follow in the Specialized Health Services Industry 0 comments
    Dec 5, 2011 11:13 AM | about stocks: DVA, MD, HLS, IPCM, USPH

    DaVita, Inc. (DVA) carries the highest risk across the 5 companies we follow in the Specialized Health Services industry based on a comparative analysis of our risk factors. The main factors driving this High Risk rating are regulatory investigative activity; concentrated revenue; acquisition activity; and turnover in the executive suite. When comparing DVA to the four other companies we follow, it stands out in most of these risk categories.

    Companies included in this analysis are:

    • DaVita, Inc. (DVA $73.83, rated High Risk as of 15‐Nov‐11),
    • MEDNAX, Inc. (MD $69.59, rated Medium Risk ‐ Negative Bias as of 21‐Sep‐11),
    • HEALTHSOUTH Corp. (HLS $18.91, rated Medium Risk ‐Negative Bias as of 18‐Jul‐11),
    • IPC The Hospitalist Company, Inc. (IPCM $44.66, rated Medium Risk ‐ Negative Bias as of 1‐Jun‐11), and
    • US Physical Therapy Inc. (USPH $18.89, rated Medium Risk ‐ Negative Bias as of 1‐Jun‐11).

    Data presented in the linked report below (originally published on 15-Nov-11) has been taken from these 5 companies’ most recent 5 years of SEC filings as of publication of this report.


    Stocks: DVA, MD, HLS, IPCM, USPH
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