Side-by-side comparison of AI visibility scores, market position, and capabilities
US kidney care leader with ~3,000 dialysis centers; $12.8B FY2024 revenue; 237,000 US patients 3x/week; Berkshire Hathaway ~40% stake; GLP-1 drugs may reduce ESRD prevalence long-term.
DaVita Inc. is the leading kidney care company in the United States, providing dialysis services to patients with chronic kidney failure and end-stage renal disease (ESRD), founded in 1994 as Total Renal Care and rebranded as DaVita in 2000 after acquiring Gambro Healthcare. Headquartered in Denver, Colorado and trading on NYSE (DVA), DaVita generated approximately $12.8 billion in revenues for FY2024 under CEO Javier Rodriguez, operating approximately 3,000 outpatient dialysis centers across the United States serving approximately 237,000 patients, plus international operations in 13 countries. Berkshire Hathaway holds approximately 40% of DaVita's common shares—a major Warren Buffett investment thesis built on the essential, recurring nature of ESRD treatment, which patients require three times per week for life unless they receive a kidney transplant.
Veeva Systems (VEEV) reported $2.7B revenue in FY2025, up 14% YoY. #1 cloud platform for life sciences. ~8,000 employees. HQ: Pleasanton, CA. Market cap ~$40B.
Veeva Systems Inc. is the leading cloud software provider for the global life sciences industry, headquartered in Pleasanton, California. Founded in 2007 by Peter Gassner (a former Salesforce executive) and Matt Wallach, Veeva built its platform on Salesforce and later developed its own Vault cloud infrastructure. The company became a public benefit corporation (PBC) in 2021. Veeva reported revenues of $2.7B in fiscal year 2025 (ending January 2025), up 14% year-over-year, with a market capitalization of approximately $40B.
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