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.
Zocdoc is a patient appointment booking marketplace that lets patients find and book in-network doctors in real time, with insurance verification and same-day availability filters.
Zocdoc operates a two-sided marketplace connecting patients with physicians, dentists, and mental health providers who accept their specific insurance and have real-time appointment availability. Patients can filter by specialty, insurance plan, location, and next available appointment, then book online in seconds — eliminating the phone-tag and hold-time historically required to schedule care. The platform verifies insurance acceptance in real time and sends automated reminders to reduce no-shows.
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