AMN Healthcare Services Inc (AMN)vsDaVita HealthCare Partners Inc (DVA)
AMN
AMN Healthcare Services Inc
$33.34
+0.88%
HEALTHCARE · Cap: $1.29B
DVA
DaVita HealthCare Partners Inc
$181.55
+0.12%
HEALTHCARE · Cap: $11.74B
Smart Verdict
WallStSmart Research — data-driven comparison
DaVita HealthCare Partners Inc generates 308% more annual revenue ($14.01B vs $3.43B). DVA leads profitability with a 6.0% profit margin vs 3.1%. DVA appears more attractively valued with a PEG of 0.45. DVA earns a higher WallStSmart Score of 70/100 (B).
AMN
Buy62
out of 100
Grade: C+
DVA
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$48.77
Current Price
$33.34
$15.43 discount
Margin of Safety
-13.0%
Fair Value
$127.66
Current Price
$181.55
$53.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 321.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 81 in profit
Earnings expanding 55.8% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
2.3% revenue growth
Smaller company, higher risk/reward
3.1% margin — thin
6.0% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMN
The strongest argument for AMN centers on EPS Growth, P/E Ratio, Price/Book.
Bull Case : DVA
The strongest argument for DVA centers on PEG Ratio, Return on Equity, EPS Growth. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : AMN
The primary concerns for AMN are PEG Ratio, Revenue Growth, Market Cap. Thin 3.1% margins leave little buffer for downturns.
Bear Case : DVA
The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
DVA carries more volatility with a beta of 0.83 — expect wider price swings.
DVA is growing revenue faster at 5.2% — sustainability is the question.
DVA generates stronger free cash flow (320M), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DVA scores higher overall (70/100 vs 62/100). AMN offers better value entry with a 59.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AMN Healthcare Services Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
AMN Healthcare Services, Inc. provides healthcare personnel solutions and staffing services to hospitals and healthcare facilities in the United States. The company is headquartered in Dallas, Taxas.
Visit Website →DaVita HealthCare Partners Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
DaVita Inc. provides kidney dialysis services through a network of outpatient dialysis centers in the United States.
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