WallStSmart

Brookdale Senior Living Inc (BKD)vsDaVita HealthCare Partners Inc (DVA)

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Smart Verdict

WallStSmart Research — data-driven comparison

DaVita HealthCare Partners Inc generates 361% more annual revenue ($13.84B vs $3.00B). DVA leads profitability with a 5.7% profit margin vs -6.8%. BKD appears more attractively valued with a PEG of 0.28. DVA earns a higher WallStSmart Score of 70/100 (B-).

BKD

Hold

39

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 8.3Quality: 6.5
Piotroski: 3/9Altman Z: -0.41

DVA

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 5.3Quality: 5.5
Piotroski: 3/9Altman Z: 1.22
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BKDUndervalued (+65.0%)

Margin of Safety

+65.0%

Fair Value

$38.94

Current Price

$11.89

$27.04 discount

UndervaluedFair: $38.94Overvalued
DVASignificantly Overvalued (-16.7%)

Margin of Safety

-16.7%

Fair Value

$123.62

Current Price

$209.68

$86.06 premium

UndervaluedFair: $123.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BKD2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

Debt/EquityHealth
-98.5910/10

Conservative balance sheet, low leverage

DVA4 strengths · Avg: 9.0/10
Return on EquityProfitability
81.0%10/10

Every $100 of equity generates 81 in profit

Debt/EquityHealth
-17.5010/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.658/10

Growing faster than its price suggests

EPS GrowthGrowth
43.5%8/10

Earnings expanding 43.5% YoY

Areas to Watch

BKD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-437.5%2/10

ROE of -437.5% — below average capital efficiency

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

DVA3 concerns · Avg: 2.7/10
Profit MarginProfitability
5.7%3/10

5.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BKD

The strongest argument for BKD centers on PEG Ratio, Debt/Equity. PEG of 0.28 suggests the stock is reasonably priced for its growth.

Bull Case : DVA

The strongest argument for DVA centers on Return on Equity, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bear Case : BKD

The primary concerns for BKD are EPS Growth, Piotroski F-Score, Return on Equity.

Bear Case : DVA

The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

BKD profiles as a turnaround stock while DVA is a value play — different risk/reward profiles.

DVA carries more volatility with a beta of 0.91 — expect wider price swings.

DVA is growing revenue faster at 6.0% — sustainability is the question.

DVA generates stronger free cash flow (219M), providing more financial flexibility.

Bottom Line

DVA scores higher overall (70/100 vs 39/100). BKD offers better value entry with a 65.0% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brookdale Senior Living Inc

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Brookdale Senior Living Inc. owns and operates senior communities in the United States. The company is headquartered in Brentwood, Tennessee.

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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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