Chemed Corp (CHE)vsDaVita HealthCare Partners Inc (DVA)
CHE
Chemed Corp
$515.97
+0.31%
HEALTHCARE · Cap: $6.78B
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 440% more annual revenue ($14.01B vs $2.60B). CHE leads profitability with a 10.6% profit margin vs 6.0%. DVA appears more attractively valued with a PEG of 0.45. DVA earns a higher WallStSmart Score of 70/100 (B).
CHE
Buy63
out of 100
Grade: C+
DVA
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CHE.
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
Every $100 of equity generates 31 in profit
Safe zone — low bankruptcy risk
Earnings expanding 43.7% YoY
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
Moderate valuation
Trading at 8.1x book value
Weak financial health signals
6.0% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CHE
The strongest argument for CHE centers on Return on Equity, Altman Z-Score, EPS Growth.
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 : CHE
The primary concerns for CHE are PEG Ratio, P/E Ratio, Price/Book.
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.
CHE is growing revenue faster at 8.8% — 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 63/100). 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.
Chemed Corp
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Chemed Corporation provides hospice and hospice services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers across the United States. The company is headquartered in Cincinnati, Ohio.
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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