DaVita HealthCare Partners Inc (DVA)vsEncompass Health Corp (EHC)
DVA
DaVita HealthCare Partners Inc
$192.16
-0.01%
HEALTHCARE · Cap: $13.39B
EHC
Encompass Health Corp
$104.01
+4.18%
HEALTHCARE · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
DaVita HealthCare Partners Inc generates 128% more annual revenue ($13.84B vs $6.07B). EHC leads profitability with a 10.0% profit margin vs 5.7%. EHC appears more attractively valued with a PEG of 0.41. EHC earns a higher WallStSmart Score of 75/100 (B+).
DVA
Strong Buy70
out of 100
Grade: B-
EHC
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.0%
Fair Value
$123.34
Current Price
$192.16
$68.82 premium
Margin of Safety
-57.0%
Fair Value
$72.27
Current Price
$104.01
$31.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 81 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 43.5% YoY
Growing faster than its price suggests
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Earnings expanding 30.3% YoY
Areas to Watch
5.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : EHC
The strongest argument for EHC centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bear Case : DVA
The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.
Bear Case : EHC
The primary concerns for EHC are Debt/Equity.
Key Dynamics to Monitor
DVA carries more volatility with a beta of 0.91 — expect wider price swings.
EHC is growing revenue faster at 9.0% — sustainability is the question.
DVA generates stronger free cash flow (219M), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EHC scores higher overall (75/100 vs 70/100). Both earn "Strong Buy" and "Strong 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.
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.
Encompass Health Corp
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Encompass Health Corporation offers in-home and post-acute health care services in the United States. The company is headquartered in Birmingham, Alabama.
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