DaVita HealthCare Partners Inc (DVA)vsThe Ensign Group Inc (ENSG)
DVA
DaVita HealthCare Partners Inc
$227.99
-2.43%
HEALTHCARE · Cap: $15.41B
ENSG
The Ensign Group Inc
$176.13
-0.62%
HEALTHCARE · Cap: $10.38B
Smart Verdict
WallStSmart Research — data-driven comparison
DaVita HealthCare Partners Inc generates 152% more annual revenue ($13.84B vs $5.49B). ENSG leads profitability with a 6.9% profit margin vs 5.7%. DVA appears more attractively valued with a PEG of 0.74. DVA earns a higher WallStSmart Score of 67/100 (B-).
DVA
Strong Buy67
out of 100
Grade: B-
ENSG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-15.7%
Fair Value
$124.67
Current Price
$227.99
$103.32 premium
Margin of Safety
-39.8%
Fair Value
$151.60
Current Price
$176.13
$24.53 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
17.3% revenue growth
Areas to Watch
5.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DVA
The strongest argument for DVA centers on Return on Equity, Debt/Equity, PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bull Case : ENSG
The strongest argument for ENSG centers on Revenue Growth. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : DVA
The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
DVA profiles as a value stock while ENSG is a growth play — different risk/reward profiles.
DVA carries more volatility with a beta of 0.88 — expect wider price swings.
ENSG is growing revenue faster at 17.3% — sustainability is the question.
DVA generates stronger free cash flow (219M), providing more financial flexibility.
Bottom Line
DVA scores higher overall (67/100 vs 60/100). 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.
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.
The Ensign Group Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
The Ensign Group, Inc. provides health care services in the post-acute care continuum and other ancillary businesses. The company is headquartered in San Juan Capistrano, California.
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