DaVita HealthCare Partners Inc (DVA)vsInfosys Ltd ADR (INFY)
DVA
DaVita HealthCare Partners Inc
$198.65
+1.22%
HEALTHCARE · Cap: $12.44B
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 48% more annual revenue ($20.16B vs $13.64B). INFY leads profitability with a 16.4% profit margin vs 5.5%. DVA appears more attractively valued with a PEG of 0.58. DVA earns a higher WallStSmart Score of 66/100 (B-).
DVA
Strong Buy66
out of 100
Grade: B-
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$257.96
Current Price
$198.65
$59.31 discount
Margin of Safety
+85.0%
Fair Value
$104.73
Current Price
$12.83
$91.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
5.5% margin — thin
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 10.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DVA
The strongest argument for DVA centers on Return on Equity, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : DVA
The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
DVA profiles as a value stock while INFY is a mature play — different risk/reward profiles.
DVA carries more volatility with a beta of 0.84 — expect wider price swings.
DVA is growing revenue faster at 9.9% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
DVA scores higher overall (66/100 vs 58/100). INFY offers better value entry with a 85.0% 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.
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.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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