DaVita HealthCare Partners Inc (DVA)vsMicron Technology Inc (MU)
DVA
DaVita HealthCare Partners Inc
$155.11
+1.19%
HEALTHCARE · Cap: $10.25B
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 326% more annual revenue ($58.12B vs $13.64B). MU leads profitability with a 41.5% profit margin vs 5.5%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
DVA
Strong Buy66
out of 100
Grade: B-
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.7%
Fair Value
$163.40
Current Price
$155.11
$8.29 discount
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 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
Attractively priced relative to earnings
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Areas to Watch
5.5% margin — thin
Weak financial health signals
Distress zone — elevated risk
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DVA
The strongest argument for DVA centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. PEG of 0.23 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 : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
DVA is growing revenue faster at 9.9% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 66/100), backed by strong 41.5% margins. Both earn "Exceptional 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.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other MEDICAL CARE FACILITIES Stocks
Want to dig deeper into these stocks?