DaVita HealthCare Partners Inc (DVA)vsWestern Digital Corporation (WDC)
DVA
DaVita HealthCare Partners Inc
$149.31
-0.30%
HEALTHCARE · Cap: $9.98B
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
Smart Verdict
WallStSmart Research — data-driven comparison
DaVita HealthCare Partners Inc generates 27% more annual revenue ($13.64B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 5.5%. DVA appears more attractively valued with a PEG of 0.56. DVA earns a higher WallStSmart Score of 64/100 (C+).
DVA
Buy64
out of 100
Grade: C+
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.8%
Fair Value
$163.57
Current Price
$149.31
$14.26 discount
Margin of Safety
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 premium
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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
5.5% margin — thin
Weak financial health signals
Distress zone — elevated risk
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.69 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 : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
DVA profiles as a value stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
DVA is growing revenue faster at 9.9% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Bottom Line
DVA scores higher overall (64/100 vs 55/100). Both earn "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.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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