WallStSmart

DaVita HealthCare Partners Inc (DVA)vsWW International, Inc. Common Stock (WW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DaVita HealthCare Partners Inc generates 1820% more annual revenue ($13.64B vs $710.64M). WW leads profitability with a 148.6% profit margin vs 5.5%. DVA appears more attractively valued with a PEG of 0.56. DVA earns a higher WallStSmart Score of 66/100 (B-).

DVA

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.0Value: 8.7Quality: 4.3
Piotroski: 3/9Altman Z: 1.22

WW

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.5Value: 7.3Quality: 7.5
Piotroski: 3/9Altman Z: 6.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DVAUndervalued (+11.7%)

Margin of Safety

+11.7%

Fair Value

$163.40

Current Price

$155.11

$8.29 discount

UndervaluedFair: $163.40Overvalued
WWUndervalued (+93.3%)

Margin of Safety

+93.3%

Fair Value

$354.74

Current Price

$16.60

$338.14 discount

UndervaluedFair: $354.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DVA3 strengths · Avg: 8.7/10
Return on EquityProfitability
64.8%10/10

Every $100 of equity generates 65 in profit

PEG RatioValuation
0.568/10

Growing faster than its price suggests

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

WW5 strengths · Avg: 10.0/10
P/E RatioValuation
2.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
148.6%10/10

Keeps 149 of every $100 in revenue as profit

EPS GrowthGrowth
52.7%10/10

Earnings expanding 52.7% YoY

Altman Z-ScoreHealth
6.3710/10

Safe zone — low bankruptcy risk

Areas to Watch

DVA3 concerns · Avg: 2.7/10
Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

WW4 concerns · Avg: 3.0/10
Market CapQuality
$174.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Debt/EquityHealth
1.453/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : WW

The strongest argument for WW centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 148.6% and operating margin at -5.4%.

Bear Case : DVA

The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.

Bear Case : WW

The primary concerns for WW are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

DVA profiles as a value stock while WW is a declining play — different risk/reward profiles.

WW carries more volatility with a beta of 1.06 — expect wider price swings.

DVA is growing revenue faster at 9.9% — sustainability is the question.

DVA generates stronger free cash flow (395M), providing more financial flexibility.

Bottom Line

DVA scores higher overall (66/100 vs 56/100). WW offers better value entry with a 93.3% 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.

WW International, Inc. Common Stock

HEALTHCARE · MEDICAL CARE FACILITIES · USA

WW International, Inc. offers worldwide weight management products and services. The company is headquartered in New York, New York.

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