DaVita HealthCare Partners Inc (DVA)vsU.S. Bancorp (USB)
DVA
DaVita HealthCare Partners Inc
$198.65
+1.22%
HEALTHCARE · Cap: $12.44B
USB
U.S. Bancorp
$55.53
+0.40%
FINANCIAL SERVICES · Cap: $85.86B
Smart Verdict
WallStSmart Research — data-driven comparison
U.S. Bancorp generates 95% more annual revenue ($26.65B vs $13.64B). USB leads profitability with a 29.3% profit margin vs 5.5%. DVA appears more attractively valued with a PEG of 0.58. USB earns a higher WallStSmart Score of 71/100 (B).
DVA
Strong Buy66
out of 100
Grade: B-
USB
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$257.96
Current Price
$198.65
$59.31 discount
Intrinsic value data unavailable for USB.
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
Reasonable price relative to book value
Strong operational efficiency at 37.8%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Areas to Watch
5.5% margin — thin
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
4.6% revenue growth
Distress zone — elevated risk
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 : USB
The strongest argument for USB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 37.8%.
Bear Case : DVA
The primary concerns for DVA are Profit Margin, Piotroski F-Score, Altman Z-Score.
Bear Case : USB
The primary concerns for USB are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
USB carries more volatility with a beta of 1.02 — expect wider price swings.
DVA is growing revenue faster at 9.9% — sustainability is the question.
USB generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
USB scores higher overall (71/100 vs 66/100), backed by strong 29.3% margins. DVA offers better value entry with a 44.1% margin of safety. Both earn "Strong 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.
U.S. Bancorp
FINANCIAL SERVICES · BANKS - REGIONAL · USA
U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.
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