COMPARE · Reviewed August 7, 2026
DVA vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. DVA scored 68.4, OPCH scored 76.6 — OPCH leads.
Compare another set
Different reporting periods. DVA's fundamentals are as of June 2026, but OPCH's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
DVA
DaVita Inc.
68.4
$183.77 · $11.7B
fundamentals as of
Score gap
8.2
OPCH leads
OPCH
Option Care Health, Inc.
76.6
$23.79 · $3.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
DVA
stronger →← stronger
OPCH
69
Qualityreturns · margins · balance sheet
62
68
Growthrevenue & earnings expansion
92
68
Valuevaluation vs sector peers
79
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DVA
OPCH
$1.6bC+
FCF
$213mC
+6.4%C+
Rev
+16.2%B+
—
D/E
1.01C
15.6xA-
P/E
18.0xA-
0.73A-
PEG
1.27B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DVA
OPCH
66% below
Price vs fair valuelower is cheaper
33% below
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+153%
1-yr DCF upside
+36%
+198%
5-yr DCF upside
+50%
+278%
10-yr DCF upside
+73%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DVA
Why this score
- Buying back stock
- Durable high returns
OPCH
Why this score
- Buying back stock
The companies
DVADaVita Inc.
Why now
Medical Care Facilities · market cap $11.7b. Down 26% from 52-week high of $247.49 — deep drawdown territory. PEG 0.73 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $208.57 (implying +13% upside).
Moat
FCF converts 136% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
ROE -154% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
OPCHOption Care Health, Inc.
Why now
Medical Care Facilities · market cap $3.6b. Down 35% from 52-week high of $36.80 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $28.58 (implying +20% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.