COMPARE · Data as of August 21, 2026
DVA vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. DVA scored 68.9, OPCH scored 76.2 — 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.
68.9
$173.82 · $11.1B
fundamentals as of
Score gap
7.3
OPCH leads
OPCH
Option Care Health, Inc.
76.2
$23.70 · $3.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDVA14.7x
- Fastest growthOPCH+16.2%
- Highest qualityDVA69 / 100
- Largest discount to fair valueDVA-67%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DVA
stronger →← stronger
OPCH
69
Qualityreturns · margins · balance sheet
62
68
Growthrevenue & earnings expansion
90
70
Valuevaluation vs sector peers
80
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
14.7xA-
P/E
18.0xA-
0.55A-
PEG
1.25B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DVA
OPCH
67% below
Price vs fair valuelower is cheaper
34% below
~-17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
+165%
1-yr DCF upside
+37%
+207%
5-yr DCF upside
+52%
+282%
10-yr DCF upside
+76%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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 $11.1b. Down 30% from 52-week high of $247.49 — deep drawdown territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $218.43 (implying +26% 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 $3.5b. Down 36% 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 +21% 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 36% 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.
Where DVA and OPCH diverge
On the headline score the gap is 7.3 points in favor of OPCH. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthDVA 67.8 · OPCH 89.7OPCH +21.9
- ValueDVA 69.9 · OPCH 79.5OPCH +9.6
- QualityDVA 68.9 · OPCH 61.9DVA +7.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.