DaVita vs Progyny
DVA and PGNY side by side, both in health services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DVA and PGNY compare
DaVita is the larger company, worth 4.1 times as much as Progyny ($11.5B against $2.8B).
On earnings, DaVita is cheaper: it trades at 13.5× trailing earnings, against 33.5× for Progyny.
DaVita grew revenue faster over the last twelve months (6.4% versus 5.5% for Progyny).
Progyny keeps more of each dollar of sales as profit, with a net margin of 6.8% compared with 6.5% at DaVita.
Progyny scores higher on the StockData Score (20 against 13 for DaVita), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DVA | PGNY |
|---|---|---|
| Size and price | ||
| Market cap | $11.5B | $2.8B |
| Share price | $183.50 | $36.50 |
| Change, 1 year | 52.7% | 54.5% |
| Change, 5 years | 84.3% | −38.5% |
| Beta (5Y) | 0.37 | 1.06 |
| Employees | 78K | 856 |
| StockData Score | ||
| Total score | 13 | 20 (better) |
| Valuation score | 5 (better) | 3 |
| Growth score | 4 | 5 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 1 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 13.5× (better) | 33.5× |
| P/S | 0.8× (better) | 2.1× |
| P/B | – | 6.8× |
| EV/EBITDA | 7.8× (better) | 19.7× |
| P/FCF | 8.9× (better) | 15.6× |
| PEG | 0.71 (better) | 1.14 |
| FCF yield | 11.2% (better) | 6.4% |
| Fair value | $312.00 | $38.32 |
| Margin of safety | 41.2% (better) | 4.7% |
| Growth | ||
| Revenue growth (TTM) | 6.4% (better) | 5.5% |
| Revenue growth, 5Y average | 3.4% | 30.2% (better) |
| Net income growth (TTM) | 19.2% | 60.9% (better) |
| EPS growth (TTM) | 39.9% | 73.0% (better) |
| EPS growth, 5Y average | 9.3% (better) | 6.7% |
| Profitability | ||
| Gross margin | – | 24.9% |
| Operating margin | 15.0% (better) | 9.4% |
| Net margin | 6.5% | 6.8% (better) |
| FCF margin | 9.1% | 13.4% (better) |
| Return on equity | – | 18.7% |
| Return on invested capital | 18.1% | 40.0% (better) |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Net debt / EBITDA | 3.63 | – |
| Current ratio | 1.41 | 1.93 (better) |
| Altman Z-score | 1.71 | 10.00 (better) |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Buyback yield | 6.3% | 11.2% (better) |
| Shareholder yield | 6.3% | 11.2% (better) |
| Ownership | ||
| Held by institutions | 93.9% | 103% |
| Held by insiders | 59.2% | 2.7% |
| Insider net buying, 12 months | −$523M | −$14.1M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 20.0% | 6.4% |
Go deeper
- DVA stock overview
- DVA income statement
- DVA valuation and score
- PGNY stock overview
- PGNY income statement
- PGNY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.