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DaVita Inc. (DVA) vs The Ensign Group, Inc. (ENSG)

DaVita Inc. and The Ensign Group, Inc. are both Medical Care Facilities companies. DaVita Inc. is the larger, with a market value of $12.1B against $10.4B — 1.2× the size. DaVita Inc. trades at the lower P/E: 15.0× against 26.9×. The Ensign Group, Inc. grew revenue faster over the last twelve months: 18.9% against 6.45%. The Ensign Group, Inc. has the higher net margin (6.90% vs 6.05%) and the lower return on invested capital (12.9% vs 13.9%). Across the 21 metrics below, DaVita Inc. leads on 13 and The Ensign Group, Inc. on 8.

Valuation

Metric DVA ENSG Medical Care Facilities median
P/E 15.01 26.88 20.56
P/S 0.87 1.87 0.85
P/B n/m 4.19 2.84
Price to free cash flow 6.74 24.43 13.73
EV/EBITDA 7.82 17.25 10.21
EV/Sales 1.58 1.83 1.32
Earnings yield 6.66% 3.72% 2.25%
Free cash flow yield 14.83% 4.09% 4.16%

Profitability

Metric DVA ENSG Medical Care Facilities median
Gross margin 32.36% 16.04% 30.78%
Operating margin 15.19% 8.52% 5.74%
Net margin 6.05% 6.90% 2.32%
Free cash flow margin 11.61% 7.64% 5.46%
Return on equity (287.31%) 16.96% 8.76%
Return on assets 4.81% 7.09% 2.18%
Return on invested capital 13.90% 12.90% 5.01%

Growth

Metric DVA ENSG Medical Care Facilities median
Revenue growth (TTM) 6.45% 18.89% 7.12%
EPS growth (last fiscal year) (8.29%) 14.06% 17.46%
Revenue growth, 5-year CAGR 3.39% 16.05% 9.58%
Net income growth, 5-year CAGR (0.70%) 15.07% 0.00%

Health

Metric DVA ENSG Medical Care Facilities median
Debt to equity (22.44) 0.06 0.37
Current ratio 1.47 1.21 1.20
Net debt to EBITDA 3.51 (0.81) 1.07

Dividend

Metric DVA ENSG Medical Care Facilities median
Dividend yield — 0.15% 0.63%
Payout ratio — 0.04 0.13

Size

Metric DVA ENSG Medical Care Facilities median
Market cap 12.07b 10.38b 1.47b

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