Davita Inc vs Marsh & McLennan Companies, Inc. — how do they compare? Davita Inc trades at $175.04 (market cap $11.29B), while Marsh & McLennan Companies, Inc. trades at $176.51 (market cap $84.31B). The key difference: Marsh & McLennan Companies, Inc. is far larger — about 7.5× Davita Inc's market cap, and Marsh & McLennan Companies, Inc. pays a 2.24% dividend while Davita Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Davita Inc for 113 Days and Marsh & McLennan Companies, Inc. for 109 Days on average.
| DVA | MRSH | |
|---|---|---|
Market Cap | $11.29B | $84.31B |
Volume | 582,204 | 3,948,947 |
Sector | Health | Financials |
52-Week High | $240.96 | $207.02 |
52-Week Low | $103.87 | $157.32 |
Typical Hold Time | 113 Days | 109 Days |
Enterprise Value | $24.01B | $104.99B |
Dividend Yield | — | 2.24% |
Signals from Pluang's Aura AI — not financial advice
DaVita (DVA) trades at $176.78, down 2.01% today, showing technical bearish signals with price near key support at $175. Fundamentally, the company demonstrates solid earnings performance with three consecutive quarterly beats and attractive valuation metrics including a P/E of 14.98 and P/S of 0.88. Recent expansion of value-based care partnerships with Humana positions the company for continued growth in kidney care services.
The stock presents a compelling value opportunity with analyst consensus target of $235.67 offering 33% upside potential, though investors face risks from regulatory pressures and narrowing profit margins. Warren Buffett's significant ownership (45%) and institutional buying activity provide confidence, but the bearish technical outlook and mixed analyst ratings (43% Buy, 52% Hold) suggest cautious optimism is warranted.
Marsh (MRSH) trades at $173.66, up 1.11% today, with a bullish technical signal despite mixed moving averages. The company shows strong fundamentals with consistent revenue growth from $20.7B in 2022 to $27.0B in 2025, and net income reaching $4.16B. Recent acquisition of Accel Holdings (October 2026) enhances its insurance advisory footprint. Valuation metrics include a P/E of 21.2 and ROE of 25.72%, indicating efficient capital use. Cash flow remains positive with $486M net inflow in 2025.
Outlook is cautiously optimistic with a consensus price target of $202.71 (17% upside), though 65% of analysts rate Hold. Risks include rising debt-to-asset ratio (35.43% in 2024) and potential margin pressure as net income margin dips to 14.24% in 2026. The stock's proximity to resistance at $174 requires monitoring for breakout confirmation.
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DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,100 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives approximately 69% of U.S. sales at government (primarily Medicare) reimbursement rates, with the remaining 31% coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.
Read more on DVA →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →