Davita Inc vs Paycom Software Inc — how do they compare? Davita Inc trades at $175.04 (market cap $11.29B), while Paycom Software Inc trades at $230.01 (market cap $10.36B). The key difference: Davita Inc and Paycom Software Inc are close in size by market cap, and Paycom Software Inc pays a 0.65% 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 Paycom Software Inc for 84 Days on average.
| DVA | PAYC | |
|---|---|---|
Market Cap | $11.29B | $10.36B |
Volume | 582,204 | 666,294 |
Sector | Health | Technology |
52-Week High | $240.96 | $240.52 |
52-Week Low | $103.87 | $113.59 |
Typical Hold Time | 113 Days | 84 Days |
Enterprise Value | $24.01B | $11.15B |
Dividend Yield | — | 0.65% |
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.
Paycom Software (PAYC) trades at $223.58, up 0.51% with bullish technical signals and strong fundamental performance. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS of $2.78 exceeding expectations by 17%. Recent guidance upgrades and institutional buying activity support positive momentum despite mixed analyst ratings.
PAYC demonstrates robust profitability with 22.78% net margins and 41.09% ROE, though current price exceeds consensus target. Key risks include competitive pressures and labor market sensitivity. The stock offers growth potential through operational leverage and product innovation, but valuation concerns warrant careful monitoring of execution against raised guidance.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →