AVAH vs MMS vs TDOC vs CACI

For growth investors, Aveanna Healthcare Holdings Inc.

(AVAH) is the stronger pick with 20. 2% revenue growth year-over-year, versus -1. 5% for Teladoc Health, Inc. (TDOC). Aveanna Healthcare Holdings Inc. (AVAH) offers the better valuation at 6. 6x trailing P/E (12. 0x forward), making it the more compelling value choice. Analysts rate Maximus, Inc. (MMS) a "Buy" — based on 16 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Aveanna Healthcare Holdings Inc.

(AVAH) is the cheapest at 6. 6x versus CACI International Inc at 22. 0x. On forward P/E, Maximus, Inc. is actually cheaper at 7. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Maximus, Inc. wins at 0. 77x versus CACI International Inc's 1. 44x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, CACI International Inc (CACI) delivered a total return of +85.

4%, compared to -95. 4% for Teladoc Health, Inc. (TDOC). Over 10 years, the gap is even starker: CACI returned +416. 4% versus AVAH's -42. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), CACI International Inc (CACI) is the lower-risk stock at 0.

30β versus Teladoc Health, Inc. 's 1. 91β — meaning TDOC is approximately 544% more volatile than CACI relative to the S&P 500. On balance sheet safety, Teladoc Health, Inc. (TDOC) carries a lower debt/equity ratio of 75% versus 7% for Aveanna Healthcare Holdings Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Aveanna Healthcare Holdings Inc.

(AVAH) is pulling ahead at 20. 2% versus -1. 5% for Teladoc Health, Inc. (TDOC). On earnings-per-share growth, the picture is similar: Aveanna Healthcare Holdings Inc. grew EPS 1952% year-over-year, compared to 10. 4% for Maximus, Inc.. Over a 3-year CAGR, CACI leads at 11. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Aveanna Healthcare Holdings Inc.

(AVAH) is the more profitable company, earning 9. 2% net margin versus -7. 9% for Teladoc Health, Inc. — meaning it keeps 9. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVAH leads at 10. 9% versus -10. 4% for TDOC. At the gross margin level — before operating expenses — TDOC leads at 69. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Maximus, Inc. (MMS) is the more undervalued stock at a PEG of 0. 77x versus CACI International Inc's 1. 44x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Maximus, Inc. (MMS) trades at 7. 8x forward P/E versus 17. 4x for CACI International Inc — 9. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MMS: 65. 0% to $110. 00.

In this comparison, MMS (1.

8% yield) pays a dividend. AVAH, TDOC, CACI do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, CACI International Inc (CACI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

30), +416. 4% 10Y return). Teladoc Health, Inc. (TDOC) carries a higher beta of 1. 91 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CACI: +416. 4%, TDOC: -41. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AVAH (Healthcare) and MMS (Industrials) and TDOC (Healthcare) and CACI (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AVAH is a small-cap high-growth stock; MMS is a small-cap deep-value stock; TDOC is a small-cap quality compounder stock; CACI is a mid-cap quality compounder stock. MMS pays a dividend while AVAH, TDOC, CACI do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.