OM vs DVA vs FMS vs HCAT vs BDX

For growth investors, Becton, Dickinson and Company (BDX) is the stronger pick with 8.

2% revenue growth year-over-year, versus 1. 5% for Health Catalyst, Inc. (HCAT). Fresenius Medical Care AG & Co. KGaA (FMS) offers the better valuation at 11. 0x trailing P/E (10. 5x forward), making it the more compelling value choice. Analysts rate Health Catalyst, Inc. (HCAT) a "Buy" — based on 22 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, Fresenius Medical Care AG & Co.

KGaA (FMS) is the cheapest at 11. 0x versus Becton, Dickinson and Company at 26. 3x. On forward P/E, Fresenius Medical Care AG & Co. KGaA is actually cheaper at 10. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Becton, Dickinson and Company wins at 0. 74x versus Fresenius Medical Care AG & Co. KGaA's 2. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, DaVita Inc.

(DVA) delivered a total return of +54. 8%, compared to -99. 4% for Outset Medical, Inc. (OM). Over 10 years, the gap is even starker: DVA returned +158. 1% versus OM's -99. 5%. 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), DaVita Inc.

(DVA) is the lower-risk stock at 0. 05β versus Outset Medical, Inc. 's 2. 49β — meaning OM is approximately 5160% more volatile than DVA relative to the S&P 500. On balance sheet safety, Health Catalyst, Inc. (HCAT) carries a lower debt/equity ratio of 8% versus 13% for DaVita Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Becton, Dickinson and Company (BDX) is pulling ahead at 8.

2% versus 1. 5% for Health Catalyst, Inc. (HCAT). On earnings-per-share growth, the picture is similar: Outset Medical, Inc. grew EPS 85. 5% year-over-year, compared to -121. 7% for Health Catalyst, Inc.. Over a 3-year CAGR, DVA leads at 5. 5% 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.

Becton, Dickinson and Company (BDX) is the more profitable company, earning 7.

7% net margin versus -68. 3% for Outset Medical, Inc. — meaning it keeps 7. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DVA leads at 14. 7% versus -55. 8% for OM. At the gross margin level — before operating expenses — HCAT leads at 48. 7%, 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, Becton, Dickinson and Company (BDX) is the more undervalued stock at a PEG of 0. 74x versus Fresenius Medical Care AG & Co. KGaA's 2. 06x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Fresenius Medical Care AG & Co. KGaA (FMS) trades at 10. 5x forward P/E versus 14. 1x for Health Catalyst, Inc. — 3. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HCAT: 57. 2% to $2. 50.

In this comparison, FMS (3.

8% yield), BDX (2. 7% yield) pay a dividend. OM, DVA, HCAT do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, DaVita Inc.

(DVA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 05), +158. 1% 10Y return). Outset Medical, Inc. (OM) carries a higher beta of 2. 49 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DVA: +158. 1%, OM: -99. 5%), 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.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: OM is a small-cap quality compounder stock; DVA is a mid-cap quality compounder stock; FMS is a mid-cap deep-value stock; HCAT is a small-cap quality compounder stock; BDX is a mid-cap quality compounder stock. FMS, BDX pay a dividend while OM, DVA, HCAT 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.