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BTSG vs CON stock comparison

BrightSpring Health Services, Inc. vs CONCENTRA GROUP HOLDINGS PARENT, INC., two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Where BTSG and CON diverge most: on operating margin, BTSG reads 3.4% and CON reads 16.8%; on debt / equity, BTSG reads 1.09 and CON reads 3.62. The rest of the comparable metrics sit closer together. The bull and bear cases for each are in their full reports below.

BTSG vs CON: the numbers

MetricBTSGCON
Price$59.65$31.65
Market cap$11.8B$4.1B
SectorMedical CareMedical Care
StageGrowthGrowth
Implied growth (priced in)-1.6%
P/E36.122.8
P/B5.769.41
P/S0.821.82
EV/EBITDA27.713.0
Revenue growth+38.6%+15.5%
Gross margin12.7%
Operating margin3.4%16.8%
Net margin2.5%8.0%
Return on equity17.9%41.2%
Return on assets6.1%6.2%
Return on invested capital9.7%13.2%
FCF yield3.4%5.2%
Dividend yield0.8%
Debt / equity1.093.62
Current ratio1.591.26
Altman Z (solvency)4.472.01
Piotroski F (quality)5 / 97 / 9
Full BTSG report → Full CON report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.