CHEMED CORPORATION 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 CHE and CON diverge most: on implied growth (priced in), CHE reads +5.9% and CON reads -1.6%; on debt / equity, CHE reads 0.17 and CON reads 3.62. The rest of the comparable metrics sit closer together. On valuation, today's CHE price has a different growth bar priced in than CON (+5.9% implied for CHE vs -1.6% for CON); the higher figure is the steeper assumption to clear, not a better or worse stock. What CHE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CHE | CON |
|---|---|---|
| Price | $532.52 | $31.65 |
| Market cap | $7.0B | $4.1B |
| Sector | Medical Care | Medical Care |
| Stage | Mature | Growth |
| Implied growth (priced in) | +5.9% | -1.6% |
| P/E | 26.8 | 22.8 |
| P/B | 8.46 | 9.41 |
| P/S | 2.71 | 1.82 |
| EV/EBITDA | 17.2 | 13.0 |
| Revenue growth | +3.4% | +15.5% |
| Operating margin | 13.3% | 16.8% |
| Net margin | 10.6% | 8.0% |
| Return on equity | 33.1% | 41.2% |
| Return on assets | 17.4% | 6.2% |
| Return on invested capital | 26.7% | 13.2% |
| FCF yield | 4.4% | 5.2% |
| Dividend yield | 0.4% | 0.8% |
| Debt / equity | 0.17 | 3.62 |
| Current ratio | 0.91 | 1.26 |
| Altman Z (solvency) | 10.00 | 2.01 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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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.