CHEMED CORPORATION vs ENSIGN GROUP, INC, two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CHE and ENSG diverge most: on revenue growth, CHE reads +3.4% and ENSG reads +18.9%; on dividend yield, CHE reads 0.4% and ENSG reads 0.1%. The rest of the comparable metrics sit closer together. On valuation, today's CHE price has a different growth bar priced in than ENSG (+4.7% implied for CHE vs +7.0% for ENSG); 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). What ENSG'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 | ENSG |
|---|---|---|
| Price | $499.14 | $171.79 |
| Market cap | $6.6B | $10.0B |
| Sector | Medical Care | Medical Care |
| Stage | Mature | Growth |
| Implied growth (priced in) | +4.7% | +7.0% |
| P/E | 25.1 | 26.9 |
| P/B | 7.93 | 4.09 |
| P/S | 2.54 | 1.82 |
| EV/EBITDA | 16.4 | 17.0 |
| Revenue growth | +3.4% | +18.9% |
| Operating margin | 13.3% | 8.5% |
| Net margin | 10.6% | 6.9% |
| Return on equity | 33.1% | 15.5% |
| Return on assets | 17.4% | 6.6% |
| Return on invested capital | 26.7% | 13.5% |
| FCF yield | 4.7% | 6.1% |
| Dividend yield | 0.4% | 0.1% |
| Debt / equity | 0.17 | 0.06 |
| Current ratio | 0.91 | 1.21 |
| Altman Z (solvency) | 9.81 | 3.36 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.