CONCENTRA GROUP HOLDINGS PARENT, INC. vs ENSIGN GROUP, INC, two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CON and ENSG diverge most: on implied growth (priced in), CON reads -1.4% and ENSG reads +7.0%; on debt / equity, CON reads 3.25 and ENSG reads 0.06. The rest of the comparable metrics sit closer together. On valuation, today's CON price has a different growth bar priced in than ENSG (-1.4% implied for CON vs +7.0% for ENSG); the higher figure is the steeper assumption to clear, not a better or worse stock. 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 | CON | ENSG |
|---|---|---|
| Price | $37.18 | $171.79 |
| Market cap | $4.8B | $10.0B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Growth |
| Implied growth (priced in) | -1.4% | +7.0% |
| P/E | 24.0 | 26.9 |
| P/B | 9.80 | 4.09 |
| P/S | 2.08 | 1.82 |
| EV/EBITDA | 13.6 | 17.0 |
| Revenue growth | +14.2% | +18.9% |
| Operating margin | 19.0% | 8.5% |
| Net margin | 8.7% | 6.9% |
| Return on equity | 41.0% | 15.5% |
| Return on assets | 6.6% | 6.6% |
| Return on invested capital | 13.7% | 13.5% |
| FCF yield | 5.6% | 6.1% |
| Dividend yield | 0.7% | 0.1% |
| Debt / equity | 3.25 | 0.06 |
| Current ratio | 1.38 | 1.21 |
| Altman Z (solvency) | 2.19 | 3.36 |
| Piotroski F (quality) | 8 / 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.