CONCENTRA GROUP HOLDINGS PARENT, INC. vs PACS Group, Inc., two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The balance sheets are the argument: Concentra carries 3.62 turns of debt against equity, the load of a 2024 spinoff, while PACS Group runs skilled nursing at 0.24 turns. The margin advantage runs the other way, 16.8% operating at Concentra against 8.5%, occupational medicine out-earning long-term care as it always has. Returns on equity, 41.2% against 23.4%, both need leverage deflators; returns on assets, 6.2% against 4.3%, keep Concentra ahead honestly. The market prices PACS dearer anyway, 27 times earnings against 21.7, paying up for the cleaner sheet and the 7.2% free-cash yield against 5.5%. Margins with debt against balance with less: the premium currently sits on the safer construction.
Comparison updated 2026-07-10.
| Metric | CON | PACS |
|---|---|---|
| Price | $30.16 | $41.88 |
| Market cap | $3.9B | $6.8B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Growth |
| Implied growth (priced in) | -4.1% | +7.9% |
| P/E | 21.7 | 27.0 |
| P/B | 8.97 | 6.51 |
| P/S | 1.74 | 1.25 |
| EV/EBITDA | 12.6 | 17.8 |
| Revenue growth | +15.5% | +23.6% |
| Operating margin | 16.8% | 8.4% |
| Net margin | 8.0% | 4.5% |
| Return on equity | 41.2% | 23.4% |
| Return on assets | 6.2% | 4.3% |
| Return on invested capital | 13.2% | 21.0% |
| FCF yield | 5.5% | 7.2% |
| Dividend yield | 0.8% | 0.5% |
| Debt / equity | 3.62 | 0.24 |
| Current ratio | 1.26 | 0.99 |
| Altman Z (solvency) | 1.96 | 2.01 |
| Piotroski F (quality) | 7 / 9 | 7 / 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.