CONCENTRA GROUP HOLDINGS PARENT, INC. vs Sotera Health Co, two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
3.62 and 3.46: the debt-to-equity turns at Concentra and Sotera, two health-services firms built by financial sponsors and left carrying the furniture. From the same leverage, different franchises: Sotera's sterilization business earns a 52.5% gross margin behind switching costs that approach monopoly; Concentra's occupational-health clinics earn a 16.8% operating margin on employer relationships. The market prices the moat at 42.4 times earnings and the clinics at 21.7, nearly double for Sotera despite Concentra's better free-cash yield, 5.5% against 1.9%, and its dividend. Both returns on equity (41.2%, 18.9%) are leverage artifacts; assets tell it straighter, 6.2% against 3.6%. Two sponsor-built balance sheets, one priced for its niche, one for its cash.
Comparison updated 2026-07-10.
| Metric | CON | SHC |
|---|---|---|
| Price | $30.16 | $17.38 |
| Market cap | $3.9B | $5.0B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| Implied growth (priced in) | -4.1% | +15.4% |
| P/E | 21.7 | 42.4 |
| P/B | 8.97 | 8.03 |
| P/S | 1.74 | 4.20 |
| EV/EBITDA | 12.6 | 271.2 |
| Revenue growth | +15.5% | +7.5% |
| Gross margin | — | 52.5% |
| Operating margin | 16.8% | — |
| Net margin | 8.0% | 9.9% |
| Return on equity | 41.2% | 18.9% |
| Return on assets | 6.2% | 3.6% |
| Return on invested capital | 13.2% | — |
| FCF yield | 5.5% | 1.9% |
| Dividend yield | 0.8% | — |
| Debt / equity | 3.62 | 3.46 |
| Current ratio | 1.26 | 2.82 |
| Altman Z (solvency) | 1.96 | 1.44 |
| Piotroski F (quality) | 7 / 9 | 4 / 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.