WallStSmart

Concentra Group Holdings Parent, Inc. (CON)vsEncompass Health Corp (EHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Encompass Health Corp generates 172% more annual revenue ($6.07B vs $2.23B). EHC leads profitability with a 10.0% profit margin vs 8.0%. EHC trades at a lower P/E of 17.4x. EHC earns a higher WallStSmart Score of 75/100 (B+).

CON

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.26

EHC

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 6.7Quality: 6.0
Piotroski: 6/9Altman Z: 2.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CON.

EHCSignificantly Overvalued (-57.0%)

Margin of Safety

-57.0%

Fair Value

$72.26

Current Price

$98.68

$26.42 premium

UndervaluedFair: $72.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CON2 strengths · Avg: 9.0/10
Return on EquityProfitability
41.9%10/10

Every $100 of equity generates 42 in profit

EPS GrowthGrowth
29.4%8/10

Earnings expanding 29.4% YoY

EHC4 strengths · Avg: 8.8/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Return on EquityProfitability
24.2%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

Areas to Watch

CON4 concerns · Avg: 2.3/10
Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

Debt/EquityHealth
5.001/10

Elevated debt levels

EHC1 concerns · Avg: 3.0/10
Debt/EquityHealth
1.113/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CON

The strongest argument for CON centers on Return on Equity, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.

Bull Case : EHC

The strongest argument for EHC centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bear Case : CON

The primary concerns for CON are Profit Margin, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 5.00 is elevated, increasing financial risk.

Bear Case : EHC

The primary concerns for EHC are Debt/Equity.

Key Dynamics to Monitor

CON is growing revenue faster at 13.7% — sustainability is the question.

EHC generates stronger free cash flow (151M), providing more financial flexibility.

Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EHC scores higher overall (75/100 vs 59/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Concentra Group Holdings Parent, Inc.

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Concentra Group Holdings Parent, Inc. (Ticker: CON) is a dynamic diversified holding company focused on acquiring and managing businesses in high-growth sectors, including healthcare, technology, and infrastructure. With a strong commitment to operational excellence and innovation, Concentra employs its experienced leadership team to drive portfolio optimization through strategic investments and hands-on management. This proactive approach enables the company to effectively seize emerging trends and opportunities, positioning it as a compelling investment for institutional investors seeking diversification into high-potential markets.

Encompass Health Corp

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Encompass Health Corporation offers in-home and post-acute health care services in the United States. The company is headquartered in Birmingham, Alabama.

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