WallStSmart

Concentra Group Holdings Parent, Inc. (CON)vsUniversal Health Services Inc (UHS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Universal Health Services Inc generates 703% more annual revenue ($17.36B vs $2.16B). UHS leads profitability with a 8.6% profit margin vs 7.7%. UHS trades at a lower P/E of 8.1x. UHS earns a higher WallStSmart Score of 76/100 (B+).

CON

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 8.3Quality: 4.8
Piotroski: 2/9

UHS

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 10.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CONUndervalued (+60.3%)

Margin of Safety

+60.3%

Fair Value

$60.84

Current Price

$22.01

$38.83 discount

UndervaluedFair: $60.84Overvalued
UHSUndervalued (+78.6%)

Margin of Safety

+78.6%

Fair Value

$1081.08

Current Price

$186.72

$894.36 discount

UndervaluedFair: $1081.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CON4 strengths · Avg: 9.0/10
Return on EquityProfitability
48.1%10/10

Every $100 of equity generates 48 in profit

EPS GrowthGrowth
60.1%10/10

Earnings expanding 60.1% YoY

P/E RatioValuation
16.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

UHS4 strengths · Avg: 8.8/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Return on EquityProfitability
21.3%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
42.7%8/10

Earnings expanding 42.7% YoY

Areas to Watch

CON2 concerns · Avg: 3.0/10
Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

UHS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : CON

The strongest argument for CON centers on Return on Equity, EPS Growth, P/E Ratio. Revenue growth of 15.9% demonstrates continued momentum.

Bull Case : UHS

The strongest argument for UHS centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.29 suggests the stock is reasonably priced for its growth.

Bear Case : CON

The primary concerns for CON are Profit Margin, Piotroski F-Score.

Bear Case : UHS

No major red flags identified for UHS, but monitor valuation.

Key Dynamics to Monitor

CON profiles as a growth stock while UHS is a value play — different risk/reward profiles.

CON is growing revenue faster at 15.9% — sustainability is the question.

UHS generates stronger free cash flow (293M), providing more financial flexibility.

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

Bottom Line

UHS scores higher overall (76/100 vs 59/100). CON offers better value entry with a 60.3% margin of safety. 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 diversified holding company focused on acquiring and managing businesses across high-growth sectors, including healthcare, technology, and infrastructure. Committed to operational excellence and innovative solutions, Concentra enhances its portfolio through proactive management and strategic investments. With a seasoned leadership team at the helm, the company is strategically positioned to seize emerging trends and capitalize on opportunities within rapidly evolving markets, presenting an appealing investment option for institutional investors seeking exposure to high-potential industries.

Universal Health Services Inc

HEALTHCARE · MEDICAL CARE FACILITIES · USA

UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services.

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