WallStSmart

Enhabit Inc. (EHAB)vsFresenius Medical Care Corporation (FMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fresenius Medical Care Corporation generates 1726% more annual revenue ($19.36B vs $1.06B). FMS leads profitability with a 4.9% profit margin vs -0.4%. FMS earns a higher WallStSmart Score of 50/100 (C-).

EHAB

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 4.0Value: 6.7Quality: 6.0
Piotroski: 5/9Altman Z: 1.71

FMS

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 9.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EHABUndervalued (+77.5%)

Margin of Safety

+77.5%

Fair Value

$50.06

Current Price

$13.78

$36.28 discount

UndervaluedFair: $50.06Overvalued
FMSUndervalued (+76.2%)

Margin of Safety

+76.2%

Fair Value

$101.15

Current Price

$21.76

$79.39 discount

UndervaluedFair: $101.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EHAB2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
8667.0%10/10

Earnings expanding 8667.0% YoY

FMS3 strengths · Avg: 9.3/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

PEG RatioValuation
0.708/10

Growing faster than its price suggests

Areas to Watch

EHAB4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Altman Z-ScoreHealth
1.714/10

Distress zone — elevated risk

Market CapQuality
$706.40M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-0.5%2/10

ROE of -0.5% — below average capital efficiency

FMS4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Revenue GrowthGrowth
-5.5%2/10

Revenue declined 5.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : EHAB

The strongest argument for EHAB centers on Price/Book, EPS Growth.

Bull Case : FMS

The strongest argument for FMS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bear Case : EHAB

The primary concerns for EHAB are Revenue Growth, Altman Z-Score, Market Cap.

Bear Case : FMS

The primary concerns for FMS are Altman Z-Score, Return on Equity, Profit Margin. Thin 4.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

EHAB profiles as a turnaround stock while FMS is a value play — different risk/reward profiles.

EHAB carries more volatility with a beta of 0.96 — expect wider price swings.

EHAB is growing revenue faster at 4.7% — sustainability is the question.

FMS generates stronger free cash flow (37M), providing more financial flexibility.

Bottom Line

FMS scores higher overall (50/100 vs 48/100). EHAB offers better value entry with a 77.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Enhabit Inc.

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Enhabit, Inc. provides home health and hospice services in the United States.

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Fresenius Medical Care Corporation

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.

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