The Ensign Group Inc (ENSG)vsMedtronic PLC (MDT)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 602% more annual revenue ($35.48B vs $5.06B). MDT leads profitability with a 13.0% profit margin vs 6.8%. MDT appears more attractively valued with a PEG of 1.50. ENSG earns a higher WallStSmart Score of 57/100 (C).
ENSG
Buy57
out of 100
Grade: C
MDT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.3%
Fair Value
$211.28
Current Price
$203.89
$7.39 premium
Margin of Safety
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ENSG
The strongest argument for ENSG centers on Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
ENSG profiles as a growth stock while MDT is a value play — different risk/reward profiles.
ENSG carries more volatility with a beta of 0.80 — expect wider price swings.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
ENSG scores higher overall (57/100 vs 56/100) and 20.2% revenue growth. Both earn "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.
The Ensign Group Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
The Ensign Group, Inc. provides health care services in the post-acute care continuum and other ancillary businesses. The company is headquartered in San Juan Capistrano, California.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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