The Ensign Group Inc (ENSG)vsUS Physicalrapy Inc (USPH)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
USPH
US Physicalrapy Inc
$74.96
+0.35%
HEALTHCARE · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
The Ensign Group Inc generates 554% more annual revenue ($5.06B vs $773.34M). ENSG leads profitability with a 6.8% profit margin vs 5.1%. ENSG appears more attractively valued with a PEG of 1.78. USPH earns a higher WallStSmart Score of 58/100 (C).
ENSG
Buy57
out of 100
Grade: C
USPH
Buy58
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
-39.3%
Fair Value
$63.28
Current Price
$74.96
$11.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Reasonable price relative to book value
Earnings expanding 23.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
5.1% margin — thin
Expensive relative to growth rate
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 : USPH
The strongest argument for USPH centers on Price/Book, EPS Growth. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : USPH
The primary concerns for USPH are Market Cap, Return on Equity, Profit Margin. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
ENSG profiles as a growth stock while USPH is a value play — different risk/reward profiles.
USPH carries more volatility with a beta of 1.34 — expect wider price swings.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
ENSG generates stronger free cash flow (133M), providing more financial flexibility.
Bottom Line
USPH scores higher overall (58/100 vs 57/100) and 12.5% 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.
US Physicalrapy Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
US Physical Therapy, Inc. operates outpatient physical therapy clinics that provide preoperative and postoperative care and treatment for orthopedic-related disorders, sports-related injuries, preventive care, injured worker rehabilitation, and neurology-related injuries. The company is headquartered in Houston, Texas.
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