WallStSmart

agilon health Inc (AGL)vsThe Ensign Group Inc (ENSG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

agilon health Inc generates 6% more annual revenue ($5.82B vs $5.49B). ENSG leads profitability with a 6.9% profit margin vs -6.1%. ENSG earns a higher WallStSmart Score of 60/100 (C+).

AGL

Hold

37

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 5.0Quality: 6.0
Piotroski: 3/9Altman Z: 1.54

ENSG

Buy

60

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 2.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGL.

ENSGSignificantly Overvalued (-39.8%)

Margin of Safety

-39.8%

Fair Value

$151.60

Current Price

$181.65

$30.05 premium

UndervaluedFair: $151.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGL2 strengths · Avg: 9.5/10
EPS GrowthGrowth
301.0%10/10

Earnings expanding 301.0% YoY

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

ENSG1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.3%8/10

17.3% revenue growth

Areas to Watch

AGL4 concerns · Avg: 3.5/10
Price/BookValuation
8.9x4/10

Trading at 8.9x book value

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Market CapQuality
$1.57B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.7%3/10

Operating margin of 0.7%

ENSG3 concerns · Avg: 3.7/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AGL

The strongest argument for AGL centers on EPS Growth, Debt/Equity.

Bull Case : ENSG

The strongest argument for ENSG centers on Revenue Growth. Revenue growth of 17.3% demonstrates continued momentum.

Bear Case : AGL

The primary concerns for AGL are Price/Book, Altman Z-Score, Market Cap.

Bear Case : ENSG

The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.

Key Dynamics to Monitor

AGL profiles as a turnaround stock while ENSG is a growth play — different risk/reward profiles.

AGL carries more volatility with a beta of 3.05 — expect wider price swings.

ENSG is growing revenue faster at 17.3% — sustainability is the question.

ENSG generates stronger free cash flow (119M), providing more financial flexibility.

Bottom Line

ENSG scores higher overall (60/100 vs 37/100) and 17.3% revenue growth. 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.

agilon health Inc

HEALTHCARE · MEDICAL CARE FACILITIES · USA

agilon health, inc. The company is headquartered in Long Beach, California.

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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.

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