WallStSmart

Concord Medical Services Holdings (CCM)vsFresenius Medical Care Corporation (FMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fresenius Medical Care Corporation generates 4104% more annual revenue ($19.36B vs $460.51M). FMS leads profitability with a 4.9% profit margin vs -20.2%. CCM appears more attractively valued with a PEG of 0.57. FMS earns a higher WallStSmart Score of 50/100 (C-).

CCM

Hold

43

out of 100

Grade: D

Growth: 5.3Profit: 2.0Value: 7.7Quality: 5.5
Piotroski: 6/9Altman Z: -0.95

FMS

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 9.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCMUndervalued (+68.0%)

Margin of Safety

+68.0%

Fair Value

$11.95

Current Price

$4.78

$7.17 discount

UndervaluedFair: $11.95Overvalued
FMSUndervalued (+69.0%)

Margin of Safety

+69.0%

Fair Value

$77.65

Current Price

$22.03

$55.62 discount

UndervaluedFair: $77.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCM3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
57.4%10/10

Revenue surging 57.4% year-over-year

Debt/EquityHealth
-1.7310/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.578/10

Growing faster than its price suggests

FMS3 strengths · Avg: 9.3/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

PEG RatioValuation
0.798/10

Growing faster than its price suggests

Areas to Watch

CCM4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$20.19M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-21.9%2/10

ROE of -21.9% — below average capital efficiency

Free Cash FlowQuality
$-293.16M2/10

Negative free cash flow — burning cash

FMS4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Return on EquityProfitability
7.1%3/10

ROE of 7.1% — 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 : CCM

The strongest argument for CCM centers on Revenue Growth, Debt/Equity, PEG Ratio. Revenue growth of 57.4% demonstrates continued momentum. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bull Case : FMS

The strongest argument for FMS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.79 suggests the stock is reasonably priced for its growth.

Bear Case : CCM

The primary concerns for CCM are EPS Growth, Market Cap, Return on Equity.

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

CCM profiles as a hypergrowth stock while FMS is a value play — different risk/reward profiles.

FMS carries more volatility with a beta of 0.81 — expect wider price swings.

CCM is growing revenue faster at 57.4% — sustainability is the question.

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

Bottom Line

FMS scores higher overall (50/100 vs 43/100). CCM offers better value entry with a 68.0% 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.

Concord Medical Services Holdings

HEALTHCARE · MEDICAL CARE FACILITIES · China

Concord Medical Services Holdings Limited, operates a network of radiotherapy and diagnostic imaging centers in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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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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