WallStSmart

Concentra Group Holdings Parent, Inc. (CON)vsEncompass Health Corp (EHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Encompass Health Corp generates 171% more annual revenue ($6.21B vs $2.29B). EHC leads profitability with a 10.0% profit margin vs 8.7%. EHC trades at a lower P/E of 20.3x. EHC earns a higher WallStSmart Score of 71/100 (B).

CON

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.26

EHC

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 2.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CON.

EHCSignificantly Overvalued (-51.9%)

Margin of Safety

-51.9%

Fair Value

$74.69

Current Price

$122.76

$48.07 premium

UndervaluedFair: $74.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CON2 strengths · Avg: 9.0/10
Return on EquityProfitability
41.9%10/10

Every $100 of equity generates 42 in profit

EPS GrowthGrowth
47.0%8/10

Earnings expanding 47.0% YoY

EHC2 strengths · Avg: 9.5/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

CON4 concerns · Avg: 2.5/10
Price/BookValuation
9.3x4/10

Trading at 9.3x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

Debt/EquityHealth
4.491/10

Elevated debt levels

EHC1 concerns · Avg: 3.0/10
Debt/EquityHealth
1.093/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CON

The strongest argument for CON centers on Return on Equity, EPS Growth.

Bull Case : EHC

The strongest argument for EHC centers on PEG Ratio, Return on Equity. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bear Case : CON

The primary concerns for CON are Price/Book, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 4.49 is elevated, increasing financial risk.

Bear Case : EHC

The primary concerns for EHC are Debt/Equity.

Key Dynamics to Monitor

CON carries more volatility with a beta of 0.63 — expect wider price swings.

CON is growing revenue faster at 10.0% — sustainability is the question.

CON generates stronger free cash flow (120M), providing more financial flexibility.

Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EHC scores higher overall (71/100 vs 61/100). Both earn "Strong 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.

Concentra Group Holdings Parent, Inc.

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Concentra Group Holdings Parent, Inc. (Ticker: CON) is a diversified holding company strategically focused on acquiring and managing businesses across high-growth sectors, including healthcare, technology, and infrastructure. With a robust leadership team committed to operational excellence and innovation, Concentra actively seeks to optimize its portfolio through strategic investments and management practices. This proactive approach enables Concentra to effectively leverage emerging market trends and growth opportunities, making it a compelling choice for institutional investors seeking diversification in dynamic and high-potential markets.

Encompass Health Corp

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Encompass Health Corporation offers in-home and post-acute health care services in the United States. The company is headquartered in Birmingham, Alabama.

Want to dig deeper into these stocks?