WallStSmart

Concentra Group Holdings Parent, Inc. (CON)vsHCA Holdings Inc (HCA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HCA Holdings Inc generates 3394% more annual revenue ($75.60B vs $2.16B). HCA leads profitability with a 9.0% profit margin vs 7.7%. CON trades at a lower P/E of 16.8x. HCA earns a higher WallStSmart Score of 69/100 (B-).

CON

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 8.3Quality: 4.8
Piotroski: 2/9

HCA

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CONUndervalued (+60.3%)

Margin of Safety

+60.3%

Fair Value

$60.84

Current Price

$22.01

$38.83 discount

UndervaluedFair: $60.84Overvalued
HCAUndervalued (+59.9%)

Margin of Safety

+59.9%

Fair Value

$1326.31

Current Price

$484.02

$842.29 discount

UndervaluedFair: $1326.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CON4 strengths · Avg: 9.0/10
Return on EquityProfitability
48.1%10/10

Every $100 of equity generates 48 in profit

EPS GrowthGrowth
60.1%10/10

Earnings expanding 60.1% YoY

P/E RatioValuation
16.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

HCA5 strengths · Avg: 9.0/10
Return on EquityProfitability
136.3%10/10

Every $100 of equity generates 136 in profit

Debt/EquityHealth
-8.3310/10

Conservative balance sheet, low leverage

Market CapQuality
$108.62B9/10

Large-cap with strong market position

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
44.5%8/10

Earnings expanding 44.5% YoY

Areas to Watch

CON2 concerns · Avg: 3.0/10
Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

HCA1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.714/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CON

The strongest argument for CON centers on Return on Equity, EPS Growth, P/E Ratio. Revenue growth of 15.9% demonstrates continued momentum.

Bull Case : HCA

The strongest argument for HCA centers on Return on Equity, Debt/Equity, Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : CON

The primary concerns for CON are Profit Margin, Piotroski F-Score.

Bear Case : HCA

The primary concerns for HCA are Altman Z-Score.

Key Dynamics to Monitor

CON profiles as a growth stock while HCA is a value play — different risk/reward profiles.

CON is growing revenue faster at 15.9% — sustainability is the question.

HCA generates stronger free cash flow (870M), providing more financial flexibility.

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

Bottom Line

HCA scores higher overall (69/100 vs 59/100). CON offers better value entry with a 60.3% margin of safety. 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 focused on acquiring and managing businesses across high-growth sectors, including healthcare, technology, and infrastructure. Committed to operational excellence and innovative solutions, Concentra enhances its portfolio through proactive management and strategic investments. With a seasoned leadership team at the helm, the company is strategically positioned to seize emerging trends and capitalize on opportunities within rapidly evolving markets, presenting an appealing investment option for institutional investors seeking exposure to high-potential industries.

HCA Holdings Inc

HEALTHCARE · MEDICAL CARE FACILITIES · USA

HCA Healthcare is an American for-profit operator of health care facilities that was founded in 1968. It is based in Nashville, Tennessee, and, as of May 2020, owns and operates 186 hospitals and approximately 2,000 sites of care, including surgery centers, freestanding emergency rooms, urgent care centers and physician clinics in 21 states and the United Kingdom.

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