WallStSmart

Concentra Group Holdings Parent, Inc. (CON)vsEli Lilly and Company (LLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eli Lilly and Company generates 3137% more annual revenue ($72.25B vs $2.23B). LLY leads profitability with a 35.0% profit margin vs 8.0%. CON trades at a lower P/E of 22.8x. LLY earns a higher WallStSmart Score of 76/100 (B+).

CON

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.26

LLY

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 4.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.06

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
29.4%8/10

Earnings expanding 29.4% YoY

LLY6 strengths · Avg: 10.0/10
Market CapQuality
$1.02T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
81.0%10/10

Every $100 of equity generates 81 in profit

Profit MarginProfitability
35.0%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
49.4%10/10

Strong operational efficiency at 49.4%

Revenue GrowthGrowth
55.5%10/10

Revenue surging 55.5% year-over-year

EPS GrowthGrowth
169.9%10/10

Earnings expanding 169.9% YoY

Areas to Watch

CON4 concerns · Avg: 3.0/10
Price/BookValuation
10.3x4/10

Trading at 10.3x book value

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

LLY4 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

P/E RatioValuation
39.6x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.393/10

Elevated debt levels

Price/BookValuation
34.0x2/10

Trading at 34.0x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : CON

The strongest argument for CON centers on Return on Equity, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.

Bull Case : LLY

The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.

Bear Case : CON

The primary concerns for CON are Price/Book, Profit Margin, Piotroski F-Score. Debt-to-equity of 5.00 is elevated, increasing financial risk.

Bear Case : LLY

The primary concerns for LLY are PEG Ratio, P/E Ratio, Debt/Equity.

Key Dynamics to Monitor

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

CON carries more volatility with a beta of 0.65 — expect wider price swings.

LLY is growing revenue faster at 55.5% — sustainability is the question.

LLY generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

LLY scores higher overall (76/100 vs 59/100), backed by strong 35.0% margins and 55.5% revenue growth. 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.

Eli Lilly and Company

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Eli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.

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