The Ensign Group Inc (ENSG)vsIDEXX Laboratories Inc (IDXX)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
IDXX
IDEXX Laboratories Inc
$575.72
+0.97%
HEALTHCARE · Cap: $45.53B
Smart Verdict
WallStSmart Research — data-driven comparison
The Ensign Group Inc generates 18% more annual revenue ($5.06B vs $4.30B). IDXX leads profitability with a 24.6% profit margin vs 6.8%. ENSG appears more attractively valued with a PEG of 1.78. IDXX earns a higher WallStSmart Score of 61/100 (C+).
ENSG
Buy57
out of 100
Grade: C
IDXX
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.3%
Fair Value
$211.28
Current Price
$203.89
$7.39 premium
Margin of Safety
-40.2%
Fair Value
$462.85
Current Price
$575.72
$112.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Every $100 of equity generates 66 in profit
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 29.8%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ENSG
The strongest argument for ENSG centers on Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum.
Bull Case : IDXX
The strongest argument for IDXX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.6% and operating margin at 29.8%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : IDXX
The primary concerns for IDXX are PEG Ratio, P/E Ratio, Price/Book. A P/E of 43.7x leaves little room for execution misses.
Key Dynamics to Monitor
ENSG profiles as a growth stock while IDXX is a mature play — different risk/reward profiles.
IDXX carries more volatility with a beta of 1.70 — expect wider price swings.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
IDXX generates stronger free cash flow (323M), providing more financial flexibility.
Bottom Line
IDXX scores higher overall (61/100 vs 57/100), backed by strong 24.6% margins and 14.3% revenue growth. Both earn "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.
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.
IDEXX Laboratories Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IDEXX Laboratories, Inc. is an American multinational corporation engaged in the development, manufacture, and distribution of products and services for the companion animal veterinary, livestock and poultry, water testing, and dairy markets.
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