The Ensign Group Inc (ENSG)vsPACS Group, Inc. (PACS)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
PACS
PACS Group, Inc.
$32.61
-3.26%
HEALTHCARE · Cap: $5.30B
Smart Verdict
WallStSmart Research — data-driven comparison
PACS Group, Inc. generates 5% more annual revenue ($5.29B vs $5.06B). ENSG leads profitability with a 6.8% profit margin vs 3.6%. PACS appears more attractively valued with a PEG of 1.03. PACS earns a higher WallStSmart Score of 58/100 (C).
ENSG
Buy57
out of 100
Grade: C
PACS
Buy58
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
+31.4%
Fair Value
$57.10
Current Price
$32.61
$24.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Earnings expanding 57.2% YoY
Every $100 of equity generates 23 in profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Moderate valuation
3.6% margin — thin
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : PACS
The strongest argument for PACS centers on EPS Growth, Return on Equity. Revenue growth of 12.4% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : PACS
The primary concerns for PACS are P/E Ratio, Profit Margin, Free Cash Flow. Debt-to-equity of 4.93 is elevated, increasing financial risk. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ENSG profiles as a growth stock while PACS is a value play — different risk/reward profiles.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
ENSG generates stronger free cash flow (133M), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PACS scores higher overall (58/100 vs 57/100) and 12.4% 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.
PACS Group, Inc.
HEALTHCARE · MEDICAL CARE FACILITIES · USA
PACS Group, Inc. is a leading technology solutions provider focused on enhancing operational efficiency and productivity across a wide array of industries. The company excels in developing innovative software and hardware systems that optimize workflows and enhance data management capabilities. With a strong commitment to research and development, PACS Group is well-positioned to capitalize on emerging technological trends, reinforcing its status as a key player in the digital transformation landscape. Its strategic partnerships and extensive market presence further strengthen its competitive advantage, presenting a compelling investment opportunity for institutional investors seeking growth in the evolving technology sector.
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