The Ensign Group Inc (ENSG)vsTrade Desk Inc (TTD)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
The Ensign Group Inc generates 75% more annual revenue ($5.06B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 6.8%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).
ENSG
Buy57
out of 100
Grade: C
TTD
Strong Buy72
out of 100
Grade: B
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
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Grey zone — moderate risk
Weak financial health signals
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 : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. 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 : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
ENSG profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 57/100), backed by strong 15.3% margins and 14.3% 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.
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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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