Agilon Health, Inc. (AGL) vs Strata Critical Medical, Inc. (SRTA)

Agilon Health, Inc. and Strata Critical Medical, Inc. are both Medical Care Facilities companies. Agilon Health, Inc. is the larger, with a market value of $1.3B against $476.8M — 2.7× the size. Agilon Health, Inc. has negative trailing earnings, so its P/E is not meaningful; Strata Critical Medical, Inc. trades at 10.5×. Strata Critical Medical, Inc. grew revenue faster over the last twelve months: 136.1% against 0.32%. Strata Critical Medical, Inc. has the higher net margin (15.7% vs −3.92%) and the higher return on invested capital (−4.98% vs −34,218.2%). Across the 18 metrics below, Strata Critical Medical, Inc. leads on 12 and Agilon Health, Inc. on 6.

Valuation

Metric AGL SRTA Medical Care Facilities median
P/E n/m 10.51 19.16
P/S 0.23 1.80 0.90
P/B 5.93 1.65 2.91
Price to free cash flow n/m n/m 12.62
EV/EBITDA n/m n/m 10.06
EV/Sales 0.19 1.71 1.35
Earnings yield (17.63%) 9.51% 2.30%
Free cash flow yield (7.86%) (10.78%) 4.14%

Profitability

Metric AGL SRTA Medical Care Facilities median
Gross margin 0.23% 21.25% 30.78%
Operating margin (5.23%) (7.97%) 5.74%
Net margin (3.92%) 15.71% 2.32%
Free cash flow margin (1.79%) (19.34%) 5.46%
Return on equity (72.97%) 16.01% 8.76%
Return on assets (14.06%) 13.62% 2.18%
Return on invested capital (34,218.16%) (4.98%) 5.40%

Growth

Metric AGL SRTA Medical Care Facilities median
Revenue growth (TTM) 0.32% 136.11% 7.12%
EPS growth (last fiscal year) (50.79%) 242.86% —
Revenue growth, 5-year CAGR 31.28% 31.30% 9.58%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AGL SRTA Medical Care Facilities median
Debt to equity 0.13 0.00 0.30
Current ratio 1.08 2.64 1.22
Net debt to EBITDA 0.58 4.34 1.32

Dividend

Metric AGL SRTA Medical Care Facilities median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric AGL SRTA Medical Care Facilities median
Market cap 1.27b 476.84m 1.34b

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