Concentra Group Holdings Parent, Inc. (CON) vs The Ensign Group, Inc. (ENSG)

Concentra Group Holdings Parent, Inc. and The Ensign Group, Inc. are both Medical Care Facilities companies. The Ensign Group, Inc. is the larger, with a market value of $10.4B against $5.0B — 2.1× the size. Concentra Group Holdings Parent, Inc. trades at the lower P/E: 24.9× against 26.9×. The Ensign Group, Inc. grew revenue faster over the last twelve months: 18.9% against 14.0%. Concentra Group Holdings Parent, Inc. has the higher net margin (8.69% vs 6.90%) and the lower return on invested capital (12.3% vs 12.9%). Both pay a dividend; Concentra Group Holdings Parent, Inc. yields more (0.65% vs 0.15%). Across the 21 metrics below, Concentra Group Holdings Parent, Inc. leads on 12 and The Ensign Group, Inc. on 9.

Valuation

Metric CON ENSG Medical Care Facilities median
P/E 24.86 26.88 20.56
P/S 2.11 1.87 0.85
P/B 9.95 4.19 2.84
Price to free cash flow 17.88 24.43 13.73
EV/EBITDA 13.60 17.25 10.21
EV/Sales 2.73 1.83 1.32
Earnings yield 4.02% 3.72% 2.25%
Free cash flow yield 5.59% 4.09% 4.16%

Profitability

Metric CON ENSG Medical Care Facilities median
Gross margin 29.31% 16.04% 30.78%
Operating margin 16.39% 8.52% 5.74%
Net margin 8.69% 6.90% 2.32%
Free cash flow margin 11.79% 7.64% 5.46%
Return on equity 47.74% 16.96% 8.76%
Return on assets 6.79% 7.09% 2.18%
Return on invested capital 12.33% 12.90% 5.01%

Growth

Metric CON ENSG Medical Care Facilities median
Revenue growth (TTM) 14.02% 18.89% 7.12%
EPS growth (last fiscal year) (10.96%) 14.06% 17.46%
Revenue growth, 5-year CAGR — 16.05% 9.58%
Net income growth, 5-year CAGR — 15.07% 0.00%

Health

Metric CON ENSG Medical Care Facilities median
Debt to equity 3.25 0.06 0.37
Current ratio 1.38 1.21 1.20
Net debt to EBITDA 3.61 (0.81) 1.07

Dividend

Metric CON ENSG Medical Care Facilities median
Dividend yield 0.65% 0.15% 0.63%
Payout ratio 0.16 0.04 0.13

Size

Metric CON ENSG Medical Care Facilities median
Market cap 4.99b 10.38b 1.47b

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