Concentra Group Holdings Parent, Inc. (CON) vs LifeStance Health Group, Inc. (LFST)

Concentra Group Holdings Parent, Inc. and LifeStance Health Group, Inc. are both Medical Care Facilities companies. Concentra Group Holdings Parent, Inc. and LifeStance Health Group, Inc. are of similar size ($4.5B and $4.4B). Concentra Group Holdings Parent, Inc. trades at the lower P/E: 22.6× against 89.0×. LifeStance Health Group, Inc. grew revenue faster over the last twelve months: 20.4% against 14.0%. Concentra Group Holdings Parent, Inc. has the higher net margin (8.69% vs 3.19%) and the higher return on invested capital (12.3% vs 3.25%). Across the 20 metrics below, Concentra Group Holdings Parent, Inc. leads on 14 and LifeStance Health Group, Inc. on 6.

Valuation

Metric CON LFST Medical Care Facilities median
P/E 22.57 89.02 19.16
P/S 1.91 2.87 0.90
P/B 9.03 3.07 2.91
Price to free cash flow 16.23 26.11 12.62
EV/EBITDA 12.63 34.13 10.06
EV/Sales 2.53 2.89 1.35
Earnings yield 4.43% 1.12% 2.30%
Free cash flow yield 6.16% 3.83% 4.14%

Profitability

Metric CON LFST Medical Care Facilities median
Gross margin 29.31% 33.56% 30.78%
Operating margin 16.39% 4.95% 5.74%
Net margin 8.69% 3.19% 2.32%
Free cash flow margin 11.79% 10.97% 5.46%
Return on equity 47.74% 3.43% 8.76%
Return on assets 6.79% 2.34% 2.18%
Return on invested capital 12.33% 3.25% 5.40%

Growth

Metric CON LFST Medical Care Facilities median
Revenue growth (TTM) 14.02% 20.38% 7.12%
EPS growth (last fiscal year) (10.96%) 113.33% —
Revenue growth, 5-year CAGR — 30.44% 9.58%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CON LFST Medical Care Facilities median
Debt to equity 3.25 0.18 0.30
Current ratio 1.38 1.38 1.22
Net debt to EBITDA 3.61 0.22 1.32

Dividend

Metric CON LFST Medical Care Facilities median
Dividend yield — — 0.85%
Payout ratio — 0.00 0.00

Size

Metric CON LFST Medical Care Facilities median
Market cap 4.41b 4.51b 1.34b

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