The Ensign Group, Inc. (ENSG) vs LifeStance Health Group, Inc. (LFST)

The Ensign Group, Inc. and LifeStance Health Group, Inc. are both Medical Care Facilities companies. The Ensign Group, Inc. is the larger, with a market value of $10.1B against $4.5B — 2.2× the size. The Ensign Group, Inc. trades at the lower P/E: 26.7× against 89.0×. LifeStance Health Group, Inc. grew revenue faster over the last twelve months: 20.4% against 18.9%. The Ensign Group, Inc. has the higher net margin (6.90% vs 3.19%) and the higher return on invested capital (12.9% vs 3.25%). Across the 22 metrics below, The Ensign Group, Inc. leads on 15 and LifeStance Health Group, Inc. on 7.

Valuation

Metric ENSG LFST Medical Care Facilities median
P/E 26.66 89.02 19.16
P/S 1.85 2.87 0.90
P/B 4.15 3.07 2.91
Price to free cash flow 24.23 26.11 12.62
EV/EBITDA 17.10 34.13 10.06
EV/Sales 1.82 2.89 1.35
Earnings yield 3.75% 1.12% 2.30%
Free cash flow yield 4.13% 3.83% 4.14%

Profitability

Metric ENSG LFST Medical Care Facilities median
Gross margin 16.04% 33.56% 30.78%
Operating margin 8.52% 4.95% 5.74%
Net margin 6.90% 3.19% 2.32%
Free cash flow margin 7.64% 10.97% 5.46%
Return on equity 16.96% 3.43% 8.76%
Return on assets 7.09% 2.34% 2.18%
Return on invested capital 12.90% 3.25% 5.40%

Growth

Metric ENSG LFST Medical Care Facilities median
Revenue growth (TTM) 18.89% 20.38% 7.12%
EPS growth (last fiscal year) 14.06% 113.33% —
Revenue growth, 5-year CAGR 16.05% 30.44% 9.58%
Net income growth, 5-year CAGR 15.07% 0.00% 0.00%

Health

Metric ENSG LFST Medical Care Facilities median
Debt to equity 0.06 0.18 0.30
Current ratio 1.21 1.38 1.22
Net debt to EBITDA (0.81) 0.22 1.32

Dividend

Metric ENSG LFST Medical Care Facilities median
Dividend yield 0.20% — 0.85%
Payout ratio 0.05 0.00 0.00

Size

Metric ENSG LFST Medical Care Facilities median
Market cap 10.10b 4.51b 1.34b

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