Strata Critical Medical, Inc. (SRTA) vs U.S. Physical Therapy, Inc. (USPH)

Strata Critical Medical, Inc. and U.S. Physical Therapy, Inc. are both Medical Care Facilities companies. U.S. Physical Therapy, Inc. is the larger, with a market value of $1.3B against $476.8M — 2.6× the size. Strata Critical Medical, Inc. trades at the lower P/E: 10.5× against 499×. Strata Critical Medical, Inc. grew revenue faster over the last twelve months: 136.1% against 11.3%. Strata Critical Medical, Inc. has the higher net margin (15.7% vs 2.54%) and the lower return on invested capital (−4.98% vs 7.48%). Across the 20 metrics below, Strata Critical Medical, Inc. leads on 13 and U.S. Physical Therapy, Inc. on 7.

Valuation

Metric SRTA USPH Medical Care Facilities median
P/E 10.51 499.06 19.16
P/S 1.80 1.57 0.90
P/B 1.65 2.85 2.91
Price to free cash flow n/m 19.95 12.62
EV/EBITDA n/m 14.79 10.06
EV/Sales 1.71 1.81 1.35
Earnings yield 9.51% 0.20% 2.30%
Free cash flow yield (10.78%) 5.01% 4.14%

Profitability

Metric SRTA USPH Medical Care Facilities median
Gross margin 21.25% 18.68% 30.78%
Operating margin (7.97%) 9.42% 5.74%
Net margin 15.71% 2.54% 2.32%
Free cash flow margin (19.34%) 7.89% 5.46%
Return on equity 16.01% 4.34% 8.76%
Return on assets 13.62% 1.70% 2.18%
Return on invested capital (4.98%) 7.48% 5.40%

Growth

Metric SRTA USPH Medical Care Facilities median
Revenue growth (TTM) 136.11% 11.32% 7.12%
EPS growth (last fiscal year) 242.86% (22.83%) —
Revenue growth, 5-year CAGR 31.30% 13.05% 9.58%
Net income growth, 5-year CAGR 0.00% 2.38% 0.00%

Health

Metric SRTA USPH Medical Care Facilities median
Debt to equity 0.00 0.48 0.30
Current ratio 2.64 1.27 1.22
Net debt to EBITDA 4.34 1.07 1.32

Dividend

Metric SRTA USPH Medical Care Facilities median
Dividend yield — 1.83% 0.85%
Payout ratio 0.00 0.88 0.00

Size

Metric SRTA USPH Medical Care Facilities median
Market cap 476.84m 1.25b 1.34b

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