COMPARE · Reviewed August 3, 2026
ADUS vs CON
Verdict: Side-by-side breakdown using the Bull Rankings model. ADUS scored 75.1, CON scored 71.3 — ADUS leads.
Compare another set
ADUS
Addus HomeCare Corporation
75.1
$116.79 · $2.2B
fundamentals as of
Score gap
3.8
ADUS leads
CON
Concentra Group Holdings Parent, Inc.
71.3
$31.70 · $4.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADUS
stronger →← stronger
CON
57
Qualityreturns · margins · balance sheet
73
96
Growthrevenue & earnings expansion
86
77
Valuevaluation vs sector peers
58
ADUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADUS
CON
$137mC
FCF
$211mC
+19.6%B+
Rev
+15.5%B+
0.12B+
D/E
4.68D
21.5xB+
P/E
22.8xB+
1.11B+
PEG
1.65C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADUS
CON
12% below
Price vs fair valuelower is cheaper
25% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+8%
1-yr DCF upside
+19%
+13%
5-yr DCF upside
+33%
+22%
10-yr DCF upside
+58%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADUS
No notable signals flagged.
CON
Why this score
- Durable high returns
- Short track record
The companies
ADUSAddus HomeCare Corporation
Why now
Medical Care Facilities · market cap $2.2b. 6% off the 52-week high of $124.44. Revenue growing +20%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $133.00 (implying +14% upside).
Moat
FCF converts 138% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
CONConcentra Group Holdings Parent, Inc.
Why now
Medical Care Facilities · market cap $4.1b. 4% off the 52-week high of $32.86. Revenue growing +15%, comfortably above the S&P median. 8 sell-side analysts publish a mean 1-yr target of $33.38 (implying +5% upside).
Moat
ROE 42% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 119% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 4.68 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.