COMPARE · Reviewed August 3, 2026
ADUS vs PACS
Verdict: Side-by-side breakdown using the Bull Rankings model. ADUS scored 75.1, PACS scored 69.4 — ADUS leads.
Compare another set
ADUS
Addus HomeCare Corporation
75.1
$115.22 · $2.2B
fundamentals as of
Score gap
5.7
ADUS leads
PACS
PACS Group, Inc.
69.4
$45.29 · $7.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADUS
stronger →← stronger
PACS
57
Qualityreturns · margins · balance sheet
60
96
Growthrevenue & earnings expansion
100
77
Valuevaluation vs sector peers
56
PACS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADUS
PACS
$137mC
FCF
$151mC
+19.6%B+
Rev
+22.2%A-
0.12B+
D/E
3.36D
21.3xB+
P/E
29.2xB
1.11B+
PEG
1.35B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADUS
PACS
13% below
Price vs fair valuelower is cheaper
207% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~33%/yr
+9%
1-yr DCF upside
-68%
+15%
5-yr DCF upside
-67%
+24%
10-yr DCF upside
-66%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADUS
No notable signals flagged.
PACS
Why this score
- Diluting shareholders
- Short track record
The companies
ADUSAddus HomeCare Corporation
Why now
Medical Care Facilities · market cap $2.2b. 7% 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 +15% 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.
PACSPACS Group, Inc.
Why now
Medical Care Facilities · market cap $7.2b. 6% off the 52-week high of $48.00. Revenue growing +22%, comfortably above the S&P median. 6 sell-side analysts publish a mean 1-yr target of $52.67 (implying +16% upside).
Moat
ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 3.36 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.