COMPARE · Reviewed August 4, 2026
CON vs EHC
Verdict: Side-by-side breakdown using the Bull Rankings model. CON scored 71.3, EHC scored 70.4 — CON leads.
Compare another set
CON
Concentra Group Holdings Parent, Inc.
71.3
$31.12 · $4.0B
fundamentals as of
Score gap
0.9
CON leads
EHC
Encompass Health Corporation
70.4
$110.50 · $11.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
CON
stronger →← stronger
EHC
73
Qualityreturns · margins · balance sheet
69
86
Growthrevenue & earnings expansion
76
58
Valuevaluation vs sector peers
67
CON is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CON
EHC
$211mC
FCF
$464mC
+15.5%B+
Rev
+10.0%B
4.68D
D/E
0.83C+
22.4xB+
P/E
18.9xA-
1.62C+
PEG
0.41A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CON
EHC
26% below
Price vs fair valuelower is cheaper
4% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+21%
1-yr DCF upside
-4%
+35%
5-yr DCF upside
+4%
+61%
10-yr DCF upside
+17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CON
Why this score
- Durable high returns
- Short track record
EHC
Why this score
- Raising its dividend
The companies
CONConcentra Group Holdings Parent, Inc.
Why now
Medical Care Facilities · market cap $4.0b. 5% off the 52-week high of $32.86. Revenue growing +15%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $33.38 (implying +7% 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.
EHCEncompass Health Corporation
Why now
Medical Care Facilities · market cap $11.0b. 14% off the 52-week high of $127.99. Revenue growing +10%, comfortably above the S&P median. PEG 0.41 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $140.50 (implying +27% 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
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.