COMPARE · Reviewed August 3, 2026
CON vs UHS
Verdict: Side-by-side breakdown using the Bull Rankings model. CON scored 71.3, UHS scored 70.4 — CON leads.
Compare another set
CON
Concentra Group Holdings Parent, Inc.
71.3
$31.48 · $4.0B
fundamentals as of
Score gap
0.9
CON leads
UHS
Universal Health Services, Inc.
70.4
$166.06 · $10.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
CON
stronger →← stronger
UHS
73
Qualityreturns · margins · balance sheet
69
86
Growthrevenue & earnings expansion
61
58
Valuevaluation vs sector peers
83
CON is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CON
UHS
$211mC
FCF
$913mC+
+15.5%B+
Rev
+10.4%B
4.68D
D/E
0.69C+
22.7xB+
P/E
6.8xA
1.65C+
PEG
1.20B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CON
UHS
25% below
Price vs fair valuelower is cheaper
28% below
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
+19%
1-yr DCF upside
+32%
+34%
5-yr DCF upside
+40%
+59%
10-yr DCF upside
+51%
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
UHS
Why this score
- Buying back stock
The companies
CONConcentra Group Holdings Parent, Inc.
Why now
Medical Care Facilities · market cap $4.0b. 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 +6% 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.
UHSUniversal Health Services, Inc.
Why now
Medical Care Facilities · market cap $10.1b. Down 33% from 52-week high of $246.33 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $193.88 (implying +17% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.