COMPARE · Data as of August 25, 2026
CON vs EHC
Verdict: Side-by-side breakdown using the Bull Rankings model. CON scored 69.4, EHC scored 68.1 — CON leads.
Compare another set
CON
Concentra Group Holdings Parent, Inc.
69.4
$34.78 · $4.4B
fundamentals as of
Score gap
1.3
CON leads
EHC
Encompass Health Corporation
68.1
$120.14 · $11.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEHC20.1x
- Fastest growthCON+14.0%
- Strongest balance sheetEHC0.82
- Highest qualityCON74 / 100
- Largest discount to fair valueCON-35%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CON
stronger →← stronger
EHC
74
Qualityreturns · margins · balance sheet
68
82
Growthrevenue & earnings expansion
73
55
Valuevaluation vs sector peers
63
CON is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CON
EHC
$267mC
FCF
$413mC
+14.0%B+
Rev
+9.5%B
4.23D
D/E
0.82C
22.4xB+
P/E
20.1xA-
1.94C+
PEG
0.41A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CON
EHC
35% below
Price vs fair valuelower is cheaper
16% above
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+37%
1-yr DCF upside
-21%
+54%
5-yr DCF upside
-14%
+83%
10-yr DCF upside
-2%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
- Buying back stock
- Raising its dividend
The companies
CONConcentra Group Holdings Parent, Inc.
Why now
Medical Care Facilities · market cap $4.4b. 3% off the 52-week high of $35.90. Revenue growing +14%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.88 (implying +15% 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 135% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 4.23 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 $11.9b. 6% off the 52-week high of $127.99. 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 $148.17 (implying +23% 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.
Where CON and EHC diverge
On the headline score the gap is 1.3 points in favor of CON. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthCON 82.2 · EHC 73.5CON +8.7
- ValueCON 54.8 · EHC 63.1EHC +8.3
- QualityCON 74.0 · EHC 68.2CON +5.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.