COMPARE · Reviewed August 4, 2026
EHC vs FMS
Verdict: Side-by-side breakdown using the Bull Rankings model. EHC scored 70.4, FMS scored 72.2 — FMS leads.
Compare another set
Different reporting periods. EHC's fundamentals are as of March 2026, but FMS's are as of December 2016 — a 113-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EHC
Encompass Health Corporation
70.4
$110.50 · $11.0B
fundamentals as of
Score gap
1.8
FMS leads
FMS
Fresenius Medical Care AG
72.2
$24.01 · $12.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
EHC
stronger →← stronger
FMS
69
Qualityreturns · margins · balance sheet
75
76
Growthrevenue & earnings expansion
75
67
Valuevaluation vs sector peers
78
FMS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EHC
FMS
$464mC
FCF
$1.1bC+
+10.0%B
Rev
+5.9%C+
0.83C+
D/E
0.78C+
18.9xA-
P/E
12.8xA
0.41A
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EHC
FMS
4% below
Price vs fair valuelower is cheaper
43% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
-4%
1-yr DCF upside
+57%
+4%
5-yr DCF upside
+77%
+17%
10-yr DCF upside
+109%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EHC
Why this score
- Raising its dividend
FMS
Why this score
- Buying back stock
- Foreign reporter (EUR)
The companies
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.
FMSFresenius Medical Care AG
Why now
Medical Care Facilities · market cap $12.9b. 13% off the 52-week high of $27.64. PEG 0.91 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $25.98 (implying +8% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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.