COMPARE · Data as of August 25, 2026
CON vs PACS
Verdict: Side-by-side breakdown using the Bull Rankings model. CON scored 69.4, PACS scored 70.6 — PACS leads.
Compare another set
CON
Concentra Group Holdings Parent, Inc.
69.4
$34.78 · $4.4B
fundamentals as of
Score gap
1.2
PACS leads
PACS
PACS Group, Inc.
70.6
$43.94 · $7.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCON22.4x
- Fastest growthPACS+15.2%
- Strongest balance sheetPACS3.05
- 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
PACS
74
Qualityreturns · margins · balance sheet
63
82
Growthrevenue & earnings expansion
90
55
Valuevaluation vs sector peers
62
PACS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CON
PACS
$267mC
FCF
$121mC
+14.0%B+
Rev
+15.2%B+
4.23D
D/E
3.05D
22.4xB+
P/E
25.8xB
1.94C+
PEG
1.19B+
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
PACS
35% below
Price vs fair valuelower is cheaper
250% above
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
+37%
1-yr DCF upside
-73%
+54%
5-yr DCF upside
-71%
+83%
10-yr DCF upside
-69%
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
PACS
Why this score
- Short track record
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.
PACSPACS Group, Inc.
Why now
Medical Care Facilities · market cap $7.0b. 11% off the 52-week high of $49.49. Revenue growing +15%, comfortably above the S&P median. 5 sell-side analysts publish a mean 1-yr target of $59.20 (implying +35% 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 3.05 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.9% 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.
Where CON and PACS diverge
On the headline score the gap is 1.2 points in favor of PACS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityCON 74.0 · PACS 62.8CON +11.2
- ValueCON 54.8 · PACS 62.4PACS +7.6
- GrowthCON 82.2 · PACS 89.7PACS +7.5
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.