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CON vs HAE

CON
Concentra Group Holdings Parent, Inc.
NEUTRAL
Price
$22.82
Market Cap
$2.93B
Sector
Healthcare
AI Confidence
80%
HAE
Haemonetics Corporation
BULLISH
Price
$60.48
Market Cap
$2.81B
Sector
Healthcare
AI Confidence
82%

Valuation

P/E Ratio
CON
17.55
HAE
16.66
Forward P/E
CON
13.73
HAE
11.43
P/B Ratio
CON
7.46
HAE
3.11
P/S Ratio
CON
1.36
HAE
2.13
EV/EBITDA
CON
11.84
HAE
10.06

Profitability

Gross Margin
CON
28.34%
HAE
60.21%
Operating Margin
CON
13.24%
HAE
21.01%
Profit Margin
CON
7.69%
HAE
13.31%
ROE
CON
48.07%
HAE
19.3%
ROA
CON
8.03%
HAE
6.45%

Growth

Revenue Growth
CON
15.9%
HAE
-2.7%
Earnings Growth
CON
60.1%
HAE
28.4%

Financial Health

Debt/Equity
CON
5.01
HAE
1.34
Current Ratio
CON
1.14
HAE
1.75
Quick Ratio
CON
1.0
HAE
1.04

Dividends

Dividend Yield
CON
1.1%
HAE
--
Payout Ratio
CON
19.23%
HAE
0.0%

AI Verdict

CON NEUTRAL

Concentra Group Holdings presents a dichotomy between strong growth and precarious leverage. While the Piotroski F-Score of 4/9 indicates stable financial health, the extreme Debt/Equity ratio of 5.01 is a significant risk factor that likely inflates the impressive 48.07% ROE. The stock trades at a significant premium to its Graham Number ($9.46) but remains well below its growth-based intrinsic value ($38.35), suggesting a valuation gap that analysts believe will close, despite a currently bearish technical trend.

Strengths
Strong YoY earnings growth of 60.10%
Robust Return on Equity (ROE) of 48.07%
Reasonable Forward P/E of 13.73 compared to growth rates
Risks
Excessive leverage with a Debt/Equity ratio of 5.01
Bearish technical trend (0/100 score)
Significant gap between current price and defensive Graham Number ($9.46)
HAE BULLISH

HAE exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating a robust financial trajectory. While the stock is currently trading above its Graham Number ($39.87), it remains significantly undervalued relative to its growth-based intrinsic value ($107.08) and a PEG ratio of 0.92. Despite a bearish technical trend and slight revenue contraction (-2.70%), the company demonstrates exceptional operational efficiency with 28.4% earnings growth and a consistent track record of beating EPS estimates. The divergence between strong internal fundamentals and poor price performance suggests a value opportunity.

Strengths
Strong Piotroski F-Score (7/9) signaling high financial health
Attractive valuation with a PEG ratio of 0.92 and Forward P/E of 11.43
Exceptional earnings growth (28.4% YoY) and consistent EPS beats
Risks
Negative revenue growth (-2.70% YoY) indicating top-line stagnation
Bearish technical trend (0/100) suggesting lack of immediate market momentum
Moderate leverage with a Debt/Equity ratio of 1.34

Compare Another Pair

CON vs HAE: Head-to-Head Comparison

This page compares Concentra Group Holdings Parent, Inc. (CON) and Haemonetics Corporation (HAE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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