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CON vs JNJ

CON
Concentra Group Holdings Parent, Inc.
NEUTRAL
Price
$22.82
Market Cap
$2.93B
Sector
Healthcare
AI Confidence
80%
JNJ
Johnson & Johnson
NEUTRAL
Price
$237.96
Market Cap
$573.46B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
CON
17.55
JNJ
21.55
Forward P/E
CON
13.73
JNJ
18.9
P/B Ratio
CON
7.46
JNJ
7.03
P/S Ratio
CON
1.36
JNJ
6.09
EV/EBITDA
CON
11.84
JNJ
17.81

Profitability

Gross Margin
CON
28.34%
JNJ
68.08%
Operating Margin
CON
13.24%
JNJ
23.97%
Profit Margin
CON
7.69%
JNJ
28.46%
ROE
CON
48.07%
JNJ
35.03%
ROA
CON
8.03%
JNJ
8.68%

Growth

Revenue Growth
CON
15.9%
JNJ
9.1%
Earnings Growth
CON
60.1%
JNJ
48.6%

Financial Health

Debt/Equity
CON
5.01
JNJ
0.6
Current Ratio
CON
1.14
JNJ
1.03
Quick Ratio
CON
1.0
JNJ
0.69

Dividends

Dividend Yield
CON
1.1%
JNJ
2.19%
Payout Ratio
CON
19.23%
JNJ
46.6%

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)
JNJ NEUTRAL

JNJ presents a dichotomy between strong profitability and deteriorating fundamental health, evidenced by a weak Piotroski F-Score of 3/9. While the company maintains an impressive ROE of 35.03% and a consistent history of earnings beats, the current price of $237.96 trades at a significant premium to its Graham Number of $91.72. Growth remains robust on a YoY basis, but bearish insider sentiment and a very weak technical trend (10/100) suggest immediate headwinds. The stock is fundamentally sound in terms of earnings power but shows signs of operational inefficiency or declining quality in its deterministic health metrics.

Strengths
Exceptional Return on Equity (ROE) of 35.03%
Strong profit margins (28.46%) and gross margins (68.08%)
Consistent earnings beat track record over 25 quarters
Risks
Weak Piotroski F-Score (3/9) indicating declining fundamental health
Bearish insider activity with $58.35M in net sales and zero buys
Low liquidity indicated by a Quick Ratio of 0.69

Compare Another Pair

CON vs JNJ: Head-to-Head Comparison

This page compares Concentra Group Holdings Parent, Inc. (CON) and Johnson & Johnson (JNJ) 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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