Concentra Group Holdings Parent
CON · Health Care Services
$39.25
1.8%Lifestance Health
LFST · Health Care Services
$12.93
2.9%The short version
- Concentra Group Holdings Parent is the larger business, with $2.2B of revenue in fiscal 2025 against $1.4B for Lifestance Health, about 1.5 times as much.
- Concentra Group Holdings Parent kept more of each dollar of sales as operating profit (15.4% operating margin, against 1.7% operating margin).
- Concentra Group Holdings Parent turned more of its sales into free cash flow (9.1% FCF margin, against 7.7% FCF margin).
- Concentra Group Holdings Parent earned a higher return on the capital invested in it (14.9%, against 1.2%).
- Investors pay more for each dollar of Lifestance Health’s earnings: a P/E of 99.5x against 25.3x for Concentra Group Holdings Parent.
| Latest fiscal year | CON · FY25 | LFST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.0B | $5.0B |
| Revenue | $2.2B | $1.4B |
| Free cash flow | $197M | $110M |
| Net income | $166M | $9.7M |
| Growth | ||
| Revenue growth | 13.9% | 13.9% |
| 5-year growth | — | 46.3% |
| Share count change | 12.3% | 3.2% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 15.4% | 1.7% |
| Net margin | 7.7% | 0.7% |
| FCF margin | 9.1% | 7.7% |
| Return on capital | 14.9% | 1.2% |
| Return on equity | 49.8% | 0.7% |
| Balance sheet | ||
| Net debt | $1.5B | $34.2M |
| Net debt / EBITDA | 3.7x | 0.5x |
| Dividends and buybacks | $54.5M | $0.0M |
| Valuation & quality | ||
| P/E | 25.3x | 99.5x |
| Piotroski F-score | 5 | 7 |
FY19
CON —
LFST $213M
FY21
CON —
LFST $668M
FY22
CON $1.7B
LFST $860M
FY23
CON $1.8B
LFST $1.1B
FY24
CON $1.9B
LFST $1.3B
FY25
CON $2.2B
LFST $1.4B
CON
LFST
FY19
CON —
LFST 7.2%
FY21
CON —
LFST −42.9%
FY22
CON 15.0%
LFST −24.5%
FY23
CON 15.7%
LFST −17.9%
FY24
CON 16.0%
LFST −2.5%
FY25
CON 15.4%
LFST 1.7%
CON
LFST
FY19
CON —
LFST $2.7M
FY21
CON —
LFST −$85.1M
FY22
CON $228M
LFST −$26.5M
FY23
CON $169M
LFST −$57.4M
FY24
CON $210M
LFST $85.7M
FY25
CON $197M
LFST $110M
CON
LFST
FY19
CON —
LFST —
FY21
CON —
LFST —
FY22
CON —
LFST −10.4%
FY23
CON —
LFST −9.1%
FY24
CON —
LFST −1.6%
FY25
CON 14.9%
LFST 1.2%
CON
LFST
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.