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Concentra Group Holdings Parent, Inc. Stock Price

NYSE:CON Community·US$4.5b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author
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CON Share Price Performance

US$36.37
15.59 (75.02%)
​
US$39.88
Fair Value
US$36.37
15.59 (75.02%)
8.8% undervalued intrinsic discount
US$39.88
Fair Value
Price US$36.37
AnalystConsensusTarget US$39.88
AnalystLowTarget US$35.14
Tue, 8 Sep 26
Fair ValueUS$39.88
Share Pricen/a

CON Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$39.88 8.8% undervalued intrinsic discount

Aging Workforce And Telemedicine Will Define Healthcare Future

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$35.14 3.5% overvalued intrinsic discount

Visit Momentum And Margin Tailwinds Will Likely Fade Over The Next Decade

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CON logo
Concentra Group Holdings Parent
8.8% undervalued intrinsic discount

Aging Workforce And Telemedicine Will Define Healthcare Future

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Sep
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CON logo
Concentra Group Holdings Parent
3.5% overvalued intrinsic discount

Visit Momentum And Margin Tailwinds Will Likely Fade Over The Next Decade

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AN
AnalystLowTarget
AnalystLowTarget
Updated 25 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
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CON: 2026 Guidance And Buybacks Will Support Undervalued Shares

Fair Value: US$39.88 8.8% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
CON logo

CON: Leadership Transition And Minnesota Expansion Will Support Steady Outlook

Fair Value: US$35.14 3.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

Proven track record with mediocre balance sheet.

2 Risks
3 Rewards
View Full Analysis

Concentra Group Holdings Parent, Inc. Key Details

US$2.3b

Revenue

US$1.6b

Cost of Revenue

US$670.6m

Gross Profit

US$475.5m

Other Expenses

US$195.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.53
29.31%
8.53%
310.7%
View Full Analysis

About CON

Founded
1979
Employees
9983
CEO
William Newton
WebsiteView website
www.concentra.com

Concentra Group Holdings Parent, Inc. provides occupational health services in the United States. The company operates in three segments: Occupational Health centers, Onsite health clinics, and Other business. It offers occupational health services, including workers compensation, employer, and consumer health services; and employer-sponsored primary care services at workplace, including mobile health and episodic specialty testing services. It also operates Concentra Telemed, a telemedicine platform for the treatment of work-related injuries and illnesses; Concentra Pharmacy for distributing repackaged medications; and Concentra Medical Compliance Administration, a third-party administrator that helps to manage abuse testing programs for employers with regulated or non-regulated workforces. In addition, the company provides injury care, primary care, urgent care, preventive care, clinical testing, physical examinations and evaluations, drug and alcohol screenings, clinical testing, vaccinations and other preventive care, and a range of consultative services designed to protect employees from workplace hazards. The company was founded in 1979 and is based in Addison, Texas.

Recent CON News & Updates

Seeking Alpha • Sep 16

Concentra Group Holdings Parent: Potential Beneficiary Of Increased Injuries From Data Center Capex

Summary Concentra Group Holdings Parent, rated BUY, has surged 78% YTD, driven by market share gains and strong operating leverage. CON beat 2Q26 earnings estimates, with revenue up 10% YoY and adjusted EBITDA up 22.5%, aided by higher patient revenue per visit. Future growth may be propelled by additional state-level workers' compensation reimbursement increases and a robust M&A pipeline. CON trades at a 26% EV/EBITDA discount to peers, maintains strong capital returns, and continues deleveraging, supporting further share price upside. Read the full article on Seeking Alpha

Recent updates

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Concentra Group Holdings Parent, Inc. Competitors

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Symbol: NYSE:LH
Market cap: US$26.3b
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Guardant Health

Symbol: NasdaqGS:GH
Market cap: US$23.6b
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Tenet Healthcare

Symbol: NYSE:THC
Market cap: US$21.0b
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STERIS

Symbol: NYSE:STE
Market cap: US$20.5b
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