| Stage | PACS | % of rev | ENSG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.5B | 100.00% | $1.5B | 100.00% | PACS ×1.01 |
| Gross profit | $356M | 23.78% | $317M | 21.37% | PACS +2.4pp |
| Operating income | $100M | 6.65% | $138M | 9.30% | ENSG +2.6pp |
| Pre-tax income | $91M | 6.09% | $140M | 9.45% | ENSG +3.4pp |
| Net income | $61M | 4.06% | $104M | 7.03% | ENSG +3.0pp |
| Stage | PACS | ENSG | Gap · A − B |
|---|---|---|---|
| Revenue | $1.5B100.00% | $1.5B100.00% | PACS ×1.01 |
| Gross profit | 23.78%$356M | 21.37%$317M | PACS +2.4pp |
| Operating income | 6.65%$100M | 9.30%$138M | ENSG +2.6pp |
| Pre-tax income | 6.09%$91M | 9.45%$140M | ENSG +3.4pp |
| Net income |
| 4.06%$61M |
| 7.03%$104M |
| ENSG +3.0pp |
No shared counterparties.