Integrated Freight & Logistics
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PBI vs ENSG vs NHC vs QUAD
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Care Facilities
Medical - Care Facilities
Specialty Business Services
PBI vs ENSG vs NHC vs QUAD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Integrated Freight & Logistics | Medical - Care Facilities | Medical - Care Facilities | Specialty Business Services |
| Market Cap | $2.33B | $10.18B | $2.66B | $400M |
| Revenue (TTM) | $1.88B | $5.27B | $1.50B | $2.37B |
| Net Income (TTM) | $167M | $363M | $101M | $27M |
| Gross Margin | 54.7% | 15.2% | 38.5% | 18.5% |
| Operating Margin | 19.7% | 8.5% | 8.1% | 5.0% |
| Forward P/E | 10.2x | 23.2x | 21.5x | 6.3x |
| Total Debt | $2.22B | $4.15B | $87M | $444M |
| Cash & Equiv. | $285M | $504M | — | $63M |
PBI vs ENSG vs NHC vs QUAD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Pitney Bowes Inc. (PBI) | 100 | 657.2 | +557.2% |
| The Ensign Group, I… (ENSG) | 100 | 398.7 | +298.7% |
| National HealthCare… (NHC) | 100 | 255.6 | +155.6% |
| Quad/Graphics, Inc. (QUAD) | 100 | 268.8 | +168.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PBI vs ENSG vs NHC vs QUAD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PBI is the clearest fit if your priority is quality.
- 8.9% margin vs QUAD's 1.2%
ENSG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 12 yrs, beta 0.42, yield 0.1%
- Rev growth 18.7%, EPS growth 14.1%, 3Y rev CAGR 18.7%
- Lower volatility, beta 0.42, current ratio 1.42x
- Beta 0.42, yield 0.1%, current ratio 1.42x
NHC is the #2 pick in this set and the best alternative if long-term compounding and valuation efficiency is your priority.
- 198.2% 10Y total return vs ENSG's 7.5%
- PEG 0.93 vs ENSG's 1.68
- Lower P/E (21.5x vs 23.2x), PEG 0.93 vs 1.68
- +81.9% vs ENSG's +27.5%
QUAD is the clearest fit if your priority is dividends.
- 3.8% yield, 2-year raise streak, vs NHC's 1.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% revenue growth vs QUAD's -9.4% | |
| Value | Lower P/E (21.5x vs 23.2x), PEG 0.93 vs 1.68 | |
| Quality / Margins | 8.9% margin vs QUAD's 1.2% | |
| Stability / Safety | Beta 0.42 vs PBI's 1.07 | |
| Dividends | 3.8% yield, 2-year raise streak, vs NHC's 1.4% | |
| Momentum (1Y) | +81.9% vs ENSG's +27.5% | |
| Efficiency (ROA) | 6.8% ROA vs QUAD's 2.2%, ROIC 7.0% vs 17.9% |
PBI vs ENSG vs NHC vs QUAD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PBI vs ENSG vs NHC vs QUAD — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PBI leads in 2 of 6 categories
QUAD leads 1 • ENSG leads 0 • NHC leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
PBI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ENSG is the larger business by revenue, generating $5.3B annually — 3.5x NHC's $1.5B. PBI is the more profitable business, keeping 8.9% of every revenue dollar as net income compared to QUAD's 1.2%. On growth, ENSG holds the edge at +18.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.9B | $5.3B | $1.5B | $2.4B |
| EBITDAEarnings before interest/tax | $452M | $558M | $166M | $196M |
| Net IncomeAfter-tax profit | $167M | $363M | $101M | $27M |
| Free Cash FlowCash after capex | $391M | $406M | $147M | $44M |
| Gross MarginGross profit ÷ Revenue | +54.7% | +15.2% | +38.5% | +18.5% |
| Operating MarginEBIT ÷ Revenue | +19.7% | +8.5% | +8.1% | +5.0% |
| Net MarginNet income ÷ Revenue | +8.9% | +6.9% | +6.7% | +1.2% |
| FCF MarginFCF ÷ Revenue | +20.8% | +7.7% | +9.8% | +1.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.2% | +18.4% | +12.5% | -7.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +94.7% | +21.9% | -8.4% | +18.2% |
Valuation Metrics
QUAD leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 14.2x trailing earnings, QUAD trades at a 52% valuation discount to ENSG's 29.8x P/E. Adjusting for growth (PEG ratio), NHC offers better value at 0.97x vs ENSG's 2.16x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.3B | $10.2B | $2.7B | $400M |
| Enterprise ValueMkt cap + debt − cash | $4.3B | $13.8B | $2.7B | $781M |
| Trailing P/EPrice ÷ TTM EPS | 18.54x | 29.85x | 22.35x | 14.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.22x | 23.19x | 21.51x | 6.30x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.16x | 0.97x | — |
| EV / EBITDAEnterprise value multiple | 8.55x | 25.71x | 15.85x | 3.96x |
| Price / SalesMarket cap ÷ Revenue | 1.23x | 2.01x | 1.81x | 0.17x |
| Price / BookPrice ÷ Book value/share | — | 4.59x | 2.50x | 2.97x |
| Price / FCFMarket cap ÷ FCF | 7.77x | 27.46x | 17.89x | 7.90x |
Profitability & Efficiency
Evenly matched — PBI and NHC each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
QUAD delivers a 25.0% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $10 for NHC. NHC carries lower financial leverage with a 0.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to QUAD's 3.45x. On the Piotroski fundamental quality scale (0–9), PBI scores 7/9 vs NHC's 2/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +16.6% | +9.6% | +25.0% |
| ROA (TTM)Return on assets | +5.2% | +6.8% | +6.4% | +2.2% |
| ROICReturn on invested capital | +27.2% | +7.0% | +8.4% | +17.9% |
| ROCEReturn on capital employed | +23.1% | +10.2% | — | +19.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 2 | 7 |
| Debt / EquityFinancial leverage | — | 1.86x | 0.08x | 3.45x |
| Net DebtTotal debt minus cash | $1.9B | $3.7B | $87M | $381M |
| Cash & Equiv.Liquid assets | $285M | $504M | — | $63M |
| Total DebtShort + long-term debt | $2.2B | $4.2B | $87M | $444M |
| Interest CoverageEBIT ÷ Interest expense | 2.16x | 88.33x | 24.41x | 2.11x |
Total Returns (Dividends Reinvested)
PBI leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NHC five years ago would be worth $26,213 today (with dividends reinvested), compared to $20,324 for ENSG. Over the past 12 months, NHC leads with a +81.9% total return vs ENSG's +27.5%. The 3-year compound annual growth rate (CAGR) favors PBI at 75.9% vs ENSG's 23.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +51.6% | +0.3% | +31.9% | +33.6% |
| 1-Year ReturnPast 12 months | +77.7% | +27.5% | +81.9% | +44.4% |
| 3-Year ReturnCumulative with dividends | +443.8% | +88.9% | +214.6% | +197.1% |
| 5-Year ReturnCumulative with dividends | +117.6% | +103.2% | +162.1% | +158.1% |
| 10-Year ReturnCumulative with dividends | +5.5% | +752.0% | +198.2% | -23.3% |
| CAGR (3Y)Annualised 3-year return | +75.9% | +23.6% | +46.5% | +43.8% |
Risk & Volatility
Evenly matched — PBI and ENSG each lead in 1 of 2 comparable metrics.
Risk & Volatility
ENSG is the less volatile stock with a 0.42 beta — it tends to amplify market swings less than PBI's 1.07 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PBI currently trades 97.6% from its 52-week high vs ENSG's 80.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.07x | 0.42x | 0.60x | 1.03x |
| 52-Week HighHighest price in past year | $15.95 | $218.00 | $184.08 | $8.64 |
| 52-Week LowLowest price in past year | $8.81 | $133.81 | $93.54 | $5.01 |
| % of 52W HighCurrent price vs 52-week peak | +97.6% | +80.0% | +93.1% | +88.7% |
| RSI (14)Momentum oscillator 0–100 | 68.4 | 23.3 | 51.2 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 3.2M | 358K | 117K | 231K |
Analyst Outlook
Evenly matched — ENSG and NHC and QUAD each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PBI as "Hold", ENSG as "Buy", QUAD as "Buy". Consensus price targets imply 27.6% upside for ENSG (target: $222) vs -19.3% for PBI (target: $13). For income investors, QUAD offers the higher dividend yield at 3.77% vs ENSG's 0.14%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | — | Buy |
| Price TargetConsensus 12-month target | $12.57 | $222.33 | — | $8.00 |
| # AnalystsCovering analysts | 7 | 13 | — | 7 |
| Dividend YieldAnnual dividend ÷ price | +1.9% | +0.1% | +1.4% | +3.8% |
| Dividend StreakConsecutive years of raises | 1 | 12 | 12 | 2 |
| Dividend / ShareAnnual DPS | $0.30 | $0.24 | $2.47 | $0.29 |
| Buyback YieldShare repurchases ÷ mkt cap | +16.2% | +0.2% | +0.6% | +2.0% |
PBI leads in 2 of 6 categories (Income & Cash Flow, Total Returns). QUAD leads in 1 (Valuation Metrics). 3 tied.
PBI vs ENSG vs NHC vs QUAD: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PBI or ENSG or NHC or QUAD a better buy right now?
For growth investors, The Ensign Group, Inc.
(ENSG) is the stronger pick with 18. 7% revenue growth year-over-year, versus -9. 4% for Quad/Graphics, Inc. (QUAD). Quad/Graphics, Inc. (QUAD) offers the better valuation at 14. 2x trailing P/E (6. 3x forward), making it the more compelling value choice. Analysts rate The Ensign Group, Inc. (ENSG) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PBI or ENSG or NHC or QUAD?
On trailing P/E, Quad/Graphics, Inc.
(QUAD) is the cheapest at 14. 2x versus The Ensign Group, Inc. at 29. 8x. On forward P/E, Quad/Graphics, Inc. is actually cheaper at 6. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: National HealthCare Corporation wins at 0. 93x versus The Ensign Group, Inc. 's 1. 68x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — PBI or ENSG or NHC or QUAD?
Over the past 5 years, National HealthCare Corporation (NHC) delivered a total return of +162.
1%, compared to +103. 2% for The Ensign Group, Inc. (ENSG). Over 10 years, the gap is even starker: ENSG returned +752. 0% versus QUAD's -23. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PBI or ENSG or NHC or QUAD?
By beta (market sensitivity over 5 years), The Ensign Group, Inc.
(ENSG) is the lower-risk stock at 0. 42β versus Pitney Bowes Inc. 's 1. 07β — meaning PBI is approximately 154% more volatile than ENSG relative to the S&P 500. On balance sheet safety, National HealthCare Corporation (NHC) carries a lower debt/equity ratio of 8% versus 3% for Quad/Graphics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PBI or ENSG or NHC or QUAD?
By revenue growth (latest reported year), The Ensign Group, Inc.
(ENSG) is pulling ahead at 18. 7% versus -9. 4% for Quad/Graphics, Inc. (QUAD). On earnings-per-share growth, the picture is similar: Pitney Bowes Inc. grew EPS 174. 3% year-over-year, compared to 14. 1% for The Ensign Group, Inc.. Over a 3-year CAGR, ENSG leads at 18. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PBI or ENSG or NHC or QUAD?
National HealthCare Corporation (NHC) is the more profitable company, earning 8.
2% net margin versus 1. 1% for Quad/Graphics, Inc. — meaning it keeps 8. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PBI leads at 20. 4% versus 4. 9% for QUAD. At the gross margin level — before operating expenses — PBI leads at 54. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PBI or ENSG or NHC or QUAD more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, National HealthCare Corporation (NHC) is the more undervalued stock at a PEG of 0. 93x versus The Ensign Group, Inc. 's 1. 68x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Quad/Graphics, Inc. (QUAD) trades at 6. 3x forward P/E versus 23. 2x for The Ensign Group, Inc. — 16. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ENSG: 27. 6% to $222. 33.
08Which pays a better dividend — PBI or ENSG or NHC or QUAD?
All stocks in this comparison pay dividends.
Quad/Graphics, Inc. (QUAD) offers the highest yield at 3. 8%, versus 0. 1% for The Ensign Group, Inc. (ENSG).
09Is PBI or ENSG or NHC or QUAD better for a retirement portfolio?
For long-horizon retirement investors, The Ensign Group, Inc.
(ENSG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), +752. 0% 10Y return). Both have compounded well over 10 years (ENSG: +752. 0%, PBI: +5. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PBI and ENSG and NHC and QUAD?
These companies operate in different sectors (PBI (Industrials) and ENSG (Healthcare) and NHC (Healthcare) and QUAD (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: PBI is a small-cap quality compounder stock; ENSG is a mid-cap high-growth stock; NHC is a small-cap quality compounder stock; QUAD is a small-cap deep-value stock. PBI, NHC, QUAD pay a dividend while ENSG does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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