Head to Head Review: Progyny (NASDAQ:PGNY) vs. U.S. Physical Therapy (NYSE:USPH)

U.S. Physical Therapy (NYSE:USPH) and Progyny (NASDAQ:PGNY) are both healthcare companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, valuation, earnings, profitability, institutional ownership, risk and dividends.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for U.S. Physical Therapy and Progyny, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
U.S. Physical Therapy	0	2	4	1	2.86
Progyny	0	3	9	1	2.85

U.S. Physical Therapy presently has a consensus price target of $98.25, suggesting a potential upside of 14.87%. Progyny has a consensus price target of $34.36, suggesting a potential upside of 23.64%. Given Progyny’s higher possible upside, analysts plainly believe Progyny is more favorable than U.S. Physical Therapy.

Profitability

This table compares U.S. Physical Therapy and Progyny’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
U.S. Physical Therapy	3.97%	9.39%	3.65%
Progyny	6.00%	15.98%	10.65%

Valuation and Earnings

This table compares U.S. Physical Therapy and Progyny”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
U.S. Physical Therapy	$812.20 million	1.57	$39.58 million	$0.17	503.15
Progyny	$1.31 billion	1.63	$58.52 million	$0.92	30.21

Progyny has higher revenue and earnings than U.S. Physical Therapy. Progyny is trading at a lower price-to-earnings ratio than U.S. Physical Therapy, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

94.9% of Progyny shares are owned by institutional investors. 2.4% of U.S. Physical Therapy shares are owned by company insiders. Comparatively, 9.9% of Progyny shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Risk & Volatility

U.S. Physical Therapy has a beta of 1.12, suggesting that its stock price is 12% more volatile than the S&P 500. Comparatively, Progyny has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500.

Summary

Progyny beats U.S. Physical Therapy on 11 of the 14 factors compared between the two stocks.

About U.S. Physical Therapy

U.S. Physical Therapy, Inc. operates outpatient physical therapy clinics. The company operates through Physical Therapy Operations and Industrial Injury Prevention Services segments. The company provides pre-and post-operative care and treatment for orthopedic-related disorders, sports-related injuries, preventative care, rehabilitation of injured workers, and neurological-related injuries. It offers industrial injury prevention services, including onsite injury prevention and rehabilitation, performance optimization, post-offer employment testing, functional capacity evaluations, and ergonomic assessments through physical therapists and specialized certified athletic trainers for Fortune 500 companies, and other clients comprising insurers and their contractors. U.S. Physical Therapy, Inc. was founded in 1990 and is based in Houston, Texas.

About Progyny

Progyny, Inc., a benefits management company, specializes in fertility and family building benefits solutions in the United States. Its fertility benefits solution includes differentiated benefits plan design, personalized concierge-style member support services, and selective network of fertility specialists. The company also offers Progyny Rx, an integrated pharmacy benefits solution that provides its members with access to the medications needed during their treatment. In addition, it provides assistance service programs where various services can be offered through a reimbursement program, including adoption, surrogacy, doula, and travel reimbursement when travel is required to receive medical services. The company was formerly known as Auxogyn, Inc. and changed its name to Progyny, Inc. in 2015. Progyny, Inc. was incorporated in 2008 and is headquartered in New York, New York.