Customer Base And GrowthConcentra processes 20% of workers' compensation claims, nearly 10x its next largest competitor, and counts 100% of the Fortune 100 as its customers.
Financial PerformanceConcentra's stock has the characteristics of a durable compounder: dominant market leadership, fragmented market, regulatory capture, stable pricing, operational excellence, high FCF generation with attractive, above-market returns on capital.
Market LeadershipConcentra is the largest operator of occupational medicine and onsite clinics in the US with a 20% market share.