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BrightSpring Health Services, Inc. (BTSG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

BrightSpring Health Services, Inc.

BTSGMarket cap $13BPrice $63.8

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

Delivers home and community-based health services—pharmacy, rehabilitation, hospice, and personal care—to seniors and people with complex conditions across the US. Keeps patients out of hospitals and nursing homes, serving over 400,000 people daily through one of the country's largest home-based care networks.

In Bastion Portfolios?

52W Return+115%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+19%9

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+15%8

Rev CAGR (5y)+19%9

Earnings Forecast

EPS Growth Y+1+104%10

EPS Growth Y+2+27%8

EPS Growth Y+3+24%8

Quality

Margins

EBIT Margin3%2

Net Income Margin3%3

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA2.63

Efficiency

ROE13%6

ROA6%7

Earnings Stability44

GEAR+AVERAGE39

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)302

P/E Ratio (Forward 3y)213

P/BV6.52

EV Multiples

EV/EBITDA Fwd183

EV/EBIT Fwd243

Yield

Free Cash Flow Yield3.0%5

Dividend Yieldna–

Momentum

Short term

1 month return+2%9

3 month return-10%3

YTD return+70%10

Mid term

Price vs 52wHigh87%7

1 year return+121%10

Long term

3 year return+480%10

5 year return+480%10

Risk Shield

Price Risk

Beta1.23

Volatility45%4

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield3.0%5

Quality

ROCE11%6

Earnings Stability44

Net Debt/EBITDA2.63

02Growth

Is it actually growing, and how fast?

BTSGBrightSpring Health Services

Revenue FY25$12.9B

GROWTH RATING↗

VERY STRONG87 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+19%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+104%10

EPS growth, FY27E+27%8

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 87% of companies worldwide.

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 19%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 27%/yr vs revenue 15%/yr), so margins should widen.

WATCH

Revenue grew 19%/yr over the last 3 years; forecasts see it cooling to 15%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG86 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%9

3-month return-10%3

YTD return+70%10

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+121%10

3-year return+480%10

5-year return+480%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +480% over three years and +480% over five, ahead of 90% of the market.

It's up 121% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+70%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on BrightSpring Health Services, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BTSGBrightSpring Health Services

Revenue FY25$12.9B

GROWTH RATING↗

VERY STRONG87 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+19%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+104%10

EPS growth, FY27E+27%8

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 87% of companies worldwide.

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 19%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 27%/yr vs revenue 15%/yr), so margins should widen.

WATCH

Revenue grew 19%/yr over the last 3 years; forecasts see it cooling to 15%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG86 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%9

3-month return-10%3

YTD return+70%10

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+121%10

3-year return+480%10

5-year return+480%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +480% over three years and +480% over five, ahead of 90% of the market.

It's up 121% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+70%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on BrightSpring Health Services, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community