Highlights
- Market Cap
- $9.36B
- Enterprise Value
- $9.63B
- EPS (TTM)
- $0.87
- PE Ratio
- 48.73
- PEG Ratio
- 0.43
- Total Revenue (TTM)
- $12.91B
- Gross Profit (TTM)
- $1.52B
- EBITDA (TTM)
- $459.53M
- Year Range
- $15.48 - $45.59
- Target Price
- $41.80
- ROA (TTM)
- 2.97%
- ROE (TTM)
- 10.17%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BrightSpring Health Services, Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
BrightSpring Health Services, Inc (BTSG) has returned 13.78% so far this year and 135.54% over the past 12 months.
BrightSpring Health Services, Inc
- 1D
- 2.58%
- 1M
- 2.85%
- YTD
- 13.78%
- 6M
- 44.15%
- 1Y
- 135.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 26, 2024, BTSG's average daily return is +0.29%, while the average monthly return is +6.10%. At this rate, your investment would double in approximately 1.0 years.
Historically, 70% of months were positive and 30% were negative. The best month was Jan 2025 with a return of +38.6%, while the worst month was Feb 2024 at -18.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BTSG closed higher 53% of trading days. The best single day was May 2, 2025 with a return of +16.6%, while the worst single day was Aug 2, 2024 at -8.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.86% | 5.50% | 2.85% | 13.78% | |||||||||
| 2025 | 38.58% | -18.31% | -6.17% | -3.10% | 35.82% | -0.92% | -12.46% | 14.72% | 24.78% | 11.81% | 9.41% | 3.57% | 119.91% |
| 2024 | 0.18% | -18.42% | 20.91% | -1.66% | 5.24% | 0.98% | 9.07% | 1.29% | 16.97% | 1.98% | 28.92% | -11.76% | 54.82% |
Benchmark Metrics
BrightSpring Health Services, Inc has an annualized alpha of 75.09%, beta of 1.11, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since January 29, 2024.
- This stock captured 501.48% of S&P 500 Index gains and 125.81% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.16 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 75.09%
- Beta
- 1.11
- R²
- 0.16
- Upside Capture
- 501.48%
- Downside Capture
- 125.81%
Return for Risk
Risk / Return Rank
BTSG ranks 95 for risk / return — in the top 95% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BrightSpring Health Services, Inc (BTSG) and compare them to a chosen benchmark (S&P 500 Index).
| BTSG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.06 | 0.90 | +2.17 |
Sortino ratioReturn per unit of downside risk | 3.59 | 1.39 | +2.21 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.21 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 6.57 | 1.40 | +5.17 |
Martin ratioReturn relative to average drawdown | 19.92 | 6.61 | +13.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BTSG risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BrightSpring Health Services, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BrightSpring Health Services, Inc was 35.56%, occurring on Apr 21, 2025. Recovery took 19 trading sessions.
The current BrightSpring Health Services, Inc drawdown is 4.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.56% | Jan 31, 2025 | 55 | Apr 21, 2025 | 19 | May 16, 2025 | 74 |
| -28.37% | Feb 8, 2024 | 25 | Mar 14, 2024 | 35 | May 3, 2024 | 60 |
| -20.75% | May 19, 2025 | 53 | Aug 4, 2025 | 14 | Aug 22, 2025 | 67 |
| -15.12% | Nov 12, 2024 | 33 | Dec 30, 2024 | 13 | Jan 21, 2025 | 46 |
| -11.85% | Jul 31, 2024 | 3 | Aug 2, 2024 | 16 | Aug 26, 2024 | 19 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of BrightSpring Health Services, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how BrightSpring Health Services, Inc is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BTSG, comparing it with other companies in the Health Information Services industry. Currently, BTSG has a P/E ratio of 48.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BTSG compared to other companies in the Health Information Services industry. BTSG currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BTSG relative to other companies in the Health Information Services industry. Currently, BTSG has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BTSG in comparison with other companies in the Health Information Services industry. Currently, BTSG has a P/B value of 5.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
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Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
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Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |