- ISIN
- US10950A1060
- Sector
- Healthcare
- Industry
- Health Information Services
- IPO Date
- Jan 26, 2024
Highlights
- Market Cap
- $14.79B
- Enterprise Value
- $14.26B
- EPS (TTM)
- $1.42
- PE Ratio
- 47.13
- PEG Ratio
- 0.26
- Total Revenue (TTM)
- $13.65B
- Gross Profit (TTM)
- $1.66B
- EBITDA (TTM)
- $572.07M
- Year Range
- $19.01 - $67.86
- Target Price
- $48.75
- ROA (TTM)
- 4.99%
- ROE (TTM)
- 15.66%
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
BTSG Performance Chart
BrightSpring Health Services, Inc (BTSG) is up 78.5% since the beginning of the year. At $67 per share, BTSG is trading just below its 52-week high of $68.
Loading charts...
Returns By Period
BrightSpring Health Services, Inc (BTSG) has returned 78.48% so far this year and 193.54% over the past 12 months.
BrightSpring Health Services, Inc
- 1D
- -0.54%
- 1M
- 14.26%
- YTD
- 78.48%
- 6M
- 76.92%
- 1Y
- 193.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
BTSG Monthly Returns History
Based on dividend-adjusted daily data since Jan 26, 2024, BTSG's average daily return is +0.32%, while the average monthly return is +6.86%. At this rate, an investment would double in approximately 0.9 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 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BTSG closed higher 54% 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% | 12.58% | 28.58% | 8.37% | 78.48% | ||||||
| 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 | -8.17% | -18.42% | 20.91% | -1.66% | 5.24% | 0.98% | 9.07% | 1.29% | 16.97% | 1.98% | 28.92% | -11.76% | 41.92% |
Benchmark Metrics
BrightSpring Health Services, Inc has an annualized alpha of 84.36%, beta of 1.10, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since January 26, 2024.
- This stock captured 494.12% of S&P 500 Index gains and 115.79% 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
- 84.36%
- Beta
- 1.10
- R²
- 0.16
- Upside Capture
- 494.12%
- Downside Capture
- 115.79%
Return for Risk
Risk / Return Rank
BTSG ranks 98 for risk / return — in the top 98% 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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BTSG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.08 | ||
| Sortino ratioReturn per unit of downside risk | +2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.32 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 10.86 | 2.46 | +8.41 |
| Martin ratioReturn relative to average drawdown | 36.86 | 10.92 | +25.94 |
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.
Loading charts...
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 0.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -35.56%Apr 2025 | 2mo 20d | 25d | 3mo 15dJan 2025 - May 2025 |
2024 bear market2024 | -31.42%Mar 2024 | 1mo 18d | 4mo 11d | 5mo 29dJan 2024 - Jul 2024 |
2025 bear market2025 | -20.75%Aug 2025 | 2mo 17d | 18d | 3mo 5dMay 2025 - Aug 2025 |
2024 correction2024 | -15.12%Dec 2024 | 1mo 18d | 22d | 2mo 10dNov 2024 - Jan 2025 |
2024 correction2024 | -11.85%Aug 2024 | 2d | 24d | 26dJul 2024 - Aug 2024 |
Drawdown Indicators
| BTSG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.56% | -56.78% | +21.22% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -9.10% | -8.83% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.54% | -3.21% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -7.70% | -10.71% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.28% | 2.04% | +3.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
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 47.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
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 0.3. 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 1.1. 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 7.5. 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
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Build a portfolio with BTSG
Add BrightSpring Health Services, Inc to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with BTSG