BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in BrightSpring Health Services Inc. Tangible Equity Unit, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU) has returned 13.28% so far this year and 127.39% over the past 12 months.

Based on dividend-adjusted daily data since Jan 26, 2024, BTSGU's average daily return is +0.26%, while the average monthly return is +5.50%. At this rate, your investment would double in approximately 1.1 years.

Historically, 70% of months were positive and 30% were negative. The best month was Jan 2025 with a return of +34.2%, while the worst month was Feb 2025 at -17.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BTSGU closed higher 49% of trading days. The best single day was May 2, 2025 with a return of +14.5%, while the worst single day was Aug 2, 2024 at -8.8%.

BrightSpring Health Services Inc. Tangible Equity Unit has an annualized alpha of 67.94%, beta of 0.85, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since January 29, 2024.

• This stock captured 440.60% of S&P 500 Index gains and 124.05% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.13 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.

BTSGU ranks 96 for risk / return — in the top 96% 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.

The table below present risk-adjusted performance metrics for BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU) and compare them to a chosen benchmark (S&P 500 Index).

BrightSpring Health Services Inc. Tangible Equity Unit provided a 2.38% dividend yield over the last twelve months, with an annual payout of $3.38 per share.

The table displays the monthly dividend distributions for BrightSpring Health Services Inc. Tangible Equity Unit. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the BrightSpring Health Services Inc. Tangible Equity Unit. 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. Tangible Equity Unit was 32.46%, occurring on Apr 21, 2025. Recovery took 19 trading sessions.

The current BrightSpring Health Services Inc. Tangible Equity Unit drawdown is 4.58%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of BrightSpring Health Services Inc. Tangible Equity Unit over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how BrightSpring Health Services Inc. Tangible Equity Unit 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.