BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU)
Company Info
Highlights
$11.57B
$1.56B
$415.68M
$40.73 - $87.80
Share Price Chart
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Performance
Performance Chart
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Returns By Period
BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU) returned 37.57% year-to-date (YTD) and 93.61% over the past 12 months.
BTSGU
37.57%
33.76%
21.07%
93.61%
N/A
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of BTSGU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 34.25% | -17.10% | -5.48% | -2.22% | 33.76% | 37.57% | |||||||
| 2024 | 1.33% | -16.67% | 18.63% | -4.10% | 6.66% | 2.08% | 4.29% | 1.87% | 13.59% | 1.83% | 27.18% | -11.99% | 43.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, BTSGU is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BrightSpring Health Services Inc. Tangible Equity Unit provided a 4.03% dividend yield over the last twelve months, with an annual payout of $3.38 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $3.38 | $1.69 |
Dividend yield | 4.03% | 2.70% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $1.69 | |||||||
| 2024 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $1.69 |
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. 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 1.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.46% | Jan 31, 2025 | 55 | Apr 21, 2025 | 19 | May 16, 2025 | 74 |
| -22.43% | Jan 31, 2024 | 31 | Mar 14, 2024 | 57 | Jun 5, 2024 | 88 |
| -13.46% | Nov 12, 2024 | 34 | Dec 31, 2024 | 12 | Jan 21, 2025 | 46 |
| -11.14% | Jul 31, 2024 | 3 | Aug 2, 2024 | 16 | Aug 26, 2024 | 19 |
| -7.22% | Oct 21, 2024 | 9 | Oct 31, 2024 | 1 | Nov 1, 2024 | 10 |
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. Tangible Equity Unit 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. 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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BTSGU relative to other companies in the Health Information Services industry. Currently, BTSGU has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BTSGU in comparison with other companies in the Health Information Services industry. Currently, BTSGU has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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