BTSG vs. CVS
BTSG (BrightSpring Health Services, Inc) and CVS (CVS Health Corporation) are both stocks. Both are in the Healthcare sector — BTSG in Health Information Services, CVS in Healthcare Plans. Over the past year, BTSG returned 193.54% vs 57.59% for CVS. At a 0.18 correlation, their price movements are largely independent.
Performance
BTSG vs. CVS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BTSG achieves a 78.48% return, which is significantly higher than CVS's 30.17% return.
BTSG
- 1D
- -0.54%
- 1M
- 14.26%
- YTD
- 78.48%
- 6M
- 76.92%
- 1Y
- 193.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CVS
- 1D
- 0.27%
- 1M
- 8.91%
- YTD
- 30.17%
- 6M
- 32.37%
- 1Y
- 57.59%
- 3Y*
- 17.92%
- 5Y*
- 7.43%
- 10Y*
- 3.97%
BTSG vs. CVS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BTSG BrightSpring Health Services, Inc | 78.48% | 119.91% | 41.92% |
CVS CVS Health Corporation | 30.17% | 84.35% | -35.62% |
Correlation
The correlation between BTSG and CVS is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2024 | 0.18 |
Fundamentals
BTSG:
$14.79B
CVS:
$129.91B
BTSG:
$1.42
CVS:
$2.30
BTSG:
47.13
CVS:
44.13
BTSG:
1.07
CVS:
0.32
BTSG:
7.47
CVS:
1.68
BTSG:
$13.65B
CVS:
$407.91B
BTSG:
$1.66B
CVS:
$56.59B
BTSG:
$572.07M
CVS:
$9.99B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BTSG vs. CVS — Risk / Return Rank
BTSG
CVS
BTSG vs. CVS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrightSpring Health Services, Inc (BTSG) and CVS Health Corporation (CVS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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 | CVS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.00 | ||
| Sortino ratioReturn per unit of downside risk | +2.41 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.34 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 10.86 | 3.52 | +7.34 |
| Martin ratioReturn relative to average drawdown | 36.86 | 9.05 | +27.80 |
Loading charts...
Drawdowns
BTSG vs. CVS - Drawdown Comparison
The maximum BTSG drawdown since its inception was -35.56%, smaller than the maximum CVS drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for BTSG and CVS.
Loading charts...
Drawdown Indicators
| BTSG | CVS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.56% | -64.07% | +28.51% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -16.44% | -1.49% |
Max Drawdown (3Y)Largest decline over 3 years | — | -43.98% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -56.79% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.79% | — |
Current DrawdownCurrent decline from peak | -0.54% | -0.38% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -7.70% | -19.53% | +11.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.28% | 6.38% | -1.10% |
Volatility
BTSG vs. CVS - Volatility Comparison
BrightSpring Health Services, Inc (BTSG) has a higher volatility of 10.26% compared to CVS Health Corporation (CVS) at 7.76%. This indicates that BTSG's price experiences larger fluctuations and is considered to be riskier than CVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BTSG | CVS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 7.76% | +2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 29.18% | 25.91% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.15% | 31.21% | +8.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.00% | 30.01% | +13.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.00% | 29.34% | +14.66% |
Dividends
BTSG vs. CVS - Dividend Comparison
BTSG has not paid dividends to shareholders, while CVS's dividend yield for the trailing twelve months is around 2.62%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTSG BrightSpring Health Services, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CVS CVS Health Corporation | 2.62% | 3.35% | 5.93% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% |
Financials
BTSG vs. CVS - Financials Comparison
This section allows you to compare key financial metrics between BrightSpring Health Services, Inc and CVS Health Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BTSG vs. CVS - Profitability Comparison
BTSG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services, Inc reported a gross profit of 482.22M and revenue of 3.61B. Therefore, the gross margin over that period was 13.3%.
CVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a gross profit of 15.62B and revenue of 100.43B. Therefore, the gross margin over that period was 15.6%.
BTSG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services, Inc reported an operating income of 121.45M and revenue of 3.61B, resulting in an operating margin of 3.4%.
CVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported an operating income of 4.68B and revenue of 100.43B, resulting in an operating margin of 4.7%.
BTSG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services, Inc reported a net income of 148.77M and revenue of 3.61B, resulting in a net margin of 4.1%.
CVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a net income of 2.94B and revenue of 100.43B, resulting in a net margin of 2.9%.
Frequently Asked Questions
BTSG and CVS have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTSG has higher volatility (10.26%) compared to CVS (7.76%). In terms of maximum drawdown, BTSG dropped -35.56% vs CVS's -64.07%.
BTSG currently has the higher Sharpe Ratio (4.86 vs 1.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BTSG and CVS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer