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BrightSpring Health Services, Inc. (BTSG)

NEUTRAL
HealthcareHealth Information ServicesUnited States

Fundamental

67

Price

$57.81

Market Cap

$11.62B

Part 1 · What the company is worth

Overview

BrightSpring Health Services, Inc. operates as a home and community-based healthcare services platform in the United States. The company operates through two segments, Pharmacy Solutions and Provider Services. Its platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations. It also offers infused, injectable, and oral medication services; and patient-centric, highly skilled, and compassionate clinical home health care, as well as rehabilitation services, including physical, speech and occupational therapy and applied behavioral analysis. The company was formerly known as Phoenix Parent Holdings Inc. and changed its name to BrightSpring Health Services, Inc. in May 2021. BrightSpring Health Services, Inc. was founded in 1974 and is headquartered in Louisville, Kentucky.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$14.37B

Trailing 12 months (through 6/30/2026)

Net Income

$366M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$395M

Total Equity

$1.88B

Total Liabilities

$4.53B

Current Ratio

1.59

Interest Coverage

2.94

Debt/EBITDA

5.20

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Fairly Valued

Fair Value

$71.31

Current Price

$57.81

Margin of Safety

+18.9%

Fair Value Range

$56.87 - $85.75

Estimation Methods

Analyst Target:$78.94
DCF:$79.89
PE-based:$41.90
Graham Growth:$57.66
EPV:$10.86
Analyst Consensus:Strong Buy (24B / 1H / 0S)
Last Earnings Surprise:+11.22%

Valuation Metrics

P/E Ratio

36.05

ROE

10.2%

P/B Ratio

5.75

P/FCF

29.26

Gross Margin

12.4%

ROIC

8.0%

Profitability Radar

Value Creation (Economic Moat)

ROIC

8.0%

WACC

13.2%

ROIC − WACC

-5.2 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (18)

  • EPS shows upward trend
  • Price CAGR 86.00%
  • ROIC 8.0%
  • P/FCF 29.26
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 19.0%
  • Revenue Growth 5Y 18.3%
  • Analyst Consensus 96% Buy
  • Earnings Surprise avg 17.2%
  • PEG Ratio 0.68
  • Earnings Quality (OCF/NI) 1.38
  • Net Margin Trend 2.5% vs 0.6%
  • Piotroski F-Score 7/9

Failed (8)

  • Gross Margin 12.4%
  • P/B Ratio 5.75
  • Operating Margin 3.1%
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Share Dilution 9.2%

Unavailable (1)

  • Dividend Payout NaN%

Piotroski F-Score

7/9

Strong financial health

score
criteria

Earnings Quality

1.38

High quality: earnings backed by cash

Share Dilution

9.2%

Issuing new shares, diluting ownership

Governance

Executive Team

NameTitleAge
Mr. Jon B. RousseauChairman, President & CEO51
Ms. Jennifer A. PhippsCFO, Executive VP & Corporate Secretary44
Ms. Lisa NalleyChief of Staff & Senior VP of Human Resources52
Ms. Jennifer YowlerSenior VP of Sales & Account Management - PharMerica48
Mr. Scott Greenwell Pharm.D.Executive VP & President of PharMerica-
Mr. Charles H. WardripChief Information Officer-

Audit Risk

7

Board Risk

9

Compensation Risk

8

Shareholder Rights Risk

8

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for BTSG, sourced from Markets Gazette.

  • 2/27/2026NEUTRAL
    BrightSpring (BTSG) Earnings Call Transcript

    Markets Gazette reports that BrightSpring Health Services, Inc. (BTSG) held its earnings call on February 27, 2026. However, the detailed content of the transcript is not yet publicly available. Without access to specific financial data, future guidance, or management commentary, investors lack concrete elements to assess the company's performance or outlook. The absence of information prevents a clear directional analysis, leaving the stock in a holding pattern. The market will remain in suspense until the details are published, which could then trigger significant movements once key data points are released.

via Markets Gazette