Reading the tape
NASDAQ: BTSG
BrightSpring Health Services, Inc. Common Stock
Healthcare · Medical - Healthcare Information Services
Market Cap
$9.27B
52w High
$48.97
52w Low
$19.01
P/E
50.96
Volume
7.73M
Outstanding Shares
193.17M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 173.65%Revenue (TTM): 20.84%FCF (TTM): 957.85%P/S: 100th pct
What changed
The stock rose 173.65% over the last year. Revenue grew 20.84% over the trailing twelve months. Operating margin moved from 1.49% to 3.06%. Free cash flow grew 957.85% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/S range (100th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 3.06% — continued expansion would be needed to justify the premium. Revenue growth of 20.84% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
BrightSpring Health Services, Inc. operates a home and community-based healthcare services platform in the United States.
CEOJon Rousseau
SectorHealthcare
IndustryMedical - Healthcare Information Services
Employees37,000
IPO dateJan 26, 2024
Valuation
Forward P/E—
EV/EBITDA22.50
Enterprise value$10.34B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth16.31%
Gross margin11.76%▼16.62%vs FY2024
Operating margin3.06%▲67.22%vs FY2024
ROE10.17%▲1027.71%vs FY2024
Analyst consensus
RatingBuy
Target price$47.00▼2.02%
9
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 1, 2026
Q2 FY26 · EPS est $0.32 · Revenue est $3.39B
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