BrightSpring Health Services, Inc. (BTSG)
NASDAQ:BTSG
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BTSG Stock Chart & Stats
$47.27
-$0.12(-0.69%)
At close: 4:00 PM EST
$47.27
-$0.12(-0.69%)
Day’s Range― - ―
52-Week Range$19.01 - $62.11
Previous CloseN/A
Volume351.53K
Average Volume (3M)2.78M
Market Cap
$11.51B
Enterprise Value$13.77B
Total Cash (Recent Filing)$888.80M
Total Debt (Recent Filing)$2.70B
Price to Earnings (P/E)51.6
Beta1.05
Next Earnings
Jul 31, 2026EPS Estimate
0.39Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.52
Shares Outstanding193,918,400
10 Day Avg. Volume2,250,975
30 Day Avg. Volume2,783,284
Financial Highlights & Ratios
PEG Ratio-0.04
Price to Book (P/B)4.05
Price to Sales (P/S)0.59
P/FCF Ratio19.22
Enterprise Value/Market Cap1.20
Enterprise Value/Revenue1.01
Enterprise Value/Gross Profit8.29
Enterprise Value/Ebitda21.96
Forecast
1Y Price Target
$62.92Price Target Upside33.10% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering13
EPS Forecast (FY)1.68
Revenue Forecast (FY)$15.05B
Bulls Say, Bears Say
Bulls Say
Return To Profitability & Strong FCFBrightSpring’s return to positive net income and nearly one-to-one free cash flow indicates the business is generating durable internal capital. Sustainable FCF supports deleveraging, reinvestment in growth initiatives, and resilience to reimbursement or cost pressures over the next several quarters.
Balance-sheet Deleveraging Via Asset SaleThe Community Living proceeds materially reduced net debt and improved leverage, restoring financial flexibility. Lower leverage helps absorb industry shocks, funds integration and capex, and lowers refinancing risk, assuming management maintains disciplined use of proceeds and avoids re-leveraging.
Diversified Growth Across Pharmacy & Provider ServicesStrong organic growth in specialty pharmacy, infusion, and home health shows diversified, high-growth revenue streams and operating execution. High patient satisfaction and operational metrics (fill times, accuracy, branch quality) support stickiness with payors and referral sources, aiding durable competitive position.
Bears Say
Thin And Declining MarginsPersistently narrow margins leave limited buffer for rising drug acquisition, labor, or administrative costs. With gross margin trending lower, sustained cost pressure or reimbursement reductions could compress profitability quickly, making margin expansion essential to maintain durable earnings power.
Material IRA & Brand-to-generic HeadwindsRegulatory and market shifts (IRA and brand-to-generic conversions) represent structural revenue and gross-profit erosion that management quantified. These changes reduce long-term reimbursement for pharmacy services and require sustained scale, pricing or cost actions to offset, challenging durable revenue growth.
Historic Cash‑flow Volatility And One‑off DeleveragingThe recent leverage improvement appears driven largely by asset-sale proceeds, while prior years showed negative free cash flow. If operational cash generation reverts or one-time proceeds are exhausted, the company could face renewed leverage and constrained capital choices, risking longer-term stability.
BrightSpring Health Services, Inc. News
BTSG FAQ
What was BrightSpring Health Services, Inc.’s price range in the past 12 months?
BrightSpring Health Services, Inc. lowest stock price was $19.01 and its highest was $62.11 in the past 12 months.
What is BrightSpring Health Services, Inc.’s market cap?
BrightSpring Health Services, Inc.’s market cap is $11.51B.
When is BrightSpring Health Services, Inc.’s upcoming earnings report date?
BrightSpring Health Services, Inc.’s upcoming earnings report date is Jul 31, 2026 which is in 58 days.
How were BrightSpring Health Services, Inc.’s earnings last quarter?
BrightSpring Health Services, Inc. released its earnings results on May 01, 2026. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.309 by $0.081.
Is BrightSpring Health Services, Inc. overvalued?
According to Wall Street analysts BrightSpring Health Services, Inc.’s price is currently Undervalued.
Does BrightSpring Health Services, Inc. pay dividends?
BrightSpring Health Services, Inc. does not currently pay dividends.
What is BrightSpring Health Services, Inc.’s EPS estimate?
BrightSpring Health Services, Inc.’s EPS estimate is 0.39.
How many shares outstanding does BrightSpring Health Services, Inc. have?
BrightSpring Health Services, Inc. has 193,918,400 shares outstanding.
What happened to BrightSpring Health Services, Inc.’s price movement after its last earnings report?
BrightSpring Health Services, Inc. reported an EPS of $0.39 in its last earnings report, beating expectations of $0.309. Following the earnings report the stock price went up 9.61%.
Which hedge fund is a major shareholder of BrightSpring Health Services, Inc.?
Currently, no hedge funds are holding shares in BTSG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
BrightSpring Health Services, Inc. Stock Smart Score
Outperform
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10
Analyst Consensus
Strong Buy
Average Price Target:
$62.92 (33.10% Upside)
$62.92 (33.10% Upside)
Blogger Sentiment
Bullish
BTSG Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 1.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.6B over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.2%
Last 30 Days ▲ 41.8%
Last 30 Days ▲ 41.8%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
147.97%
12-Months-Change
Fundamentals
Return on Equity
12.71%
Trailing 12-Months
Asset Growth
6.27%
Trailing 12-Months
Company Description
BrightSpring Health Services, Inc.
BrightSpring Health Services, Inc. operates a home and community-based healthcare services platform in the United States. The company's 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 serves patients through clinical providers and pharmacists. BrightSpring Health Services, Inc. was formerly known as Phoenix Parent Holdings Inc. and changed its name to BrightSpring Health Services, Inc. in May 2021. The company was founded in 1974 and is based in Louisville, Kentucky.
BTSG Company Deck
BTSG Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: double-digit revenue growth, a 45% increase in adjusted EBITDA, improved margins, solid segment performance in specialty, infusion and home health, successful integration contributions, and a meaningful cash proceeds event to strengthen the balance sheet. These positives are tempered by clear, quantified headwinds from IRA impacts and brand-to-generic conversions (~$600M aggregate headwind referenced), a Q1 rise in corporate investments, and ongoing PBM/payer competitive dynamics. Management characterized the headwinds as expected and actionable and reiterated guidance, suggesting confidence in execution and mitigation plans.View all BTSG earnings summariesBTSG Stock 12 Month Forecast
Average Price Target
$62.92
▲(33.10% Upside)
Technical Analysis
Ownership Overview
44.32% Insiders
29.70% Mutual Funds
5.39% Other Institutional Investors
0.94% Public Companies and Individual Investors