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BrightSpring Health Services, Inc. Stock Price

NasdaqGS:BTSG Community·US$14.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

BTSG Share Price Performance

US$69.67
49.61 (247.31%)
US$59.60
Fair Value
US$69.67
49.61 (247.31%)
16.9% overvalued intrinsic discount
US$59.60
Fair Value
Price US$69.67
AnalystConsensusTarget US$59.60
prajeesh US$70.59
AnalystLowTarget US$50.78

BTSG Community Narratives

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Fair Value US$59.6 16.9% overvalued intrinsic discount

Analysts Raise Targets as BrightSpring Health Services Sees Improved Margins and Growth Outlook

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Fair Value
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Fair Value US$70.59 1.3% undervalued intrinsic discount

BrightSpring Health Services will shine with future PE rising 69.72x

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·
Fair Value US$50.78 37.2% overvalued intrinsic discount

Rising Healthcare Labor And Regulation Will Hurt Margins Despite Automation

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US$70.59
1.3% undervalued intrinsic discount
Fair Value
Revenue
12.67% p.a.
Profit Margin
1.25%
Future PE
69.72x
Price in 2031
US$99.5
US$86.27
19.2% undervalued intrinsic discount
Revenue
17.38% p.a.
Profit Margin
3.37%
Future PE
30.24x
Price in 2029
US$105.63
US$50.78
37.2% overvalued intrinsic discount
Revenue
12.79% p.a.
Profit Margin
2.86%
Future PE
23.64x
Price in 2029
US$62.17
US$59.6
16.9% overvalued intrinsic discount
Revenue
14.66% p.a.
Profit Margin
2.95%
Future PE
26.75x
Price in 2029
US$73.19

Trending Discussion

No trending discussion available.

Updated Narratives

BTSG logo

BrightSpring Health Services will shine with future PE rising 69.72x

Fair Value: US$70.59 1.3% undervalued intrinsic discount
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BTSG: Home Health And Specialty Pharmacy Integration Will Drive Future Upside Potential

Fair Value: US$86.27 19.2% undervalued intrinsic discount
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BTSG: Rich Multiple Will Hinge On Fragile Generic Conversion Outlook

Fair Value: US$50.78 37.2% overvalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet with moderate growth potential.

1 Risk
3 Rewards

BrightSpring Health Services, Inc. Key Details

US$13.6b

Revenue

US$12.0b

Cost of Revenue

US$1.7b

Gross Profit

US$1.5b

Other Expenses

US$171.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 31, 2026
0.82
12.18%
1.25%
125.5%
View Full Analysis

About BTSG

Founded
1974
Employees
23500
CEO
Jon Rousseau
WebsiteView website
www.brightspringhealth.com

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.

Recent BTSG News & Updates

Seeking Alpha Jul 09

BrightSpring Health Services: Future Expectations May Be Fully Priced In

Summary BrightSpring Health Services is rated HOLD after a steep valuation rerating year-to-date. BTSG's Q1 Pharmacy Solutions segment outperformed, driven by favorable price/mix and Limited Distribution Drug agreements. Forward growth relies entirely on price/mix, with volume flat and IRA pricing pressure looming. At a forward PE of 40.65x and a thin safety margin, I prefer to wait for a pullback or a confirming catalyst. Read the full article on Seeking Alpha

Recent updates

No updates