BTSG Share Price Performance
US$41.49
25.46 (158.83%)
1.1% undervalued intrinsic discount
US$41.93
Fair Value
Price US$41.49
AnalystConsensusTarget US$41.93
AnalystLowTarget US$38.00
AnalystHighTarget US$52.26
Fair ValueUS$51.00
Share Pricen/a
BrightSpring Health Services, Inc. Stock Price
- 3 Narratives written by author
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- 6 Fair Values set on narratives written by author
BTSG Community Narratives
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Fair Value US$51 18.6% undervalued intrinsic discount
Analysts Raise Targets as BrightSpring Health Services Sees Improved Margins and Growth Outlook
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Fair Value US$38 9.2% overvalued intrinsic discount
Rising Healthcare Labor And Regulation Will Hurt Margins Despite Automation
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Fair Value US$52.26 20.6% undervalued intrinsic discount
Aging Population Will Transform Home And Community Integrated Care
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Analysts Raise Targets as BrightSpring Health Services Sees Improved Margins and Growth Outlook
Key Takeaways Leadership in specialty pharmacy and rare drug markets, along with exclusive launches, is fueling strong revenue growth and margin expansion. Demographic trends and expanded integrated services are driving market share gains, supporting sustainable long-term topline and earnings growth.Read more
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US$51
18.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
13.98% p.a.
Profit Margin
2.65%
Future PE
27.07x
Price in 2029
US$62.3
Aging Population Will Transform Home And Community Integrated Care
Key Takeaways Sustained specialty pharmacy growth and a strong pipeline position the company for extended revenue and margin expansion amid ongoing launches in high-value therapies. Operational excellence, tech-driven efficiency, and successful acquisition integration enhance profit potential, outperformance, and stability as industry shifts favor home and community care.Read more
15
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US$52.26
20.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
14.85% p.a.
Profit Margin
2.64%
Future PE
27.08x
Price in 2029
US$63.7
Rising Healthcare Labor And Regulation Will Hurt Margins Despite Automation
Key Takeaways Labor shortages, wage pressures, and reliance on government funding create sustained risk to margins, revenue stability, and operational efficiency. Industry shifts-toward value-based models, tech-driven competitors, and rapid M&A-threaten profitability, requiring significant reinvestment and execution discipline.Read more
10
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US$38
9.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
13.15% p.a.
Profit Margin
1.78%
Future PE
30.32x
Price in 2029
US$45.91
Trending Discussion
Recently Updated Narratives
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BTSG: Future Returns Will Hinge On Expanded Provider And Pharmacy Footprint
Fair Value: US$51 18.6% undervalued intrinsic discount
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BTSG: Higher Future P/E Assumptions Will Support Stronger Upside Potential
Fair Value: US$52.26 20.6% undervalued intrinsic discount
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BTSG: Utilization Trends And Drug Contracts Will Guide Future Balanced Outlook
Fair Value: US$38 9.2% overvalued intrinsic discount
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Snowflake Analysis
BrightSpring Health Services, Inc. Key Details
About BTSG
- Founded
- 1974
- Employees
- 23500
- CEO
- WebsiteView website
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.
