BTSG logo

BrightSpring Health Services, Inc. Stock Price

NasdaqGS:BTSG Community·US$12.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

BTSG Share Price Performance

US$61.71
38.62 (167.26%)
US$70.59
Fair Value
US$61.71
38.62 (167.26%)
12.6% undervalued intrinsic discount
US$70.59
Fair Value
Price US$61.71
prajeesh US$70.59
AnalystConsensusTarget US$59.60
AnalystHighTarget US$86.27

BTSG Community Narratives

Fair Value
·
Fair Value US$70.59 12.6% undervalued intrinsic discount

BrightSpring Health Services will shine with future PE rising 69.72x

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
·
Fair Value US$59.6 3.5% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value US$86.27 28.5% undervalued intrinsic discount

Aging Population Will Transform Home And Community Integrated Care

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$70
11.8% undervalued intrinsic discount
Revenue
11.84% p.a.
Profit Margin
2.42%
Future PE
40.4x
Price in 2029
US$85.8
US$86.27
28.5% undervalued intrinsic discount
Revenue
17.38% p.a.
Profit Margin
3.37%
Future PE
30.24x
Price in 2029
US$105.63
US$59.6
3.5% 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 12.6% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BTSG logo

BTSG: Future Returns Will Hinge On Oncology And Specialty Pharmacy Execution

Fair Value: US$70 11.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BTSG logo

BTSG: Home Health And Specialty Pharmacy Integration Will Drive Future Upside Potential

Fair Value: US$86.27 28.5% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
4 Rewards

BrightSpring Health Services, Inc. Key Details

US$14.4b

Revenue

US$12.6b

Cost of Revenue

US$1.8b

Gross Profit

US$1.5b

Other Expenses

US$248.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.19
12.38%
1.73%
106.4%
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 Aug 06

BrightSpring: Bullish Economics And Margin Growth

Summary BrightSpring Health is converting its large pharmacy revenue base into faster gross profit and EBITDA growth. This is mostly due to its better margins per patient. In particular, Provider Services adds a higher-margin earnings stream. Here they benefit from acquired home health branches, which also expand BTSG’s reach and longer-term growth potential. Management also raised its guidance, and they continue to generate compelling cash flows. So, I think this could be a sustainable bull case for patient investors. Read the full article on Seeking Alpha
Narrative Update Aug 04

BTSG: Future Returns Will Hinge On Oncology And Specialty Pharmacy Execution

Analysts have lifted the BrightSpring Health Services fair value estimate from $55.27 to $70.00, as a series of higher price targets across Wall Street highlight confidence in the company’s home and community health model and specialty pharmacy exposure. Analyst Commentary Recent Street research on BrightSpring Health Services points to generally constructive sentiment, with many firms using higher price targets and positive ratings to reflect confidence in the business model across home health, community care, and specialty pharmacy.

Recent updates

No updates