BTSG (BTSG) Stock Analysis
Verdict: HOLD
Specialty pharmacy expansion drives double-digit top-line growth, but razor-thin 3.3% operating margins and PE overhang cap upside.
Investment score: 56/100
BrightSpring Health demonstrates solid 19.9% top-line expansion and positive cash flow momentum, but elevated debt levels and major PE insider selling warrant patience before building new long positions.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| DGX | 25.90 | 3.62 | 2.36 | 16.45 | — | 0.09 |
| LH | 26.66 | 3.08 | 1.85 | 15.45 | — | 0.07 |
| GH | -50.11 | -103.65 | 19.84 | -58.65 | — | -0.38 |
| LH | 26.66 | 3.08 | 1.85 | 15.45 | — | 0.07 |
| DVA | 16.67 | -16.41 | 0.89 | 8.16 | — | 0.06 |