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BrightSpring Health Services, Inc. (BTSGU) Stock Fundamental Analysis & AI Rating 2026

BTSGU Nasdaq Services-Home Health Care Services DE CIK: 0001865782
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
71% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
77% Conf

📊 BTSGU Key Takeaways

Revenue: $12.9B
Net Margin: 1.5%
Free Cash Flow: $394.7M
Current Ratio: 1.57x
Debt/Equity: 1.34x
EPS: $0.87
AI Rating: HOLD with 65% confidence
BrightSpring Health Services, Inc. (BTSGU) receives a HOLD rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $12.9B, net profit margin of 1.5%, and return on equity (ROE) of 10.2%, BrightSpring Health Services, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete BTSGU stock analysis for 2026.

Is BrightSpring Health Services, Inc. (BTSGU) a Good Investment?

Claude

BrightSpring demonstrates strong revenue growth (+28.2% YoY) and solid cash generation with $394.7M free cash flow, indicating operational execution in home healthcare services. However, thin profitability margins (1.5% net, 2.3% operating) and elevated leverage (1.34x D/E) with weak interest coverage (1.9x) suggest limited financial flexibility and vulnerability to operational disruptions.

ChatGPT

BrightSpring shows strong top-line momentum and solid cash generation, with revenue up 28.2% year over year and free cash flow of nearly $395M. However, the business still operates on very thin margins and carries meaningful leverage, with debt/equity of 1.34x and interest coverage of just 1.9x, which limits financial flexibility. The fundamental picture is improving, but the balance between growth and balance-sheet risk remains mixed.

Why Buy BrightSpring Health Services, Inc. Stock? BTSGU Key Strengths

Claude
  • + Robust revenue growth of 28.2% YoY demonstrating market demand and expansion
  • + Strong free cash flow generation of $394.7M supporting capital allocation and debt service
  • + Solid current and quick ratios (1.57x and 1.12x) indicating adequate short-term liquidity
  • + Significant improvement in diluted EPS (+1066.7% YoY) showing operational leverage benefits
ChatGPT
  • + Strong revenue growth indicates expanding demand and scale
  • + Positive operating cash flow and free cash flow support internal funding capacity
  • + Profitability has improved enough to produce positive net income and a double-digit ROE

BTSGU Stock Risks: BrightSpring Health Services, Inc. Investment Risks

Claude
  • ! Extremely thin net margin of 1.5% and operating margin of 2.3% leave minimal buffer for cost pressures or reimbursement changes
  • ! High leverage with 1.34x D/E ratio and $2.5B long-term debt combined with weak 1.9x interest coverage ratio
  • ! Low ROA (3.0%) and modest ROE (10.2%) relative to debt levels indicate inefficient capital deployment
  • ! Home healthcare sector vulnerability to regulatory reimbursement changes and labor cost inflation
ChatGPT
  • ! Very thin operating and net margins leave limited room for execution mistakes or reimbursement pressure
  • ! High debt load and weak interest coverage create refinancing and earnings risk
  • ! Net income growth appears stagnant despite strong revenue growth, raising questions about growth quality and cost structure

Key Metrics to Watch

Claude
  • * Operating margin expansion trajectory and ability to maintain pricing amid cost pressures
  • * Interest coverage ratio improvement and debt reduction progress
  • * Cash conversion rate and capital efficiency trends in organic growth investments
ChatGPT
  • * Interest coverage and long-term debt reduction
  • * Operating margin and free cash flow conversion

BrightSpring Health Services, Inc. (BTSGU) Financial Metrics & Key Ratios

Revenue
$12.9B
Net Income
$190.7M
EPS (Diluted)
$0.87
Free Cash Flow
$394.7M
Total Assets
$6.4B
Cash Position
$88.4M

💡 AI Analyst Insight

The relatively thin 3.1% FCF margin may limit capital allocation flexibility.

BTSGU Profit Margin, ROE & Profitability Analysis

Gross Margin 11.8%
Operating Margin 2.3%
Net Margin 1.5%
ROE 10.2%
ROA 3.0%
FCF Margin 3.1%

BTSGU vs Services Sector: How BrightSpring Health Services, Inc. Compares

How BrightSpring Health Services, Inc. compares to Services sector averages

Net Margin
BTSGU 1.5%
vs
Sector Avg 10.0%
BTSGU Sector
ROE
BTSGU 10.2%
vs
Sector Avg 16.0%
BTSGU Sector
Current Ratio
BTSGU 1.6x
vs
Sector Avg 1.5x
BTSGU Sector
Debt/Equity
BTSGU 1.3x
vs
Sector Avg 0.7x
BTSGU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is BrightSpring Health Services, Inc. Stock Overvalued? BTSGU Valuation Analysis 2026

Based on fundamental analysis, BrightSpring Health Services, Inc. shows some fundamental concerns relative to the Services sector in 2026.

Return on Equity
10.2%
Sector avg: 16%
Net Profit Margin
1.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.34x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

BrightSpring Health Services, Inc. Balance Sheet: BTSGU Debt, Cash & Liquidity

Current Ratio
1.57x
Quick Ratio
1.12x
Debt/Equity
1.34x
Debt/Assets
70.6%
Interest Coverage
1.88x
Long-term Debt
$2.5B

BTSGU Revenue & Earnings Growth: 5-Year Financial Trend

BTSGU 5-year financial data: Year 2024: Revenue $11.3B, Net Income -$53.9M, EPS $-0.46. Year 2025: Revenue $12.9B, Net Income -$154.6M, EPS $-1.31.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BrightSpring Health Services, Inc.'s revenue has grown significantly by 15% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.31 indicates the company is currently unprofitable.

BTSGU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.1%
Free cash flow / Revenue

BTSGU Quarterly Earnings & Performance

Quarterly financial performance data for BrightSpring Health Services, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.6B -$8.2M $-0.04
Q2 2025 $2.4B $19.9M $0.10
Q1 2025 $2.3B $29.5M $0.14
Q3 2024 $2.3B -$8.2M $-0.04
Q2 2024 $2.2B $4.0M $0.03
Q1 2024 $2.0B -$21.4M $-0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BrightSpring Health Services, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$490.2M
Cash generated from operations
Stock Buybacks
$43.2M
Shares repurchased (TTM)
Capital Expenditures
$95.5M
Investment in assets
Dividends
None
No dividend program

BTSGU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for BrightSpring Health Services, Inc. (CIK: 0001865782)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 DEF 14A btsg-20260410.htm View →
Mar 31, 2026 4 xslF345X06/form4.xml View →
Mar 31, 2026 8-K btsg-20260330.htm View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about BTSGU

What is the AI rating for BTSGU?

BrightSpring Health Services, Inc. (BTSGU) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BTSGU's key strengths?

Claude: Robust revenue growth of 28.2% YoY demonstrating market demand and expansion. Strong free cash flow generation of $394.7M supporting capital allocation and debt service. ChatGPT: Strong revenue growth indicates expanding demand and scale. Positive operating cash flow and free cash flow support internal funding capacity.

What are the risks of investing in BTSGU?

Claude: Extremely thin net margin of 1.5% and operating margin of 2.3% leave minimal buffer for cost pressures or reimbursement changes. High leverage with 1.34x D/E ratio and $2.5B long-term debt combined with weak 1.9x interest coverage ratio. ChatGPT: Very thin operating and net margins leave limited room for execution mistakes or reimbursement pressure. High debt load and weak interest coverage create refinancing and earnings risk.

What is BTSGU's revenue and growth?

BrightSpring Health Services, Inc. reported revenue of $12.9B.

Does BTSGU pay dividends?

BrightSpring Health Services, Inc. does not currently pay dividends.

Where can I find BTSGU SEC filings?

Official SEC filings for BrightSpring Health Services, Inc. (CIK: 0001865782) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BTSGU's EPS?

BrightSpring Health Services, Inc. has a diluted EPS of $0.87.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BTSGU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BrightSpring Health Services, Inc. has a HOLD rating with 71% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BTSGU stock overvalued or undervalued?

Valuation metrics for BTSGU: ROE of 10.2% (sector avg: 16%), net margin of 1.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy BTSGU stock in 2026?

Our dual AI analysis gives BrightSpring Health Services, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BTSGU's free cash flow?

BrightSpring Health Services, Inc.'s operating cash flow is $490.2M, with capital expenditures of $95.5M. FCF margin is 3.1%.

How does BTSGU compare to other Services stocks?

Vs Services sector averages: Net margin 1.5% (avg: 10%), ROE 10.2% (avg: 16%), current ratio 1.57 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI