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Upturn AI Summary - About
BrightSpring Health Services, Inc. Common Stock(BTSG)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BTSG
10/23/2026: BTSG (5-star) is a REGULAR-BUY. BUY for 9 days. Simulated Profits (-4.05%). Updated daily EoD!
BrightSpring Health Services is a provider of integrated pharmacy and community-based health services, catering primarily to complex, high-need patient populations. Its business is built on a dual-platform strategy that combines specialty pharmacy with home-based clinical care, providing a distinct competitive position in the healthcare services sector. The primary investment story rests on the company's ability to scale this integrated model to capture demand from an aging population. Key risks include a high debt load inherited from prior private equity ownership, significant reliance on government reimbursement rates, and competition from large retail pharmacy incumbents. Investors should monitor progress in deleveraging the balance sheet and improving operational margins through value-based care contracts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is expanding its footprint in high-need health sectors with significant organic revenue growth. |
| Momentum investor | Mixed fit | The stock's performance depends on positive signals regarding margin expansion and deleveraging. |
| Value investor | Weak fit | Valuation is currently more focused on growth potential than traditional value metrics. |
| Dividend investor | Weak fit | The company does not pay a dividend, focusing cash on debt reduction and growth. |
| Low-risk investor | Weak fit | High leverage and regulatory exposure create volatility that may not suit risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Recent IPO status and sector exposure contribute to significant short-term price fluctuations. |
| Valuation risk | Medium / high | Investors must assess whether current growth rates justify existing earnings multiples. |
| Competition risk (Pharmacy/Health Services) | High | Large incumbents exert significant pressure on pricing and market access. |
| Business quality | Medium | While the integrated model is strong, the company must manage execution risk across varied geographies. |
| Dividend income | Low / none | There is no dividend income available for yield-focused investors. |
| Execution risk | Medium / high | Integrating acquisitions and managing labor costs are critical to long-term profitability. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 231.92% | Avg. Invested days 71 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.89B USD | Price to earnings Ratio 54.65 | 1Y Target Price 78.94 |
Price to earnings Ratio 54.65 | 1Y Target Price 78.94 | ||
Volume (30-day avg) 2.3M shares | Beta 1.88 | 52 Weeks Range 30.64 - 73.75 | Updated Date 10/23/2026 |
52 Weeks Range 30.64 - 73.75 | Updated Date 10/23/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.1 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Pharmacy Solutions | Specialty pharmacy, home infusion, and oncology support services. | The company earns revenue by providing essential, specialized drug delivery and clinical support to patients with chronic conditions. |
| Provider Services | Behavioral health, primary care, and community-based rehabilitation. | The company generates fees by delivering recurring clinical care and therapy services in home and community settings. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-30 | When Before Market | Estimate 0.45 | Actual - |
Profitability
Profit Margin 2.55% | Operating Margin (TTM) 3.37% |
Management Effectiveness
Return on Assets (TTM) 4.88% | Return on Equity (TTM) 13.04% |
Valuation
Trailing PE 54.65 | Forward PE 23.42 | Enterprise Value 13.50B | Price to Sales(TTM) 0.83 |
Enterprise Value 13.50B | Price to Sales(TTM) 0.83 | ||
Enterprise Value to Revenue 0.94 | Enterprise Value to EBITDA 22.19 | Shares Outstanding 197.86M | Shares Floating 150.65M |
Shares Outstanding 197.86M | Shares Floating 150.65M | ||
Percent Insiders 3.12 | Percent Institutions 108.24 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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