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Upturn AI SWOT - About
BrightSpring Health Services, Inc. Tangible Equity Unit (BTSGU)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/30/2025: BTSGU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 45.44% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 40.87 - 87.80 | Updated Date 02/26/2025 |
52 Weeks Range 40.87 - 87.80 | Updated Date 02/26/2025 | ||
Dividends yield (FY) 2.44% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.42% | Operating Margin (TTM) -2.22% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 37355972 |
Shares Outstanding - | Shares Floating 37355972 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
BrightSpring Health Services, Inc. Tangible Equity Unit
Company Overview
History and Background
BrightSpring Health Services, Inc., provides home and community-based healthcare services. Specific founding year and milestones related solely to the "Tangible Equity Unit" are unavailable as this is a financial instrument, not the company itself. The company was acquired by KKR in 2019. The Tangible Equity Units are a way for the company to raise capital.
Core Business Areas
- Home Health: Provides in-home healthcare services, including skilled nursing, therapy, and personal care.
- Rehabilitation Services: Offers physical, occupational, and speech therapy services.
- Behavioral Health: Provides behavioral health services for individuals with intellectual and developmental disabilities.
- Pharmacy Services: Specialty pharmacy services focused on complex medication needs, including those of individuals with disabilities.
Leadership and Structure
BrightSpring is owned by KKR, a global investment firm. Specific executive leadership details pertaining to the Tangible Equity Unit are not publicly available. The organizational structure reflects the parent company KKR's structure, with functional leadership across the various service lines.
Top Products and Market Share
Key Offerings
- Home and Community-Based Services: A range of in-home care and community-based programs. Market share data for BrightSpring specifically is difficult to isolate as it operates within the broader home healthcare and behavioral health markets. Competitors include LHC Group (now part of Optum/UnitedHealth Group), Amedisys, and Addus HomeCare. Revenue data specifically attributable to just the Tangible Equity Unit is unavailable.
- Behavioral Health Services for Individuals with Intellectual and Developmental Disabilities (IDD): Specialized behavioral therapies and support for individuals with IDD. Market share is challenging to quantify given the fragmented nature of the IDD services market. Competitors are smaller regional providers and larger organizations like ResCare (now part of BrightSpring).
Market Dynamics
Industry Overview
The home healthcare and behavioral health industries are experiencing significant growth, driven by an aging population, increasing prevalence of chronic diseases, and a shift towards value-based care. There is increased demand for specialized care for individuals with intellectual and developmental disabilities.
Positioning
BrightSpring holds a significant position within the home and community-based healthcare market, particularly in specialized services for individuals with IDD. Its scale and comprehensive service offerings give it a competitive advantage. The Tangible Equity Units are financial instruments used to support their growth and operations.
Total Addressable Market (TAM)
The TAM for home healthcare and behavioral health is substantial and growing. Estimates range in the hundreds of billions of dollars. BrightSpring is positioned to capture a portion of this TAM, particularly in specialized segments like IDD services. However, it is not the largest player in either space, but one of several.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- National presence
- Focus on specialized care (e.g., IDD)
- Strong relationships with payers
- Experienced management team (at the KKR level)
Weaknesses
- Reliance on government funding (Medicaid/Medicare)
- Exposure to regulatory changes
- Labor shortages in healthcare
- Integration challenges related to acquisitions
- Limited data on public market performance as it's privately held
Opportunities
- Growing demand for home healthcare and behavioral health services
- Expansion into new geographic markets
- Development of new service offerings
- Increased use of technology in healthcare
- Potential for strategic acquisitions
Threats
- Increased competition
- Changes in reimbursement rates
- Economic downturn
- Cybersecurity risks
- Negative press/litigation related to patient care
Competitors and Market Share
Key Competitors
- LHCG
- AMED
- ADUS
- UTG
Competitive Landscape
BrightSpring competes with larger publicly traded home healthcare providers (LHC Group, Amedisys, Addus) and numerous smaller regional players. BrightSpring differentiates itself through its focus on specialized care for individuals with IDD and its comprehensive service offerings. The other companies listed focus on different verticals with overlap but not exactly similar.
Major Acquisitions
ResCare
- Year: 2017
- Acquisition Price (USD millions): 745
- Strategic Rationale: Significantly expanded BrightSpring's presence in behavioral health services for individuals with IDD.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is unavailable due to the company's private status.
Future Projections: Future projections are not available without access to private financial information.
Recent Initiatives: Recent initiatives include continued focus on strategic acquisitions and partnerships to expand its service offerings and geographic reach. KKR is focused on improving efficiencies and streamlining operations.
Summary
BrightSpring Health Services is a significant player in the home and community-based healthcare market, particularly in specialized services for individuals with IDD. As a private company owned by KKR, detailed financial data is limited, but the company appears to be strategically positioned for growth. Their strengths include diversified service offerings and a national presence, while they face challenges related to regulatory changes and labor shortages. Continued focus on strategic acquisitions and operational efficiencies will be crucial for future success. Access to better financial performance reports would be benificial.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Press Releases
- Industry Reports
- SEC Filings of Competitors
- KKR Website
Disclaimers:
This analysis is based on limited publicly available information. Financial data and market share estimates are approximate. The information provided is for informational purposes only and does not constitute investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BrightSpring Health Services, Inc. Tangible Equity Unit
Exchange NASDAQ | Headquaters Louisville, KY, United States | ||
IPO Launch date 2024-01-26 | Chairman, President & CEO Mr. Jon B. Rousseau | ||
Sector Healthcare | Industry Health Information Services | Full time employees 35000 | |
Full time employees 35000 | |||
BrightSpring Health Services, Inc. operates a home and community-based healthcare services platform in the United States. The company's 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 serves patients through clinical providers and pharmacists. BrightSpring Health Services, Inc. was formerly known as Phoenix Parent Holdings Inc. and changed its name to BrightSpring Health Services, Inc. in May 2021. The company was founded in 1974 and is based in Louisville, Kentucky.
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