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Upturn AI SWOT - About
BrightSpring Health Services, Inc. Tangible Equity Unit (BTSGU)
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Upturn Advisory Summary
09/17/2025: BTSGU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 21.44% | Avg. Invested days 43 | 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 09/17/2025 |
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
It is critical to note that BrightSpring Health Services, Inc. Tangible Equity Unit is a specific type of security, not the entire company. BrightSpring Health Services is a provider of home and community-based healthcare services. The Tangible Equity Units (TEUs) are a type of security that offers a combination of debt and equity characteristics, designed to provide investors with current income and potential future equity appreciation. The exact terms and conditions of the TEUs, including their conversion or redemption features, are outlined in the security's prospectus.
Core Business Areas
- Home Health: Provides skilled nursing, therapy, and personal care services in patients' homes.
- Rehabilitation Services: Offers physical, occupational, and speech therapy to help individuals recover from injuries or illnesses.
- Behavioral Health: Provides services for individuals with intellectual and developmental disabilities, autism, and other behavioral health conditions.
- Pharmacy Services: Offers specialized pharmacy services tailored to the needs of individuals with complex health conditions.
- Neuro Rehabilitation: Offers Neuro Rehabilitation services to help patients recover from injuries or illnesses.
Leadership and Structure
Specifics of the leadership team and organizational structure would require access to BrightSpring Health Services' corporate governance documents and public filings. Generally, the company would have a CEO, CFO, and other key executives overseeing various business units and support functions.
Top Products and Market Share
Key Offerings
- Home-Based Care: Includes personal care, homemaking, and skilled nursing services. Market share data is fragmented across numerous regional and national providers. Competitors include Amedisys (AMED), LHC Group (LHCG), and Encompass Health (EHC).
- Behavioral Support Services: Provides support and training for individuals with intellectual and developmental disabilities. The market is competitive, with numerous regional and national providers. Competitors include ResCare, The MENTOR Network.
- Pharmacy Services: Specialized pharmacy services. Competitors include PharMerica, Omnicare.
Market Dynamics
Industry Overview
The home and community-based healthcare industry is experiencing growth due to the aging population, increasing prevalence of chronic diseases, and a preference for in-home care. Regulatory changes and reimbursement models also play a significant role.
Positioning
BrightSpring Health Services is positioned as a large provider of diversified home and community-based healthcare services, operating across multiple states. Competitive advantages could include its scale, geographic reach, and range of services.
Total Addressable Market (TAM)
The total addressable market for home and community-based healthcare is substantial and expected to grow. BrightSpring is positioned to capture a share of this market through its diverse service offerings and geographic presence. The TAM is estimated to be in the hundreds of billions of dollars annually, but BrightSpring's specific addressable portion is related to the services it offers and the demographics and regions it serves.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Geographic reach
- Established presence in the home and community-based healthcare market
- Strong relationships with payers and referral sources
Weaknesses
- Exposure to regulatory changes and reimbursement pressures
- High labor costs
- Potential for service quality issues
- Dependence on government funding
Opportunities
- Expanding service offerings to meet evolving needs
- Acquiring smaller competitors to gain market share
- Leveraging technology to improve efficiency and quality
- Partnerships with healthcare systems and payers
Threats
- Increased competition from other home and community-based healthcare providers
- Changes in government regulations and reimbursement policies
- Labor shortages
- Economic downturns
Competitors and Market Share
Key Competitors
- Amedisys (AMED)
- LHC Group (LHCG)
- Encompass Health (EHC)
Competitive Landscape
BrightSpring Health Services competes with a mix of national and regional providers. Its advantages may include its scale and diversified service offerings. Disadvantages could include its exposure to regulatory changes and reimbursement pressures.
Growth Trajectory and Initiatives
Historical Growth: Due to the private nature of BrightSpring Health Services, the specific details are not publicly available. However, information can be obtained from BrightSpring Health Services website and press releases.
Future Projections: Future growth projections would depend on the company's strategic plans and industry trends.
Recent Initiatives: Recent initiatives could include acquisitions, expansion into new markets, and the introduction of new services.
Summary
BrightSpring Health Services is a major player in the home and community-based healthcare services industry, benefiting from an aging population and a growing preference for in-home care. Its diversified service offerings and geographic reach provide a competitive edge. However, the company faces challenges related to regulatory changes, reimbursement pressures, and labor costs. Successful navigation of these challenges, along with strategic expansion and technological innovation, will be crucial for sustaining growth and profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available company information
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share and other data may vary depending on the source and methodology used. Financial data is estimated, please refer to BrightSpring's actual filings for full details.
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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