BrightSpring Health Services, Inc. Common Stock (BTSG)vsHealthStream Inc (HSTM)
BTSG
BrightSpring Health Services, Inc. Common Stock
$71.45
-1.61%
HEALTHCARE · Cap: $13.36B
HSTM
HealthStream Inc
$28.29
-2.04%
HEALTHCARE · Cap: $993.75M
Smart Verdict
WallStSmart Research — data-driven comparison
BrightSpring Health Services, Inc. Common Stock generates 4550% more annual revenue ($15.25B vs $327.95M). HSTM leads profitability with a 6.3% profit margin vs 2.7%. HSTM trades at a lower P/E of 46.4x. BTSG earns a higher WallStSmart Score of 57/100 (C).
BTSG
Buy57
out of 100
Grade: C
HSTM
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 82.0% YoY
Revenue surging 26.4% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
2.7% margin — thin
Operating margin of 3.8%
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
6.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BTSG
The strongest argument for BTSG centers on EPS Growth, Revenue Growth. Revenue growth of 26.4% demonstrates continued momentum.
Bull Case : HSTM
The strongest argument for HSTM centers on Debt/Equity, Price/Book.
Bear Case : BTSG
The primary concerns for BTSG are Profit Margin, Operating Margin, Debt/Equity. A P/E of 47.6x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : HSTM
The primary concerns for HSTM are Market Cap, Return on Equity, Profit Margin. A P/E of 46.4x leaves little room for execution misses.
Key Dynamics to Monitor
BTSG profiles as a growth stock while HSTM is a value play — different risk/reward profiles.
BTSG carries more volatility with a beta of 1.78 — expect wider price swings.
BTSG is growing revenue faster at 26.4% — sustainability is the question.
BTSG generates stronger free cash flow (182M), providing more financial flexibility.
Bottom Line
BTSG scores higher overall (57/100 vs 41/100) and 26.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BrightSpring Health Services, Inc. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
BrightSpring Health Services, Inc. (BTSG) is a leading provider of home and community-based health services, focusing on diverse patient populations, including individuals with intellectual and developmental disabilities and those in need of rehabilitation support. The company prioritizes personalized, high-quality care, facilitated by a dedicated and skilled workforce that significantly improves patient outcomes and quality of life. With robust investments in innovative technologies and a strong commitment to value-based care, BrightSpring is well-positioned to capitalize on growth opportunities within the dynamic healthcare landscape, highlighting its potential for sustainable, long-term success.
Visit Website →HealthStream Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
HealthStream, Inc. provides provider and staff solutions for healthcare organizations in the United States. The company is headquartered in Nashville, Tennessee.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
Want to dig deeper into these stocks?