BrightSpring Health Services, Inc. Common Stock (BTSG)vsTempus AI, Inc. Class A Common Stock (TEM)
BTSG
BrightSpring Health Services, Inc. Common Stock
$41.21
-6.32%
HEALTHCARE · Cap: $8.09B
TEM
Tempus AI, Inc. Class A Common Stock
$46.96
-3.65%
HEALTHCARE · Cap: $9.10B
Smart Verdict
WallStSmart Research — data-driven comparison
BrightSpring Health Services, Inc. Common Stock generates 915% more annual revenue ($12.91B vs $1.27B). BTSG leads profitability with a 148.0% profit margin vs -19.3%. BTSG earns a higher WallStSmart Score of 54/100 (C-).
BTSG
Buy54
out of 100
Grade: C-
TEM
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.4%
Fair Value
$22.46
Current Price
$41.21
$18.75 premium
Intrinsic value data unavailable for TEM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 148 of every $100 in revenue as profit
Earnings expanding 338.3% YoY
Revenue surging 29.3% year-over-year
Revenue surging 83.0% year-over-year
Areas to Watch
ROE of 5.9% — below average capital efficiency
Operating margin of 3.0%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 17.0x book value
0.0% earnings growth
ROE of -89.5% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BTSG
The strongest argument for BTSG centers on Profit Margin, EPS Growth, Revenue Growth. Profitability is solid with margins at 148.0% and operating margin at 3.0%. Revenue growth of 29.3% demonstrates continued momentum.
Bull Case : TEM
The strongest argument for TEM centers on Revenue Growth. Revenue growth of 83.0% demonstrates continued momentum.
Bear Case : BTSG
The primary concerns for BTSG are Return on Equity, Operating Margin, Debt/Equity. A P/E of 87.7x leaves little room for execution misses.
Bear Case : TEM
The primary concerns for TEM are Price/Book, EPS Growth, Return on Equity. Debt-to-equity of 2.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
BTSG profiles as a growth stock while TEM is a hypergrowth play — different risk/reward profiles.
TEM is growing revenue faster at 83.0% — sustainability is the question.
BTSG generates stronger free cash flow (174M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BTSG scores higher overall (54/100 vs 31/100), backed by strong 148.0% margins and 29.3% revenue growth. Both earn "Buy" and "Avoid" 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, specializing in meeting the intricate needs of a diverse patient population, including individuals with intellectual and developmental disabilities as well as those requiring rehabilitation. The company emphasizes personalized care solutions backed by a highly trained workforce, ensuring exceptional patient outcomes. BrightSpring's strategic investment in technology and commitment to quality enable it to thrive in the growing market for value-based care, making it well-positioned to capitalize on the ongoing evolution of the healthcare landscape.
Visit Website →Tempus AI, Inc. Class A Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Tempus AI, Inc is a healthcare technology company. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
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