BrightSpring Health Services, Inc. Common Stock (BTSG)vsTempus AI, Inc. Class A Common Stock (TEM)
BTSG
BrightSpring Health Services, Inc. Common Stock
$52.74
+2.53%
HEALTHCARE · Cap: $10.16B
TEM
Tempus AI, Inc. Class A Common Stock
$53.50
-1.05%
HEALTHCARE · Cap: $9.87B
Smart Verdict
WallStSmart Research — data-driven comparison
BrightSpring Health Services, Inc. Common Stock generates 973% more annual revenue ($13.65B vs $1.27B). BTSG leads profitability with a 2.3% profit margin vs -19.3%. BTSG earns a higher WallStSmart Score of 53/100 (C-).
BTSG
Buy53
out of 100
Grade: C-
TEM
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.8%
Fair Value
$303.06
Current Price
$52.74
$250.32 discount
Margin of Safety
-71.3%
Fair Value
$31.29
Current Price
$53.50
$22.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 359.8% YoY
Revenue surging 25.6% year-over-year
Revenue surging 83.0% year-over-year
Areas to Watch
2.3% margin — thin
Operating margin of 3.4%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 19.4x 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 EPS Growth, Revenue Growth. Revenue growth of 25.6% 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 Profit Margin, Operating Margin, Debt/Equity. A P/E of 109.5x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
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 (101M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BTSG scores higher overall (53/100 vs 31/100) and 25.6% 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 prominent provider of home and community-based health services, dedicated to addressing the complex needs of a varied patient population, including those with intellectual and developmental disabilities and individuals requiring rehabilitation. The company focuses on delivering personalized care solutions facilitated by a skilled workforce, which enhances patient outcomes and quality of life. With its strategic investments in innovative technology and a firm commitment to quality, BrightSpring is well-equipped to excel in the expanding value-based care market and to effectively navigate the evolving 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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