BrightSpring Health Services, Inc. Common Stock (BTSG)vsHealthStream Inc (HSTM)
BTSG
BrightSpring Health Services, Inc. Common Stock
$68.98
0.00%
HEALTHCARE · Cap: $13.00B
HSTM
HealthStream Inc
$26.73
-0.20%
HEALTHCARE · Cap: $749.08M
Smart Verdict
WallStSmart Research — data-driven comparison
BrightSpring Health Services, Inc. Common Stock generates 4277% more annual revenue ($13.65B vs $311.78M). HSTM leads profitability with a 6.4% profit margin vs 2.3%. HSTM trades at a lower P/E of 38.3x. HSTM earns a higher WallStSmart Score of 55/100 (C).
BTSG
Buy53
out of 100
Grade: C-
HSTM
Buy55
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 359.8% YoY
Revenue surging 25.6% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 42.9% YoY
Areas to Watch
2.3% margin — thin
Operating margin of 3.4%
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
6.4% margin — thin
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 : HSTM
The strongest argument for HSTM centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : BTSG
The primary concerns for BTSG are Profit Margin, Operating Margin, Debt/Equity. A P/E of 86.0x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : HSTM
The primary concerns for HSTM are P/E Ratio, Market Cap, Return on Equity.
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 1.87 — expect wider price swings.
BTSG is growing revenue faster at 25.6% — sustainability is the question.
BTSG generates stronger free cash flow (101M), providing more financial flexibility.
Bottom Line
HSTM scores higher overall (55/100 vs 53/100) and 10.5% revenue growth. Both earn "Buy" and "Buy" 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 premier provider of home and community-based health services, dedicated to serving diverse patient populations, including those with intellectual and developmental disabilities, as well as individuals requiring rehabilitation. The company emphasizes personalized, high-quality care delivered by a skilled workforce, which has proven to enhance patient outcomes and overall quality of life. With strategic investments in innovative technologies and a commitment to value-based care, BrightSpring is strategically positioned to excel in the evolving healthcare landscape, leveraging growth opportunities in the sector.
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
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