BrightSpring Health Services, Inc. Common Stock (BTSG)vsTruBridge Inc. (TBRG)
BTSG
BrightSpring Health Services, Inc. Common Stock
$44.82
+3.49%
HEALTHCARE · Cap: $8.32B
TBRG
TruBridge Inc.
$14.60
-1.82%
HEALTHCARE · Cap: $223.22M
Smart Verdict
WallStSmart Research — data-driven comparison
BrightSpring Health Services, Inc. Common Stock generates 3618% more annual revenue ($12.91B vs $347.27M). BTSG leads profitability with a 1.5% profit margin vs 1.0%. TBRG trades at a lower P/E of 62.0x. BTSG earns a higher WallStSmart Score of 54/100 (C-).
BTSG
Buy54
out of 100
Grade: C-
TBRG
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.4%
Fair Value
$22.46
Current Price
$44.82
$22.36 premium
Margin of Safety
-1056.4%
Fair Value
$1.63
Current Price
$14.60
$12.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 29.3% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
3.4% earnings growth
ROE of 5.9% — below average capital efficiency
1.5% margin — thin
Operating margin of 3.0%
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
1.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BTSG
The strongest argument for BTSG centers on Revenue Growth. Revenue growth of 29.3% demonstrates continued momentum.
Bull Case : TBRG
The strongest argument for TBRG centers on Price/Book, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : BTSG
The primary concerns for BTSG are EPS Growth, Return on Equity, Profit Margin. A P/E of 90.2x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Bear Case : TBRG
The primary concerns for TBRG are Revenue Growth, Market Cap, Return on Equity. A P/E of 62.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BTSG profiles as a growth stock while TBRG is a value play — different risk/reward profiles.
BTSG carries more volatility with a beta of 2.33 — expect wider price swings.
BTSG is growing revenue faster at 29.3% — sustainability is the question.
BTSG generates stronger free cash flow (174M), providing more financial flexibility.
Bottom Line
BTSG scores higher overall (54/100 vs 49/100) and 29.3% 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, 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 →TruBridge Inc.
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company is headquartered in Mobile, Alabama.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
Want to dig deeper into these stocks?