Added to YB: 2026-07-30
Pitch date: 2026-07-21
BTSG [neutral]
BrightSpring Health Services, Inc.
-2.88%
current return
Author Info
No bio for this author
Company Info
BrightSpring Health Services, Inc. operates as a home and community-based healthcare services platform in the United States.
Market Cap
$15.1B
Pitch Price
$71.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.09
P/E
94.36
EV/Sales
1.24
Sector
Health Care Providers and Services
Category
growth
Company a Day #1: BrightSpring Health Services
BTSG (overview): Post-acute/specialty healthcare platform serving 450K+ complex senior/specialty patients daily via Pharmacy Solutions (institutional, specialty/Onco360, infusion/Amerita, hospice) & Provider Services (home health, hospice, personal care, Rehab Without Walls). 43M+ Rx in 2025. KKR-backed, IPO'd Jan 2024. Sold ResCare Community Living to Sevita for $835M (Mar 2026) to sharpen focus. Thesis: integration cuts hospitalizations (72% co-reported). ~$2.6B debt. Risks: reimbursement cuts, labor/wage inflation, PBM contracts, referral concentration, integration execution.
Read full article (20 min)