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Upturn AI SWOT - About
BrightSpring Health Services, Inc. Tangible Equity Unit (BTSGU)
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Upturn Advisory Summary
04/01/2025: BTSGU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 16.93% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 30823 | Beta - | 52 Weeks Range 39.37 - 89.00 | Updated Date 02/26/2025 |
52 Weeks Range 39.37 - 89.00 | Updated Date 02/26/2025 | ||
Dividends yield (FY) 2.44% | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.42% | Operating Margin (TTM) -2.22% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 37355972 |
Shares Outstanding - | Shares Floating 37355972 | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BrightSpring Health Services, Inc. Tangible Equity Unit
Company Overview
History and Background
BrightSpring Health Services, Inc. (formerly PharMerica) is a leading provider of home and community-based healthcare services. Founded in 1998, it has grown through acquisitions and organic expansion to serve individuals with complex needs across various settings.
Core Business Areas
- Home Health: Provides in-home healthcare services, including skilled nursing, therapy, and personal care.
- Rehabilitation Services: Offers physical, occupational, and speech therapy services.
- Behavioral Health: Provides behavioral health services for individuals with intellectual and developmental disabilities (IDD).
- Pharmacy Services: Provides pharmaceutical services, primarily to senior living communities and other long-term care facilities.
Leadership and Structure
BrightSpring is led by a team of experienced healthcare executives. The organizational structure is divided into business units corresponding to its core service lines, with centralized support functions.
Top Products and Market Share
Key Offerings
- Home Health Services: BrightSpring provides in-home care to individuals needing assistance with daily living activities, medical care, and rehabilitation. Competitors include LHC Group (LHCG) and Amedisys (AMED). Market share estimates for specific geographies and service types vary but are estimated to be a single-digit percentage nationally.
- Behavioral Health Services: BrightSpring offers specialized behavioral health services for individuals with IDD, including residential support, day programs, and therapy. Competitors include The MENTOR Network and ResCare. Market share estimates vary but are also likely a single-digit percentage nationally.
- Pharmacy Services: BrightSpring provides pharmaceutical services, primarily to senior living communities and other long-term care facilities. Competitors include Omnicare (CVS) and PharMerica (WBA). Market share estimates for specific geographies and service types vary but are estimated to be a low double-digit percentage nationally.
Market Dynamics
Industry Overview
The home and community-based healthcare market is growing due to the aging population, increasing prevalence of chronic diseases, and shift towards value-based care. Demand for in-home and community-based healthcare is rising.
Positioning
BrightSpring is positioned as a leading provider of integrated home and community-based healthcare services, with a focus on individuals with complex needs. Its competitive advantages include its broad service portfolio, national footprint, and expertise in serving individuals with IDD.
Total Addressable Market (TAM)
The TAM for home and community-based healthcare is estimated to be hundreds of billions of dollars annually. BrightSpring is well-positioned to capture a significant share of this market through organic growth and acquisitions. It is estimated to be between $200 billion to $400 billion with BrightSpring positioned in a submarket of 10% to 20%.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- National footprint
- Expertise in serving individuals with IDD
- Strong relationships with payers and providers
- Integrated care model
Weaknesses
- High labor costs
- Regulatory compliance challenges
- Competitive market
- Dependence on government funding
- Operational inefficiencies
Opportunities
- Expanding into new geographic markets
- Developing new service offerings
- Acquiring complementary businesses
- Leveraging technology to improve efficiency
- Participating in value-based care arrangements
Threats
- Changes in government regulations
- Increased competition
- Rising labor costs
- Economic downturn
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- LHCG
- AMED
- CVS
Competitive Landscape
BrightSpring's competitive advantages include its diversified service offerings, national footprint, and expertise in serving individuals with IDD. Its disadvantages include high labor costs and regulatory compliance challenges.
Major Acquisitions
Abode Healthcare and Hospice
- Year: 2021
- Acquisition Price (USD millions): 775
- Strategic Rationale: Expanded BrightSpring's home health and hospice footprint.
Growth Trajectory and Initiatives
Historical Growth: BrightSpring has experienced significant growth through acquisitions and organic expansion.
Future Projections: Future growth is expected to be driven by the aging population, increasing prevalence of chronic diseases, and shift towards value-based care.
Recent Initiatives: Recent initiatives include expanding into new geographic markets, developing new service offerings, and investing in technology to improve efficiency.
Summary
BrightSpring Health Services is a major player in home and community-based healthcare, benefiting from strong industry tailwinds. Its diversified service offerings and national footprint provide a competitive edge. However, high labor costs and regulatory complexities pose challenges. Strategic acquisitions and technological advancements are crucial for sustained growth and market leadership. There is very limited data available as BrightSpring Health Services, Inc. Tangible Equity Unit and its parent company KKR release very little data.
Similar Companies
AMED
Amedisys Inc
AMED
Amedisys Inc
CVS
CVS Health Corp
CVS
CVS Health Corp
WBA
Walgreens Boots Alliance Inc
WBA
Walgreens Boots Alliance Inc
Sources and Disclaimers
Data Sources:
- Company press releases
- Industry reports
- Analyst estimates
- KKR public filings
- SEC Filings of key competitors (where applicable)
- MarketWatch.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Financial data are based on available information and may not be complete.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BrightSpring Health Services, Inc. Tangible Equity Unit
Exchange NASDAQ | Headquaters Louisville, KY, United States | ||
IPO Launch date 2024-01-26 | Chairman, President & CEO Mr. Jon B. Rousseau | ||
Sector Healthcare | Industry Health Information Services | Full time employees 35000 | |
Full time employees 35000 | |||
BrightSpring Health Services, Inc. operates a home and community-based healthcare services platform in the United States. The company's platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations. It serves patients through clinical providers and pharmacists. BrightSpring Health Services, Inc. was formerly known as Phoenix Parent Holdings Inc. and changed its name to BrightSpring Health Services, Inc. in May 2021. The company was founded in 1974 and is based in Louisville, Kentucky.
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