AdaptHealth vs BrightSpring Health Services
AHCO and BTSG side by side, both in health services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AHCO and BTSG compare
BrightSpring Health Services is the larger company, worth 17 times as much as AdaptHealth ($13.2B against $792M).
BrightSpring Health Services grew revenue faster over the last twelve months (26.0% versus 4.2% for AdaptHealth).
BrightSpring Health Services keeps more of each dollar of sales as profit, with a net margin of 2.7% compared with −7.1% at AdaptHealth.
BrightSpring Health Services scores higher on the StockData Score (11 against 6 for AdaptHealth), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AHCO | BTSG |
|---|---|---|
| Size and price | ||
| Market cap | $792M | $13.2B |
| Share price | $5.81 | $66.89 |
| Change, 1 year | −36.6% | 96.4% |
| Change, 5 years | −76.7% | – |
| Beta (5Y) | 0.77 | 1.05 |
| Employees | 11K | 24K |
| StockData Score | ||
| Total score | 6 | 11 (better) |
| Valuation score | 3 (better) | 1 |
| Growth score | 0 | 3 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 3 | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 36.4× |
| P/S | 0.2× (better) | 0.9× |
| P/B | 0.6× (better) | 6.1× |
| EV/EBITDA | 9.7× (better) | 21.7× |
| P/FCF | 8.1× (better) | 26.9× |
| FCF yield | 12.3% (better) | 3.7% |
| Fair value | $12.98 | $46.01 |
| Margin of safety | 55.2% (better) | −45.4% |
| Growth | ||
| Revenue growth (TTM) | 4.2% | 26.0% (better) |
| Revenue growth, 5Y average | 25.2% | – |
| Net income growth (TTM) | −383% | 217% (better) |
| EPS growth (TTM) | −419% | 202% (better) |
| Profitability | ||
| Gross margin | 17.0% (better) | 12.5% |
| Operating margin | −4.5% | 3.4% (better) |
| Net margin | −7.1% | 2.7% (better) |
| FCF margin | 3.0% | 3.2% (better) |
| Return on equity | −15.4% | 20.5% (better) |
| Return on invested capital | −3.4% | 11.0% (better) |
| Financial health | ||
| Debt / equity | 1.37 | 1.00 (better) |
| Net debt / EBITDA | 6.79 | 2.16 (better) |
| Interest coverage | – | 3.6× |
| Current ratio | 1.12 | 1.62 (better) |
| Altman Z-score | 0.57 | 4.89 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 104% | 105% |
| Held by insiders | 14.7% | 36.2% |
| Insider net buying, 12 months | $49.1M (better) | −$3.4B |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 8.3% | – |
Go deeper
- AHCO stock overview
- AHCO income statement
- AHCO valuation and score
- BTSG stock overview
- BTSG income statement
- BTSG valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.