BTSG vs. PODD: BrightSpring Health Services vs. Insulet Stock Comparison

November 11, 2026

How do BrightSpring Health Services (BTSG) and Insulet (PODD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BrightSpring Health Services (BTSG) and Insulet (PODD) both fall under the Health Care Equipment & Services industry group, but BTSG is classified in Health Care Providers & Services while PODD is classified in Health Care Equipment & Supplies.

Insulet (PODD) has been public since May 15, 2007, giving it a longer listed trading history, while BrightSpring Health Services (BTSG) listed on January 26, 2024 and still has a shorter public-market record.

Company profile comparison for BrightSpring Health Services (BTSG) and Insulet (PODD)
Profile Item	BTSG	PODD
Name	BrightSpring Health Services, Inc.	Insulet Corporation
Country/Region	United States	United States
GICS Sector	Health Care	Health Care
GICS Industry Group	Health Care Equipment & Services	Health Care Equipment & Services
GICS Industry	Health Care Providers & Services	Health Care Equipment & Supplies
GICS Sub-Industry	Health Care Services	Health Care Equipment
Market Capitalization	13.36 billion USD	10.16 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	January 26, 2024	May 15, 2007
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

BTSG

PODD

GSPC

BrightSpring Health Services (BTSG) vs. Insulet (PODD), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BrightSpring Health Services (BTSG) and Insulet (PODD). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BrightSpring Health Services (BTSG) and Insulet (PODD). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Total Return (1Y)	106.02%	-53.25%
Total Return (3Y, Annualized)	--	-0.74%
Total Return (5Y, Annualized)	--	-14.02%

Risk Profile

Drawdown History

BTSG

PODD

GSPC

BrightSpring Health Services (BTSG) vs. Insulet (PODD), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for BrightSpring Health Services (BTSG) and Insulet (PODD). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Volatility (1Y, Annualized)	45.20%	46.33%
Beta (5Y)	1.75	1.04
Max Drawdown (5Y)	-35.56%	-63.02%
Avg. Volume (3M)	2.47M	1.58M

Risk-Adjusted Performance

Risk-Return Positioning

BTSG and PODD are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Sharpe Ratio (1Y)	2.25	-1.24
Sortino Ratio (1Y)	3.25	-1.51

Profitability

ROE (TTM)

Both BrightSpring Health Services (BTSG) at 15.54% and Insulet (PODD) at 28.94% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

BTSG

Health Care Equipment & Services industry group

15.54%

Max: 47.61%
BTSG: 15.54%
Q3: 14.36%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

PODD

Health Care Equipment & Services industry group

28.94%

Max: 47.61%
PODD: 28.94%
Q3: 14.36%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their ROE against the Health Care Equipment & Services industry group benchmark.

Net Margin (TTM)

Insulet (PODD) at 13.44% retains a top-quartile share of revenue as profit, ahead of BrightSpring Health Services (BTSG) at 2.69%, which keeps about the industry-typical share.

BTSG

Health Care Equipment & Services industry group

2.69%

Max: 29.35%
Q3: 9.33%
BTSG: 2.69%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

PODD

Health Care Equipment & Services industry group

13.44%

Max: 29.35%
PODD: 13.44%
Q3: 9.33%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their net margin against the Health Care Equipment & Services industry group benchmark.

Operating Margin (TTM)

Insulet (PODD) at 22.54% operates in the top operating margin quartile, ahead of BrightSpring Health Services (BTSG) at 3.81%, which runs around its industry’s norm.

BTSG

Health Care Equipment & Services industry group

3.81%

Max: 35.43%
Q3: 14.14%
Median: 6.81%
BTSG: 3.81%
Q1: -0.28%
Min: -16.29%

PODD

Health Care Equipment & Services industry group

22.54%

Max: 35.43%
PODD: 22.54%
Q3: 14.14%
Median: 6.81%
Q1: -0.28%
Min: -16.29%

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their operating margin against the Health Care Equipment & Services industry group benchmark.

Profitability Metrics

Profitability metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
ROE (TTM)	15.54%	28.94%
ROA (TTM)	5.44%	11.40%
Net Margin (TTM)	2.69%	13.44%
Operating Margin (TTM)	3.81%	22.54%
Gross Margin (TTM)	12.50%	71.88%

Growth

Revenue Growth

Both BrightSpring Health Services (BTSG) at 28.18% and Insulet (PODD) at 30.73% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Insulet (PODD) reports EPS growth of -39.79%, ranked against its industry; BrightSpring Health Services (BTSG) has no EPS growth figure this period.

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Revenue Growth (YoY)	28.18%	30.73%
Revenue Growth (3Y CAGR)	18.69%	27.54%
EPS Growth (YoY)	--	-39.79%
EPS Growth (3Y CAGR)	--	267.70%

Financial Strength

Current Ratio (MRQ)

Both BrightSpring Health Services (BTSG) at 1.62 and Insulet (PODD) at 2.51 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

BTSG

Health Care Equipment & Services industry group

1.62

Max: 7.59
Q3: 4.00
Median: 1.98
BTSG: 1.62
Q1: 1.37
Min: 0.30

PODD

Health Care Equipment & Services industry group

2.51

Max: 7.59
Q3: 4.00
PODD: 2.51
Median: 1.98
Q1: 1.37
Min: 0.30

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their current ratio against the Health Care Equipment & Services industry group benchmark.

Debt / Equity (MRQ)

Insulet (PODD) at 0.66 carries an industry-typical debt-to-equity mix, while BrightSpring Health Services (BTSG) at 1.09 uses more debt funding than most peers.

BTSG

Health Care Equipment & Services industry group

1.09

Max: 1.88
BTSG: 1.09
Q3: 0.91
Median: 0.58
Q1: 0.16
Min: 0.00

PODD

Health Care Equipment & Services industry group

0.66

Max: 1.88
Q3: 0.91
PODD: 0.66
Median: 0.58
Q1: 0.16
Min: 0.00

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their debt-to-equity ratio against the Health Care Equipment & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Current Ratio (MRQ)	1.62	2.51
Debt / Equity (MRQ)	1.09	0.66
Net Debt / EBITDA	2.39	0.65

Dividends

Dividend Yield (TTM)

Neither BrightSpring Health Services (BTSG) nor Insulet (PODD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BTSG

Health Care Equipment & Services industry group

0.00%

BTSG: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PODD

Health Care Equipment & Services industry group

0.00%

PODD: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their dividend yield against the Health Care Equipment & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither BrightSpring Health Services (BTSG) nor Insulet (PODD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BTSG

Health Care Equipment & Services industry group

0.00%

BTSG: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PODD

Health Care Equipment & Services industry group

0.00%

PODD: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their payout ratio against the Health Care Equipment & Services industry group benchmark.

Dividend Metrics

Dividend metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	0.00%	0.00%

Valuation

P/E Ratio (TTM)

Both BrightSpring Health Services (BTSG) at 47.62 and Insulet (PODD) at 23.94 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BTSG

Health Care Equipment & Services industry group

47.62

Max: 80.41
BTSG: 47.62
Q3: 47.62
Median: 29.93
Q1: 21.19
Min: 4.21

PODD

Health Care Equipment & Services industry group

23.94

Max: 80.41
Q3: 47.62
Median: 29.93
PODD: 23.94
Q1: 21.19
Min: 4.21

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their P/E ratio against the Health Care Equipment & Services industry group benchmark.

P/S Ratio (TTM)

BrightSpring Health Services (BTSG) at 0.88 sits in the cheaper P/S ratio quartile while Insulet (PODD) at 3.19 prices around its industry’s middle — BTSG costs less per dollar of sales, though read it alongside growth and margins.

BTSG

Health Care Equipment & Services industry group

0.88

Max: 8.80
Q3: 4.32
Median: 2.13
Q1: 1.10
BTSG: 0.88
Min: 0.03

PODD

Health Care Equipment & Services industry group

3.19

Max: 8.80
Q3: 4.32
PODD: 3.19
Median: 2.13
Q1: 1.10
Min: 0.03

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their P/S ratio against the Health Care Equipment & Services industry group benchmark.

P/B Ratio (MRQ)

Both BrightSpring Health Services (BTSG) at 6.39 and Insulet (PODD) at 6.44 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

BTSG

Health Care Equipment & Services industry group

6.39

Max: 11.68
BTSG: 6.39
Q3: 6.12
Median: 3.00
Q1: 1.73
Min: -1.31

PODD

Health Care Equipment & Services industry group

6.44

Max: 11.68
PODD: 6.44
Q3: 6.12
Median: 3.00
Q1: 1.73
Min: -1.31

BrightSpring Health Services (BTSG) vs. Insulet (PODD): A comparison of their P/B ratio against the Health Care Equipment & Services industry group benchmark.

Valuation Metrics

Valuation metrics for BrightSpring Health Services (BTSG) and Insulet (PODD)
Metric	BTSG	PODD
P/E Ratio (TTM)	47.62	23.94
P/S Ratio (TTM)	0.88	3.19
P/B Ratio (MRQ)	6.39	6.44
Free Cash Flow Yield (TTM)	8.30%	1.12%