BTSG vs. UNH: BrightSpring Health Services vs. UnitedHealth Stock Comparison

Company Profile

BrightSpring Health Services (BTSG) and UnitedHealth (UNH) both belong to the Health Care Providers & Services industry, though BTSG is classified under Health Care Services while UNH falls under Managed Health Care.

UnitedHealth (UNH) carries decades of public-market history since October 17, 1984, while BrightSpring Health Services (BTSG) listed on January 26, 2024 — long-window comparisons have far more historical data on the UNH side.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

BrightSpring Health Services (BTSG) has an aggressive beta of 1.75, indicating higher sensitivity to broad-market moves, while UnitedHealth (UNH) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both BrightSpring Health Services (BTSG) at 15.54% and UnitedHealth (UNH) at 15.77% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Both BrightSpring Health Services (BTSG) at 2.69% and UnitedHealth (UNH) at 3.53% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both BrightSpring Health Services (BTSG) at 3.81% and UnitedHealth (UNH) at 5.82% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

BrightSpring Health Services (BTSG) at 28.18% sits in the top revenue growth quartile, while UnitedHealth (UNH) at 11.81% is closer to the peer norm — faster top-line expansion for BTSG.

Only one side can be read here: UnitedHealth (UNH) reports EPS growth of -14.70%, ranked against its industry; BrightSpring Health Services (BTSG) has no EPS growth figure this period.

Growth Metrics

Financial Strength

BrightSpring Health Services (BTSG) at 1.62 keeps current ratio within its industry’s typical mid-range, while UnitedHealth (UNH) at 0.74 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for UNH.

UnitedHealth (UNH) at 0.70 carries an industry-typical debt-to-equity mix, while BrightSpring Health Services (BTSG) at 1.09 uses more debt funding than most peers.

Financial Strength Metrics

Dividends

BrightSpring Health Services (BTSG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile UnitedHealth (UNH) reports a yield of 2.29%, ranking against industry peers normally.

BrightSpring Health Services (BTSG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile UnitedHealth (UNH) reports a payout of 51.71%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both BrightSpring Health Services (BTSG) at 47.62 and UnitedHealth (UNH) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Both BrightSpring Health Services (BTSG) at 0.88 and UnitedHealth (UNH) at 0.78 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

UnitedHealth (UNH) at 3.60 is valued about in line with its industry on P/B ratio, while BrightSpring Health Services (BTSG) at 6.39 carries an above-peer premium to book — BTSG is pricier on assets.

Valuation Metrics