BTSG vs. VEEV: BrightSpring Health Services vs. Veeva Systems Stock Comparison
How do BrightSpring Health Services (BTSG) and Veeva Systems (VEEV) 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 Veeva Systems (VEEV) both fall under the Health Care Equipment & Services industry group, but BTSG is classified in Health Care Providers & Services while VEEV is classified in Health Care Technology.
Veeva Systems (VEEV) has been public since October 16, 2013, 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.
| Profile Item | BTSG | VEEV |
|---|---|---|
| Name | BrightSpring Health Services, Inc. | Veeva Systems Inc. |
| 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 Technology |
| GICS Sub-Industry | Health Care Services | Health Care Technology |
| Market Capitalization | 13.36 billion USD | 49.18 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | January 26, 2024 | October 16, 2013 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Total Return (1Y) | 106.02% | 3.92% |
| Total Return (3Y, Annualized) | -- | 22.52% |
| Total Return (5Y, Annualized) | -- | -0.87% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Volatility (1Y, Annualized) | 45.20% | 43.36% |
| Beta (5Y) | 1.75 | 0.88 |
| Max Drawdown (5Y) | -35.56% | -52.79% |
| Avg. Volume (3M) | 2.47M | 1.64M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Sharpe Ratio (1Y) | 2.25 | -0.01 |
| Sortino Ratio (1Y) | 3.25 | -0.01 |
Profitability
ROE (TTM)
Both BrightSpring Health Services (BTSG) at 15.54% and Veeva Systems (VEEV) at 14.43% 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%
VEEV
Health Care Equipment & Services industry group
14.43%
- Max
- 47.61%
- VEEV
- 14.43%
- Q3
- 14.36%
- Median
- 5.45%
- Q1
- -10.67%
- Min
- -47.01%
Net Margin (TTM)
Veeva Systems (VEEV) at 29.35% 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%
VEEV
Health Care Equipment & Services industry group
29.35%
- VEEV
- 29.35%
- Max
- 29.35%
- Q3
- 9.33%
- Median
- 2.18%
- Q1
- -6.29%
- Min
- -28.46%
Operating Margin (TTM)
Veeva Systems (VEEV) at 29.64% 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%
VEEV
Health Care Equipment & Services industry group
29.64%
- Max
- 35.43%
- VEEV
- 29.64%
- Q3
- 14.14%
- Median
- 6.81%
- Q1
- -0.28%
- Min
- -16.29%
Profitability Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| ROE (TTM) | 15.54% | 14.43% |
| ROA (TTM) | 5.44% | 7.58% |
| Net Margin (TTM) | 2.69% | 29.35% |
| Operating Margin (TTM) | 3.81% | 29.64% |
| Gross Margin (TTM) | 12.50% | 74.96% |
Growth
Revenue Growth
BrightSpring Health Services (BTSG) at 28.18% sits in the top revenue growth quartile, while Veeva Systems (VEEV) at 16.34% is closer to the peer norm — faster top-line expansion for BTSG.
EPS Growth
Only one side can be read here: Veeva Systems (VEEV) reports EPS growth of 25.93%, ranked against its industry; BrightSpring Health Services (BTSG) has no EPS growth figure this period.
Growth Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Revenue Growth (YoY) | 28.18% | 16.34% |
| Revenue Growth (3Y CAGR) | 18.69% | 14.03% |
| EPS Growth (YoY) | -- | 25.93% |
| EPS Growth (3Y CAGR) | -- | 21.94% |
Financial Strength
Current Ratio (MRQ)
BrightSpring Health Services (BTSG) at 1.62 keeps current ratio within its industry’s typical mid-range, while Veeva Systems (VEEV) at 5.46 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets 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
VEEV
Health Care Equipment & Services industry group
5.46
- Max
- 7.59
- VEEV
- 5.46
- Q3
- 4.00
- Median
- 1.98
- Q1
- 1.37
- Min
- 0.30
Debt / Equity (MRQ)
Veeva Systems (VEEV) at 0.02 keeps leverage in the lower quartile, while BrightSpring Health Services (BTSG) at 1.09 sits in the higher-leverage quartile.
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
VEEV
Health Care Equipment & Services industry group
0.02
- Max
- 1.88
- Q3
- 0.91
- Median
- 0.58
- Q1
- 0.16
- VEEV
- 0.02
- Min
- 0.00
Financial Strength Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Current Ratio (MRQ) | 1.62 | 5.46 |
| Debt / Equity (MRQ) | 1.09 | 0.02 |
| Net Debt / EBITDA | 2.39 | -6.59 |
Dividends
Dividend Yield (TTM)
Neither BrightSpring Health Services (BTSG) nor Veeva Systems (VEEV) 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%
VEEV
Health Care Equipment & Services industry group
0.00%
- VEEV
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither BrightSpring Health Services (BTSG) nor Veeva Systems (VEEV) 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%
VEEV
Health Care Equipment & Services industry group
0.00%
- VEEV
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
BrightSpring Health Services (BTSG) at 47.62 is near its industry’s usual P/E ratio, while Veeva Systems (VEEV) at 49.79 sits in the richer quartile — VEEV needs stronger growth or earnings quality to justify the premium.
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
VEEV
Health Care Equipment & Services industry group
49.79
- Max
- 80.41
- VEEV
- 49.79
- Q3
- 47.62
- Median
- 29.93
- Q1
- 21.19
- Min
- 4.21
P/S Ratio (TTM)
BrightSpring Health Services (BTSG) at 0.88 sits in the cheaper P/S ratio quartile while Veeva Systems (VEEV) at 14.22 prices above its industry range — a wide gap in sales valuation between them.
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
VEEV
Health Care Equipment & Services industry group
14.22
- VEEV
- 14.22
- Max
- 8.80
- Q3
- 4.32
- Median
- 2.13
- Q1
- 1.10
- Min
- 0.03
P/B Ratio (MRQ)
Both BrightSpring Health Services (BTSG) at 6.39 and Veeva Systems (VEEV) at 6.61 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
VEEV
Health Care Equipment & Services industry group
6.61
- Max
- 11.68
- VEEV
- 6.61
- Q3
- 6.12
- Median
- 3.00
- Q1
- 1.73
- Min
- -1.31
Valuation Metrics
| Metric | BTSG | VEEV |
|---|---|---|
| P/E Ratio (TTM) | 47.62 | 49.79 |
| P/S Ratio (TTM) | 0.88 | 14.22 |
| P/B Ratio (MRQ) | 6.39 | 6.61 |
| Free Cash Flow Yield (TTM) | 8.30% | 2.56% |