BrightSpring Health Services, Inc. (BTSG)

Nasdaq: BTSG · Services-Home Health Care Services · Louisville, KY · filing with the SEC since 2021

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Grade5.0

◀ Past 4.9● Present 4.0▶ Future 6.3

1 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of BrightSpring Health Services, Inc.

Nine metrics read from its own filings, by tense

Headline grade

5.0/10

◀ Past4.930% of the headline

● Present4.040% of the headline

▶ Future6.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.9/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed

7.3/10

Has it survived what it has been through?

No warning events in its filings since 2021.

weight 33% of this tense · 73rd percentile among 22 sector filers · read for itself

From the record

BrightSpring Health Services, Inc.'s filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

4.3/10

What has it actually done, year after year?

+18.7% a year over 4 filed years; profitable in 1 of 4.

weight 45% of this tense · 43rd percentile among 22 sector filers · read for its customers

From the record

BrightSpring Health Services, Inc.'s 4 filed years say what it did: revenue went from $7.7 billion in fiscal 2022 to $13 billion in fiscal 2025, up 18.7% a year; it rose in 2 of 3 years; the deepest fall was 0% from fiscal 2022 to fiscal 2023; net income was positive in 1 of 4 of those years (its annual reports).

What it rests on

revenue growth over the filed span18.7%top 16% of its family
the share of years revenue rosebottom 23% of its family
the share of filed years with a profitbottom 20% of its family
the deepest fall from a revenue peak0.4%bottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

2.5/10

How has it treated the people who own it?

Share count grew 23.1% a year. 6% of cash flow returned. Insiders: 8 sales, 0 purchases.

weight 22% of this tense · 25th percentile among 22 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, BrightSpring Health Services, Inc.'s diluted share count grew about 23.1% a year, and dividends and buybacks returned about 6% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 8 sales (1 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-27 (their Form 4 filings).

What it rests on

the share count over the yearsbottom 7% of its family
cash returned against operating cash flowbottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.0/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

2.8/10

Is it financially healthy right now?

ROE 10%: 10¢ of profit per shareholder dollar. Leverage 71%: owes 71¢ per asset dollar.

weight 33% of this tense · 28th percentile among 22 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, BrightSpring Health Services, Inc. earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 71 cents per dollar of assets, and net share issuance: its share count grew 13.9% over the year (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 39% of its family
return on equitybottom 31% of its family
gross profit against assetsbottom 35% of its family
the share count against the year beforebottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

6.7/10

How strong is its position in its industry?

top 33% of 22 in its family; net margin 1.5%.

weight 45% of this tense · 67th percentile among 22 sector filers · read for its customers

From the record

BrightSpring Health Services, Inc.'s standing among 22 graded names in its industry family: revenue of $13 billion in fiscal 2025 ranks in the top 16% by size; a net margin of 1.5% ranks in the bottom 25%; revenue growth of 18.7% a year over the last 3 filed years ranks in the top 7% (its annual reports).

What it rests on

revenue against the family$12.91Btop 16% of its family
net margin1.5%bottom 25% of its family
three-year revenue growth18.7%top 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

0.2/10

What are the people in charge doing?

SI estimate 0.2/10, confidence 35 of 100 (one part).

weight 22% of this tense · 2nd percentile among 22 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 2% of 22 in its family; the record of its people begins on 2024-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.8 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read: The record of its people begins on 2024-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.8 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 22 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: BrightSpring Health Services, Inc.'s leadership is put at 0.2 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 2% of 22 in its family; the record of its people begins on 2024-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.8 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.3/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

2.4/10

How much room does it have to grow?

bottom 24% of 22 in its family for room to expand.

weight 22% of this tense · 24th percentile among 22 sector filers · read for itself

From the record

BrightSpring Health Services, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $88 million against debt of $2.5 billion leaves -37.7% of its assets as net cash, bottom 45% of its family; cash from operations less capital spending is 3.1% of revenue (bottom 20%); a gross margin of 11.8% (bottom 5%) (its annual report).

What it rests on

cash less debt against assets-37.7%bottom 45% of its family
cash from operations less capital spending against revenue3.1%bottom 20% of its family
gross margin11.8%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

6.7/10

What could actually drive growth from here?

top 33% of 22 in its family for growth drivers.

weight 45% of this tense · 67th percentile among 22 sector filers · read for its customers

From the record

BrightSpring Health Services, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 18.7% a year over the last three filed years against 18.7% over all 4, speeding up (bottom 27% of its family); the newest year grew 28.2% (top 7%); capital spending grew 10.8% a year (top 18%) (its annual reports). BrightSpring Health Services, Inc. reported 2 lines of business in fiscal 2025: Pharmacy Solutions at $11 billion (89%), Provider Services at $1.5 billion (11%); 2 of 2 grew against the year before (its annual report).

What it rests on

three-year growth against the whole span+0.0 points a yearbottom 27% of its family
the newest year's revenue growth28.2%top 7% of its family
three-year growth of capital spending10.8%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

8.4/10

Did its newest year beat what its own record pointed to?

top 16% of 22 in its family for expectations against reality.

weight 33% of this tense · 84th percentile among 22 sector filers · read for its shareholders

From the record

BrightSpring Health Services, Inc.'s newest year against its own record: revenue of $13 billion in fiscal 2025 came in 12.2% above the $12 billion its prior three years' pace pointed to (top 7% of its family); net income of $191 million against a prior three-year average of $76 million (top 11%); a net margin of 1.5% against -1% before (top 30%) (its annual reports).

What it rests on

revenue against the prior three years' pace12.2%top 7% of its family
net income against the prior three years' average+353%top 11% of its family
net margin against its prior average+2.4 pointstop 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton BTSG · research, not advice