Medical - Healthcare Information Services
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BTSG vs ADUS
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Care Facilities
BTSG vs ADUS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Medical - Healthcare Information Services | Medical - Care Facilities |
| Market Cap | $10.19B | $1.80B |
| Revenue (TTM) | $13.65B | $1.45B |
| Net Income (TTM) | $310M | $100M |
| Gross Margin | 12.2% | 32.5% |
| Operating Margin | 3.3% | 9.8% |
| Forward P/E | 33.9x | 14.0x |
| Total Debt | $2.84B | $209M |
| Cash & Equiv. | $88M | $82M |
BTSG vs ADUS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jan 24 | May 26 | Return |
|---|---|---|---|
| BrightSpring Health… (BTSG) | 100 | 478.6 | +378.6% |
| Addus HomeCare Corp… (ADUS) | 100 | 111.6 | +11.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BTSG vs ADUS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BTSG is the clearest fit if your priority is growth exposure.
- Rev growth 14.6%, EPS growth 10.3%, 3Y rev CAGR 18.7%
- +141.6% vs ADUS's -11.0%
ADUS carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 0.58
- 427.2% 10Y total return vs BTSG's 379.5%
- Lower volatility, beta 0.58, Low D/E 19.2%, current ratio 1.80x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 23.2% revenue growth vs BTSG's 14.6% | |
| Value | Lower P/E (14.0x vs 33.9x), PEG 0.70 vs 0.70 | |
| Quality / Margins | 6.9% margin vs BTSG's 2.3% | |
| Stability / Safety | Beta 0.58 vs BTSG's 1.46, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +141.6% vs ADUS's -11.0% | |
| Efficiency (ROA) | 7.0% ROA vs BTSG's 5.0%, ROIC 8.8% vs 6.7% |
BTSG vs ADUS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BTSG vs ADUS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ADUS leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BTSG is the larger business by revenue, generating $13.6B annually — 9.4x ADUS's $1.4B. Profitability is closely matched — net margins range from 6.9% (ADUS) to 2.3% (BTSG). On growth, BTSG holds the edge at +25.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $13.6B | $1.4B |
| EBITDAEarnings before interest/tax | $572M | $159M |
| Net IncomeAfter-tax profit | $310M | $100M |
| Free Cash FlowCash after capex | $508M | $137M |
| Gross MarginGross profit ÷ Revenue | +12.2% | +32.5% |
| Operating MarginEBIT ÷ Revenue | +3.3% | +9.8% |
| Net MarginNet income ÷ Revenue | +2.3% | +6.9% |
| FCF MarginFCF ÷ Revenue | +3.7% | +9.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +25.6% | +7.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +142.9% | +17.2% |
Valuation Metrics
ADUS leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 18.5x trailing earnings, ADUS trades at a 69% valuation discount to BTSG's 60.6x P/E. Adjusting for growth (PEG ratio), ADUS offers better value at 0.92x vs BTSG's 1.25x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $10.2B | $1.8B |
| Enterprise ValueMkt cap + debt − cash | $12.9B | $1.9B |
| Trailing P/EPrice ÷ TTM EPS | 60.62x | 18.55x |
| Forward P/EPrice ÷ next-FY EPS est. | 33.87x | 14.02x |
| PEG RatioP/E ÷ EPS growth rate | 1.25x | 0.92x |
| EV / EBITDAEnterprise value multiple | 22.61x | 12.44x |
| Price / SalesMarket cap ÷ Revenue | 0.79x | 1.27x |
| Price / BookPrice ÷ Book value/share | 6.14x | 1.64x |
| Price / FCFMarket cap ÷ FCF | 25.81x | 17.36x |
Profitability & Efficiency
ADUS leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
BTSG delivers a 16.7% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $9 for ADUS. ADUS carries lower financial leverage with a 0.19x debt-to-equity ratio, signaling a more conservative balance sheet compared to BTSG's 1.51x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.7% | +9.3% |
| ROA (TTM)Return on assets | +5.0% | +7.0% |
| ROICReturn on invested capital | +6.7% | +8.8% |
| ROCEReturn on capital employed | +9.0% | +10.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 1.51x | 0.19x |
| Net DebtTotal debt minus cash | $2.8B | $127M |
| Cash & Equiv.Liquid assets | $88M | $82M |
| Total DebtShort + long-term debt | $2.8B | $209M |
| Interest CoverageEBIT ÷ Interest expense | 2.13x | 14.45x |
Total Returns (Dividends Reinvested)
BTSG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BTSG five years ago would be worth $47,946 today (with dividends reinvested), compared to $10,257 for ADUS. Over the past 12 months, BTSG leads with a +141.6% total return vs ADUS's -11.0%. The 3-year compound annual growth rate (CAGR) favors BTSG at 68.6% vs ADUS's 4.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +37.3% | -9.3% |
| 1-Year ReturnPast 12 months | +141.6% | -11.0% |
| 3-Year ReturnCumulative with dividends | +379.5% | +15.5% |
| 5-Year ReturnCumulative with dividends | +379.5% | +2.6% |
| 10-Year ReturnCumulative with dividends | +379.5% | +427.2% |
| CAGR (3Y)Annualised 3-year return | +68.6% | +4.9% |
Risk & Volatility
Evenly matched — BTSG and ADUS each lead in 1 of 2 comparable metrics.
Risk & Volatility
ADUS is the less volatile stock with a 0.58 beta — it tends to amplify market swings less than BTSG's 1.46 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BTSG currently trades 96.5% from its 52-week high vs ADUS's 77.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.46x | 0.58x |
| 52-Week HighHighest price in past year | $54.68 | $124.44 |
| 52-Week LowLowest price in past year | $19.01 | $90.89 |
| % of 52W HighCurrent price vs 52-week peak | +96.5% | +77.7% |
| RSI (14)Momentum oscillator 0–100 | 65.0 | 54.6 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 239K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BTSG as "Buy" and ADUS as "Buy". Consensus price targets imply 33.1% upside for ADUS (target: $129) vs -7.6% for BTSG (target: $49).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $48.75 | $128.67 |
| # AnalystsCovering analysts | 9 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% |
ADUS leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). BTSG leads in 1 (Total Returns). 1 tied.
BTSG vs ADUS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BTSG or ADUS a better buy right now?
For growth investors, Addus HomeCare Corporation (ADUS) is the stronger pick with 23.
2% revenue growth year-over-year, versus 14. 6% for BrightSpring Health Services, Inc. Common Stock (BTSG). Addus HomeCare Corporation (ADUS) offers the better valuation at 18. 5x trailing P/E (14. 0x forward), making it the more compelling value choice. Analysts rate BrightSpring Health Services, Inc. Common Stock (BTSG) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BTSG or ADUS?
On trailing P/E, Addus HomeCare Corporation (ADUS) is the cheapest at 18.
5x versus BrightSpring Health Services, Inc. Common Stock at 60. 6x. On forward P/E, Addus HomeCare Corporation is actually cheaper at 14. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Addus HomeCare Corporation wins at 0. 70x versus BrightSpring Health Services, Inc. Common Stock's 0. 70x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BTSG or ADUS?
Over the past 5 years, BrightSpring Health Services, Inc.
Common Stock (BTSG) delivered a total return of +379. 5%, compared to +2. 6% for Addus HomeCare Corporation (ADUS). Over 10 years, the gap is even starker: ADUS returned +427. 2% versus BTSG's +379. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BTSG or ADUS?
By beta (market sensitivity over 5 years), Addus HomeCare Corporation (ADUS) is the lower-risk stock at 0.
58β versus BrightSpring Health Services, Inc. Common Stock's 1. 46β — meaning BTSG is approximately 154% more volatile than ADUS relative to the S&P 500. On balance sheet safety, Addus HomeCare Corporation (ADUS) carries a lower debt/equity ratio of 19% versus 151% for BrightSpring Health Services, Inc. Common Stock — giving it more financial flexibility in a downturn.
05Which is growing faster — BTSG or ADUS?
By revenue growth (latest reported year), Addus HomeCare Corporation (ADUS) is pulling ahead at 23.
2% versus 14. 6% for BrightSpring Health Services, Inc. Common Stock (BTSG). On earnings-per-share growth, the picture is similar: BrightSpring Health Services, Inc. Common Stock grew EPS 1029% year-over-year, compared to 23. 2% for Addus HomeCare Corporation. Over a 3-year CAGR, BTSG leads at 18. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BTSG or ADUS?
Addus HomeCare Corporation (ADUS) is the more profitable company, earning 6.
7% net margin versus 1. 5% for BrightSpring Health Services, Inc. Common Stock — meaning it keeps 6. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ADUS leads at 9. 7% versus 3. 2% for BTSG. At the gross margin level — before operating expenses — ADUS leads at 32. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BTSG or ADUS more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Addus HomeCare Corporation (ADUS) is the more undervalued stock at a PEG of 0. 70x versus BrightSpring Health Services, Inc. Common Stock's 0. 70x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Addus HomeCare Corporation (ADUS) trades at 14. 0x forward P/E versus 33. 9x for BrightSpring Health Services, Inc. Common Stock — 19. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ADUS: 33. 1% to $128. 67.
08Which pays a better dividend — BTSG or ADUS?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is BTSG or ADUS better for a retirement portfolio?
For long-horizon retirement investors, Addus HomeCare Corporation (ADUS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
58), +427. 2% 10Y return). Both have compounded well over 10 years (ADUS: +427. 2%, BTSG: +379. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BTSG and ADUS?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BTSG is a mid-cap quality compounder stock; ADUS is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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