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BTSG vs ENSG
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Care Facilities
BTSG vs ENSG — 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 | $10.28B |
| Revenue (TTM) | $13.65B | $5.27B |
| Net Income (TTM) | $310M | $363M |
| Gross Margin | 12.2% | 15.2% |
| Operating Margin | 3.3% | 8.5% |
| Forward P/E | 33.9x | 23.4x |
| Total Debt | $2.84B | $4.15B |
| Cash & Equiv. | $88M | $504M |
BTSG vs ENSG — 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% |
| The Ensign Group, I… (ENSG) | 100 | 155.4 | +55.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BTSG vs ENSG
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 and sleep-well-at-night.
- Rev growth 14.6%, EPS growth 10.3%, 3Y rev CAGR 18.7%
- Lower volatility, beta 1.46, current ratio 1.57x
- PEG 0.70 vs ENSG's 1.70
ENSG carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.42, yield 0.1%
- 7.7% 10Y total return vs BTSG's 379.5%
- Beta 0.42, yield 0.1%, current ratio 1.42x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% revenue growth vs BTSG's 14.6% | |
| Value | PEG 0.70 vs 1.70 | |
| Quality / Margins | 6.9% margin vs BTSG's 2.3% | |
| Stability / Safety | Beta 0.42 vs BTSG's 1.46 | |
| Dividends | 0.1% yield; 12-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +141.6% vs ENSG's +31.9% | |
| Efficiency (ROA) | 6.8% ROA vs BTSG's 5.0%, ROIC 7.0% vs 6.7% |
BTSG vs ENSG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BTSG vs ENSG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ENSG 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 — 2.6x ENSG's $5.3B. Profitability is closely matched — net margins range from 6.9% (ENSG) 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 | $5.3B |
| EBITDAEarnings before interest/tax | $572M | $558M |
| Net IncomeAfter-tax profit | $310M | $363M |
| Free Cash FlowCash after capex | $508M | $406M |
| Gross MarginGross profit ÷ Revenue | +12.2% | +15.2% |
| Operating MarginEBIT ÷ Revenue | +3.3% | +8.5% |
| Net MarginNet income ÷ Revenue | +2.3% | +6.9% |
| FCF MarginFCF ÷ Revenue | +3.7% | +7.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +25.6% | +18.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +142.9% | +21.9% |
Valuation Metrics
BTSG leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 30.1x trailing earnings, ENSG trades at a 50% valuation discount to BTSG's 60.6x P/E. Adjusting for growth (PEG ratio), BTSG offers better value at 1.25x vs ENSG's 2.18x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $10.2B | $10.3B |
| Enterprise ValueMkt cap + debt − cash | $12.9B | $13.9B |
| Trailing P/EPrice ÷ TTM EPS | 60.62x | 30.13x |
| Forward P/EPrice ÷ next-FY EPS est. | 33.87x | 23.40x |
| PEG RatioP/E ÷ EPS growth rate | 1.25x | 2.18x |
| EV / EBITDAEnterprise value multiple | 22.61x | 25.88x |
| Price / SalesMarket cap ÷ Revenue | 0.79x | 2.03x |
| Price / BookPrice ÷ Book value/share | 6.14x | 4.63x |
| Price / FCFMarket cap ÷ FCF | 25.81x | 27.72x |
Profitability & Efficiency
BTSG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
BTSG delivers a 16.7% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $17 for ENSG. BTSG carries lower financial leverage with a 1.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to ENSG's 1.86x. On the Piotroski fundamental quality scale (0–9), BTSG scores 7/9 vs ENSG's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.7% | +16.6% |
| ROA (TTM)Return on assets | +5.0% | +6.8% |
| ROICReturn on invested capital | +6.7% | +7.0% |
| ROCEReturn on capital employed | +9.0% | +10.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 1.51x | 1.86x |
| Net DebtTotal debt minus cash | $2.8B | $3.7B |
| Cash & Equiv.Liquid assets | $88M | $504M |
| Total DebtShort + long-term debt | $2.8B | $4.2B |
| Interest CoverageEBIT ÷ Interest expense | 2.13x | 88.33x |
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 $20,770 for ENSG. Over the past 12 months, BTSG leads with a +141.6% total return vs ENSG's +31.9%. The 3-year compound annual growth rate (CAGR) favors BTSG at 68.6% vs ENSG's 24.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +37.3% | +1.2% |
| 1-Year ReturnPast 12 months | +141.6% | +31.9% |
| 3-Year ReturnCumulative with dividends | +379.5% | +90.7% |
| 5-Year ReturnCumulative with dividends | +379.5% | +107.7% |
| 10-Year ReturnCumulative with dividends | +379.5% | +768.3% |
| CAGR (3Y)Annualised 3-year return | +68.6% | +24.0% |
Risk & Volatility
Evenly matched — BTSG and ENSG each lead in 1 of 2 comparable metrics.
Risk & Volatility
ENSG is the less volatile stock with a 0.42 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 ENSG's 80.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.46x | 0.42x |
| 52-Week HighHighest price in past year | $54.68 | $218.00 |
| 52-Week LowLowest price in past year | $19.01 | $129.91 |
| % of 52W HighCurrent price vs 52-week peak | +96.5% | +80.7% |
| RSI (14)Momentum oscillator 0–100 | 65.0 | 23.3 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 352K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BTSG as "Buy" and ENSG as "Buy". Consensus price targets imply 26.4% upside for ENSG (target: $222) vs -7.6% for BTSG (target: $49). ENSG is the only dividend payer here at 0.14% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $48.75 | $222.33 |
| # AnalystsCovering analysts | 9 | 13 |
| Dividend YieldAnnual dividend ÷ price | — | +0.1% |
| Dividend StreakConsecutive years of raises | — | 12 |
| Dividend / ShareAnnual DPS | — | $0.24 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +0.2% |
BTSG leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). ENSG leads in 1 (Income & Cash Flow). 1 tied.
BTSG vs ENSG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BTSG or ENSG a better buy right now?
For growth investors, The Ensign Group, Inc.
(ENSG) is the stronger pick with 18. 7% revenue growth year-over-year, versus 14. 6% for BrightSpring Health Services, Inc. Common Stock (BTSG). The Ensign Group, Inc. (ENSG) offers the better valuation at 30. 1x trailing P/E (23. 4x 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 ENSG?
On trailing P/E, The Ensign Group, Inc.
(ENSG) is the cheapest at 30. 1x versus BrightSpring Health Services, Inc. Common Stock at 60. 6x. On forward P/E, The Ensign Group, Inc. is actually cheaper at 23. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: BrightSpring Health Services, Inc. Common Stock wins at 0. 70x versus The Ensign Group, Inc. 's 1. 70x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BTSG or ENSG?
Over the past 5 years, BrightSpring Health Services, Inc.
Common Stock (BTSG) delivered a total return of +379. 5%, compared to +107. 7% for The Ensign Group, Inc. (ENSG). Over 10 years, the gap is even starker: ENSG returned +768. 3% 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 ENSG?
By beta (market sensitivity over 5 years), The Ensign Group, Inc.
(ENSG) is the lower-risk stock at 0. 42β versus BrightSpring Health Services, Inc. Common Stock's 1. 46β — meaning BTSG is approximately 247% more volatile than ENSG relative to the S&P 500. On balance sheet safety, BrightSpring Health Services, Inc. Common Stock (BTSG) carries a lower debt/equity ratio of 151% versus 186% for The Ensign Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BTSG or ENSG?
By revenue growth (latest reported year), The Ensign Group, Inc.
(ENSG) is pulling ahead at 18. 7% 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 14. 1% for The Ensign Group, Inc.. 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 ENSG?
The Ensign Group, Inc.
(ENSG) is the more profitable company, earning 6. 8% net margin versus 1. 5% for BrightSpring Health Services, Inc. Common Stock — meaning it keeps 6. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ENSG leads at 8. 6% versus 3. 2% for BTSG. At the gross margin level — before operating expenses — ENSG leads at 13. 7%, 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 ENSG 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, BrightSpring Health Services, Inc. Common Stock (BTSG) is the more undervalued stock at a PEG of 0. 70x versus The Ensign Group, Inc. 's 1. 70x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, The Ensign Group, Inc. (ENSG) trades at 23. 4x forward P/E versus 33. 9x for BrightSpring Health Services, Inc. Common Stock — 10. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ENSG: 26. 4% to $222. 33.
08Which pays a better dividend — BTSG or ENSG?
In this comparison, ENSG (0.
1% yield) pays a dividend. BTSG does not pay a meaningful dividend and should not be held primarily for income.
09Is BTSG or ENSG better for a retirement portfolio?
For long-horizon retirement investors, The Ensign Group, Inc.
(ENSG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), +768. 3% 10Y return). Both have compounded well over 10 years (ENSG: +768. 3%, 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 ENSG?
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; ENSG is a mid-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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