Hello my dears,
I keep seeing here that shares such as United Health and Hims & Hers are very popular due to the ageing population. That's why I'd like to introduce you to a nice alternative today. The IPO Brightspring $BTSG which went public in January 2024. The P/E ratio for the coming year is 0.3.
I look forward to your opinion in the comments
(the next earnings are on October 31)
BrightSpring Health Services (ISIN: US10950A1060) provides comprehensive care and pharmacy services to patients in the US, particularly seniors and people with chronic conditions. With the recent divestiture of its Community Living business, the company is sharpening its focus on home care and related pharmacy services. Founded in 1974, BrightSpring went public on the Nasdaq stock exchange in January 2024.
In order to maintain its position as a leading provider of home care, the company pursues an inorganic growth strategy. Profits are constantly being invested in acquisitions, most recently in a service provider from Arkansas and a specialty pharmacy in Texas. In the past financial year 2024, the 10 billion turnover threshold was exceeded for the first time (USD 11.27 billion).
On May 2, 2025, BrightSpring Health Services published its report for Q1 2025. Revenue increased by 26% year-on-year to USD 2.88 billion, while the company generated net income of USD 0.19 per share, an increase of 111% and more than twice as high as analysts had expected. Investors were also impressed by the increased outlook with expected sales of up to USD 12.5 billion for the 2025 financial year.
Following the figures, the share price exploded by over 30% within a few days. The all-time high of USD 24.82 is now within reach. As long as the market environment remains positive, the share price should continue to rise in view of the extreme earnings surprise of over 100 %. Traders should wait for setbacks or a sideways consolidation before entering the market.
Conclusion
BrightSpring Health Services is convincing with its focus on home care, double-digit sales growth and a spectacular earnings surprise in Q1 2025. The share is benefiting from the strategic realignment and has demonstrated new strength with the recent price jump. After the rally, the share remains interesting, especially as an anti-cyclical entry opportunity during setbacks.
BrightSpring Health: UBS confirms buy recommendation in view of strong growth prospects
The Brightspring share is heading for an all-time high again after the secondary placement - now there is a good risk/reward ratio!
Company profile
We are a leading home and community-based healthcare services platform focused on delivering complementary pharmacy and provider services to complex patients. We take a differentiated approach to healthcare delivery with an integrated and scaled model that addresses critical services needed by the highest-need, highest-cost patients. With a focus on elderly and specialty patients, which includes behavioral health populations, our platform provides pharmacy and provider services (both clinical and supportive care) in lower cost home and community settings, primarily for Medicare, Medicaid and commercially insured populations. We are an integral part of our nation's healthcare delivery network as a provider of high quality, cost-effective care to a large and growing number of people who increasingly require a combination of specialized solutions to provide holistic healthcare management. Our footprint spans all 50 states, we serve over 400,000 patients daily through our approximately 10,000 clinical providers and pharmacists, and our services have a profound impact on the lives and communities of the people we serve.
2025e
2026e
2027e
2028e
2029e
SALES (USD bn) 12.76 14.33 16.05 18.17 20.61
REVENUE GROWTH (%) 13.23 12.34 11.97 13.23 13.44
GROSS MARGIN (%) 12.45 11.08 9.90 8.74 7.71
EBIT margin (%) 3.33 3.48 3.51 4.36
INCOME (USD million) 168.00 210.00 262.00 386.00 496.00
PROFIT GROWTH (%) 25.00 24.76 47.33 28.50
KGV 30.45 23.64 19.70 13.78 10.72
(Sales, profit and EBIT margin increase, resulting in a lower P/E ratio)
BrightSpring Health Services, Inc. reports financial results for the second quarter of 2025 and raises its forecast for the full year 2025
