BrightSpring Health Services, Inc. vs CHEMED CORPORATION, two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BTSG and CHE diverge most: on revenue growth, BTSG reads +38.6% and CHE reads +3.4%; on debt / equity, BTSG reads 1.07 and CHE reads 0.17. The rest of the comparable metrics sit closer together. What CHE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BTSG | CHE |
|---|---|---|
| Price | $63.77 | $499.14 |
| Market cap | $12.6B | $6.6B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +4.7% |
| P/E | 38.6 | 25.1 |
| P/B | 6.16 | 7.93 |
| P/S | 0.88 | 2.54 |
| EV/EBITDA | 25.8 | 16.4 |
| Revenue growth | +38.6% | +3.4% |
| Gross margin | 12.7% | — |
| Operating margin | 3.4% | 13.3% |
| Net margin | 2.5% | 10.6% |
| Return on equity | 17.9% | 33.1% |
| Return on assets | 6.1% | 17.4% |
| Return on invested capital | 9.8% | 26.7% |
| FCF yield | 3.2% | 4.7% |
| Dividend yield | — | 0.4% |
| Debt / equity | 1.07 | 0.17 |
| Current ratio | 1.59 | 0.91 |
| Altman Z (solvency) | 4.59 | 9.81 |
| Piotroski F (quality) | 5 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.