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BTSG vs THC stock comparison

BrightSpring Health Services, Inc. vs TENET HEALTHCARE CORP, two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

The margin gap runs seven-fold: Tenet keeps 24.1% of revenue as operating profit running hospitals and surgery centers, BrightSpring 3.4% delivering home and community care. Every downstream line widens it, net margins of 12.4% against 2.3%, returns on assets of 8.5% against 5%. Then the multiples invert everything: 9.8 times earnings for Tenet, 49.1 for BrightSpring, a five-fold premium for the thinner business. What the spread prices is direction and durability: home care is where policy wants patients, hospitals are where margins currently live, and Tenet's 20.4% free-cash yield says the market doubts the living arrangement lasts. One page pays for the future's setting; the other collects rent from the present's.

Comparison updated 2026-07-10.

BTSG vs THC: the numbers

MetricBTSGTHC
Price$68.80$187.50
Market cap$15.2B$16.4B
SectorMedical CareMedical Care
StageGrowthMature
P/E49.19.8
P/B7.692.45
P/S1.120.77
EV/EBITDA41.75.6
Revenue growth+28.0%+4.5%
Gross margin13.3%
Operating margin3.4%24.1%
Net margin2.3%12.4%
Return on equity15.7%39.5%
Return on assets5.0%8.5%
Return on invested capital7.2%15.5%
FCF yield2.7%20.4%
Debt / equity1.291.97
Current ratio1.741.36
Altman Z (solvency)4.651.58
Piotroski F (quality)5 / 97 / 9
Full BTSG report → Full THC report →
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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.