2 models fit BrightSpring Health Services Inc. Common Stock and they disagree: 0 of 2 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Bronze55
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionBrightSpring Health Services Inc. Common Stock (BTSG)
Fair value (2 models)
$35.42
ACCE price target
$60.00
Rating
Overvalued
Horizon
12 months
Fair value published on 21 Oct 2026, 11:06 CEST; previously $38.02 since 16 Oct 2026, 00:00 CEST.
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 11:06 CEST.
Price used: $60.11 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
69.7% above
-41.1% to fair value
ACCE score
69
out of 100
Analysts
100% buy
18 covering
P/E
53.2x
forward 26.4x
1-year return
+79.4%
Dividend yield
0.00%
BrightSpring Health Services Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
BrightSpring runs a home and community-based pharmacy and provider network, delivering specialty pharmacy, infusion, home health and hospice services to Medicaid and Medicare patients, mostly with complex or chronic conditions. Its scale in this niche is the core of the case: revenue is growing 23.0% year on year while a 12.4% gross margin and 3.4% operating margin reflect a thin-margin distribution model where volume and payer mix matter more than pricing power. The shares trade at 53.9 times trailing earnings but 22.2 times forward, so the market is pricing in a substantial earnings ramp from the current base. A 13.0% return on equity and a 69/100 score put it in the group that merits a closer look at margin trajectory and reimbursement exposure before any conviction is formed.