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BrightSpring Health Services, Inc. (BTSG) vs Doximity, Inc. (DOCS)

BrightSpring Health Services, Inc. and Doximity, Inc. are both Health Information Services companies. BrightSpring Health Services, Inc. is the larger, with a market value of $13.1B against $5.9B — 2.2× the size. BrightSpring Health Services, Inc. trades at the lower P/E: 33.0× against 44.4×. BrightSpring Health Services, Inc. grew revenue faster over the last twelve months: 26.0% against 6.48%. Doximity, Inc. has the higher net margin (21.1% vs 2.69%) and the higher return on invested capital (50.6% vs 8.91%). Across the 20 metrics below, Doximity, Inc. leads on 11 and BrightSpring Health Services, Inc. on 9.

Valuation

Metric BTSG DOCS Health Information Services median
P/E 32.97 44.37 42.03
P/S 0.90 8.99 1.80
P/B 6.27 6.40 1.87
Price to free cash flow 27.72 20.06 16.74
EV/EBITDA 21.92 23.99 13.40
EV/Sales 0.99 7.91 2.63
Earnings yield 3.03% 2.25% (2.73%)
Free cash flow yield 3.61% 4.98% 0.00%

Profitability

Metric BTSG DOCS Health Information Services median
Gross margin 12.50% 86.83% 59.61%
Operating margin 3.41% 26.34% (10.54%)
Net margin 2.69% 21.12% (16.14%)
Free cash flow margin 3.23% 46.21% 0.00%
Return on equity 20.54% 13.81% (3.15%)
Return on assets 6.66% 11.90% (5.62%)
Return on invested capital 8.91% 50.61% 0.00%

Growth

Metric BTSG DOCS Health Information Services median
Revenue growth (TTM) 25.97% 6.48% 6.48%
EPS growth (last fiscal year) 1,066.67% (11.71%) 63.46%
Revenue growth, 5-year CAGR — 25.53% 10.98%
Net income growth, 5-year CAGR — 55.51% 0.00%

Health

Metric BTSG DOCS Health Information Services median
Debt to equity 1.01 0.00 0.00
Current ratio 1.62 6.37 2.15
Net debt to EBITDA 5.17 (3.18) 0.71

Dividend

Metric BTSG DOCS Health Information Services median
Dividend yield — — —
Payout ratio — — —

Size

Metric BTSG DOCS Health Information Services median
Market cap 13.11b 5.91b 309.94m

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