BrightSpring Health Services, Inc. (BTSG) vs Privia Health Group, Inc. (PRVA)

BrightSpring Health Services, Inc. and Privia Health Group, Inc. are both Health Information Services companies. BrightSpring Health Services, Inc. is the larger, with a market value of $13.1B against $3.1B — 4.3× the size. BrightSpring Health Services, Inc. trades at the lower P/E: 33.0× against 88.3×. BrightSpring Health Services, Inc. grew revenue faster over the last twelve months: 26.0% against 19.2%. BrightSpring Health Services, Inc. has the higher net margin (2.69% vs 1.43%) and the higher return on invested capital (8.91% vs 7.47%). Across the 20 metrics below, BrightSpring Health Services, Inc. leads on 15 and Privia Health Group, Inc. on 5.

Valuation

Metric BTSG PRVA Health Information Services median
P/E 32.97 88.26 42.03
P/S 0.90 1.25 1.80
P/B 6.27 3.48 1.87
Price to free cash flow 27.72 28.20 16.74
EV/EBITDA 21.92 41.13 13.40
EV/Sales 0.99 1.08 2.63
Earnings yield 3.03% 1.13% (2.73%)
Free cash flow yield 3.61% 3.55% 0.00%

Profitability

Metric BTSG PRVA Health Information Services median
Gross margin 12.50% 0.00% 59.61%
Operating margin 3.41% 2.10% (10.54%)
Net margin 2.69% 1.43% (16.14%)
Free cash flow margin 3.23% 4.44% 0.00%
Return on equity 20.54% 4.25% (3.15%)
Return on assets 6.66% 2.38% (5.62%)
Return on invested capital 8.91% 7.47% 0.00%

Growth

Metric BTSG PRVA Health Information Services median
Revenue growth (TTM) 25.97% 19.19% 6.48%
EPS growth (last fiscal year) 1,066.67% 63.64% 63.46%
Revenue growth, 5-year CAGR — 21.04% 10.98%
Net income growth, 5-year CAGR — (6.01%) 0.00%

Health

Metric BTSG PRVA Health Information Services median
Debt to equity 1.01 0.00 0.00
Current ratio 1.62 1.63 2.15
Net debt to EBITDA 5.17 (10.87) 0.71

Dividend

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

Size

Metric BTSG PRVA Health Information Services median
Market cap 13.11b 3.06b 309.94m

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