BrightSpring Health Services, Inc. (BTSG) vs Waystar Holding Corp. (WAY)
BrightSpring Health Services, Inc. and Waystar Holding Corp. are both Health Information Services companies. BrightSpring Health Services, Inc. is the larger, with a market value of $11.1B against $4.7B — 2.3× the size. BrightSpring Health Services, Inc. trades at the lower P/E: 31.6× against 34.3×. BrightSpring Health Services, Inc. grew revenue faster over the last twelve months: 26.4% against 19.2%. Waystar Holding Corp. has the higher net margin (11.2% vs 2.55%) and the lower return on invested capital (3.30% vs 7.56%). Across the 20 metrics below, Waystar Holding Corp. leads on 11 and BrightSpring Health Services, Inc. on 9.
Valuation
Profitability
| Metric | BTSG | WAY | Health Information Services median |
|---|---|---|---|
| Gross margin | 12.38% | 69.11% | 63.38% |
| Operating margin | 3.12% | 22.87% | (8.35%) |
| Net margin | 2.55% | 11.18% | (14.70%) |
| Free cash flow margin | 2.80% | 20.42% | 0.58% |
| Return on equity | 19.31% | 3.77% | (6.82%) |
| Return on assets | 6.14% | 2.56% | (6.02%) |
| Return on invested capital | 7.56% | 3.30% | 0.00% |
Growth
Health
Dividend
Size
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