BTSG vs CHE vs ADUS Stock Comparison

BrightSpring Health Services, Chemed and Addus HomeCare Prices as of Oct 23, 2026 Peers: Industry group
CHE Chemed Corp
$513.10 +3.0% 1M +17.8% 1Y
Market cap
$6.74B
P/E
24.5x
Revenue (TTM)
$2.60B
Div. yield
0.00%
Home Health and Senior Care Healthcare
2 wins
ADUS Addus HomeCare Corp
$121.81 +6.0% 1M +0.9% 1Y
Market cap
$2.21B
P/E
21.0x
Revenue (TTM)
$1.48B
Div. yield
–
Home Health and Senior Care Healthcare
6 wins

Head to Head

11 decided of 12

Addus HomeCare leads on 6 of the 12 questions below (Addus HomeCare 6, BrightSpring Health Services 3, Chemed 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBTSGCHEADUSLeader
Larger companyMarket capitalisation $12.13B $6.74B $2.21B BTSG
Cheaper on earningsLower P/E, profitable companies only 33.1x 24.5x 21.0x ADUS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 34.7x 19.3x 16.9x ADUS
Faster revenue growthRevenue growth, trailing twelve months +26.4% +3.3% +15.9% BTSG
More profitableNet margin, trailing twelve months 2.5% 10.6% 7.1% CHE
Better return on capitalReturn on invested capital 8.6% 27.2% 9.2% CHE
Less leveragedLower net debt / EBITDA 2.6x 0.2x -0.2x ADUS
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +79.4% +17.8% +0.9% BTSG
Better 5-year returnAnnualised price return, 5 years — +2.6%/yr +8.2%/yr ADUS
Less volatileAnnualised volatility, 1 year 44.5% 29.8% 29.2% ADUS
Higher overall scoreMean of the five percentile scores vs peers 62/100 59/100 69/100 ADUS

Percentile Scorecard

BTSGCHEADUS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBTSGCHEADUS
Valuation 65 #33 of 93 57 #41 of 93 85 #15 of 93
Growth 93 #7 of 88 14 #76 of 88 61 #35 of 88
Profitability 56 #39 of 87 92 #8 of 87 72 #25 of 87
Financial Health 41 #59 of 100 67 #34 of 100 87 #14 of 100
Shareholder Returns 56 #25 of 56 66 #20 of 56 38 #35 of 56
Overall 62 59 69
  • BTSG ranked among 103 companies in Healthcare Providers
  • CHE ranked among 103 companies in Healthcare Providers
  • ADUS ranked among 103 companies in Healthcare Providers

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBTSGCHEADUSSPY
1 month +7.8%+3.0%+6.0% -1.0%
3 months -17.6%+0.3%+6.3% +2.9%
6 months +24.8%+21.8%+27.3% +6.4%
Year to date +60.5%+19.9%+13.4% +11.4%
1 year +79.4%+17.8%+0.9% +13.1%
3 years —+1.2%+48.1% +79.4%
3 years, per year —+0.4%+14.0% +21.5%
5 years —+13.9%+48.5% +67.7%
5 years, per year —+2.6%+8.2% +10.9%
10 years —+267.5%+360.0% +255.2%
10 years, per year —+13.9%+16.5% +13.5%

Risk

MeasureBTSGCHEADUSSPY
Volatility, 1Y 44.5%29.8%29.2% 12.7%
Downside volatility, 1Y 51.8%33.3%30.8% 12.7%
Beta vs S&P 500, 1Y 1.310.010.19 1.00
Return / volatility, 1Y 1.780.600.03 1.03
Max drawdown, 5Y -35.6%-43.4%-34.9% -25.4%
From 52-week high -17.6%-7.1%-0.8% -2.5%
52-week high $72.91$552.43$122.75 $779.14
52-week low $31.36$368.59$88.49 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBTSGCHEADUS
P/E now vs peer median 33.8xmedian 25.3x 24.6xmedian 25.3x 21.2xmedian 25.3x
P/S now vs peer median 0.8xmedian 1.6x 2.6xmedian 1.6x 1.5xmedian 1.6x
EV/EBITDA now vs peer median 21.8xmedian 14.6x 16.4xmedian 14.6x 13.5xmedian 14.6x
P/FCF now vs peer median 29.5xmedian 22.7x 20.7xmedian 22.7x 14.7xmedian 22.7x
P/B now vs peer median 5.8xmedian 3.3x 8.1xmedian 3.3x 2.0xmedian 3.3x
PEG now vs peer median —median 0.66 2.07median 0.66 1.06median 0.66

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBTSGCHEADUS
Revenue $14.37B $2.60B $1.48B
Gross profit $1.78B $859.31M $477.75M
Operating income $447.80M $349.19M $148.23M
Net income $365.85M $274.99M $105.31M
Free cash flow $402.35M $323.61M $154.77M
EPS (diluted) $1.66 $20.83 $5.70
Cash & equivalents $550.38M $40.22M $99.57M
Total debt $9.71B $349.95M $424.47M
Shares (diluted) 220.28M 13.20M 18.47M
Enterprise value $10.46B $6.48B $1.83B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBTSGCHEADUS
P/E 33.8x 24.6x 21.2x
P/FCF 29.5x 20.7x 14.7x
P/Operating cash flow 23.4x 17.2x 14.0x
P/S 0.8x 2.6x 1.5x
P/B 5.8x 8.1x 2.0x
P/Tangible book 7.7x 8.9x 2.2x
EV/EBITDA 21.8x 16.4x 13.5x
EV/EBIT 30.2x 19.5x 15.1x
EV/Revenue 0.9x 2.6x 1.5x
EV/FCF 33.6x 21.0x 14.5x
EV/Operating cash flow 26.7x 17.5x 13.8x
PEG (3Y EPS CAGR) – 2.07 1.06

Growth

14 metrics
MetricBTSGCHEADUS
Revenue growth (1Y) 26.4% 3.3% 15.9%
Revenue CAGR (3Y) – 5.9% 13.9%
Gross profit growth (1Y) 29.4% 1.7% 15.1%
Gross profit CAGR (3Y) – 4.8% 14.9%
Operating income growth (1Y) 143.5% -5.3% 27.5%
Operating income CAGR (3Y) – 4.7% 23.6%
Net income growth (1Y) 472.6% -5.3% 26.9%
Net income CAGR (3Y) – 6.7% 25.1%
EPS growth (1Y) 448.6% 5.5% 26.0%
EPS CAGR (3Y) – 11.9% 19.9%
Operating cash flow growth (1Y) 88.6% -8.6% 61.7%
Operating cash flow CAGR (3Y) – 4.2% 16.4%
Free cash flow growth (1Y) 110.5% -12.9% 65.3%
Free cash flow CAGR (3Y) – 5.0% 17.9%

Profitability

14 metrics
MetricBTSGCHEADUS
Gross margin 12.4% 33.1% 32.4%
EBITDA margin 4.3% 16.0% 11.3%
Operating margin 3.1% 13.5% 10.0%
Pretax margin 2.1% 14.2% 9.5%
Net margin 2.5% 10.6% 7.1%
FCF margin 2.8% 12.5% 10.5%
Operating cash flow margin 3.5% 15.0% 11.0%
Return on equity 18.2% 32.8% 9.3%
Return on assets 6.0% 17.7% 7.3%
Return on invested capital 8.6% 27.2% 9.2%
Return on capital employed 9.9% 28.2% 11.6%
Asset turnover 2.4x 1.7x 1.0x
Cash conversion (OCF / net income) 1.4x 1.4x 1.5x
Stock comp / revenue 0.4% 1.3% 1.2%

Financial Health

11 metrics
MetricBTSGCHEADUS
Debt / assets 36.6% 8.9% 4.2%
Debt / equity 1.1x 0.2x 0.1x
Net debt / EBITDA 2.6x 0.2x -0.2x
Debt / FCF 5.4x 0.4x 0.4x
Liabilities / assets 65.8% 47.4% 21.2%
Equity / assets 34.2% 52.6% 78.8%
Interest coverage 2.9x 106.5x 14.9x
Current ratio 1.6x 0.9x 1.7x
Quick ratio 1.1x 0.7x 1.5x
Cash ratio 0.4x 0.1x 0.6x
Altman Z-score 4.65 10.45 6.38

Shareholder Returns

7 metrics
MetricBTSGCHEADUS
Dividend yield – 0.5% –
Net buyback yield 0.6% 9.5% -0.1%
Shareholder yield 0.6% 10.0% -0.1%
Payout ratio (earnings) – 12.1% –
Payout ratio (FCF) – 10.3% –
Dividend growth (1Y) – 12.4% –
Dividend CAGR (3Y) – 13.5% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBTSGCHEADUS
Forward P/E 34.7xFY2026 19.3xFY2026 16.9xFY2026
EPS, next fiscal year $1.73FY2026 $26.52FY2026 $7.20FY2026
EPS growth, next FY +73.0%FY2026 +23.1%FY2026 +15.6%FY2026
EPS growth, the year after +41.6% +8.0% +11.1%
Revenue, next fiscal year $15.99BFY2026 $2.66BFY2026 $1.57BFY2026
Revenue growth, next FY +23.9%FY2026 +5.1%FY2026 +10.8%FY2026
Revenue growth, the year after +1.3% +15.2% +5.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBTSGCHEADUS
Held by institutions 100.0% 100.0% 100.0%
Institutions holding 421 527 303
Change in shares held, QoQ -0.7% +2.8% +0.8%
Institutions buying 309 276 162
Institutions selling 83 186 94
Buyers to sellers 3.72 1.48 1.72

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BTSGCHEADUS
BTSG 1.00 0.13 0.21
CHE 0.13 1.00 0.37
ADUS 0.21 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BTSG, CHE and ADUS?

BrightSpring Health Services (BTSG) is the largest by market capitalisation: BrightSpring Health Services (BTSG) $12.13B, Chemed (CHE) $6.74B, Addus HomeCare (ADUS) $2.21B.

Which stock is cheaper, BTSG, CHE and ADUS?

Addus HomeCare (ADUS) trades on the lowest price-to-earnings ratio (BrightSpring Health Services (BTSG) 33.1x, Chemed (CHE) 24.5x, Addus HomeCare (ADUS) 21.0x). On next year's consensus earnings, Addus HomeCare (ADUS) is cheapest (BrightSpring Health Services (BTSG) 34.7x, Chemed (CHE) 19.3x, Addus HomeCare (ADUS) 16.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

BrightSpring Health Services (BTSG) grew revenue fastest over the trailing twelve months: BrightSpring Health Services (BTSG) +26.4%, Chemed (CHE) +3.3%, Addus HomeCare (ADUS) +15.9%.

Which company is more profitable?

Chemed (CHE) has the highest net margin (BrightSpring Health Services (BTSG) 2.5%, Chemed (CHE) 10.6%, Addus HomeCare (ADUS) 7.1%). On return on invested capital, Chemed (CHE) leads (BrightSpring Health Services (BTSG) 8.6%, Chemed (CHE) 27.2%, Addus HomeCare (ADUS) 9.2%).

Which stock has performed better?

Over the past year BrightSpring Health Services (BTSG) returned the most: BrightSpring Health Services (BTSG) +79.4%, Chemed (CHE) +17.8%, Addus HomeCare (ADUS) +0.9%. Over five years, Addus HomeCare (ADUS) compounded fastest (Chemed (CHE) +2.6%/yr, Addus HomeCare (ADUS) +8.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: BrightSpring Health Services (BTSG) 0.00%, Chemed (CHE) 0.00%, Addus HomeCare (ADUS) 0.00%. BrightSpring Health Services (BTSG) and Addus HomeCare (ADUS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Addus HomeCare (ADUS) has been the steadiest (BrightSpring Health Services (BTSG) 44.5%, Chemed (CHE) 29.8%, Addus HomeCare (ADUS) 29.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BTSG, CHE and ADUS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Addus HomeCare (ADUS) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.