BTSG vs ENSG vs INNV Stock Comparison

BrightSpring Health Services, Ensign and InnovAge Holding Prices as of Oct 29, 2026 Peers: Industry group
ENSG Ensign Group, Inc
$186.32 +6.1% 1M +2.0% 1Y
Market cap
$10.87B
P/E
27.0x
Revenue (TTM)
$5.67B
Div. yield
0.15%
Home Health and Senior Care Healthcare
5 wins
INNV InnovAge Holding Corp.
$9.24 +2.9% 1M +91.7% 1Y
Market cap
$1.26B
P/E
–
Revenue (TTM)
$989.71M
Div. yield
–
Home Health and Senior Care Healthcare
4 wins

Head to Head

11 decided of 12

Ensign leads on 5 of the 12 questions below (Ensign 5, InnovAge Holding 4, BrightSpring Health Services 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBTSGENSGINNVLeader
Larger companyMarket capitalisation $11.89B $10.87B $1.26B BTSG
Cheaper on earningsLower P/E, profitable companies only 33.9x 27.0x -494.2x ENSG
Cheaper on forward earningsLower price / next fiscal year consensus EPS 34.8x 22.5x 20.5x INNV
Faster revenue growthRevenue growth, trailing twelve months +26.4% +17.5% +15.9% BTSG
More profitableNet margin, trailing twelve months 2.5% 7.0% -0.3% ENSG
Better return on capitalReturn on invested capital 8.6% 14.3% 0.0% ENSG
Less leveragedLower net debt / EBITDA 2.6x -0.3x -3.8x INNV
Higher dividend yieldTrailing dividend yield — 0.15% — –
Better 1-year returnPrice return, last 12 months +76.9% +2.0% +91.7% INNV
Better 5-year returnAnnualised price return, 5 years — +19.0%/yr +6.9%/yr ENSG
Less volatileAnnualised volatility, 1 year 44.6% 29.3% 72.5% ENSG
Higher overall scoreMean of the five percentile scores vs peers 65/100 65/100 66/100 INNV

Percentile Scorecard

BTSGENSGINNV

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

AxisBTSGENSGINNV
Valuation 66 #32 of 92 70 #28 of 92 65 #33 of 92
Growth 93 #7 of 87 63 #33 of 87 87 #12 of 87
Profitability 57 #38 of 86 74 #23 of 86 49 #44 of 86
Financial Health 41 #58 of 97 72 #28 of 97 64 #36 of 97
Shareholder Returns 67 #19 of 55 44 #31 of 55 –
Overall 65 65 66
  • BTSG ranked among 102 companies in Healthcare Providers
  • ENSG ranked among 102 companies in Healthcare Providers
  • INNV ranked among 102 companies in Healthcare Providers

Price Performance

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

Returns

PeriodBTSGENSGINNVSPY
1 month +8.1%+6.1%+2.9% +0.7%
3 months -17.4%+4.2%-20.3% +3.7%
6 months +25.5%-0.2%+13.4% +7.1%
Year to date +60.8%+7.0%+78.0% +12.8%
1 year +76.9%+2.0%+91.7% +11.9%
3 years —+95.5%+71.4% +85.2%
3 years, per year —+25.1%+19.7% +22.8%
5 years —+138.8%+39.6% +67.6%
5 years, per year —+19.0%+6.9% +10.9%
10 years —+993.4%— +262.0%
10 years, per year —+27.0%— +13.7%

Risk

MeasureBTSGENSGINNVSPY
Volatility, 1Y 44.6%29.3%72.5% 12.7%
Downside volatility, 1Y 51.5%24.9%65.6% 12.6%
Beta vs S&P 500, 1Y 1.30-0.060.54 1.00
Return / volatility, 1Y 1.720.071.26 0.94
Max drawdown, 5Y -35.6%-31.8%-71.0% -25.4%
From 52-week high -17.4%-13.7%-23.7% -1.2%
52-week high $72.91$215.83$12.11 $779.14
52-week low $31.36$147.13$3.99 $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.

MultipleBTSGENSGINNV
P/E now vs peer median 33.9xmedian 26.0x 27.0xmedian 26.0x -494.2xmedian 26.0x
P/S now vs peer median 0.8xmedian 1.6x 1.9xmedian 1.6x 1.3xmedian 1.6x
EV/EBITDA now vs peer median 21.8xmedian 15.4x 16.9xmedian 15.4x 47.4xmedian 15.4x
P/FCF now vs peer median 29.6xmedian 21.5x 21.3xmedian 21.5x 24.9xmedian 21.5x
P/B now vs peer median 5.8xmedian 3.2x 4.2xmedian 3.2x 5.3xmedian 3.2x
PEG now vs peer median —median 0.87 1.70median 0.87 -8.19median 0.87

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 monthsBTSGENSGINNV
Revenue $14.37B $5.67B $989.71M
Gross profit $1.78B $1.20B $677.61M
Operating income $447.80M $509.16M $2.62M
Net income $365.85M $399.32M -$1.83M
Free cash flow $402.35M $509.91M $50.41M
EPS (diluted) $1.66 $6.73 $-0.02
Cash & equivalents $550.38M $337.59M $97.89M
Total debt $2.19B $198.72M $48.06M
Shares (diluted) 220.28M 59.30M 135.70M
Enterprise value $10.24B $9.00B $771.55M

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
MetricBTSGENSGINNV
P/E 33.9x 27.0x -494.2x
P/FCF 29.6x 21.3x 24.9x
P/Operating cash flow 23.5x 15.6x 19.4x
P/S 0.8x 1.9x 1.3x
P/B 5.8x 4.2x 5.3x
P/Tangible book 7.8x 4.3x 5.3x
EV/EBITDA 21.8x 16.9x 47.4x
EV/EBIT 30.2x 21.0x 444.4x
EV/Revenue 0.9x 1.9x 1.2x
EV/FCF 33.6x 20.9x 23.1x
EV/Operating cash flow 26.7x 15.4x 18.0x
PEG (3Y EPS CAGR) – 1.70 -8.19

Growth

14 metrics
MetricBTSGENSGINNV
Revenue growth (1Y) 26.4% 17.5% 15.9%
Revenue CAGR (3Y) – 16.8% 12.9%
Gross profit growth (1Y) 29.4% 21.7% 15.9%
Gross profit CAGR (3Y) – 16.3% 12.5%
Operating income growth (1Y) 143.5% 26.6% 108.8%
Operating income CAGR (3Y) – 18.3% 27.1%
Net income growth (1Y) 472.6% 21.6% 94.9%
Net income CAGR (3Y) – 17.2% 65.2%
EPS growth (1Y) 448.6% 20.9% 91.6%
EPS CAGR (3Y) – 15.9% 60.4%
Operating cash flow growth (1Y) 88.6% 44.5% 96.9%
Operating cash flow CAGR (3Y) – 26.8% 47.3%
Free cash flow growth (1Y) 110.5% 76.1% 89.5%
Free cash flow CAGR (3Y) – 29.2% 162.9%

Profitability

14 metrics
MetricBTSGENSGINNV
Gross margin 12.4% 21.2% 68.5%
EBITDA margin 4.3% 11.1% 2.5%
Operating margin 3.1% 9.0% 0.3%
Pretax margin 2.1% 9.4% 0.0%
Net margin 2.5% 7.0% -0.3%
FCF margin 2.8% 9.0% 5.1%
Operating cash flow margin 3.5% 12.3% 6.5%
Return on equity 18.2% 16.0% -0.3%
Return on assets 6.0% 6.8% -0.1%
Return on invested capital 8.6% 14.3% 0.0%
Return on capital employed 9.9% 10.4% 0.8%
Asset turnover 2.4x 1.0x 1.8x
Cash conversion (OCF / net income) 1.4x 1.7x -35.4x
Stock comp / revenue 0.4% 1.1% 0.7%

Financial Health

11 metrics
MetricBTSGENSGINNV
Debt / assets 36.6% 3.3% 8.6%
Debt / equity 1.1x 0.1x 0.2x
Net debt / EBITDA 2.6x -0.3x -3.8x
Debt / FCF 5.4x 0.4x 1.0x
Liabilities / assets 65.8% 57.3% 57.2%
Equity / assets 34.2% 42.7% 42.8%
Interest coverage 2.9x 62.8x –
Current ratio 1.6x 1.2x 1.1x
Quick ratio 1.1x 1.1x 0.9x
Cash ratio 0.4x 0.4x 0.7x
Altman Z-score 4.65 3.64 3.91

Shareholder Returns

7 metrics
MetricBTSGENSGINNV
Dividend yield – 0.1% –
Net buyback yield 0.6% 0.2% –
Shareholder yield 0.6% 0.3% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusBTSGENSGINNV
Forward P/E 34.8xFY2026 22.5xFY2026 20.5xFY2027
EPS, next fiscal year $1.73FY2026 $8.29FY2026 $0.45FY2027
EPS growth, next FY +73.0%FY2026 +26.2%FY2026 –
EPS growth, the year after +42.2% -1.8% +4.4%
Revenue, next fiscal year $16.01BFY2026 $5.76BFY2026 $1.00BFY2027
Revenue growth, next FY +24.0%FY2026 +13.9%FY2026 +1.5%FY2027
Revenue growth, the year after +1.4% +16.9% +11.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBTSGENSGINNV
Held by institutions 100.0% 89.8% 13.5%
Institutions holding 422 548 106
Change in shares held, QoQ -0.7% -1.2% +15.2%
Institutions buying 309 250 70
Institutions selling 83 214 24
Buyers to sellers 3.72 1.17 2.92

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.

BTSGENSGINNV
BTSG 1.00 0.16 0.10
ENSG 0.16 1.00 0.03
INNV 0.10 0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BTSG, ENSG and INNV?

BrightSpring Health Services (BTSG) is the largest by market capitalisation: BrightSpring Health Services (BTSG) $11.89B, Ensign (ENSG) $10.87B, InnovAge Holding (INNV) $1.26B.

Which stock is cheaper, BTSG, ENSG and INNV?

Ensign (ENSG) trades on the lowest price-to-earnings ratio (BrightSpring Health Services (BTSG) 33.9x, Ensign (ENSG) 27.0x, InnovAge Holding (INNV) -494.2x). On next year's consensus earnings, InnovAge Holding (INNV) is cheapest (BrightSpring Health Services (BTSG) 34.8x, Ensign (ENSG) 22.5x, InnovAge Holding (INNV) 20.5x). 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%, Ensign (ENSG) +17.5%, InnovAge Holding (INNV) +15.9%.

Which company is more profitable?

Ensign (ENSG) has the highest net margin (BrightSpring Health Services (BTSG) 2.5%, Ensign (ENSG) 7.0%, InnovAge Holding (INNV) -0.3%). On return on invested capital, Ensign (ENSG) leads (BrightSpring Health Services (BTSG) 8.6%, Ensign (ENSG) 14.3%, InnovAge Holding (INNV) 0.0%).

Which stock has performed better?

Over the past year InnovAge Holding (INNV) returned the most: BrightSpring Health Services (BTSG) +76.9%, Ensign (ENSG) +2.0%, InnovAge Holding (INNV) +91.7%. Over five years, Ensign (ENSG) compounded fastest (Ensign (ENSG) +19.0%/yr, InnovAge Holding (INNV) +6.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Ensign (ENSG) 0.15%. BrightSpring Health Services (BTSG) and InnovAge Holding (INNV) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ensign (ENSG) has been the steadiest (BrightSpring Health Services (BTSG) 44.6%, Ensign (ENSG) 29.3%, InnovAge Holding (INNV) 72.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BTSG, ENSG and INNV?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ensign (ENSG) leads on 5. 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.