COMPARE · Reviewed August 3, 2026
BTSG vs HNGE
Verdict: Side-by-side breakdown using the Bull Rankings model. BTSG scored 56.8, HNGE scored 72.0 — HNGE leads.
Compare another set
Different reporting periods. BTSG's fundamentals are as of June 2026, but HNGE's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BTSG
BrightSpring Health Services, Inc.
56.8
$63.13 · $12.5B
fundamentals as of
Score gap
15.2
HNGE leads
HNGE
Hinge Health, Inc.
72
$81.22 · $6.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
BTSG
stronger →← stronger
HNGE
51
Qualityreturns · margins · balance sheet
62
100
Growthrevenue & earnings expansion
100
36
Valuevaluation vs sector peers
60
HNGE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BTSG
HNGE
$402mC
FCF
$209mC
+26.4%A-
Rev
+49.8%A
1.16C
D/E
0.02A-
56.4xC
P/E
—
1.92C+
PEG
—
—
P/S
9.7xC+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTSG
HNGE
129% above
Price vs fair valuelower is cheaper
28% above
~39%/yr
Growth the price implies10-yr FCF · lower = less priced in
~21%/yr
-66%
1-yr DCF upside
-41%
-56%
5-yr DCF upside
-22%
-38%
10-yr DCF upside
+17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTSG
Why this score
- Diluting shareholders
- Short track record
HNGE
Why this score
- Short track record
The companies
BTSGBrightSpring Health Services, Inc.
Why now
Health Information Services · market cap $12.5b. 14% off the 52-week high of $73.75. Revenue growing +26% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $78.53 (implying +24% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 56.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.88 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 2.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
HNGEHinge Health, Inc.
Why now
Health Information Services · market cap $6.3b. 11% off the 52-week high of $91.50. Revenue growing +50% — in hypergrowth territory. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $92.67 (implying +14% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -78.9%) — path to GAAP profitability is the core thesis risk. ROE -457% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.