BTSG vs BF-A

Comparison between BrightSpring Health Services Inc (BTSG, Company) and Brown-Forman Corp - Class A (BF-A, Company).

BTSG is from the Healthcare sector, while BF-A is from the Consumer Defensive sector.

BTSG vs BF-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSG(COMPANY)	BF-A(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	35.56%	71.55%
Sharpe Ratio	2.89	0.30
5Y Beta	1.13	0.38
Industry	Health Information Services	Beverages - Wineries & Distilleries
P/E Ratio	41.24	18.37
Forward P/E	40.65	16.23
PEG Ratio	0.10	4.51
Dividend Yield	N/A	3.36%
5Y Dividends CAGR	N/A	5.22%
5Y EPS CAGR	N/A	-5.00%
Debt to Equity	126.20%	60.55%
Free Cash Flow Yield	3.15%	6.82%
P/S Ratio	0.97	3.28
P/B Ratio	6.63	3.20

Market Cap

BTSG

$13B

Winner

BF-A

$13B

Max Drawdown

Winner

BTSG

35.56%

BF-A

71.55%

Sharpe Ratio

Winner

BTSG

2.89

BF-A

0.30

5Y Beta

BTSG

1.13

Winner

BF-A

0.38

Industry

BTSG

Health Information Services

BF-A

Beverages - Wineries & Distilleries

P/E Ratio

BTSG

41.24

Winner

BF-A

18.37

Forward P/E

BTSG

40.65

Winner

BF-A

16.23

PEG Ratio

Winner

BTSG

0.10

BF-A

4.51

Dividend Yield

BTSG

N/A

BF-A

3.36%

5Y Dividends CAGR

BTSG

N/A

BF-A

5.22%

5Y EPS CAGR

BTSG

N/A

BF-A

-5.00%

Debt to Equity

BTSG

126.20%

Winner

BF-A

60.55%

Free Cash Flow Yield

BTSG

3.15%

Winner

BF-A

6.82%

P/S Ratio

Winner

BTSG

0.97

BF-A

3.28

P/B Ratio

BTSG

6.63

Winner

BF-A

3.20

BTSG vs BF-A - Historical Returns

Returns include dividend reinvestment.

Period	BTSG	BF-A
1 month	+14.36%	+10.27%
3 months	+61.06%	+10.91%
6 months	+82.73%	+11.28%
1 year	+198.87%	+10.32%
5 years(CAGR)	N/A	-15.08%
10 years(CAGR)	N/A	-1.68%
Max(CAGR)	+113.89%	+7.92%

Winner

BTSG

+14.36%

BF-A

+10.27%

Winner

BTSG

+61.06%

BF-A

+10.91%

Winner

BTSG

+82.73%

BF-A

+11.28%

Winner

BTSG

+198.87%

BF-A

+10.32%

5Y(CAGR)

BTSG

N/A

BF-A

-15.08%

10Y(CAGR)

BTSG

N/A

BF-A

-1.68%

Max(CAGR)

Winner

BTSG

+113.89%

BF-A

+7.92%

BTSG vs BF-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTSG	BF-A
2026	+79.64%	+10.94%
2025	+116.10%	-26.36%
2024	+54.82%	-35.13%
2023	N/A	-7.30%
2022	N/A	-0.29%
2021	N/A	-4.25%
2020	N/A	+18.08%
2019	N/A	+35.86%
2018	N/A	-9.71%
2017	N/A	+46.63%
2016	N/A	-12.48%
2015	N/A	+27.43%
2014	N/A	+20.96%
2013	N/A	+18.50%
2012	N/A	+25.82%
2011	N/A	+16.85%
2010	N/A	+26.72%
2009	N/A	+9.96%
2008	N/A	-12.20%
2007	N/A	+14.28%
2006	N/A	-5.66%
2005	N/A	+43.70%
2004	N/A	+7.42%
2003	N/A	+44.98%
2002	N/A	+7.24%
2001	N/A	-1.06%
2000	N/A	+27.78%
1999	N/A	-14.26%

BTSG vs BF-A Drawdown Comparison

The maximum drawdown for BTSG was -35.56%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current BTSG drawdown is -1.03%. The current BF-A drawdown is -60.63%.

Rank	BTSG	BF-A
#1	-35.56% Jan 30, 2025 - May 16, 2025	-68.32% Dec 15, 2020 - Mar 24, 2026
#2	-28.37% Feb 7, 2024 - May 3, 2024	-41.16% Jun 5, 2008 - Mar 22, 2010
#3	-20.75% May 16, 2025 - Aug 22, 2025	-36.98% Feb 20, 2020 - Sep 2, 2020
#4	-15.12% Nov 11, 2024 - Jan 21, 2025	-33.54% Nov 8, 1999 - Nov 10, 2000
#5	-11.85% Jul 30, 2024 - Aug 26, 2024	-24.74% May 1, 2002 - Apr 2, 2003
#6	-10.58% May 15, 2024 - Jul 16, 2024	-23.94% Aug 5, 2015 - Nov 27, 2017
#7	-9.28% Mar 9, 2026 - Mar 18, 2026	-20.22% May 21, 2018 - Jun 13, 2019
#8	-8.34% Jan 6, 2026 - Feb 18, 2026	-19.48% Mar 17, 2006 - Jun 5, 2008
#9	-8.00% Oct 18, 2024 - Nov 1, 2024	-17.31% Jul 5, 2011 - Oct 18, 2011
#10	-7.90% Oct 29, 2025 - Nov 21, 2025	-15.01% Feb 13, 2001 - Jul 25, 2001
#11	-7.32% Mar 25, 2026 - Apr 8, 2026	-14.29% Sep 9, 2020 - Nov 16, 2020
#12	-6.94% May 29, 2026 - Jun 11, 2026	-13.45% Jun 20, 2014 - Nov 28, 2014
#13	-6.32% Mar 19, 2026 - Mar 25, 2026	-13.29% Mar 5, 2004 - Dec 13, 2004
#14	-5.80% Sep 10, 2025 - Sep 29, 2025	-12.66% Apr 5, 2010 - Jul 23, 2010
#15	-5.32% Nov 26, 2025 - Dec 12, 2025	-12.30% Jul 25, 2001 - Feb 22, 2002