BTSG vs EQH

Comparison between BrightSpring Health Services Inc (BTSG, Company) and Equitable Holdings Inc (EQH, Company).

BTSG is from the Healthcare sector, while EQH is from the Financial Services sector.

BTSG vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSG(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	35.56%	61.62%
Sharpe Ratio	2.39	-0.73
5Y Beta	1.13	1.38
Industry	Health Information Services	Asset Management
P/E Ratio	36.93	-15.23
Forward P/E	40.65	4.58
PEG Ratio	0.09	N/A
Dividend Yield	N/A	2.01%
5Y Dividends CAGR	N/A	14.87%
5Y EPS CAGR	N/A	-30.68%
Debt to Equity	126.20%	1405.49%
Free Cash Flow Yield	3.52%	9.06%
P/S Ratio	0.88	1.03
P/B Ratio	6.04	164.14

Market Cap

Winner

BTSG

$12B

EQH

$12B

Max Drawdown

Winner

BTSG

35.56%

EQH

61.62%

Sharpe Ratio

Winner

BTSG

2.39

EQH

-0.73

5Y Beta

Winner

BTSG

1.13

EQH

1.38

Industry

BTSG

Health Information Services

EQH

Asset Management

P/E Ratio

BTSG

36.93

Winner

EQH

-15.23

Forward P/E

BTSG

40.65

Winner

EQH

4.58

PEG Ratio

BTSG

0.09

EQH

N/A

Dividend Yield

BTSG

N/A

EQH

2.01%

5Y Dividends CAGR

BTSG

N/A

EQH

14.87%

5Y EPS CAGR

BTSG

N/A

EQH

-30.68%

Debt to Equity

Winner

BTSG

126.20%

EQH

1405.49%

Free Cash Flow Yield

BTSG

3.52%

Winner

EQH

9.06%

P/S Ratio

Winner

BTSG

0.88

EQH

1.03

P/B Ratio

Winner

BTSG

6.04

EQH

164.14

BTSG vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	BTSG	EQH
1 month	+11.25%	-0.87%
3 months	+44.45%	+7.07%
6 months	+72.17%	-9.04%
1 year	+155.66%	-21.23%
5 years(CAGR)	N/A	+8.90%
10 years(CAGR)	N/A	+12.20%
Max(CAGR)	+106.13%	+12.20%

Winner

BTSG

+11.25%

EQH

-0.87%

Winner

BTSG

+44.45%

EQH

+7.07%

Winner

BTSG

+72.17%

EQH

-9.04%

Winner

BTSG

+155.66%

EQH

-21.23%

5Y(CAGR)

BTSG

N/A

EQH

+8.90%

10Y(CAGR)

BTSG

N/A

EQH

+12.20%

Max(CAGR)

Winner

BTSG

+106.13%

EQH

+12.20%

BTSG vs EQH - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BTSG	EQH
2026	+58.85%	-11.37%
2025	+116.10%	+2.13%
2024	+54.82%	+45.79%
2023	N/A	+19.98%
2022	N/A	-11.54%
2021	N/A	+35.63%
2020	N/A	+6.06%
2019	N/A	+55.18%
2018	N/A	-17.22%

BTSG vs EQH Drawdown Comparison

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

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current BTSG drawdown is -1.10%. The current EQH drawdown is -23.36%.

Rank	BTSG	EQH
#1	-35.56% Jan 30, 2025 - May 16, 2025	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-28.37% Feb 7, 2024 - May 3, 2024	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-20.75% May 16, 2025 - Aug 22, 2025	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-15.12% Nov 11, 2024 - Jan 21, 2025	-34.83% Sep 4, 2018 - May 3, 2019
#5	-11.85% Jul 30, 2024 - Aug 26, 2024	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-10.58% May 15, 2024 - Jul 16, 2024	-19.60% May 5, 2021 - Nov 4, 2021
#7	-9.28% Mar 9, 2026 - Mar 18, 2026	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-8.34% Jan 6, 2026 - Feb 18, 2026	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-8.00% Oct 18, 2024 - Nov 1, 2024	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-7.90% Oct 29, 2025 - Nov 21, 2025	-12.24% May 3, 2019 - Jul 23, 2019
#11	-7.32% Mar 25, 2026 - Apr 8, 2026	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-6.94% May 29, 2026 - Jun 4, 2026	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-6.32% Mar 19, 2026 - Mar 25, 2026	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-5.80% Sep 10, 2025 - Sep 29, 2025	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-5.32% Nov 26, 2025 - Dec 12, 2025	-8.85% Dec 4, 2020 - Jan 12, 2021