BTSG vs WSO

Comparison between BrightSpring Health Services Inc (BTSG, Company) and Watsco Inc - Class A (WSO, Company).

BTSG is from the Healthcare sector, while WSO is from the Industrials sector.

BTSG vs WSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSG(COMPANY)	WSO(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	35.56%	57.62%
Sharpe Ratio	2.55	-0.68
5Y Beta	1.15	0.90
Industry	Health Information Services	Industrial Distribution
P/E Ratio	31.30	19.98
Forward P/E	31.85	25.32
PEG Ratio	0.08	0.78
Dividend Yield	N/A	3.76%
5Y Dividends CAGR	N/A	15.93%
5Y EPS CAGR	N/A	19.00%
Debt to Equity	106.93%	0.00%
Free Cash Flow Yield	3.41%	5.90%

Market Cap

BTSG

$12B

Winner

WSO

$12B

Max Drawdown

Winner

BTSG

35.56%

WSO

57.62%

Sharpe Ratio

Winner

BTSG

2.55

WSO

-0.68

5Y Beta

BTSG

1.15

Winner

WSO

0.90

Industry

BTSG

Health Information Services

WSO

Industrial Distribution

P/E Ratio

BTSG

31.30

Winner

WSO

19.98

Forward P/E

BTSG

31.85

Winner

WSO

25.32

PEG Ratio

Winner

BTSG

0.08

WSO

0.78

Dividend Yield

BTSG

N/A

WSO

3.76%

5Y Dividends CAGR

BTSG

N/A

WSO

15.93%

5Y EPS CAGR

BTSG

N/A

WSO

19.00%

Debt to Equity

BTSG

106.93%

Winner

WSO

0.00%

Free Cash Flow Yield

BTSG

3.41%

Winner

WSO

5.90%

BTSG vs WSO - Historical Returns

Returns include dividend reinvestment.

Period	BTSG	WSO
1 month	-13.51%	-20.18%
3 months	+6.60%	-24.81%
6 months	+54.99%	-24.21%
1 year	+169.00%	-25.61%
5 years(CAGR)	N/A	+5.38%
10 years(CAGR)	N/A	+11.41%
Max(CAGR)	+94.99%	+16.89%

Winner

BTSG

-13.51%

WSO

-20.18%

Winner

BTSG

+6.60%

WSO

-24.81%

Winner

BTSG

+54.99%

WSO

-24.21%

Winner

BTSG

+169.00%

WSO

-25.61%

5Y(CAGR)

BTSG

N/A

WSO

+5.38%

10Y(CAGR)

BTSG

N/A

WSO

+11.41%

Max(CAGR)

Winner

BTSG

+94.99%

WSO

+16.89%

BTSG vs WSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTSG	WSO
2026	+56.85%	-8.09%
2025	+116.10%	-26.25%
2024	+54.82%	+15.59%
2023	N/A	+72.85%
2022	N/A	-15.46%
2021	N/A	+42.70%
2020	N/A	+31.13%
2019	N/A	+34.90%
2018	N/A	-15.44%
2017	N/A	+17.80%
2016	N/A	+31.98%
2015	N/A	+12.90%
2014	N/A	+15.03%
2013	N/A	+26.23%
2012	N/A	+25.50%
2011	N/A	+5.92%
2010	N/A	+31.75%
2009	N/A	+27.70%
2008	N/A	+12.47%
2007	N/A	-20.57%
2006	N/A	-24.16%
2005	N/A	+75.41%
2004	N/A	+55.09%
2003	N/A	+39.42%
2002	N/A	+16.77%
2001	N/A	+24.98%
2000	N/A	+2.27%
1999	N/A	+13.44%

BTSG vs WSO Drawdown Comparison

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

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current BTSG drawdown is -17.39%. The current WSO drawdown is -42.41%.

Rank	BTSG	WSO
#1	-35.56% Jan 30, 2025 - May 16, 2025	-54.14% Feb 24, 2006 - Apr 22, 2010
#2	-28.37% Feb 7, 2024 - May 3, 2024	-43.26% May 23, 2000 - Mar 7, 2002
#3	-20.75% May 16, 2025 - Aug 22, 2025	-42.84% Nov 25, 2024 - Jul 31, 2026
#4	-20.60% Jul 24, 2026 - Aug 11, 2026	-35.08% Nov 15, 1999 - Apr 20, 2000
#5	-15.12% Nov 11, 2024 - Jan 21, 2025	-33.03% May 3, 2002 - Sep 2, 2003
#6	-11.85% Jul 30, 2024 - Aug 26, 2024	-29.53% Jun 12, 2018 - Dec 6, 2019
#7	-10.58% May 15, 2024 - Jul 16, 2024	-28.58% Apr 6, 2011 - Feb 1, 2012
#8	-9.28% Mar 9, 2026 - Mar 18, 2026	-27.17% Dec 15, 2021 - Feb 2, 2023
#9	-8.34% Jan 6, 2026 - Feb 18, 2026	-24.30% Mar 9, 2020 - Jun 9, 2020
#10	-8.00% Oct 18, 2024 - Nov 1, 2024	-17.92% Apr 22, 2014 - Dec 3, 2014
#11	-7.90% Oct 29, 2025 - Nov 21, 2025	-17.41% Oct 23, 2015 - Mar 18, 2016
#12	-7.32% Mar 25, 2026 - Apr 8, 2026	-17.17% Apr 22, 2010 - Dec 2, 2010
#13	-6.94% May 29, 2026 - Jun 11, 2026	-17.14% Apr 25, 2000 - May 22, 2000
#14	-6.32% Mar 19, 2026 - Mar 25, 2026	-16.18% Jul 19, 2012 - Oct 4, 2012
#15	-5.80% Sep 10, 2025 - Sep 29, 2025	-15.96% Apr 22, 2004 - Sep 21, 2004

Correlation

Correlation between BTSG and WSO is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101