BTSGU vs HLN

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Haleon plc (HLN, Company).

Both BTSGU and HLN are from the Healthcare sector.

BTSGU vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	HLN(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	33.37%	24.83%
Sharpe Ratio	3.28	0.18
5Y Beta	0.90	0.14
Industry	Health Information Services	Drug Manufacturers - Specialty & Generic
P/E Ratio	139.61	12.16
Forward P/E	N/A	18.80
PEG Ratio	0.35	0.27
Dividend Yield	N/A	1.95%
Debt to Equity	126.20%	52.41%
Free Cash Flow Yield	0.93%	14.03%

Market Cap

Winner

BTSGU

$44B

HLN

$44B

Max Drawdown

BTSGU

33.37%

Winner

HLN

24.83%

Sharpe Ratio

Winner

BTSGU

3.28

HLN

0.18

5Y Beta

BTSGU

0.90

Winner

HLN

0.14

Industry

BTSGU

Health Information Services

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

BTSGU

139.61

Winner

HLN

12.16

Forward P/E

BTSGU

N/A

HLN

18.80

PEG Ratio

BTSGU

0.35

Winner

HLN

0.27

Dividend Yield

BTSGU

N/A

HLN

1.95%

Debt to Equity

BTSGU

126.20%

Winner

HLN

52.41%

Free Cash Flow Yield

BTSGU

0.93%

Winner

HLN

14.03%

BTSGU vs HLN - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	HLN
1 month	+4.55%	+8.49%
3 months	+47.69%	+1.89%
6 months	+75.38%	-5.94%
1 year	+219.96%	+1.52%
5 years(CAGR)	N/A	+8.64%
Max(CAGR)	+100.27%	+8.64%

BTSGU

+4.55%

Winner

HLN

+8.49%

Winner

BTSGU

+47.69%

HLN

+1.89%

Winner

BTSGU

+75.38%

HLN

-5.94%

Winner

BTSGU

+219.96%

HLN

+1.52%

5Y(CAGR)

BTSGU

N/A

HLN

+8.64%

Max(CAGR)

Winner

BTSGU

+100.27%

HLN

+8.64%

BTSGU vs HLN - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	HLN
2026	+81.01%	-1.61%
2025	+106.26%	+8.98%
2024	+43.79%	+18.04%
2023	N/A	+5.11%
2022	N/A	+7.96%

BTSGU vs HLN Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for HLN was -24.83%, occurring on Sep 2, 2022. Recovery took 84 trading sessions.

The current BTSGU drawdown is -1.90%. The current HLN drawdown is -13.25%.

Rank	BTSGU	HLN
#1	-32.46% Jan 30, 2025 - May 16, 2025	-24.83% Aug 8, 2022 - Dec 6, 2022
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-23.11% Jun 2, 2025 - Sep 25, 2025
#3	-18.43% May 16, 2025 - Aug 22, 2025	-15.72% Oct 1, 2024 - May 2, 2025
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-13.07% Apr 20, 2023 - Jul 12, 2024
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-8.10% Feb 17, 2023 - Mar 23, 2023
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-6.08% Dec 29, 2022 - Jan 17, 2023
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-5.53% Jul 22, 2022 - Aug 5, 2022
#8	-7.52% May 28, 2026 - Jun 11, 2026	-5.06% Dec 6, 2022 - Dec 9, 2022
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-3.68% Dec 13, 2022 - Dec 22, 2022
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-3.56% Jan 17, 2023 - Feb 7, 2023
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-3.46% Mar 23, 2023 - Apr 4, 2023
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-3.35% May 7, 2025 - May 16, 2025
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-3.23% Apr 6, 2023 - Apr 20, 2023
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-1.96% Feb 7, 2023 - Feb 17, 2023
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-1.78% Sep 17, 2024 - Sep 24, 2024