BTSGU vs HUM

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Humana Inc (HUM, Company).

Both BTSGU and HUM are from the Healthcare sector.

BTSGU vs HUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	HUM(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	33.37%	78.42%
Sharpe Ratio	2.51	0.88
5Y Beta	0.89	0.45
Industry	Health Information Services	Healthcare Plans
P/E Ratio	139.13	13.91
Forward P/E	N/A	40.16
PEG Ratio	0.35	0.82
Dividend Yield	N/A	0.97%
5Y Dividends CAGR	N/A	11.44%
5Y EPS CAGR	N/A	8.85%
Debt to Equity	126.20%	75.31%
Free Cash Flow Yield	0.94%	2.89%
P/S Ratio	N/A	0.34
P/B Ratio	N/A	2.51

Market Cap

Winner

BTSGU

$44B

HUM

$44B

Max Drawdown

Winner

BTSGU

33.37%

HUM

78.42%

Sharpe Ratio

Winner

BTSGU

2.51

HUM

0.88

5Y Beta

BTSGU

0.89

Winner

HUM

0.45

Industry

BTSGU

Health Information Services

HUM

Healthcare Plans

P/E Ratio

BTSGU

139.13

Winner

HUM

13.91

Forward P/E

BTSGU

N/A

HUM

40.16

PEG Ratio

Winner

BTSGU

0.35

HUM

0.82

Dividend Yield

BTSGU

N/A

HUM

0.97%

5Y Dividends CAGR

BTSGU

N/A

HUM

11.44%

5Y EPS CAGR

BTSGU

N/A

HUM

8.85%

Debt to Equity

BTSGU

126.20%

Winner

HUM

75.31%

Free Cash Flow Yield

BTSGU

0.94%

Winner

HUM

2.89%

P/S Ratio

BTSGU

N/A

HUM

0.34

P/B Ratio

BTSGU

N/A

HUM

2.51

BTSGU vs HUM - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	HUM
1 month	-10.26%	-5.61%
3 months	+13.39%	+57.74%
6 months	+54.38%	+95.49%
1 year	+198.21%	+53.60%
5 years(CAGR)	N/A	-1.54%
10 years(CAGR)	N/A	+8.92%
Max(CAGR)	+87.91%	+16.37%

BTSGU

-10.26%

Winner

HUM

-5.61%

BTSGU

+13.39%

Winner

HUM

+57.74%

BTSGU

+54.38%

Winner

HUM

+95.49%

Winner

BTSGU

+198.21%

HUM

+53.60%

5Y(CAGR)

BTSGU

N/A

HUM

-1.54%

10Y(CAGR)

BTSGU

N/A

HUM

+8.92%

Max(CAGR)

Winner

BTSGU

+87.91%

HUM

+16.37%

BTSGU vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	HUM
2026	+57.44%	+42.67%
2025	+106.26%	+2.79%
2024	+43.79%	-45.42%
2023	N/A	-7.84%
2022	N/A	+10.77%
2021	N/A	+13.27%
2020	N/A	+13.71%
2019	N/A	+31.18%
2018	N/A	+14.62%
2017	N/A	+26.58%
2016	N/A	+14.05%
2015	N/A	+25.64%
2014	N/A	+40.88%
2013	N/A	+52.73%
2012	N/A	-21.24%
2011	N/A	+60.46%
2010	N/A	+19.83%
2009	N/A	+17.76%
2008	N/A	-52.28%
2007	N/A	+34.43%
2006	N/A	-0.84%
2005	N/A	+86.32%
2004	N/A	+29.48%
2003	N/A	+121.63%
2002	N/A	-13.04%
2001	N/A	-21.08%
2000	N/A	+101.64%
1999	N/A	+10.08%

BTSGU vs HUM Drawdown Comparison

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

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The current BTSGU drawdown is -16.72%. The current HUM drawdown is -30.65%.

Rank	BTSGU	HUM
#1	-32.46% Jan 30, 2025 - May 16, 2025	-78.42% Jan 14, 2008 - Nov 3, 2011
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-69.92% Nov 3, 2022 - Mar 12, 2026
#3	-18.43% May 16, 2025 - Aug 22, 2025	-49.21% Jun 19, 2002 - Jul 28, 2003
#4	-17.13% Jul 30, 2026 - Jul 31, 2026	-48.65% Jan 13, 2000 - Sep 15, 2000
#5	-13.46% Nov 11, 2024 - Jan 21, 2025	-44.21% Dec 28, 2000 - Apr 18, 2002
#6	-11.14% Jul 29, 2024 - Aug 26, 2024	-43.60% Feb 13, 2020 - Apr 30, 2020
#7	-8.63% Mar 4, 2026 - Mar 18, 2026	-35.10% Jan 17, 2012 - Aug 8, 2013
#8	-7.69% Jan 6, 2026 - Feb 25, 2026	-34.96% Jan 26, 2004 - Nov 24, 2004
#9	-7.52% May 28, 2026 - Jun 11, 2026	-33.95% Nov 7, 2018 - Dec 13, 2019
#10	-7.22% Oct 18, 2024 - Nov 1, 2024	-28.07% Jun 1, 2015 - Dec 1, 2016
#11	-7.04% Jun 5, 2024 - Jun 28, 2024	-27.60% Jan 5, 2006 - Aug 2, 2006
#12	-7.02% Nov 11, 2025 - Nov 24, 2025	-24.08% Oct 4, 2006 - Jul 18, 2007
#13	-6.75% Mar 19, 2026 - Mar 25, 2026	-22.68% Jul 23, 2021 - Jun 29, 2022
#14	-6.42% Mar 25, 2026 - Apr 8, 2026	-20.60% Nov 17, 2000 - Dec 26, 2000
#15	-5.46% Sep 10, 2025 - Sep 30, 2025	-18.18% Nov 22, 1999 - Jan 7, 2000

Correlation

Correlation between BTSGU and HUM is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2011 - 2026)

BTSGU vs HUM dividend yield comparison.

Year	BTSGU	HUM
2026	1.26%	0.47%
2025	2.67%	1.38%
2024	2.70%	1.40%
2023	0.00%	0.77%
2022	0.00%	0.62%
2021	0.00%	0.60%
2020	0.00%	0.61%
2019	0.00%	0.60%
2018	0.00%	0.70%
2017	0.00%	0.76%
2016	0.00%	0.43%
2015	0.00%	0.64%
2014	0.00%	0.77%
2013	0.00%	1.04%
2012	0.00%	1.50%
2011	0.00%	0.86%