BTSGU vs MSCI

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

BTSGU is from the Healthcare sector, while MSCI is from the Financial Services sector.

BTSGU vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	MSCI(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	33.37%	69.06%
Sharpe Ratio	2.97	0.26
5Y Beta	0.87	0.71
Industry	Health Information Services	Financial Data & Stock Exchanges
P/E Ratio	133.38	32.85
Forward P/E	N/A	30.96
PEG Ratio	0.34	1.56
Dividend Yield	N/A	1.23%
5Y Dividends CAGR	N/A	24.94%
5Y EPS CAGR	N/A	17.64%
Debt to Equity	126.20%	-230.84%
Free Cash Flow Yield	0.98%	3.69%

Market Cap

BTSGU

$42B

Winner

MSCI

$42B

Max Drawdown

Winner

BTSGU

33.37%

MSCI

69.06%

Sharpe Ratio

Winner

BTSGU

2.97

MSCI

0.26

5Y Beta

BTSGU

0.87

Winner

MSCI

0.71

Industry

BTSGU

Health Information Services

MSCI

Financial Data & Stock Exchanges

P/E Ratio

BTSGU

133.38

Winner

MSCI

32.85

Forward P/E

BTSGU

N/A

MSCI

30.96

PEG Ratio

Winner

BTSGU

0.34

MSCI

1.56

Dividend Yield

BTSGU

N/A

MSCI

1.23%

5Y Dividends CAGR

BTSGU

N/A

MSCI

24.94%

5Y EPS CAGR

BTSGU

N/A

MSCI

17.64%

Debt to Equity

BTSGU

126.20%

Winner

MSCI

-230.84%

Free Cash Flow Yield

BTSGU

0.98%

Winner

MSCI

3.69%

BTSGU vs MSCI - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	MSCI
1 month	+16.99%	-0.50%
3 months	+52.33%	+4.77%
6 months	+78.83%	+4.12%
1 year	+187.27%	+8.39%
5 years(CAGR)	N/A	+4.09%
10 years(CAGR)	N/A	+24.30%
Max(CAGR)	+101.14%	+19.01%

Winner

BTSGU

+16.99%

MSCI

-0.50%

Winner

BTSGU

+52.33%

MSCI

+4.77%

Winner

BTSGU

+78.83%

MSCI

+4.12%

Winner

BTSGU

+187.27%

MSCI

+8.39%

5Y(CAGR)

BTSGU

N/A

MSCI

+4.09%

10Y(CAGR)

BTSGU

N/A

MSCI

+24.30%

Max(CAGR)

Winner

BTSGU

+101.14%

MSCI

+19.01%

BTSGU vs MSCI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	MSCI
2026	+71.12%	+3.60%
2025	+106.26%	-2.69%
2024	+43.79%	+9.21%
2023	N/A	+23.97%
2022	N/A	-21.13%
2021	N/A	+40.95%
2020	N/A	+69.23%
2019	N/A	+77.76%
2018	N/A	+16.88%
2017	N/A	+62.75%
2016	N/A	+12.99%
2015	N/A	+53.19%
2014	N/A	+10.40%
2013	N/A	+36.07%
2012	N/A	-5.55%
2011	N/A	-16.53%
2010	N/A	+21.83%
2009	N/A	+70.51%
2008	N/A	-47.53%
2007	N/A	+47.13%

BTSGU vs MSCI Drawdown Comparison

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

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current MSCI drawdown is -9.73%.

Rank	BTSGU	MSCI
#1	-32.46% Jan 30, 2025 - May 16, 2025	-69.06% Dec 31, 2007 - Dec 21, 2010
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-43.74% Nov 16, 2021 - Jun 1, 2026
#3	-18.43% May 16, 2025 - Aug 22, 2025	-36.06% Dec 27, 2010 - Sep 16, 2013
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-32.21% Feb 19, 2020 - Apr 27, 2020
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-25.58% Sep 4, 2018 - Feb 28, 2019
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-14.93% Jul 31, 2015 - Nov 2, 2015
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-14.85% Jul 18, 2019 - Nov 1, 2019
#8	-7.52% May 28, 2026 - Jun 11, 2026	-14.11% Aug 31, 2016 - Feb 3, 2017
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-13.71% Jul 27, 2020 - Nov 4, 2020
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-13.50% May 18, 2020 - Jul 6, 2020
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-13.49% Sep 18, 2014 - Nov 24, 2014
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-13.30% Dec 29, 2015 - Feb 22, 2016
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-13.21% Jan 12, 2021 - Apr 12, 2021
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-12.38% Mar 12, 2014 - Jul 1, 2014
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-11.20% Sep 24, 2021 - Oct 29, 2021

Correlation

Correlation between BTSGU and MSCI is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2014 - 2026)

BTSGU vs MSCI dividend yield comparison.

Year	BTSGU	MSCI
2026	0.77%	0.71%
2025	2.67%	1.25%
2024	2.70%	1.07%
2023	0.00%	0.98%
2022	0.00%	0.98%
2021	0.00%	0.59%
2020	0.00%	0.65%
2019	0.00%	0.98%
2018	0.00%	1.30%
2017	0.00%	1.04%
2016	0.00%	1.27%
2015	0.00%	1.11%
2014	0.00%	0.38%