MSCI vs BTSGU

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

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

MSCI vs BTSGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

MSCI

$42B

BTSGU

$42B

Max Drawdown

MSCI

69.06%

Winner

BTSGU

33.37%

Sharpe Ratio

MSCI

0.26

Winner

BTSGU

2.97

5Y Beta

Winner

MSCI

0.71

BTSGU

0.87

Industry

MSCI

Financial Data & Stock Exchanges

BTSGU

Health Information Services

P/E Ratio

Winner

MSCI

32.85

BTSGU

133.38

Forward P/E

MSCI

30.96

BTSGU

N/A

PEG Ratio

MSCI

1.56

Winner

BTSGU

0.34

Dividend Yield

MSCI

1.23%

BTSGU

N/A

5Y Dividends CAGR

MSCI

24.94%

BTSGU

N/A

5Y EPS CAGR

MSCI

17.64%

BTSGU

N/A

Debt to Equity

Winner

MSCI

-230.84%

BTSGU

126.20%

Free Cash Flow Yield

Winner

MSCI

3.69%

BTSGU

0.98%

MSCI vs BTSGU - Historical Returns

Returns include dividend reinvestment.

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

MSCI

-0.50%

Winner

BTSGU

+16.99%

MSCI

+4.77%

Winner

BTSGU

+52.33%

MSCI

+4.12%

Winner

BTSGU

+78.83%

MSCI

+8.39%

Winner

BTSGU

+187.27%

5Y(CAGR)

MSCI

+4.09%

BTSGU

N/A

10Y(CAGR)

MSCI

+24.30%

BTSGU

N/A

Max(CAGR)

MSCI

+19.01%

Winner

BTSGU

+101.14%

MSCI vs BTSGU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

MSCI vs BTSGU Drawdown Comparison

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

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

The current MSCI drawdown is -9.73%.

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

Correlation

Correlation between MSCI and BTSGU 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)

MSCI vs BTSGU dividend yield comparison.

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