BTSG vs DVA
BrightSpring Health Services, Inc. and DaVita Inc., side by side — 4 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BTSG | DVA |
|---|---|---|
| Revenue | $12.9B | $13.6B |
| Net income | $190.7M | $746.8M |
| Gross margin | 11.8% | · |
| Net margin | 1.5% | 7.9% |
| Return on equity | 10.8% | · |
| Diluted EPS | $0.87 | $9.84 |
| Dividend / share | · | · |
| Payout ratio | · | 0.0% |
| Free cash flow | $394.7M | $1.3B |
| Equity | $1.9B | $-651.1M |
| Net debt / equity | 1.29× | · |
| Current ratio | 1.57× | 1.29× |
| Revenue CAGR 5y | · | 3.4% |
| Profit CAGR 5y | · | −0.7% |
BTSG and DVA book revenue within 15% of each other, and DVA keeps more of each dollar of revenue as profit (7.9% against 1.5%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
4 years side by side
| Fiscal year | BTSG | DVA |
|---|---|---|
| FY2025 | $12.9B | $13.6B |
| FY2024 | $10.1B | $12.8B |
| FY2023 | $7.7B | $12.1B |
| FY2022 | $7.7B | $11.6B |
Bottom line
| Fiscal year | BTSG | DVA |
|---|---|---|
| FY2025 | $190.7M | $746.8M |
| FY2024 | $-18.1M | $936.3M |
| FY2023 | $-154.6M | $691.5M |
| FY2022 | $-53.9M | $560.4M |
Standard deviation, each side
BTSG's net margin has been more volatile than DVA's over the 4 comparable fiscal years — 1.3 percentage points of standard deviation against 1.1.
4 of 16 comparable fiscal years — a year missing data on either side is not counted.
Year by year
DVA led in net margin in every one of the 4 comparable fiscal years — a structural lead, not a recent swing.
4 of 16 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DVA's return on equity has been more volatile than BTSG's over the 3 comparable fiscal years — 38.6 percentage points of standard deviation against 9.1.
3 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
DVA led in return on equity in every one of the 3 comparable fiscal years — a structural lead, not a recent swing.
3 of 18 comparable fiscal years — a year missing data on either side is not counted.