BrightSpring Health Services Inc (BTSG) is overvalued and Tempus AI Inc (TEM) is overvalued.
Both trade above our estimate of their intrinsic value. BTSG is the closer of the two: -81%, against -621% for TEM.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 11.7% (average of 3 methods) values the shares at $31.17; the price of $56.55 is 81% above that value, and 69% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
A 1.8x revenue multiple, discounted for its losses, values the shares at $10.71; the price of $77.19 is 621% above that value.
Leak Score 0/100 on 2 of 12 signals
| Metric | BTSG | TEM |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $56.55 | $77.19 |
| Intrinsic value | $31.17 | $10.71 |
| Margin of safety | -81% | -621% |
| Leak Score | 14/100 (3/12) | 0/100 (2/12) |
| Market cap | $11.2B | $13.9B |
| Revenue growth, 5 years | 18.3% | 46.6% |
| Operating margin | 3.7% | -18.9% |
| Net margin | 2.0% | -17.8% |
| Return on equity | 13.1% | -67.4% |
| Debt to equity | 1.17 | 3.25 |
| P/E | 42.2x | — |
| Forward P/E | 24.5x | 3051.0x |
| P/B | 5.5x | 31.2x |