BFAM Consumer Cyclical

Bright Horizons Family Solutions Inc.

$53.24-1.97%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Consumer Cyclical
Industry: Personal Services
Country: United States
Market cap: 2.6B USD
Enterprise value: 4.4B USD
Full-time employees: 32,200

Overall health

Strength: its shares are priced lower than most peers relative to what it earnspriced lower than peers for its earnings
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.18 vs a peer median of 0.63), less short-term liquidity (current ratio 0.48 vs a peer median of 1.48) and more debt relative to equity (1.15× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.18 vs peers 0.63), less liquidity (current ratio 0.48 vs peers 1.48) and more debt vs equity (1.15× vs peers 0.46×)

Ranks #675 of 1,502 consumer cyclical companies (top 45%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year high. 11% in 2025, the best of the last 6 years.
Bright Horizons Family Solutions kept 11% of revenue as operating profit in 2025, its highest in the 6 years of filings we have.
Profits growing faster than sales. Since 2022: revenue +45%, operating profit +100%.
Since 2022, Bright Horizons Family Solutions's revenue grew 45% while operating profit grew 100%: each extra dollar of sales is adding more profit.
Share count shrinking. Shares outstanding down 15% from December 2022 to July 2026.
Bright Horizons Family Solutions had 15% fewer shares at July 2026 than at December 2022, mainly through buybacks, so each remaining share owns a larger slice of the business.
Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.5B in 2020 to $2.9B in 2025.
Bright Horizons Family Solutions's fiscal-year revenue rose in each of the five years to 2025, from $1.5B to $2.9B.

StockQuotient Score

54/ 100▲ 3 since Oct 27 close

Oct 5 52 → Nov 4 54 (+2)

Valuation

Is the price right?

65/100

Moderate▲ 13 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

Share count down 7.5%

Valuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 52 → 65

Share price -24.5%+16
Company's reported figures updated-3

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Stronger than most peers on:

▲ Earnings yield
▲ FCF yield
▲ EBITDA yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield6.8%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score 0.72Sector median: 0.0439 · MAD: 0.0329

EBITDA yield11.2%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score 0.52Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield9.1%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score 0.55Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield36.4%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

69/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ 3-yr revenue
▲ Revenue growth
▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth15.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.45Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth10.8%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score 1.03Sector median: 0.0425 · MAD: 0.0636

Revenue growth8.5%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.73Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

67/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROIC
▲ Operating margin
▲ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin10.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.84Sector median: 0.0638 · MAD: 0.0461

Return on assets4.6%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.51Sector median: 0.0331 · MAD: 0.0254

Return on invested capital13.2%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.98Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin23.5%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity18.6%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: Changed: worth a look

Debt up 20%

Why

Weaker than most peers on:

▼ Current ratio
▼ Beta
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.18

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -1.82Sector median: 0.6345 · MAD: 0.2980

Current ratio0.48×

SEC filings · latest balance sheetOutlier capped at sector 5th/95th percentile33% base weight · Z-score -1.78Sector median: 1.4800 · MAD: 0.5570

Debt / equity1.15×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.92Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Bright Horizons Family Solutions

Is Bright Horizons Family Solutions getting weaker?: Its latest SEC filing (Aug 6, 2026) got stronger: share count down 7.5%; debt up 20%. Its overall score is 54/100, up 3 since Oct 28, 2026.
How is Bright Horizons Family Solutions valued vs its peers?: Priced lower than most peers relative to what it earns. Valuation scores 65/100 against 1,612 consumer cyclical peers. Earnings yield 6.8% vs a peer median of 4.4% (stronger than 70% of peers).Earnings yield 6.8% vs peers 4.4% (stronger than 70% of peers).
Is Bright Horizons Family Solutions growing?: Yes, faster than most of its peers. Growth scores 69/100 against 1,612 consumer cyclical peers. 3-year revenue growth 10.8% vs a peer median of 4.3% (stronger than 74% of peers).3-year revenue growth 10.8% vs peers 4.3% (stronger than 74% of peers).
How profitable is Bright Horizons Family Solutions?: More profitable than most of its peers. Profitability scores 67/100 against 1,612 consumer cyclical peers. Return on invested capital 13.2% vs a peer median of 7.3% (stronger than 73% of peers).Return on invested capital 13.2% vs peers 7.3% (stronger than 73% of peers).
How risky is Bright Horizons Family Solutions?: Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 0.48× vs a peer median of 1.48× (weaker than 100% of peers).Current ratio 0.48× vs peers 1.48× (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 6, 2026 · compared with the quarter ended Mar 31, 2026

Got stronger

Share count down 7.5%
Debt up 20%

	Previous quarter	Latest quarter	Change
Revenue (12 months)	3.0B USD	3.0B USD	+1.6%
Net income (12 months)	189.2M USD	175.0M USD	−7.5%
Operating margin	10.6%	10.3%	−0.4 pts
Free cash flow (12 months)	275.2M USD	235.9M USD	−14.3%
Debt	897.7M USD	1.1B USD	+20.5%
Cash	133.4M USD	163.7M USD	+22.7%
Shares outstanding	52.6M	48.6M	−7.5%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Personal Services companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	23.6%	23.7%	22.0%	23.1%	23.8%	▲ 0.7 pts
Operating margin	7.4%	7.8%	7.1%	9.2%	10.7%	▲ 1.5 pts
Net margin	4.0%	4.0%	3.1%	5.2%	6.6%	▲ 1.4 pts
Return on assets (ROA)	1.9%	2.1%	1.9%	3.6%	5.0%	▲ 1.3 pts
Return on equity (ROE)	6.0%	7.5%	6.1%	11.0%	14.4%	▲ 3.5 pts
Free cash flow margin	9.3%	5.8%	6.8%	8.9%	8.8%	▼ 0.1 pts
Current ratio	0.87×	0.44×	0.56×	0.64×	0.52×	▼ 18%
Debt to equity	0.84×	0.90×	0.79×	0.74×	0.56×	▼ 25%
Interest coverage	—	3.99×	3.32×	5.06×	7.03×	▲ 39%

BFAM price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Strength: its shares are priced lower than most peers relative to what it earnspriced lower than peers for its earnings

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.18 vs a peer median of 0.63), less short-term liquidity (current ratio 0.48 vs a peer median of 1.48) and more debt relative to equity (1.15× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.18 vs peers 0.63), less liquidity (current ratio 0.48 vs peers 1.48) and more debt vs equity (1.15× vs peers 0.46×)

Ranks #675 of 1,502 consumer cyclical companies (top 45%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year high. 11% in 2025, the best of the last 6 years.

Bright Horizons Family Solutions kept 11% of revenue as operating profit in 2025, its highest in the 6 years of filings we have.

Profits growing faster than sales. Since 2022: revenue +45%, operating profit +100%.

Since 2022, Bright Horizons Family Solutions's revenue grew 45% while operating profit grew 100%: each extra dollar of sales is adding more profit.

Share count shrinking. Shares outstanding down 15% from December 2022 to July 2026.

Bright Horizons Family Solutions had 15% fewer shares at July 2026 than at December 2022, mainly through buybacks, so each remaining share owns a larger slice of the business.

Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.5B in 2020 to $2.9B in 2025.

Bright Horizons Family Solutions's fiscal-year revenue rose in each of the five years to 2025, from $1.5B to $2.9B.

Questions investors ask about Bright Horizons Family Solutions

Is Bright Horizons Family Solutions getting weaker?

Its latest SEC filing (Aug 6, 2026) got stronger: share count down 7.5%; debt up 20%. Its overall score is 54/100, up 3 since Oct 28, 2026.

How is Bright Horizons Family Solutions valued vs its peers?

Priced lower than most peers relative to what it earns. Valuation scores 65/100 against 1,612 consumer cyclical peers. Earnings yield 6.8% vs a peer median of 4.4% (stronger than 70% of peers).Earnings yield 6.8% vs peers 4.4% (stronger than 70% of peers).

Is Bright Horizons Family Solutions growing?

Yes, faster than most of its peers. Growth scores 69/100 against 1,612 consumer cyclical peers. 3-year revenue growth 10.8% vs a peer median of 4.3% (stronger than 74% of peers).3-year revenue growth 10.8% vs peers 4.3% (stronger than 74% of peers).

How profitable is Bright Horizons Family Solutions?

More profitable than most of its peers. Profitability scores 67/100 against 1,612 consumer cyclical peers. Return on invested capital 13.2% vs a peer median of 7.3% (stronger than 73% of peers).Return on invested capital 13.2% vs peers 7.3% (stronger than 73% of peers).

How risky is Bright Horizons Family Solutions?

Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 0.48× vs a peer median of 1.48× (weaker than 100% of peers).Current ratio 0.48× vs peers 1.48× (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

3.0B USD

3.0B USD

+1.6%

Net income (12 months)

189.2M USD

175.0M USD

−7.5%

Operating margin

10.6%

10.3%

−0.4 pts

Free cash flow (12 months)

275.2M USD

235.9M USD

−14.3%

Debt

897.7M USD

1.1B USD

+20.5%

Cash

133.4M USD

163.7M USD

+22.7%

Shares outstanding

52.6M

48.6M

−7.5%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

23.6%

23.7%

22.0%

23.1%

23.8%

▲ 0.7 pts

Operating margin

7.4%

7.8%

7.1%

9.2%

10.7%

▲ 1.5 pts

Net margin

4.0%

3.1%

5.2%

6.6%

▲ 1.4 pts

Return on assets (ROA)

1.9%

2.1%

1.9%

3.6%

5.0%

▲ 1.3 pts

Return on equity (ROE)

6.0%

7.5%

6.1%

11.0%

14.4%

▲ 3.5 pts

Free cash flow margin

9.3%

5.8%

6.8%

8.9%

8.8%

▼ 0.1 pts

Current ratio

0.87×

0.44×

0.56×

0.64×

0.52×

▼ 18%

Debt to equity

0.84×

0.90×

0.79×

0.74×

0.56×

▼ 25%

Interest coverage

—

3.99×

3.32×

5.06×

7.03×

▲ 39%