Bright Horizons Family Solutions Inc.

BFAM Consumer Cyclical Personal Services

Bright Horizons Family Solutions Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.9 billion, up 9.22% from fiscal 2024.

Revenue
+4.82%
EPS
−444.9%
Free cash flow
+40.9%
Total debt
+48.6%

Quarter to September 2026, against a year earlier

55.20 1.02 −1.81%
Market cap
$2.7B
P/E
0.0×
Fwd P/E
−26.7×
Dividend yield
—
F-score
8/9
Altman Z
2.58
Beneish M
−2.64
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 0.66
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — 1 1 2 — —
Insider Ownership 2.18%

Capital & Financial Ratios $m

Size
Market Cap 2,660.00
Revenue ttm 3,066.57
Net income ttm (134.21)
Free cash flow ttm 254.16
Net debt Q 1,243.12
Valuation
P/E 0.00
Forward P/E (26.70) (negative: loss-making)
Price / sales 0.87
Forward P/S Powerpack
Price / FCF 10.52
Price / book 4.19
Financial health
Current ratio Q 0.45 (below 1: weak)
Debt / equity Q 2.13 (above 2: weak)
Interest coverage Q (10.88)
Growth
Revenue growth Q +4.82% (above 0%: growing)
Operating income growth Q −254.85% (below 0%: shrinking)
EPS, this year +10.00%
EPS, next year A +13.15%
Revenue, next year A +4.62%
EPS, past 5 yrs +49.49% (at or above 15%: strong)
EPS, next 5 yrs A +13.34%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 0.15%
10-year low 10-year high
P/B against its own 10 years 15.80%
10-year low 10-year high
EV/Sales against its own 10 years 0.15%
10-year low 10-year high
EV/FCF against its own 10 years 0.22%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 72 110 140 119
Receivables 282 283 294 245
Inventory — — — —
Other — — — —
447 496 504 445
2023 2024 2025 Q'26
Payables 259 305 293 327
ST’ Debt 19 29 200 292
Other 149 39 33 32
799 779 966 992

Compound Annual Growth %

10y 5y 3y
Sales 7.24% 14.13% 13.24%
Cash Flow 7.51% 10.85% 23.00%
Earnings 7.55% 48.35% 33.79%
Book Value 6.29% 0.85% 7.42%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.62 0.79 (4.76) — —
’25 0.66 0.95 1.37 0.38 3.36
’24 0.29 0.67 0.94 0.50 2.40
’23 0.14 0.35 0.69 0.09 1.28
’22 0.33 0.42 0.31 0.31 1.37
’21 0.12 0.31 0.44 0.29 1.15
’20 0.52 0.01 (0.11) 0.04 0.45
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 712 779 841 — —
’25 666 732 803 734 2,934
’24 623 670 719 674 2,686
’23 554 603 646 616 2,418
’22 460 490 540 530 2,020
’21 391 441 460 463 1,755
’20 506 294 338 377 1,515
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 108 95 5 — —
’25 86 134 (18) 148 351
’24 116 109 (9) 121 337
’23 67 113 (19) 95 256
’22 59 67 5 57 188
’21 68 67 50 42 227
’20 64 (13) 119 40 210
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 88 76 (25) — —
’25 71 115 (42) 116 259
’24 97 87 (32) 91 242
’23 48 92 (39) 65 165
’22 47 60 (13) 35 128
’21 54 53 36 26 170
’20 51 (25) 99 11 137
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 1,570 1,741 1,903 2,062 1,515 1,755 2,020 2,418 2,686 2,934 3,067 +7.2% 3,069 3,182 3,369 +4.7%
Gross margin, % 24.90 24.73 24.87 25.36 20.10 23.64 23.69 21.99 23.07 23.77 22.80 (1.1) pt
EBT 143 161 192 223 16 90 112 120 198 270 (52) +7.3%
EBT margin, % 9.12 9.27 10.07 10.80 1.03 5.15 5.55 4.95 7.37 9.20 (1.69) +0.1 pt
Net income 95 157 158 180 27 70 81 74 140 193 (134) +8.2%
Per share, $
Per share, $ Revenue 26.50 29.57 32.92 35.65 25.45 29.10 34.63 41.90 46.37 51.52 63.33 +7.7%
Earnings 1.59 2.65 2.73 3.10 0.45 1.16 1.38 1.28 2.42 3.39 (2.95) +8.8%
Cash flow 3.60 4.22 5.10 5.71 3.52 3.77 3.23 4.44 5.83 6.16 7.35 +6.1%
Capex (1.25) (1.42) (1.57) (1.81) (1.22) (0.96) (1.03) (1.57) (1.64) (1.60) (2.10) +2.8%
Free cash flow 2.35 2.79 3.53 3.90 2.30 2.81 2.20 2.86 4.18 4.56 5.25 +7.6%
Book value 11.61 12.72 13.48 16.79 21.56 19.55 18.52 21.01 22.07 23.52 13.18 +8.2%
Shares, m 59 59 58 58 60 60 58 58 58 57 53 (0.4%)
Valuation, ×
Valuation, × P/E 43.51 35.35 40.97 48.32 371.22 108.52 47.64 72.45 45.81 29.91 0.00 84.4
P/S 2.61 3.18 3.39 4.22 6.80 4.33 1.90 2.23 2.39 1.97 0.87 3.3
P/B 5.96 7.39 8.27 8.95 8.02 6.44 3.55 4.45 5.02 4.31 4.19 6.2
EV/Sales 3.33 3.85 3.99 4.71 7.22 4.74 2.41 2.60 2.70 2.24 1.28 3.8
EV/FCF 37.55 40.74 37.21 43.01 80.04 49.08 37.84 38.01 29.97 25.37 15.41 41.9
Cash, $m
Cash, $m Operating cash flow 213 248 295 330 210 227 188 256 337 351 356 +5.7%
Capex (74) (84) (91) (105) (73) (58) (60) (91) (95) (91) (102) +2.3%
Free cash flow 139 164 204 226 137 170 128 165 242 259 254 +7.2%
Balance, $m
Balance, $m Working capital (233) (268) (290) (254) 93 (82) (439) (353) (283) (462) (547) +7.9%
Net debt 1,126 1,161 1,150 1,011 647 731 1,025 891 837 807 1,243 (3.6%)
Shareholders’ equity 688 749 779 971 1,284 1,179 1,080 1,213 1,278 1,339 638 +7.7%
Returns, %
Returns, % ROA 4.17 6.50 6.29 6.16 0.76 1.91 2.17 1.92 3.62 4.99 (3.65) +0.8 pt
ROIC 6.80 6.72 7.74 8.44 1.73 4.22 4.68 5.09 7.29 9.16 0.10 +2.4 pt
ROE 13.27 21.85 20.56 20.61 2.38 5.72 7.14 6.46 11.26 14.75 (12.99) +1.5 pt
People
People Employees 31,200 31,600 33,350 33,800 26,800 25,800 29,100 31,400 1,450 32,200 — +0.4%
Revenue/emp, $m 0.05 0.06 0.06 0.06 0.06 0.07 0.07 0.08 1.85 0.09 — +6.8%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Bright Horizons Family Solutions Inc. vs peers in Personal Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ROL Rollins, Inc. $18.5B 35.5× 31.5× +6.19% (above 0%: growing) −2.94% (below 0%: shrinking) +27.60% (above 0%: growing) 53.49% 20.45% Compare
SCI Service Corporation International $10.3B 18.5× 18.7× +4.65% (above 0%: growing) +23.81% (above 0%: growing) +31.02% (above 0%: growing) 24.59% 22.84% Compare
ANDG Andersen Group Inc. $7.5B — — +4.61% (above 0%: growing) n/m +517.12% (above 0%: growing) 20.26% (4.10%) Compare
HRB H&R Block, Inc. $6.7B 9.6× 8.8× +3.05% (above 0%: growing) +4.55% (above 0%: growing) −1.99% (below 0%: shrinking) 51.91% 32.91% Compare
FTDR Frontdoor Inc. $6.6B 23.1× 21.6× +5.99% (above 0%: growing) +16.55% (above 0%: growing) +12.07% (above 0%: growing) 55.27% 0.00% Compare
BFAM Bright Horizons Family Solutions Inc. $2.7B — (loss-making) — (loss-making) +4.82% (above 0%: growing) n/m +40.92% (above 0%: growing) 24.34% (22.24%)
CSV Carriage Services, Inc. $448.0M 9.5× 10.5× −2.42% (below 0%: shrinking) +33.33% (above 0%: growing) +149.08% (above 0%: growing) 31.17% 19.35% Compare
MED MEDIFAST INC $142.4M — (loss-making) — (loss-making) −19.42% (below 0%: shrinking) n/m −73.32% (below 0%: shrinking) 69.45% (26.87%) Compare
RGS Regis Corporation $60.0M 10.2× — (loss-making) −7.84% (below 0%: shrinking) −62.50% (below 0%: shrinking) +11.33% (above 0%: growing) 100.00% 9.76% Compare
Median of peers $6.7B 14.3× 18.7× +3.83% +10.55% +19.84% 52.70% 14.56%

All 13 Personal Services stocks →

Pay and ownership Proxy statement filed 20 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 5.30m 4.17m 58.58
2024 5.15m 6.64m 64.05
2023 4.93m 8.11m 54.46
2022 3.26m (3.28m) 36.47
2021 4.24m (70.24k) 72.76

Ownership

Directors and executive officers, together 1.42%
Durable Capital Partners LP 8.15%
Goldman Sachs Asset Management, L.P. 5.65%
Brown Advisory Incorporated 5.53%
Kayne Anderson Rudnick Investment Management, LLC 5.20%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Bright Horizons Family Solutions Inc. (BFAM) Latest News

31 Oct

Impact 3 · · StockStory

28 Oct

Impact 3 · · StockStory

3 Aug

Impact 3 · · The Motley Fool transcript

30 Jul

Impact 4 · · The Motley Fool transcript

BFAM metrics, ten years each

stockrow.com/BFAM · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com