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Bright Horizons Family Solutions Inc. (BFAM) vs Rollins, Inc. (ROL)

Bright Horizons Family Solutions Inc. and Rollins, Inc. are both Personal Services companies. Rollins, Inc. is the larger, with a market value of $18.5B against $2.7B — 7.0× the size. Bright Horizons Family Solutions Inc. has negative trailing earnings, so its P/E is not meaningful; Rollins, Inc. trades at 35.5×. Rollins, Inc. grew revenue faster over the last twelve months: 8.35% against 6.70%. Rollins, Inc. has the higher net margin (13.2% vs −4.38%) and the higher return on invested capital (22.9% vs 0.10%). Across the 21 metrics below, Rollins, Inc. leads on 12 and Bright Horizons Family Solutions Inc. on 9.

Valuation

Metric BFAM ROL Personal Services median
P/E n/m 35.48 14.33
P/S 0.87 4.64 1.07
P/B 4.19 13.32 4.19
Price to free cash flow 10.52 27.42 9.89
EV/EBITDA 9.86 22.21 9.86
EV/Sales 1.28 4.79 1.28
Earnings yield (5.34%) 2.82% 3.58%
Free cash flow yield 9.51% 3.65% 6.06%

Profitability

Metric BFAM ROL Personal Services median
Gross margin 22.80% 52.14% 32.10%
Operating margin 0.10% 18.30% 5.04%
Net margin (4.38%) 13.19% (2.19%)
Free cash flow margin 8.29% 16.94% 8.29%
Return on equity (12.99%) 36.00% 0.00%
Return on assets (3.65%) 16.00% 0.00%
Return on invested capital 0.10% 22.94% 0.10%

Growth

Metric BFAM ROL Personal Services median
Revenue growth (TTM) 6.70% 8.35% 4.90%
EPS growth (last fiscal year) 40.00% 13.54% 23.84%
Revenue growth, 5-year CAGR 14.13% 11.72% 4.52%
Net income growth, 5-year CAGR 48.35% 14.58% 10.19%

Health

Metric BFAM ROL Personal Services median
Debt to equity 2.13 0.52 2.13
Current ratio 0.45 0.62 1.13
Net debt to EBITDA 1.98 0.60 1.98

Dividend

Metric BFAM ROL Personal Services median
Dividend yield — 1.89% —
Payout ratio — 0.67 —

Size

Metric BFAM ROL Personal Services median
Market cap 2.66b 18.53b 571.45m

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