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Bright Horizons Family Solutions Inc. (BFAM) Aandelenanalyse

Cyclische Consumptie

Bright Horizons Family Solutions Inc.

$65.06

$-2.69 (-3.97%)

Laatst bijgewerkt: 26 mei 2026

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Analyse

Bedrijfsoverzicht

Bright Horizons Family Solutions Inc. is a leading provider of early education and childcare services, offering comprehensive backup care, educational advisory solutions, and other workplace support services to employers and families across the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India. Operating within the Consumer Cyclical sector as part of the Personal Services industry, the company caters to the demand for reliable childcare and educational resources that support workforce participation. The organization employs a substantial workforce of 32,200 individuals to deliver its services globally, reflecting its extensive operational footprint. With a market capitalization of $4.55 billion and annual revenue of $2.93 billion, Bright Horizons Family Solutions Inc. demonstrates significant scale within the personal services landscape. These valuation and revenue figures indicate that the company has established a substantial market position, commanding a premium valuation that suggests strong brand recognition and a dominant presence in the competitive childcare sector.

Financiële gezondheid

The company reported total revenue of $2.93 billion over the trailing twelve months, generating net income of $193.12 million and an EBITDA of $456.83 million during the same period. The notable gap between the $2.93 billion in revenue and the $193.12 million in net income reveals a cost structure characterized by significant operating expenses, resulting in a profit margin of only 6.6% of total sales. Despite the lower net income, the company maintains robust cash generation capabilities with free cash flow reaching $254.45 million, which provides substantial financial flexibility for capital expenditures or strategic investments. The gross margin stands at 25.4%, indicating the efficiency of the core service delivery before overheads, while the operating margin of 12.3% reflects the effectiveness of managing administrative and operational costs relative to sales. However, the balance sheet shows a leveraged position with total debt of $1.76 billion against cash holdings of $141.85 million, resulting in a debt-to-equity ratio of 131.43 that signifies a reliance on external financing. This leverage is further highlighted by a current ratio of 0.52, which indicates that short-term liabilities exceed current assets, suggesting potential liquidity constraints in meeting immediate obligations without refinancing or asset sales. Return on equity is calculated at 14.8%, showing effective generation of profits from shareholders' equity, whereas the return on assets is 5.9%, indicating the overall efficiency of the company's asset base in generating earnings relative to its total asset value.

Waarderingsbeoordeling

Valuation metrics for Bright Horizons Family Solutions Inc. show a trailing twelve-month P/E ratio of 23.94 compared to a forward P/E of 14.08, implying that the market currently prices in higher future earnings growth relative to current performance. The price-to-book ratio of 3.34 suggests that the stock trades at a significant premium over its book value, reflecting investor confidence in the company's intangible assets and future cash flow potential. Alternative valuation measures include a price-to-sales ratio of 1.55 and an EV/EBITDA multiple of 13.25, which provide context on the company's valuation relative to its sales revenue and earnings before interest, taxes, depreciation, and amortization. Regarding recent trading activity, the stock reached a 52-week high of $132.99 and a 52-week low of $63.68, meaning the current price sits at a level that requires calculation relative to this established range to determine its position within the annual volatility band. The beta value of 1.31 indicates that the stock exhibits higher price volatility relative to the broader market, moving approximately 31% more than the market average during periods of fluctuation.

Growth & Income

Revenue growth over the last year stands at 8.8%, while earnings growth has contracted to -23.6%, indicating that earnings are growing significantly slower than revenue due to the negative earnings growth rate. As a non-dividend payer, the company reports a dividend yield of N/A and a payout ratio of 0.0%, meaning the organization retains all of its earnings to reinvest into business expansion rather than distributing cash to shareholders. The absence of a dividend payout ratio implies that the company prioritizes internal funding for growth initiatives over returning capital to investors through regular income streams. Overall, the growth and income profile of Bright Horizons Family Solutions Inc. is defined by strong top-line expansion offset by a temporary decline in profitability, with no current reliance on dividend income for shareholders.

Vergelijking met sectorgenoten

Bright Horizons Family Solutions Inc. (BFAM) is actief in de Persoonlijke Diensten-sector. Zo verhoudt het zich tot de naaste sectorgenoten op basis van marktkapitalisatie:

Bedrijf Ticker Marktkapitalisatie K/W-verhouding
Bright Horizons Family Solutions Inc. BFAM $3.42B 19.6
Rollins, Inc. ROL $25.74B 49.0
Service Corporation International SCI $10.58B 20.2
H&R Block, Inc. HRB $4.92B 7.0

De gemiddelde K/W-verhouding in de Persoonlijke Diensten-sector is 14.9x. Bright Horizons Family Solutions Inc. wordt verhandeld tegen een K/W van 19.6.

Deze analyse is gegenereerd door AI en dient alleen ter informatie. Het vormt geen financieel advies. Gegevens kunnen vertraagd of onnauwkeurig zijn. Doe altijd je eigen onderzoek en raadpleeg een gekwalificeerde financieel adviseur voordat je beleggingsbeslissingen neemt.

Over Bright Horizons Family Solutions Inc.

Bright Horizons Family Solutions Inc. provides early education and childcare, comprehensive back-up care, educational advisory, and other workplace solutions services for employers and families in the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India. It operates in three segments: Full-Service Center-Based Child Care, Back-Up Care, and Educational Advisory services. The Full-Service Center-Based Child Care segment offers traditional center-based early education and childcare, preschool, and elementary education services. The Back-Up Care segment provides center-based back-up childcare, in-home child and senior care, school-age programs, camps, tutoring, pet care, and self-sourced reimbursed care services, as well as sittercity, an online marketplace for families and caregivers through early education and childcare centers, school-age programs and in-home care providers, the back-up care network, and other providers. The Educational Advisory services segment offers tuition assistance and student loan repayment program management, workforce education, and related educational consulting services, as well as college admissions and college financial advisory services. The company was formerly known as Bright Horizons Solutions Corp. and changed its name to Bright Horizons Family Solutions Inc. in July 2012. Bright Horizons Family Solutions Inc. was founded in 1986 and is headquartered in Newton, Massachusetts.

Bedrijfsbeschrijving wordt in het Engels weergegeven.

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Belangrijke Cijfers

Marktkapitalisatie
$3.42B
K/W-verhouding
19.60
52-weken hoog
$132.43
52-weken laag
$63.68
Gem. Volume
1.09M
Bèta
1.28

Gegevens verstrekt door Yahoo Finance via yfinance. Dagelijks bijgewerkt.

Bedrijfsinfo

Beurs
NYSE
Land
United States
Werknemers
32,200