Bright Horizons Family Solutions Inc. (BFAM) Stock

Bright Horizons Family Solutions Inc. (BFAM) is a Consumer Discretionary stock trading at $72.90 (as of 2026-08-21), with a market capitalization of $3.55B and a trailing P/E of 20.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Bright Horizons Family Solutions Inc. provides early education and child care, back-up care, and educational advisory and related workplace services for employers and families. It operates through Full Service Center-Based Child Care, Back-Up Care, and Educational Advisory and Other Services segments, serving children and adult dependent care needs and administering education-related programs.

Understand Bright Horizons Family Solutions Inc.: how it makes money

Bright Horizons provides early education and child care, back-up care, and educational advisory services for employers and families, operating services through its child care centers and related workplace solutions to generate service revenue.

The profit model is driven by recurring employer relationships and an operating center network, because full-service center-based child care is the largest revenue stream and employer-sponsored center client retention is highlighted at 95%.

Revenue by segment (latest quarter)
Center Care$0.5B
Back-Up Care$0.1B
Advisory & Other$0.0B

Business quality (Mixed): Clear segment structure (center-based child care, back-up care, and advisory), with an operating focus on employer retention and maintaining a high number of operating centers, but modest operating profitability and ongoing center closures make results sensitive to center operations.

Valuation: At 20× earnings, BFAM trades 17% above the Personal Services average (17×). Note: one-time items can distort reported P/E.

Bull case

  • Employer retention is high at 95%, supporting recurring relationships tied to the center-based business: Steady employer-sponsored client retention can help stabilize demand for the company’s center-based services.
  • The company operates at scale, with 1023 centers operating at period end: A large operating footprint supports meaningful full-service center-based revenue (0.54B).

Bear case

  • Center operations show turnover, including 86 temporarily closed full-service centers and 11 permanently closed centers: Service interruptions or closures can create operational disruption and may pressure segment performance.
  • Operating profitability is modest, with an operating margin of 9.1%: With limited operating margin, unfavorable center-level dynamics or costs could weigh more heavily on earnings.
Valuation — source: SEC EDGAR (first-party)
Price$72.90
Market Cap$3.55B
P/E Ratio20.3
EV / EBITDA10.9
Price / Book3.76
Price / Sales1.17
FCF Yield6.7%
DCF Value (model)$45.86
DCF Upside vs Price-37.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.93B
Net Margin6.6%
Revenue Growth (YoY)6.5%
EPS Growth (YoY)-17.7%
FCF Growth (YoY)-34.0%
Financial Health — source: SEC EDGAR
Altman Z-Score2.17 (grey)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E20.3
Sector P/E (Consumer Discretionary)20.7
Industry P/E (Personal Services)14.0
vs Sector-2.1%
vs Industry44.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($523.46M)
Institutional Holders Tracked10
Congressional Trades (recent)4
Company
SectorConsumer Discretionary
IndustryPersonal Services
CEOStephen Howard Kramer
Employees32,050
CountryUS
IPO Date2013-01-25

Related Companies (Business model: Brick-and-Mortar Retail (incl. Omnichannel); 8 closest by market cap; US-domiciled)

  • Cinemark Holdings, Inc. (CNK)
  • Asbury Automotive Group, Inc. (ABG)
  • Bath & Body Works, Inc. (BBWI)
  • Group 1 Automotive, Inc. (GPI)
  • Rh (RH)
  • Academy Sports and Outdoors, Inc. (ASO)
  • Advance Auto Parts, Inc. (AAP)
  • KinderCare Learning Companies, Inc. (KLC)
BFAM earnings history · BFAM institutional & insider holders · BFAM KPIs & operating metrics · BFAM financials · BFAM investor presentations & press releases · BFAM SEC filings · BFAM peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.