Loading...
BFAM logo

Bright Horizons Family Solutions Inc.NYSE:BFAM Aktienübersicht

Marktkapitalisierung US$3.6b
Aktienkurs
US$67.75
US$97.11
30.2% unterbewertet intrinsischer Abschlag
1Y-47.7%
7D-1.2%
1D
Wert des Portfolios
Siehe

Bright Horizons Family Solutions Inc.

NYSE:BFAM Lagerbericht

Marktkapitalisierung: US$3.6b

Bright Horizons Family Solutions (BFAM) Aktienübersicht

Bright Horizons Family Solutions Inc. bietet Arbeitgebern und Familien in den Vereinigten Staaten, Puerto Rico, dem Vereinigten Königreich, den Niederlanden, Australien und Indien Dienstleistungen in den Bereichen Frühförderung und Kinderbetreuung, umfassende Nachmittagsbetreuung, Bildungsberatung und andere Lösungen für den Arbeitsplatz. Mehr Details

BFAM grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung4/6
Künftiges Wachstum2/6
Vergangene Leistung4/6
Finanzielle Gesundheit2/6
Dividenden0/6

BFAM Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Bright Horizons Family Solutions Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Bright Horizons Family Solutions
Historische Aktienkurse
Aktueller AktienkursUS$67.75
52-Wochen-HochUS$132.99
52-Wochen-TiefUS$63.68
Beta1.28
1 Monat Veränderung-20.28%
3 Monate Veränderung-6.36%
1 Jahr Veränderung-47.73%
3 Jahre Veränderung-18.90%
5 Jahre Veränderung-50.99%
Veränderung seit IPO139.23%

Aktuelle Nachrichten und Updates

Seeking Alpha Apr 28

Bright Horizons Family Solutions: Strong Execution, But Valuation Keeps It A 'Hold'

Summary Bright Horizons Family Solutions has delivered strong top- and bottom-line growth despite reducing its number of childcare locations. Management’s strategy centers on closing underperforming centers, raising tuition rates, and boosting occupancy, driving improved profitability and cash flow. BFAM is currently rated "Hold" due to its valuation, which straddles the line between fairly valued and undervalued compared to peers. Upcoming Q1 2026 results and potential upward guidance revisions could prompt an upgrade to a soft "Buy" if financial momentum continues. Read the full article on Seeking Alpha
Narrativ-Update Apr 25

BFAM: Employer Childcare Recovery And Buybacks Will Support Future Upside

Narrative Update: Bright Horizons Family Solutions The analyst price target for Bright Horizons has been reduced to a range around $95 to $100, reflecting what analysts describe as decent recent results but more muted guidance and a recalibration of expectations for margin and growth. Analyst Commentary Recent Street research on Bright Horizons points to a more cautious stance on valuation, even as analysts acknowledge a solid underlying business and a gradual recovery in demand for corporate childcare solutions.

Recent updates

Seeking Alpha Apr 28

Bright Horizons Family Solutions: Strong Execution, But Valuation Keeps It A 'Hold'

Summary Bright Horizons Family Solutions has delivered strong top- and bottom-line growth despite reducing its number of childcare locations. Management’s strategy centers on closing underperforming centers, raising tuition rates, and boosting occupancy, driving improved profitability and cash flow. BFAM is currently rated "Hold" due to its valuation, which straddles the line between fairly valued and undervalued compared to peers. Upcoming Q1 2026 results and potential upward guidance revisions could prompt an upgrade to a soft "Buy" if financial momentum continues. Read the full article on Seeking Alpha
Narrativ-Update Apr 25

BFAM: Employer Childcare Recovery And Buybacks Will Support Future Upside

Narrative Update: Bright Horizons Family Solutions The analyst price target for Bright Horizons has been reduced to a range around $95 to $100, reflecting what analysts describe as decent recent results but more muted guidance and a recalibration of expectations for margin and growth. Analyst Commentary Recent Street research on Bright Horizons points to a more cautious stance on valuation, even as analysts acknowledge a solid underlying business and a gradual recovery in demand for corporate childcare solutions.
Narrativ-Update Apr 09

BFAM: Employer Childcare Demand And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their average price target on Bright Horizons Family Solutions to $100, with reductions from several firms reflecting more muted guidance. They still point to corporate childcare as a useful hiring and retention tool in a tight labor market.
Narrativ-Update Mar 25

BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside

Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.
Narrativ-Update Mar 08

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Softer Long Term Outlook

Bright Horizons Family Solutions' analyst price targets have been reduced, with cuts such as BMO Capital moving to $100 from $124 and Barclays to $95 from $160, as analysts factor in more muted guidance alongside a still positive view on corporate childcare demand. Analyst Commentary Analysts are trimming their price targets on Bright Horizons but are still highlighting a mix of constructive and cautious themes around the story.
Narrativ-Update Feb 22

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Muted Guidance

Analysts have trimmed their price targets on Bright Horizons Family Solutions, with our fair value estimate moving from about $127.33 to $97.11. This reflects more muted guidance and updated assumptions for growth, margins, discount rate, and future P/E, even as corporate-sponsored childcare remains a focus in recent research.
Narrativ-Update Feb 08

BFAM: Discount Rate Reset Will Support Further Upside Potential

Analysts trimmed their price target on Bright Horizons Family Solutions by $13, reflecting slightly adjusted assumptions around discount rates and future P/E multiples, while keeping fair value and key operating estimates effectively unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the price target trim as a technical reset tied to discount rate and P/E inputs, rather than a change in the underlying business outlook or core operating assumptions.
Narrativ-Update Jan 23

BFAM: Share Repurchases And 2025 Revenue Outlook Will Support Further Upside

Analysts have trimmed their price target for Bright Horizons Family Solutions by about $1 to reflect slightly higher discount rate assumptions, marginally lower projected revenue growth, largely unchanged profit margin expectations, and a small reset in future P/E assumptions. Analyst Commentary Recent Street research on Bright Horizons Family Solutions points to a more balanced view on the stock, with the trimmed price target mainly reflecting tweaks to valuation inputs rather than a wholesale shift in the underlying business thesis.
Narrativ-Update Jan 08

BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential

Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.
Analyseartikel Jan 08

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Not Lagging Market On Growth Or Pricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Narrativ-Update Dec 21

BFAM: Focus List Inclusion Signals Future Upside From Back-Up Care Opportunity

Analysts have nudged their price target on Bright Horizons Family Solutions slightly lower to approximately $129 from about $130, citing a marginally higher discount rate and tempered long term revenue growth expectations, which are partly offset by modestly improved profit margin assumptions and a still favorable view of the underappreciated back up care opportunity. Analyst Commentary Bullish analysts highlight that Bright Horizons continues to screen as undervalued relative to its long term growth runway, particularly in its back up care segment.
Narrativ-Update Dec 06

BFAM: Future Back-Up Care Expansion Will Drive Meaningful Share Price Upside

Analysts have modestly raised their price target on Bright Horizons Family Solutions to $150, highlighting an expanded runway for back up care revenue growth. They argue that the stock remains undervalued as investors underappreciate this opportunity.
Analyseartikel Dec 05

Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrativ-Update Nov 22

BFAM: Future Back-Up Care Revenue Will Unlock Significant Share Gains

Analysts have raised their price target for Bright Horizons Family Solutions from $129.44 to $150.00. This upward revision reflects optimism about the company's back-up care growth potential and a belief that the stock is currently undervalued.
Narrativ-Update Nov 07

BFAM: Future Back-Up Care Demand Will Drive Share Price Higher

Analysts have lowered their fair value estimate for Bright Horizons Family Solutions from $137.11 to $129.44 per share. They cite slightly softer revenue growth expectations, a modest increase in the discount rate, and improved profit margins as key factors in the revision.
Narrativ-Update Oct 24

Employer Benefit Demand Will Drive Back-Up Care Revenues And Global Expansion

Analysts have recently adjusted their price targets for Bright Horizons Family Solutions, with the consensus now reflecting a slight increase. This adjustment is based on expectations for continued back-up care revenue growth and the company's perceived undervaluation.
Analyseartikel Oct 18

We Like These Underlying Return On Capital Trends At Bright Horizons Family Solutions (NYSE:BFAM)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narrativ-Update Oct 09

Employer Childcare Demand Will Boost UK And Global Expansion

Analysts have revised their fair value estimate for Bright Horizons Family Solutions slightly downward to $137.11 from $140.89 per share. They cite nuanced shifts in revenue growth and profit margin forecasts as key drivers for the updated price target.
Analyseartikel Aug 03

Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) shareholders, because the company has...
Analyseartikel Jul 22

Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 07

Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Jun 23

Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price In Tune With Earnings

Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 43.4x might make it look...
Analyseartikel May 15

Shareholders Will Be Pleased With The Quality of Bright Horizons Family Solutions' (NYSE:BFAM) Earnings

Investors were underwhelmed by the solid earnings posted by Bright Horizons Family Solutions Inc. ( NYSE:BFAM...
Analyseartikel Apr 29

Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Have Stalled

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analyseartikel Apr 16

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Bright Horizons Family Solutions' estimated fair value is US$166 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Mar 23

Should You Be Adding Bright Horizons Family Solutions (NYSE:BFAM) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Feb 27

Why We're Not Concerned About Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price

Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 53.3x might make it look...
Analyseartikel Jan 25

At US$115, Is It Time To Put Bright Horizons Family Solutions Inc. (NYSE:BFAM) On Your Watch List?

While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...
Analyseartikel Jan 13

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 35% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bright Horizons Family Solutions fair value estimate is US$176...
Analyseartikel Jan 01

Return Trends At Bright Horizons Family Solutions (NYSE:BFAM) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analyseartikel Dec 20

Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Nov 18

Is Bright Horizons Family Solutions (NYSE:BFAM) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Nov 06

Bright Horizons Family: Rating Downgrade As Valuation Has Priced In My Expected Upside

Summary I downgrade Bright Horizons Family from buy to hold due to limited upside in the stock, despite strong fundamentals and growth potential. BFAM reported 11.4% revenue growth, surpassing estimates, with notable gains in backup care revenue and improved occupancy rates, driving EPS growth of 25.5% y/y. The 10% growth outlook remains intact, supported by strong volume and pricing in full-service segments and robust demand in backup dependent care. Read the full article on Seeking Alpha
Analyseartikel Oct 18

Earnings Tell The Story For Bright Horizons Family Solutions Inc. (NYSE:BFAM)

With a price-to-earnings (or "P/E") ratio of 75.2x Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) may be sending...
Analyseartikel Oct 06

What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...
Analyseartikel Sep 24

An Intrinsic Calculation For Bright Horizons Family Solutions Inc. (NYSE:BFAM) Suggests It's 40% Undervalued

Key Insights Bright Horizons Family Solutions' estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Sep 09

Bright Horizons Has A Bright Future But I Will Wait On The Sidelines

Summary Over the last weekend, I read an interesting Barron's article on Bright Horizons Family Solutions, hooking me on to the company's impressive growth story. The company has been in business for over three decades and has emerged as the largest employer-funded childcare solutions provider in the nation. The company benefits from long-term partnerships with over 1,450 employers, including Fortune 500 companies. The capital-light business model of the company is a major bright spot for Bright Horizons. Although Bright Horizons is well-positioned for future growth, rising childcare costs, staffing shortages, and its premium valuation present risks to investors. Read the full article on Seeking Alpha
User avatar
Neues Narrativ Aug 27

Expanding Staff And Partnerships Sparks Revenue And Efficiency Surge

Expansion through new client centers and partnerships with corporations suggests potential for increased enrollment and higher revenues.
Analyseartikel Aug 14

Bright Horizons Family Solutions' (NYSE:BFAM) Performance Is Even Better Than Its Earnings Suggest

Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) recently posted some strong earnings, and the market responded...
Analyseartikel Aug 09

Bright Horizons Family Solutions Inc. Just Recorded A 25% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders of Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) will be pleased this week, given that the stock...
Analyseartikel Aug 05

Bright Horizons Family Solutions (NYSE:BFAM) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jul 01

Bright Horizons Family: Addressing The Demand For More Childcare Services

Summary Bright Horizons Family is well-positioned to benefit from increased demand for childcare services. The company's scale and reputation advantages make it difficult for new entrants to disrupt its market position. Bright Horizons Family's asset-light operating model allows for high free cash flow conversion, supporting its aggressive M&A strategy and growth potential. Read the full article on Seeking Alpha
Analyseartikel Jun 14

If EPS Growth Is Important To You, Bright Horizons Family Solutions (NYSE:BFAM) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Jun 02

What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

Bright Horizons Family Solutions Inc. ( NYSE:BFAM ), might not be a large cap stock, but it received a lot of attention...
Analyseartikel May 05

Earnings Beat: Bright Horizons Family Solutions Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) had a good week, as its shares rose 4.3% to close at...
Analyseartikel Apr 11

Subdued Growth No Barrier To Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price

When close to half the companies in the Consumer Services industry in the United States have price-to-sales ratios (or...

Aktionärsrenditen

BFAMUS Consumer ServicesUS Markt
7D-1.2%-1.2%1.0%
1Y-47.7%-25.4%28.7%

Rendite im Vergleich zur Industrie: BFAM unter dem Niveau der Branche US Consumer Services , die im vergangenen Jahr eine Rendite von -25.4% erzielte.

Rendite vs. Markt: BFAM hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.7 erzielte.

Preisvolatilität

Is BFAM's price volatile compared to industry and market?
BFAM volatility
BFAM Average Weekly Movement6.4%
Consumer Services Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: BFAM hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: BFAMDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
198632,200Stephen Kramerwww.brighthorizons.com

Bright Horizons Family Solutions Inc. bietet frühe Bildung und Kinderbetreuung, umfassende Nachmittagsbetreuung, Bildungsberatung und andere Arbeitsplatzlösungen für Arbeitgeber und Familien in den Vereinigten Staaten, Puerto Rico, Großbritannien, den Niederlanden, Australien und Indien. Das Unternehmen ist in drei Segmenten tätig: Full-Service-Kinderbetreuung, Ersatzbetreuung und Erziehungsberatung. Das Segment Full-Service Center-Based Child Care bietet traditionelle Center-basierte Früherziehung und Kinderbetreuung, Vorschul- und Grundschulbildung an.

Bright Horizons Family Solutions Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Bright Horizons Family Solutions im Vergleich zum Marktanteil des Unternehmens?
BFAM grundlegende Statistiken
MarktanteilUS$3.55b
Gewinn(TTM)US$189.18m
Umsatz(TTM)US$2.98b
18.8x
Kurs-Gewinn-Verhältnis
1.2x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
BFAM Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$2.98b
Kosten der EinnahmenUS$2.23b
BruttogewinnUS$752.41m
Sonstige AusgabenUS$563.23m
GewinnUS$189.18m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)3.60
Bruttomarge25.25%
Nettogewinnspanne6.35%
Schulden/Eigenkapital-Verhältnis94.6%

Wie hat sich BFAM auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 14:54
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Bright Horizons Family Solutions Inc. wird von 16 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jeffrey MeulerBaird
Gary BisbeeBarclays
Manav PatnaikBarclays