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Bright Horizons Family Solutions Inc.NYSE:BFAM Stock Report

Market Cap US$4.3b
Share Price
US$82.04
US$97.11
15.5% undervalued intrinsic discount
1Y-34.6%
7D-3.5%
Portfolio Value
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Bright Horizons Family Solutions Inc.

NYSE:BFAM Stock Report

Market Cap: US$4.3b

Bright Horizons Family Solutions (BFAM) Stock Overview

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. More details

BFAM fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance5/6
Financial Health3/6
Dividends0/6

BFAM Community Fair Values

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Bright Horizons Family Solutions Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bright Horizons Family Solutions
Historical stock prices
Current Share PriceUS$82.04
52 Week HighUS$132.99
52 Week LowUS$63.68
Beta1.31
1 Month Change1.53%
3 Month Change-10.16%
1 Year Change-34.59%
3 Year Change0.24%
5 Year Change-44.62%
Change since IPO189.69%

Recent News & Updates

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

Apr 28

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.

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.

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.

Recent updates

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

Apr 28

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.

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.

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.

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.

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.

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.

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.

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.

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

Jan 08
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Not Lagging Market On Growth Or Pricing

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.

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.

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

Dec 05
Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

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.

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.

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.

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

Oct 18
We Like These Underlying Return On Capital Trends At Bright Horizons Family Solutions (NYSE:BFAM)

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.

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

Aug 03
Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

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

Jul 22
Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

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

Jul 07
Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

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

Jun 23
Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price In Tune With Earnings

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

May 15
Shareholders Will Be Pleased With The Quality of Bright Horizons Family Solutions' (NYSE:BFAM) Earnings

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

Apr 29
Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Have Stalled

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

Apr 16
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 29% Below Their Intrinsic Value Estimate

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

Mar 23
Should You Be Adding Bright Horizons Family Solutions (NYSE:BFAM) To Your Watchlist Today?

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

Feb 27
Why We're Not Concerned About Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price

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

Jan 25
At US$115, Is It Time To Put Bright Horizons Family Solutions Inc. (NYSE:BFAM) On Your Watch List?

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

Jan 13
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 35% Below Their Intrinsic Value Estimate

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

Jan 01
Return Trends At Bright Horizons Family Solutions (NYSE:BFAM) Aren't Appealing

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

Dec 20
Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

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

Nov 18
Is Bright Horizons Family Solutions (NYSE:BFAM) A Risky Investment?

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

Nov 06

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

Oct 18
Earnings Tell The Story For Bright Horizons Family Solutions Inc. (NYSE:BFAM)

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

Oct 06
What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

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

Sep 24
An Intrinsic Calculation For Bright Horizons Family Solutions Inc. (NYSE:BFAM) Suggests It's 40% Undervalued

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

Sep 09
User avatar

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.

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

Aug 14
Bright Horizons Family Solutions' (NYSE:BFAM) Performance Is Even Better Than Its Earnings Suggest

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

Aug 09
Bright Horizons Family Solutions Inc. Just Recorded A 25% EPS Beat: Here's What Analysts Are Forecasting Next

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

Aug 05
Bright Horizons Family Solutions (NYSE:BFAM) Has A Pretty Healthy Balance Sheet

Bright Horizons Family: Addressing The Demand For More Childcare Services

Jul 01

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

Jun 14
If EPS Growth Is Important To You, Bright Horizons Family Solutions (NYSE:BFAM) Presents An Opportunity

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

Jun 02
What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

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

May 05
Earnings Beat: Bright Horizons Family Solutions Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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

Apr 11
Subdued Growth No Barrier To Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price

The Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Don't Inspire Confidence

Mar 29
The Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Don't Inspire Confidence

Estimating The Fair Value Of Bright Horizons Family Solutions Inc. (NYSE:BFAM)

Mar 15
Estimating The Fair Value Of Bright Horizons Family Solutions Inc. (NYSE:BFAM)

Shareholder Returns

BFAMUS Consumer ServicesUS Market
7D-3.5%-1.6%-0.2%
1Y-34.6%-12.3%27.6%

Return vs Industry: BFAM underperformed the US Consumer Services industry which returned -11.8% over the past year.

Return vs Market: BFAM underperformed the US Market which returned 29.1% over the past year.

Price Volatility

Is BFAM's price volatile compared to industry and market?
BFAM volatility
BFAM Average Weekly Movement6.7%
Consumer Services Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: BFAM has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: BFAM's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198632,200Stephen Kramerwww.brighthorizons.com

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.

Bright Horizons Family Solutions Inc. Fundamentals Summary

How do Bright Horizons Family Solutions's earnings and revenue compare to its market cap?
BFAM fundamental statistics
Market capUS$4.31b
Earnings (TTM)US$193.12m
Revenue (TTM)US$2.93b
22.4x
P/E Ratio
1.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BFAM income statement (TTM)
RevenueUS$2.93b
Cost of RevenueUS$2.19b
Gross ProfitUS$744.65m
Other ExpensesUS$551.54m
EarningsUS$193.12m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 05, 2026

Earnings per share (EPS)3.66
Gross Margin25.38%
Net Profit Margin6.58%
Debt/Equity Ratio70.7%

How did BFAM perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/29 11:15
End of Day Share Price 2026/04/29 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bright Horizons Family Solutions Inc. is covered by 16 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey MeulerBaird
Gary BisbeeBarclays
Manav PatnaikBarclays