Bright Horizons Family Solutions Future Growth
Future criteria checks 2/6
Bright Horizons Family Solutions is forecast to grow earnings and revenue by 16.1% and 5.7% per annum respectively. EPS is expected to grow by 18.6% per annum. Return on equity is forecast to be 20.7% in 3 years.
Key information
16.1%
Earnings growth rate
18.60%
EPS growth rate
| Consumer Services earnings growth | 13.0% |
| Revenue growth rate | 5.7% |
| Future return on equity | 20.65% |
| Analyst coverage | Good |
| Last updated | 06 May 2026 |
Recent future growth updates
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
Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Analysis Article • 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...Narrative 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.Narrative 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.Analysis Article • 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...Narrative 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.Narrative 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.Narrative 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.Analysis Article • 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...Narrative 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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
New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 3,485 | 295 | N/A | N/A | 4 |
| 12/31/2027 | 3,288 | 279 | 329 | 437 | 8 |
| 12/31/2026 | 3,103 | 240 | 323 | 420 | 8 |
| 3/31/2026 | 2,980 | 189 | 275 | 372 | N/A |
| 12/31/2025 | 2,934 | 193 | 259 | 351 | N/A |
| 9/30/2025 | 2,874 | 200 | 232 | 323 | N/A |
| 6/30/2025 | 2,790 | 177 | 243 | 332 | N/A |
| 3/31/2025 | 2,729 | 161 | 214 | 307 | N/A |
| 12/31/2024 | 2,686 | 140 | 240 | 337 | N/A |
| 9/30/2024 | 2,628 | 117 | 216 | 312 | N/A |
| 6/30/2024 | 2,554 | 102 | 209 | 302 | N/A |
| 3/31/2024 | 2,487 | 83 | 214 | 305 | N/A |
| 12/31/2023 | 2,418 | 74 | 165 | 256 | N/A |
| 9/30/2023 | 2,332 | 87 | 136 | 218 | N/A |
| 6/30/2023 | 2,227 | 65 | 158 | 243 | N/A |
| 3/31/2023 | 2,114 | 69 | 119 | 197 | N/A |
| 12/31/2022 | 2,020 | 80 | 118 | 188 | N/A |
| 9/30/2022 | 1,954 | 80 | 109 | 173 | N/A |
| 6/30/2022 | 1,874 | 88 | 162 | 217 | N/A |
| 3/31/2022 | 1,825 | 82 | 160 | 218 | N/A |
| 12/31/2021 | 1,755 | 70 | 164 | 227 | N/A |
| 9/30/2021 | 1,670 | 55 | 147 | 225 | N/A |
| 6/30/2021 | 1,547 | 22 | 208 | 294 | N/A |
| 3/31/2021 | 1,400 | 3 | 128 | 214 | N/A |
| 12/31/2020 | 1,515 | 27 | 125 | 210 | N/A |
| 9/30/2020 | 1,659 | 72 | 136 | 228 | N/A |
| 6/30/2020 | 1,832 | 120 | 95 | 191 | N/A |
| 3/31/2020 | 2,067 | 168 | 183 | 287 | N/A |
| 12/31/2019 | 2,062 | 180 | N/A | 330 | N/A |
| 9/30/2019 | 2,020 | 178 | N/A | 327 | N/A |
| 6/30/2019 | 1,980 | 171 | N/A | 297 | N/A |
| 3/31/2019 | 1,941 | 162 | N/A | 296 | N/A |
| 12/31/2018 | 1,903 | 157 | N/A | 295 | N/A |
| 9/30/2018 | 1,865 | 162 | N/A | 275 | N/A |
| 6/30/2018 | 1,827 | 159 | N/A | 269 | N/A |
| 3/31/2018 | 1,782 | 152 | N/A | 247 | N/A |
| 12/31/2017 | 1,741 | 156 | N/A | 248 | N/A |
| 9/30/2017 | 1,700 | 122 | N/A | 261 | N/A |
| 6/30/2017 | 1,650 | 113 | N/A | 234 | N/A |
| 3/31/2017 | 1,607 | 111 | N/A | 234 | N/A |
| 12/31/2016 | 1,570 | 94 | N/A | 213 | N/A |
| 9/30/2016 | 1,543 | 101 | N/A | 193 | N/A |
| 6/30/2016 | 1,525 | 99 | N/A | 202 | N/A |
| 3/31/2016 | 1,493 | 95 | N/A | 209 | N/A |
| 12/31/2015 | 1,458 | 93 | N/A | 170 | N/A |
| 9/30/2015 | 1,425 | 88 | N/A | 195 | N/A |
| 6/30/2015 | 1,394 | 83 | N/A | 185 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BFAM's forecast earnings growth (16.1% per year) is above the savings rate (3.5%).
Earnings vs Market: BFAM's earnings (16.1% per year) are forecast to grow slower than the US market (16.7% per year).
High Growth Earnings: BFAM's earnings are forecast to grow, but not significantly.
Revenue vs Market: BFAM's revenue (5.7% per year) is forecast to grow slower than the US market (11.7% per year).
High Growth Revenue: BFAM's revenue (5.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BFAM's Return on Equity is forecast to be high in 3 years time (20.7%)
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 08:15 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Manav Patnaik | Barclays |