Bright Horizons Family Solutions (BFAM) Hisse Özeti
Bright Horizons Family Solutions Inc. Amerika Birleşik Devletleri, Porto Riko, Birleşik Krallık, Hollanda, Avustralya ve Hindistan'daki işverenler ve aileler için erken eğitim ve çocuk bakımı, kapsamlı yedek bakım, eğitim danışmanlığı ve diğer işyeri çözümleri hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
BFAM Community Fair Values
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Analyst Price Targets
Bright Horizons Family Solutions Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$67.75 |
| 52 Haftanın En Yüksek Seviyesi | US$132.99 |
| 52 Haftanın En Düşük Seviyesi | US$63.68 |
| Beta | 1.28 |
| 1 Aylık Değişim | -16.38% |
| 3 Aylık Değişim | -5.13% |
| 1 Yıllık Değişim | -47.73% |
| 3 Yıllık Değişim | -18.90% |
| 5 Yıllık Değişim | -50.99% |
| Halka arzdan bu yana değişim | 139.23% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| BFAM | US Consumer Services | US Pazar | |
|---|---|---|---|
| 7D | -1.2% | -1.1% | 1.1% |
| 1Y | -47.7% | -25.4% | 28.7% |
Getiri vs. Endüstri: BFAM geçen yıl % -25.4 oranında getiri sağlayan US Consumer Services sektörünün gerisinde kaldı.
Getiri vs Piyasa: BFAM geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BFAM volatility | |
|---|---|
| BFAM Average Weekly Movement | 6.5% |
| Consumer Services Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: BFAM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BFAM 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1986 | 32,200 | Stephen Kramer | www.brighthorizons.com |
Bright Horizons Family Solutions Inc. Amerika Birleşik Devletleri, Porto Riko, Birleşik Krallık, Hollanda, Avustralya ve Hindistan'da işverenler ve aileler için erken eğitim ve çocuk bakımı, kapsamlı yedek bakım, eğitim danışmanlığı ve diğer işyeri çözümleri hizmetleri sunmaktadır. Şirket üç segmentte faaliyet göstermektedir: Tam Hizmet Merkez Bazlı Çocuk Bakımı, Yedek Bakım ve Eğitim Danışmanlığı hizmetleri. Tam Hizmet Merkez Tabanlı Çocuk Bakımı segmenti, geleneksel merkez tabanlı erken eğitim ve çocuk bakımı, okul öncesi ve ilköğretim hizmetleri sunmaktadır.
Bright Horizons Family Solutions Inc. Temel Bilgiler Özeti
| BFAM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.56b |
| Kazançlar(TTM) | US$189.18m |
| Gelir(TTM) | US$2.98b |
18.8x
F/K Oranı1.2x
P/S OranıBFAM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BFAM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.98b |
| Gelir Maliyeti | US$2.23b |
| Brüt Kâr | US$752.41m |
| Diğer Giderler | US$563.23m |
| Kazançlar | US$189.18m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.60 |
| Brüt Marj | 25.25% |
| Net Kâr Marjı | 6.35% |
| Borç/Özkaynak Oranı | 94.6% |
BFAM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 22:30 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Bright Horizons Family Solutions Inc. 16 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Manav Patnaik | Barclays |