ADT vs Bright Horizons Family Solutions
ADT is the larger business, with $5.13bn of revenue in fiscal 2025 against $2.93bn for Bright Horizons Family Solutions (1.7 times as much). Bright Horizons Family Solutions grew faster (9.2% against 4.7%). ADT kept more of each dollar of sales as profit: a net margin of 11.6% against 6.6%.
| Latest fiscal year | ADTADT, 2025 | Bright Horizons Family SolutionsBFAM, 2025 |
|---|---|---|
| Revenue | $5.13bn | $2.93bn |
| Revenue growth | 4.7% | 9.2% |
| Net income | $596m | $193m |
| Operating margin | 25.5% | — |
| Net margin | 11.6% | 6.6% |
| Return on equity | 15.7% | 14.8% |
| Free cash flow | $1.71bn | $259m |
| Cash | $80.8m | $140m |
| Total debt | $7.80bn | $947m |
| Debt to equity | 206.4% | — |
| Dividend per share | — | — |
| Dividend yield | 2.7% | — |
| Share buybacks | $607m | $225m |
| Employees | — | 32,200 |
| Market value | $6.67bn | $2.57bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 30 (Weak) | 49 (Moderate) |
| Insider trades, 12 months | 6 buys, 0 sales | 0 buys, 4 sales |