Bright Horizons Family Solutions vs Driven Brands Holdings
Bright Horizons Family Solutions is the larger business, with $2.93bn of revenue in fiscal 2025 against $1.86bn for Driven Brands Holdings (1.6 times as much). Bright Horizons Family Solutions grew faster (9.2% against 6.3%). Driven Brands Holdings kept more of each dollar of sales as profit: a net margin of 7.0% against 6.6%.
| Latest fiscal year | Bright Horizons Family SolutionsBFAM, 2025 | Driven Brands HoldingsDRVN, 2025 |
|---|---|---|
| Revenue | $2.93bn | $1.86bn |
| Revenue growth | 9.2% | 6.3% |
| Net income | $193m | $131m |
| Operating margin | — | 12.4% |
| Net margin | 6.6% | 7.0% |
| Return on equity | 14.8% | 20.0% |
| Free cash flow | $259m | $108m |
| Cash | $140m | $103m |
| Total debt | $947m | $2.19bn |
| Debt to equity | — | 285.2% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $225m | $0 |
| Employees | 32,200 | 7,100 |
| Market value | $2.57bn | $1.89bn |
| Price vs our value range | Below our value range | — |
| Moat score | 49 (Moderate) | 27 (Weak) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 1 sales |