Bright Horizons Family Solutions vs Frontdoor
Bright Horizons Family Solutions is the larger business, with $2.93bn of revenue in fiscal 2025 against $2.09bn for Frontdoor (1.4 times as much). Frontdoor grew faster (13.6% against 9.2%). Frontdoor kept more of each dollar of sales as profit: a net margin of 12.2% against 6.6%.
| Latest fiscal year | Bright Horizons Family SolutionsBFAM, 2025 | FrontdoorFTDR, 2025 |
|---|---|---|
| Revenue | $2.93bn | $2.09bn |
| Revenue growth | 9.2% | 13.6% |
| Net income | $193m | $255m |
| Operating margin | — | — |
| Net margin | 6.6% | 12.2% |
| Return on equity | 14.8% | 106.0% |
| Free cash flow | $259m | $390m |
| Cash | $140m | $566m |
| Total debt | $947m | $1.19bn |
| Debt to equity | — | 491.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $225m | $283m |
| Employees | 32,200 | — |
| Market value | $2.61bn | $6.19bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 49 (Moderate) | 77 (Strong) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 4 sales |