Bright Horizons (BFAM)
Consumer Discretionary · Employer-sponsored child care and dependent care benefits
Bright Horizons is the largest high-quality provider of employer-sponsored child care and dependent care benefits, supporting workforce engagement and retention for over 1,450 employers globally.
What Bright Horizons does
Bright Horizons is a leading provider of employer-sponsored early education and child care services, back-up care solutions, and educational advisory services. The company operates over 1,010 early education centers with capacity to serve approximately 115,000 children globally and serves more than 1,450 employers including over 220 Fortune 500 companies. Services are delivered through multi-year employer contracts as employee benefits supporting workforce recruitment, engagement, productivity, and retention.
Themes: ["Employer-sponsored child care benefits","Employee wellness and workforce engagement","Back-up care solutions","Educational advisory services / workforce development","Human capital and talent retention"]
Fundamentals
- Price$74.43 as of 2026-07-09 close
- Market cap$4.0B as of 2026-07-10
- 1-year return-36.1% as of 2026-07-09 close
- P/E20.88 as of 2026-07-10
- Net margin+6.3% as of 2026-07-10
- Gross margin+23.6% as of 2026-07-10
- ROE+14.2% as of 2026-07-10
- Debt / equity0.95 as of 2026-07-10
- Revenue growth (YoY)+9.2% as of 2026-07-10
- Revenue CAGR (3y)+13.2% SEC XBRL
- Beta1.15 as of 2026-07-10
Key risks (from latest filing)
["Dependency on employer contracts and economic conditions affecting employer workforce benefits spending","High operating leverage dependent on center utilization and enrollment rates","Regulatory and compliance requirements for child care operations across multiple jurisdictions"]
Competitors & peers
- Windy City Pediatrics (private)
- Learning Care Group (private)
- KinderCare Learning Companies (private)
- CarePoint (private)
- Educere (private)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.