BFAM vs CON
BFAM: 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. CON: The largest U.S. occupational health provider by location count, delivering workers' compensation care, pre-employment physicals, and employer-based health services across a nationwide network of clinics.
Side-by-side fundamentals
| Metric | BFAM | CON | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $77.85 | $31.89 | |
| Market cap as of 2026-07-30 | $4.2B | $4.2B | |
| P/E as of 2026-07-30 | 22.43 | 23.50 | BFAM lower |
| PEG as of 2026-07-30 | 1.20 | 1.46 | BFAM lower |
| Net margin as of 2026-07-30 | +6.3% | +8.0% | CON higher |
| Gross margin as of 2026-07-30 | +23.6% | +28.7% | CON higher |
| Operating margin as of 2026-07-30 | +10.7% | +15.7% | CON higher |
| ROE as of 2026-07-30 | +14.2% | +46.1% | CON higher |
| ROA as of 2026-07-30 | +4.9% | +6.2% | CON higher |
| Debt / equity as of 2026-07-30 | 0.95 | 3.71 | BFAM lower |
| Revenue growth (YoY) as of 2026-07-30 | +9.2% | +15.5% | CON higher |
| Revenue CAGR (3y) SEC XBRL | +13.2% | +7.9% | BFAM higher |
| Dividend yield as of 2026-07-30 | n/a | +0.8% | |
| Dividend streak (yrs) SEC XBRL | n/a | 2 | |
| Beta as of 2026-07-30 | 1.14 | 0.64 | |
| 1-year return as of 2026-07-27 close | -32.3% | +62.2% | CON higher |
Fundamentals: market data, as of 2026-07-30. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.