ADT
ADT · Specialized Consumer Services
$6.90
1.3%Bright Horizons Family Solutions
BFAM · Specialized Consumer Services
$71.40
0.6%The short version
- ADT is the larger business, with $5.1B of revenue in fiscal 2025 against $2.9B for Bright Horizons Family Solutions, about 1.7 times as much.
- Bright Horizons Family Solutions grew revenue faster (9.2%, against 4.7%).
- ADT kept more of each dollar of sales as operating profit (25.5% operating margin, against 10.7% operating margin).
- ADT turned more of its sales into free cash flow (33.3% FCF margin, against 8.8% FCF margin).
- Bright Horizons Family Solutions earned a higher return on the capital invested in it (11.2%, against 8.2%).
| Latest fiscal year | ADT · FY25 | BFAM · FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $3.7B |
| Revenue | $5.1B | $2.9B |
| Free cash flow | $1.7B | $259M |
| Net income | $596M | $193M |
| Growth | ||
| Revenue growth | 4.7% | 9.2% |
| 5-year growth | −0.7% | 14.1% |
| Share count change | — | −1.8% |
| Profitability | ||
| Gross margin | — | 23.8% |
| Operating margin | 25.5% | 10.7% |
| Net margin | 11.6% | 6.6% |
| FCF margin | 33.3% | 8.8% |
| Return on capital | 8.2% | 11.2% |
| Return on equity | 15.7% | 14.8% |
| Balance sheet | ||
| Net debt | $7.8B | $592M |
| Net debt / EBITDA | 2.9x | 1.5x |
| Dividends and buybacks | $794M | $225M |
| Valuation & quality | ||
| P/E | — | 22.5x |
| Piotroski F-score | — | 8 |
FY16
ADT $2.9B
BFAM $1.6B
FY17
ADT $4.3B
BFAM $1.7B
FY18
ADT $4.6B
BFAM $1.9B
FY19
ADT $5.1B
BFAM $2.1B
FY20
ADT $5.3B
BFAM $1.5B
FY21
ADT $4.2B
BFAM $1.8B
FY22
ADT $4.4B
BFAM $2.0B
FY23
ADT $4.7B
BFAM $2.4B
FY24
ADT $4.9B
BFAM $2.7B
FY25
ADT $5.1B
BFAM $2.9B
ADT
BFAM
FY16
ADT −7.8%
BFAM 12.6%
FY17
ADT 6.5%
BFAM 11.8%
FY18
ADT 6.1%
BFAM 12.6%
FY19
ADT 3.8%
BFAM 13.0%
FY20
ADT 0.8%
BFAM 3.5%
FY21
ADT 0.2%
BFAM 7.4%
FY22
ADT 16.6%
BFAM 7.8%
FY23
ADT 25.3%
BFAM 7.1%
FY24
ADT 24.7%
BFAM 9.2%
FY25
ADT 25.5%
BFAM 10.7%
ADT
BFAM
FY16
ADT $539M
BFAM $138M
FY17
ADT $1.5B
BFAM $160M
FY18
ADT $1.7B
BFAM $202M
FY19
ADT $1.7B
BFAM $219M
FY20
ADT $1.2B
BFAM $125M
FY21
ADT $1.5B
BFAM $164M
FY22
ADT $1.7B
BFAM $118M
FY23
ADT $1.5B
BFAM $165M
FY24
ADT $1.7B
BFAM $240M
FY25
ADT $1.7B
BFAM $259M
ADT
BFAM
FY16
ADT —
BFAM 7.8%
FY17
ADT —
BFAM 11.4%
FY18
ADT 1.6%
BFAM 11.0%
FY19
ADT 1.2%
BFAM 11.5%
FY20
ADT 0.3%
BFAM 2.8%
FY21
ADT 0.1%
BFAM 5.3%
FY22
ADT 4.3%
BFAM 5.8%
FY23
ADT 7.0%
BFAM 5.2%
FY24
ADT 7.9%
BFAM 8.4%
FY25
ADT 8.2%
BFAM 11.2%
ADT
BFAM
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.