Bright Horizons Family Solutions
BFAM · Specialized Consumer Services
$71.40
0.6%DoorDash
DASH · Specialized Consumer Services
$179.38
3.5%The short version
- DoorDash is the larger business, with $13.7B of revenue in fiscal 2025 against $2.9B for Bright Horizons Family Solutions, about 4.7 times as much.
- DoorDash grew revenue faster (27.9%, against 9.2%).
- Bright Horizons Family Solutions kept more of each dollar of sales as operating profit (10.7% operating margin, against 5.3% operating margin).
- DoorDash turned more of its sales into free cash flow (15.9% FCF margin, against 8.8% FCF margin).
- DoorDash earned a higher return on the capital invested in it (14.8%, against 11.2%).
- Investors pay more for each dollar of DoorDash’s earnings: a P/E of 93.9x against 22.5x for Bright Horizons Family Solutions.
| Latest fiscal year | BFAM · FY25 | DASH · FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.7B | $78.8B |
| Revenue | $2.9B | $13.7B |
| Free cash flow | $259M | $2.2B |
| Net income | $193M | $935M |
| Growth | ||
| Revenue growth | 9.2% | 27.9% |
| 5-year growth | 14.1% | 36.6% |
| Share count change | −1.8% | 2.2% |
| Profitability | ||
| Gross margin | 23.8% | — |
| Operating margin | 10.7% | 5.3% |
| Net margin | 6.6% | 6.8% |
| FCF margin | 8.8% | 15.9% |
| Return on capital | 11.2% | 14.8% |
| Return on equity | 14.8% | 10.5% |
| Balance sheet | ||
| Net debt | $592M | −$2.8B |
| Net debt / EBITDA | 1.5x | −1.9x |
| Dividends and buybacks | $225M | $0.0M |
| Valuation & quality | ||
| P/E | 22.5x | 93.9x |
| Piotroski F-score | 8 | 5 |
FY16
BFAM $1.6B
DASH —
FY17
BFAM $1.7B
DASH —
FY18
BFAM $1.9B
DASH $291M
FY19
BFAM $2.1B
DASH $885M
FY20
BFAM $1.5B
DASH $2.9B
FY21
BFAM $1.8B
DASH $4.9B
FY22
BFAM $2.0B
DASH $6.6B
FY23
BFAM $2.4B
DASH $8.6B
FY24
BFAM $2.7B
DASH $10.7B
FY25
BFAM $2.9B
DASH $13.7B
BFAM
DASH
FY16
BFAM 12.6%
DASH —
FY17
BFAM 11.8%
DASH —
FY18
BFAM 12.6%
DASH −72.2%
FY19
BFAM 13.0%
DASH −69.6%
FY20
BFAM 3.5%
DASH −15.1%
FY21
BFAM 7.4%
DASH −9.3%
FY22
BFAM 7.8%
DASH −17.1%
FY23
BFAM 7.1%
DASH −6.7%
FY24
BFAM 9.2%
DASH −0.4%
FY25
BFAM 10.7%
DASH 5.3%
BFAM
DASH
FY16
BFAM $138M
DASH —
FY17
BFAM $160M
DASH —
FY18
BFAM $202M
DASH −$172M
FY19
BFAM $219M
DASH −$545M
FY20
BFAM $125M
DASH $146M
FY21
BFAM $164M
DASH $563M
FY22
BFAM $118M
DASH $191M
FY23
BFAM $165M
DASH $1.6B
FY24
BFAM $240M
DASH $2.0B
FY25
BFAM $259M
DASH $2.2B
BFAM
DASH
FY16
BFAM 7.8%
DASH —
FY17
BFAM 11.4%
DASH —
FY18
BFAM 11.0%
DASH —
FY19
BFAM 11.5%
DASH —
FY20
BFAM 2.8%
DASH —
FY21
BFAM 5.3%
DASH —
FY22
BFAM 5.8%
DASH −42.9%
FY23
BFAM 5.2%
DASH −15.4%
FY24
BFAM 8.4%
DASH −1.1%
FY25
BFAM 11.2%
DASH 14.8%
BFAM
DASH
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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.