Bright Horizons Family Solutions
BFAM Β· Specialized Consumer Services
$71.40
0.6%H&R Block
HRB Β· Specialized Consumer Services
$49.69
0.8%The short version
- H&R Block is the larger business, with $3.9B of revenue in fiscal 2026 against $2.9B for Bright Horizons Family Solutions.
- Bright Horizons Family Solutions grew revenue faster (9.2%, against 4.9%).
- H&R Block turned more of its sales into free cash flow (19.2% FCF margin, against 8.8% FCF margin).
- H&R Block earned a higher return on the capital invested in it (129.0%, against 11.2%).
- Investors pay more for each dollar of Bright Horizons Family Solutionsβs earnings: a P/E of 22.5x against 8.8x for H&R Block.
| Latest fiscal year | BFAM Β· FY25 | HRB Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $3.7B | $6.4B |
| Revenue | $2.9B | $3.9B |
| Free cash flow | $259M | $756M |
| Net income | $193M | $734M |
| Growth | ||
| Revenue growth | 9.2% | 4.9% |
| 5-year growth | 14.1% | 2.9% |
| Share count change | β1.8% | β6.2% |
| Profitability | ||
| Gross margin | 23.8% | 44.3% |
| Operating margin | 10.7% | β |
| Net margin | 6.6% | 18.6% |
| FCF margin | 8.8% | 19.2% |
| Return on capital | 11.2% | 129.0% |
| Return on equity | 14.8% | β |
| Balance sheet | ||
| Net debt | $592M | $533M |
| Net debt / EBITDA | 1.5x | 0.5x |
| Dividends and buybacks | $225M | $211M |
| Valuation & quality | ||
| P/E | 22.5x | 8.8x |
| Piotroski F-score | 8 | 8 |
FY17
BFAM $1.7B
HRB $3.0B
FY18
BFAM $1.9B
HRB $3.2B
FY19
BFAM $2.1B
HRB $3.1B
FY20
BFAM $1.5B
HRB $2.6B
FY21
BFAM $1.8B
HRB $3.4B
FY22
BFAM $2.0B
HRB $3.5B
FY23
BFAM $2.4B
HRB $3.5B
FY24
BFAM $2.7B
HRB $3.6B
FY25
BFAM $2.9B
HRB $3.8B
FY26
BFAM β
HRB $3.9B
BFAM
HRB
FY17
BFAM 11.8%
HRB β
FY18
BFAM 12.6%
HRB β
FY19
BFAM 13.0%
HRB β
FY20
BFAM 3.5%
HRB β
FY21
BFAM 7.4%
HRB β
FY22
BFAM 7.8%
HRB β
FY23
BFAM 7.1%
HRB β
FY24
BFAM 9.2%
HRB β
FY25
BFAM 10.7%
HRB β
FY26
BFAM β
HRB β
BFAM
HRB
FY17
BFAM $160M
HRB $463M
FY18
BFAM $202M
HRB $751M
FY19
BFAM $219M
HRB $511M
FY20
BFAM $125M
HRB $27.3M
FY21
BFAM $164M
HRB $573M
FY22
BFAM $118M
HRB $747M
FY23
BFAM $165M
HRB $752M
FY24
BFAM $240M
HRB $657M
FY25
BFAM $259M
HRB $599M
FY26
BFAM β
HRB $756M
BFAM
HRB
FY17
BFAM 11.4%
HRB 92.9%
FY18
BFAM 11.0%
HRB 185.5%
FY19
BFAM 11.5%
HRB 128.1%
FY20
BFAM 2.8%
HRB 10.7%
FY21
BFAM 5.3%
HRB 75.2%
FY22
BFAM 5.8%
HRB 73.9%
FY23
BFAM 5.2%
HRB 91.9%
FY24
BFAM 8.4%
HRB 124.2%
FY25
BFAM 11.2%
HRB 119.0%
FY26
BFAM β
HRB 129.0%
BFAM
HRB
Add another company
Compare up to four at once.
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.