Bright Horizons Family Solutions vs Matthews International
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KIRA’s take AI analyst
I put Bright Horizons Family Solutions and Matthews International side by side, using each one’s latest annual report. Here is what stands out:
- Bright Horizons Family Solutions is the larger business, with $2.9B of revenue in fiscal 2025 against $1.5B for Matthews International, about 2.0 times as much.
- Bright Horizons Family Solutions grew revenue faster (9.2%, against −16.6%).
- Bright Horizons Family Solutions kept more of each dollar of sales as operating profit (10.7% operating margin, against 5.0%).
- Bright Horizons Family Solutions turned more of its sales into free cash flow (8.8% FCF margin, against −4.0%).
- Bright Horizons Family Solutions earned a higher return on the capital invested in it (11.2%, against 3.2%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Bright Horizons Family Solutions
BFAM
10/11
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Matthews International
MATW
1/11
Gross margin
Side by side
Best in the row
| Latest fiscal year | BFAM FY25 | MATW FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.8B | $605M |
| Revenue | $2.9B | $1.5B |
| Free cash flow | $259M | −$59.4M |
| Net income | $193M | −$24.5M |
| Growth | ||
| Revenue growth | 9.2% | −16.6% |
| 5-year growth | 14.1% | −0.0% |
| Share count change | −1.8% | 0.6% |
| Profitability | ||
| Gross margin | 23.8% | 33.9% |
| Operating margin | 10.7% | 5.0% |
| Net margin | 6.6% | −1.6% |
| FCF margin | 8.8% | −4.0% |
| Return on capital | 11.2% | 3.2% |
| Return on equity | 14.8% | −5.3% |
| Balance sheet | ||
| Net debt | $592M | $678M |
| Net debt / EBITDA | 1.5x | 4.6x |
| Dividends and buybacks | $225M | $45.0M |
| Valuation & quality | ||
| P/E | 23.2x | — |
| Piotroski F-score | 8 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.