Bright Horizons Family Solutions 对比 DoorDash
可添加、更换或移除公司，最多四家。
简而言之
- DoorDash 规模更大:2025 财年营收 $13.7B，Bright Horizons Family Solutions 为 $2.9B，约为后者的 4.7 倍。
- DoorDash 营收增长更快(27.9%，对方为 9.2%)。
- Bright Horizons Family Solutions 每一美元销售额中留下的营业利润更多(营业利润率 10.7%，对方为 5.3%)。
- DoorDash 将更多销售额转化为自由现金流(自由现金流利润率 15.9%，对方为 8.8%)。
- DoorDash 的投入资本回报更高(14.8%，对方为 11.2%)。
- 投资者愿为 DoorDash 每一美元的盈利支付更高价格：市盈率 93.9x，而 Bright Horizons Family Solutions 为 22.5x。
| 最近财年 | BFAM · FY25 | DASH · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $3.7B | $78.8B |
| 营收 | $2.9B | $13.7B |
| 自由现金流 | $259M | $2.2B |
| 净利润 | $193M | $935M |
| 增长 | ||
| 营收增长 | 9.2% | 27.9% |
| 5年增长率 | 14.1% | 36.6% |
| 股数变化 | −1.8% | 2.2% |
| 盈利能力 | ||
| 毛利率 | 23.8% | — |
| 营业利润率 | 10.7% | 5.3% |
| 净利率 | 6.6% | 6.8% |
| 自由现金流利润率 | 8.8% | 15.9% |
| 资本回报率 | 11.2% | 14.8% |
| 股本回报率 | 14.8% | 10.5% |
| 资产负债表 | ||
| 净债务 | $592M | −$2.8B |
| 净债务 / EBITDA | 1.5x | −1.9x |
| 股息与回购 | $225M | $0.0M |
| 估值与质量 | ||
| 市盈率 | 22.5x | 93.9x |
| Piotroski F 分数 | 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
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。