Bright Horizons Family Solutions vs Matthews International
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The short version
- 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%).
| Latest fiscal year | BFAM · FY25 | MATW · FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.7B | $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 | 22.5x | — |
| Piotroski F-score | 8 | 5 |
Revenue
FY16
BFAM $1.6B
MATW $1.5B
FY17
BFAM $1.7B
MATW $1.5B
FY18
BFAM $1.9B
MATW $1.6B
FY19
BFAM $2.1B
MATW $1.5B
FY20
BFAM $1.5B
MATW $1.5B
FY21
BFAM $1.8B
MATW $1.7B
FY22
BFAM $2.0B
MATW $1.8B
FY23
BFAM $2.4B
MATW $1.9B
FY24
BFAM $2.7B
MATW $1.8B
FY25
BFAM $2.9B
MATW $1.5B
BFAM
MATW
Operating margin
FY16
BFAM 12.6%
MATW 8.0%
FY17
BFAM 11.8%
MATW 8.0%
FY18
BFAM 12.6%
MATW 8.7%
FY19
BFAM 13.0%
MATW 0.7%
FY20
BFAM 3.5%
MATW −4.3%
FY21
BFAM 7.4%
MATW 2.5%
FY22
BFAM 7.8%
MATW −2.5%
FY23
BFAM 7.1%
MATW 4.7%
FY24
BFAM 9.2%
MATW −0.7%
FY25
BFAM 10.7%
MATW 5.0%
BFAM
MATW
Free cash flow
FY16
BFAM $138M
MATW $98.6M
FY17
BFAM $160M
MATW $104M
FY18
BFAM $202M
MATW $104M
FY19
BFAM $219M
MATW $93.4M
FY20
BFAM $125M
MATW $146M
FY21
BFAM $164M
MATW $129M
FY22
BFAM $118M
MATW $65.5M
FY23
BFAM $165M
MATW $28.9M
FY24
BFAM $240M
MATW $34.1M
FY25
BFAM $259M
MATW −$59.4M
BFAM
MATW
Return on capital
FY16
BFAM 7.8%
MATW 5.3%
FY17
BFAM 11.4%
MATW 5.9%
FY18
BFAM 11.0%
MATW 8.1%
FY19
BFAM 11.5%
MATW 0.5%
FY20
BFAM 2.8%
MATW −3.4%
FY21
BFAM 5.3%
MATW 1.5%
FY22
BFAM 5.8%
MATW −2.7%
FY23
BFAM 5.2%
MATW 6.8%
FY24
BFAM 8.4%
MATW −0.8%
FY25
BFAM 11.2%
MATW 3.2%
BFAM
MATW
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.