A Look At Bright Horizons Family Solutions (BFAM) Valuation After Strong Recent Earnings Growth

Simply Wall St.01-12

AdvertisementEarnings growth puts Bright Horizons in focus Bright Horizons Family Solutions (BFAM) is back on investor radars after reporting earnings per share growth of 74% over the past year and ...

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Analysts expect annual earnings expansion of 18% over the next three years.\nSee our latest analysis for Bright Horizons Family Solutions.\nAt a share price of $102.46, Bright Horizons has seen a 5.88% 90 day share price return; however, its 1 year total shareholder return of a 10.26%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BFAM":"Bright Horizons Family Solutions"},"translate_title":"近期盈利强劲增长后看看Bright Horizons Family Solutions(BFAM)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BFAM":1.5},"content_text":"AdvertisementEarnings growth puts Bright Horizons in focus Bright Horizons Family Solutions (BFAM) is back on investor radars after reporting earnings per share growth of 74% over the past year and 161% across three years. Analysts expect annual earnings expansion of 18% over the next three years. See our latest analysis for Bright Horizons Family Solutions. At a share price of $102.46, Bright Horizons has seen a 5.88% 90 day share price return; however, its 1 year total shareholder return of a 10.26% decline suggests recent momentum contrasts with weaker longer term performance. If strong earnings growth has your attention, it could be a good time to see how Bright Horizons compares with other healthcare stocks offering exposure to care related services. With earnings expanding faster than revenue and the shares trading at $102.46, some investors might see value signals in the implied intrinsic discount. The key question is whether this reflects a genuine opportunity or whether the market has already incorporated that future growth into the current price. Most Popular Narrative: 20.4% Undervalued With Bright Horizons last closing at US$102.46 versus a narrative fair value of about US$128.78, the valuation story hinges on how future cash flows stack up.  Operating margin improvement is being realized and guided to continue due to investments in technology and enhanced center efficiencies, as well as ongoing rationalization (exiting or improving underperforming centers). Incremental enrollment in \"improver\" centers, alongside digital initiatives streamlining the parent experience, should lead to operating leverage and higher net margins over time.  Read the complete narrative. Curious what kind of margin lift and earnings trajectory have to line up to support that higher fair value, especially with a richer future P/E baked in? Result: Fair Value of $128.78 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as stubbornly low enrollment in underperforming centers and ongoing labor and wage pressure that could squeeze margins and earnings. Find out about the key risks to this Bright Horizons Family Solutions narrative. Another View: Multiples Point to a Richer Price Tag While the narrative fair value suggests upside, Bright Horizons trades on a P/E of 28.9x versus a US Consumer Services industry average of 17.1x and a peer average of 23.8x. Our fair ratio sits lower at 22x, which hints at valuation risk if sentiment cools. Could optimism be running a bit ahead of itself? See what the numbers say about this price — find out in our valuation breakdown. NYSE:BFAM P/E Ratio as at Jan 2026 Build Your Own Bright Horizons Family Solutions Narrative If this view does not quite line up with how you see the numbers, you can test every input yourself and Do it your way in under three minutes. A great starting point for your Bright Horizons Family Solutions research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Bright Horizons has you thinking more broadly about opportunities, do not stop here. Use the Simply Wall St Screener to quickly surface focused stock ideas worth your attention.  Target potential value opportunities by reviewing these 882 undervalued stocks based on cash flows that align with your preferred price and quality criteria. Spot growth themes early by scanning these 28 AI penny stocks connected to artificial intelligence adoption across different parts of the market. Strengthen your income focus by checking out these 12 dividend stocks with yields > 3% that offer higher yields with supporting fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bright Horizons Family Solutions might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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