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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
BRIGHT HORIZONS FAMILY SOLUTIONS INC. is the larger business by last-quarter revenue ($733.7M vs $475.7M, roughly 1.5× COMMERCE BANCSHARES INC). On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 8.8%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 7.1%).
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
BFAM vs CBSH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $475.7M |
| Net Profit | — | $141.6M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | — |
| Net Margin | — | 29.8% |
| Revenue YoY | 8.8% | 11.1% |
| Net Profit YoY | — | 0.7% |
| EPS (diluted) | $0.38 | $0.96 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $475.7M | ||
| Q4 25 | $733.7M | $449.4M | ||
| Q3 25 | $802.8M | $441.0M | ||
| Q2 25 | $731.6M | $445.8M | ||
| Q1 25 | $665.5M | $428.1M | ||
| Q4 24 | $674.1M | $422.1M | ||
| Q3 24 | $719.1M | $421.4M | ||
| Q2 24 | $670.1M | $414.5M |
| Q1 26 | — | $141.6M | ||
| Q4 25 | — | $140.7M | ||
| Q3 25 | $78.6M | $141.5M | ||
| Q2 25 | $54.8M | $152.5M | ||
| Q1 25 | $38.0M | $131.6M | ||
| Q4 24 | — | $136.1M | ||
| Q3 24 | $54.9M | $138.0M | ||
| Q2 24 | $39.2M | $139.6M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 24.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 40.8% | ||
| Q3 25 | 15.1% | 41.9% | ||
| Q2 25 | 11.8% | 44.0% | ||
| Q1 25 | 9.4% | 39.2% | ||
| Q4 24 | 7.2% | 41.2% | ||
| Q3 24 | 12.4% | 42.4% | ||
| Q2 24 | 10.3% | 43.4% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | — | 31.3% | ||
| Q3 25 | 9.8% | 32.1% | ||
| Q2 25 | 7.5% | 34.2% | ||
| Q1 25 | 5.7% | 30.7% | ||
| Q4 24 | — | 32.2% | ||
| Q3 24 | 7.6% | 32.8% | ||
| Q2 24 | 5.8% | 33.7% |
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.38 | $0.86 | ||
| Q3 25 | $1.37 | $1.06 | ||
| Q2 25 | $0.95 | $1.14 | ||
| Q1 25 | $0.66 | $0.98 | ||
| Q4 24 | $0.50 | $0.83 | ||
| Q3 24 | $0.94 | $1.01 | ||
| Q2 24 | $0.67 | $1.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.1M | — |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $4.3B |
| Total Assets | $3.9B | $35.7B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $140.1M | — | ||
| Q3 25 | $116.6M | — | ||
| Q2 25 | $179.2M | — | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $110.3M | — | ||
| Q3 24 | $109.9M | — | ||
| Q2 24 | $140.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | — | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.3B | $3.8B | ||
| Q3 25 | $1.4B | $3.8B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $3.3B | ||
| Q3 24 | $1.4B | $3.4B | ||
| Q2 24 | $1.3B | $3.1B |
| Q1 26 | — | $35.7B | ||
| Q4 25 | $3.9B | $32.9B | ||
| Q3 25 | $3.9B | $32.3B | ||
| Q2 25 | $3.9B | $32.3B | ||
| Q1 25 | $3.8B | $32.4B | ||
| Q4 24 | $3.9B | $32.0B | ||
| Q3 24 | $3.9B | $31.5B | ||
| Q2 24 | $3.8B | $30.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $350.7M | — |
| Free Cash FlowOCF − Capex | $258.5M | — |
| FCF MarginFCF / Revenue | 35.2% | — |
| Capex IntensityCapex / Revenue | 12.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $350.7M | $645.1M | ||
| Q3 25 | $-17.6M | $129.0M | ||
| Q2 25 | $134.2M | $111.2M | ||
| Q1 25 | $86.2M | $138.6M | ||
| Q4 24 | $337.5M | $577.9M | ||
| Q3 24 | $-8.9M | $431.7M | ||
| Q2 24 | $109.4M | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $592.4M | ||
| Q3 25 | $-42.4M | $113.3M | ||
| Q2 25 | $115.4M | $100.5M | ||
| Q1 25 | $70.9M | $126.0M | ||
| Q4 24 | $240.2M | $531.7M | ||
| Q3 24 | $-32.2M | $419.1M | ||
| Q2 24 | $86.8M | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | 131.8% | ||
| Q3 25 | -5.3% | 25.7% | ||
| Q2 25 | 15.8% | 22.5% | ||
| Q1 25 | 10.7% | 29.4% | ||
| Q4 24 | 35.6% | 126.0% | ||
| Q3 24 | -4.5% | 99.5% | ||
| Q2 24 | 13.0% | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 11.7% | ||
| Q3 25 | 3.1% | 3.6% | ||
| Q2 25 | 2.6% | 2.4% | ||
| Q1 25 | 2.3% | 2.9% | ||
| Q4 24 | 14.4% | 10.9% | ||
| Q3 24 | 3.2% | 3.0% | ||
| Q2 24 | 3.4% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.59× | ||
| Q3 25 | -0.22× | 0.91× | ||
| Q2 25 | 2.45× | 0.73× | ||
| Q1 25 | 2.26× | 1.05× | ||
| Q4 24 | — | 4.25× | ||
| Q3 24 | -0.16× | 3.13× | ||
| Q2 24 | 2.79× | 1.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
