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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.

Dream Finders Homes, Inc. is the larger business by last-quarter revenue ($1.2B vs $733.7M, roughly 1.7× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs -22.3%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 8.5%).

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.

Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.

BFAM vs DFH — Head-to-Head

Bigger by revenue
DFH
DFH
1.7× larger
DFH
$1.2B
$733.7M
BFAM
Growing faster (revenue YoY)
BFAM
BFAM
+31.1% gap
BFAM
8.8%
-22.3%
DFH
More free cash flow
BFAM
BFAM
$122.5M more FCF
BFAM
$258.5M
$136.0M
DFH
Faster 2-yr revenue CAGR
DFH
DFH
Annualised
DFH
21.0%
8.5%
BFAM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BFAM
BFAM
DFH
DFH
Revenue
$733.7M
$1.2B
Net Profit
$58.8M
Gross Margin
19.3%
Operating Margin
6.2%
6.4%
Net Margin
4.8%
Revenue YoY
8.8%
-22.3%
Net Profit YoY
-54.9%
EPS (diluted)
$0.38
$0.57

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.

Revenue
BFAM
BFAM
DFH
DFH
Q4 25
$733.7M
$1.2B
Q3 25
$802.8M
$969.8M
Q2 25
$731.6M
$1.2B
Q1 25
$665.5M
$989.9M
Q4 24
$674.1M
$1.6B
Q3 24
$719.1M
$1.0B
Q2 24
$670.1M
$1.1B
Q1 24
$622.7M
$827.8M
Net Profit
BFAM
BFAM
DFH
DFH
Q4 25
$58.8M
Q3 25
$78.6M
$47.0M
Q2 25
$54.8M
$56.6M
Q1 25
$38.0M
$54.9M
Q4 24
$130.5M
Q3 24
$54.9M
$70.7M
Q2 24
$39.2M
$80.9M
Q1 24
$17.0M
$54.5M
Gross Margin
BFAM
BFAM
DFH
DFH
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%
19.2%
Q1 24
21.7%
18.0%
Operating Margin
BFAM
BFAM
DFH
DFH
Q4 25
6.2%
6.4%
Q3 25
15.1%
6.3%
Q2 25
11.8%
6.4%
Q1 25
9.4%
7.2%
Q4 24
7.2%
10.8%
Q3 24
12.4%
9.2%
Q2 24
10.3%
10.0%
Q1 24
6.4%
8.6%
Net Margin
BFAM
BFAM
DFH
DFH
Q4 25
4.8%
Q3 25
9.8%
4.8%
Q2 25
7.5%
4.9%
Q1 25
5.7%
5.5%
Q4 24
8.4%
Q3 24
7.6%
7.0%
Q2 24
5.8%
7.7%
Q1 24
2.7%
6.6%
EPS (diluted)
BFAM
BFAM
DFH
DFH
Q4 25
$0.38
$0.57
Q3 25
$1.37
$0.47
Q2 25
$0.95
$0.56
Q1 25
$0.66
$0.54
Q4 24
$0.50
$1.28
Q3 24
$0.94
$0.70
Q2 24
$0.67
$0.81
Q1 24
$0.29
$0.55

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BFAM
BFAM
DFH
DFH
Cash + ST InvestmentsLiquidity on hand
$140.1M
$234.8M
Total DebtLower is stronger
$747.6M
$1.6B
Stockholders' EquityBook value
$1.3B
$1.4B
Total Assets
$3.9B
$3.7B
Debt / EquityLower = less leverage
0.56×
1.13×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BFAM
BFAM
DFH
DFH
Q4 25
$140.1M
$234.8M
Q3 25
$116.6M
$251.0M
Q2 25
$179.2M
$210.3M
Q1 25
$112.0M
$297.5M
Q4 24
$110.3M
$274.4M
Q3 24
$109.9M
$204.9M
Q2 24
$140.2M
$274.8M
Q1 24
$63.7M
$239.4M
Total Debt
BFAM
BFAM
DFH
DFH
Q4 25
$747.6M
$1.6B
Q3 25
$747.5M
$1.8B
Q2 25
$797.0M
Q1 25
$872.7M
Q4 24
$918.4M
$1.3B
Q3 24
$925.7M
Q2 24
$931.9M
Q1 24
$938.1M
Stockholders' Equity
BFAM
BFAM
DFH
DFH
Q4 25
$1.3B
$1.4B
Q3 25
$1.4B
$1.4B
Q2 25
$1.4B
$1.3B
Q1 25
$1.3B
$1.3B
Q4 24
$1.3B
$1.2B
Q3 24
$1.4B
$1.1B
Q2 24
$1.3B
$1.0B
Q1 24
$1.2B
$968.7M
Total Assets
BFAM
BFAM
DFH
DFH
Q4 25
$3.9B
$3.7B
Q3 25
$3.9B
$3.8B
Q2 25
$3.9B
$3.7B
Q1 25
$3.8B
$3.5B
Q4 24
$3.9B
$3.3B
Q3 24
$3.9B
$3.3B
Q2 24
$3.8B
$3.0B
Q1 24
$3.8B
$2.7B
Debt / Equity
BFAM
BFAM
DFH
DFH
Q4 25
0.56×
1.13×
Q3 25
0.52×
1.29×
Q2 25
0.57×
Q1 25
0.66×
Q4 24
0.72×
1.03×
Q3 24
0.66×
Q2 24
0.73×
Q1 24
0.76×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BFAM
BFAM
DFH
DFH
Operating Cash FlowLast quarter
$350.7M
$143.6M
Free Cash FlowOCF − Capex
$258.5M
$136.0M
FCF MarginFCF / Revenue
35.2%
11.2%
Capex IntensityCapex / Revenue
12.6%
0.6%
Cash ConversionOCF / Net Profit
2.44×
TTM Free Cash FlowTrailing 4 quarters
$402.4M
$-126.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BFAM
BFAM
DFH
DFH
Q4 25
$350.7M
$143.6M
Q3 25
$-17.6M
$-131.0M
Q2 25
$134.2M
$-68.5M
Q1 25
$86.2M
$-44.7M
Q4 24
$337.5M
$306.5M
Q3 24
$-8.9M
$-205.0M
Q2 24
$109.4M
$-110.6M
Q1 24
$116.3M
$-247.5M
Free Cash Flow
BFAM
BFAM
DFH
DFH
Q4 25
$258.5M
$136.0M
Q3 25
$-42.4M
$-135.7M
Q2 25
$115.4M
$-78.8M
Q1 25
$70.9M
$-47.9M
Q4 24
$240.2M
$302.6M
Q3 24
$-32.2M
$-222.5M
Q2 24
$86.8M
$-112.4M
Q1 24
$96.9M
$-249.6M
FCF Margin
BFAM
BFAM
DFH
DFH
Q4 25
35.2%
11.2%
Q3 25
-5.3%
-14.0%
Q2 25
15.8%
-6.8%
Q1 25
10.7%
-4.8%
Q4 24
35.6%
19.4%
Q3 24
-4.5%
-22.1%
Q2 24
13.0%
-10.6%
Q1 24
15.6%
-30.2%
Capex Intensity
BFAM
BFAM
DFH
DFH
Q4 25
12.6%
0.6%
Q3 25
3.1%
0.5%
Q2 25
2.6%
0.9%
Q1 25
2.3%
0.3%
Q4 24
14.4%
0.3%
Q3 24
3.2%
1.7%
Q2 24
3.4%
0.2%
Q1 24
3.1%
0.3%
Cash Conversion
BFAM
BFAM
DFH
DFH
Q4 25
2.44×
Q3 25
-0.22×
-2.79×
Q2 25
2.45×
-1.21×
Q1 25
2.26×
-0.81×
Q4 24
2.35×
Q3 24
-0.16×
-2.90×
Q2 24
2.79×
-1.37×
Q1 24
6.85×
-4.54×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BFAM
BFAM

Segment breakdown not available.

DFH
DFH

Midwest Segment$454.2M37%
Southeast Segment$397.5M33%
Mid Atlantic Segment$307.3M25%
Financial Services Segment$53.7M4%

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