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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Hims & Hers Health, Inc. (HIMS). 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 $617.8M, roughly 1.2× Hims & Hers Health, Inc.). On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% 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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
BFAM vs HIMS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $617.8M |
| Net Profit | — | $20.6M |
| Gross Margin | 19.3% | 71.9% |
| Operating Margin | 6.2% | 1.5% |
| Net Margin | — | 3.3% |
| Revenue YoY | 8.8% | 28.4% |
| Net Profit YoY | — | -20.8% |
| EPS (diluted) | $0.38 | $0.08 |
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.
| Q4 25 | $733.7M | $617.8M | ||
| Q3 25 | $802.8M | $599.0M | ||
| Q2 25 | $731.6M | $544.8M | ||
| Q1 25 | $665.5M | $586.0M | ||
| Q4 24 | $674.1M | $481.1M | ||
| Q3 24 | $719.1M | $401.6M | ||
| Q2 24 | $670.1M | $315.6M | ||
| Q1 24 | $622.7M | $278.2M |
| Q4 25 | — | $20.6M | ||
| Q3 25 | $78.6M | $15.8M | ||
| Q2 25 | $54.8M | $42.5M | ||
| Q1 25 | $38.0M | $49.5M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | $54.9M | $75.6M | ||
| Q2 24 | $39.2M | $13.3M | ||
| Q1 24 | $17.0M | $11.1M |
| Q4 25 | 19.3% | 71.9% | ||
| Q3 25 | 27.0% | 73.8% | ||
| Q2 25 | 25.0% | 76.4% | ||
| Q1 25 | 23.4% | 73.5% | ||
| Q4 24 | 20.8% | 76.8% | ||
| Q3 24 | 25.2% | 79.2% | ||
| Q2 24 | 24.2% | 81.3% | ||
| Q1 24 | 21.7% | 82.4% |
| Q4 25 | 6.2% | 1.5% | ||
| Q3 25 | 15.1% | 2.0% | ||
| Q2 25 | 11.8% | 4.9% | ||
| Q1 25 | 9.4% | 9.9% | ||
| Q4 24 | 7.2% | 3.9% | ||
| Q3 24 | 12.4% | 5.6% | ||
| Q2 24 | 10.3% | 3.5% | ||
| Q1 24 | 6.4% | 3.6% |
| Q4 25 | — | 3.3% | ||
| Q3 25 | 9.8% | 2.6% | ||
| Q2 25 | 7.5% | 7.8% | ||
| Q1 25 | 5.7% | 8.4% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 7.6% | 18.8% | ||
| Q2 24 | 5.8% | 4.2% | ||
| Q1 24 | 2.7% | 4.0% |
| Q4 25 | $0.38 | $0.08 | ||
| Q3 25 | $1.37 | $0.06 | ||
| Q2 25 | $0.95 | $0.17 | ||
| Q1 25 | $0.66 | $0.20 | ||
| Q4 24 | $0.50 | $0.10 | ||
| Q3 24 | $0.94 | $0.32 | ||
| Q2 24 | $0.67 | $0.06 | ||
| Q1 24 | $0.29 | $0.05 |
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 | $228.6M |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $540.9M |
| Total Assets | $3.9B | $2.2B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $228.6M | ||
| Q3 25 | $116.6M | $345.8M | ||
| Q2 25 | $179.2M | $1.1B | ||
| Q1 25 | $112.0M | $273.7M | ||
| Q4 24 | $110.3M | $220.6M | ||
| Q3 24 | $109.9M | $165.5M | ||
| Q2 24 | $140.2M | $129.3M | ||
| Q1 24 | $63.7M | $105.2M |
| 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 24 | $938.1M | — |
| Q4 25 | $1.3B | $540.9M | ||
| Q3 25 | $1.4B | $581.0M | ||
| Q2 25 | $1.4B | $562.7M | ||
| Q1 25 | $1.3B | $549.3M | ||
| Q4 24 | $1.3B | $476.7M | ||
| Q3 24 | $1.4B | $440.1M | ||
| Q2 24 | $1.3B | $362.0M | ||
| Q1 24 | $1.2B | $344.5M |
| Q4 25 | $3.9B | $2.2B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $3.9B | $1.9B | ||
| Q1 25 | $3.8B | $891.7M | ||
| Q4 24 | $3.9B | $707.5M | ||
| Q3 24 | $3.9B | $602.3M | ||
| Q2 24 | $3.8B | $480.5M | ||
| Q1 24 | $3.8B | $448.1M |
| 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× | — | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $350.7M | $61.3M |
| Free Cash FlowOCF − Capex | $258.5M | $-2.5M |
| FCF MarginFCF / Revenue | 35.2% | -0.4% |
| Capex IntensityCapex / Revenue | 12.6% | 10.3% |
| Cash ConversionOCF / Net Profit | — | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $61.3M | ||
| Q3 25 | $-17.6M | $148.7M | ||
| Q2 25 | $134.2M | $-19.1M | ||
| Q1 25 | $86.2M | $109.1M | ||
| Q4 24 | $337.5M | $86.4M | ||
| Q3 24 | $-8.9M | $85.3M | ||
| Q2 24 | $109.4M | $53.6M | ||
| Q1 24 | $116.3M | $25.8M |
| Q4 25 | $258.5M | $-2.5M | ||
| Q3 25 | $-42.4M | $79.3M | ||
| Q2 25 | $115.4M | $-69.5M | ||
| Q1 25 | $70.9M | $50.1M | ||
| Q4 24 | $240.2M | $59.5M | ||
| Q3 24 | $-32.2M | $79.4M | ||
| Q2 24 | $86.8M | $47.6M | ||
| Q1 24 | $96.9M | $11.8M |
| Q4 25 | 35.2% | -0.4% | ||
| Q3 25 | -5.3% | 13.2% | ||
| Q2 25 | 15.8% | -12.8% | ||
| Q1 25 | 10.7% | 8.5% | ||
| Q4 24 | 35.6% | 12.4% | ||
| Q3 24 | -4.5% | 19.8% | ||
| Q2 24 | 13.0% | 15.1% | ||
| Q1 24 | 15.6% | 4.3% |
| Q4 25 | 12.6% | 10.3% | ||
| Q3 25 | 3.1% | 11.6% | ||
| Q2 25 | 2.6% | 9.3% | ||
| Q1 25 | 2.3% | 10.1% | ||
| Q4 24 | 14.4% | 5.6% | ||
| Q3 24 | 3.2% | 1.5% | ||
| Q2 24 | 3.4% | 1.9% | ||
| Q1 24 | 3.1% | 5.0% |
| Q4 25 | — | 2.98× | ||
| Q3 25 | -0.22× | 9.43× | ||
| Q2 25 | 2.45× | -0.45× | ||
| Q1 25 | 2.26× | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | -0.16× | 1.13× | ||
| Q2 24 | 2.79× | 4.03× | ||
| Q1 24 | 6.85× | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
