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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and TRUPANION, INC. (TRUP). 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 $376.9M, roughly 1.9× TRUPANION, INC.). On growth, TRUPANION, INC. posted the faster year-over-year revenue change (11.7% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $25.3M). Over the past eight quarters, TRUPANION, INC.'s revenue compounded faster (11.0% 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.
TRUPANION, INC.TRUPEarnings & Financial Report
Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).
BFAM vs TRUP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $376.9M |
| Net Profit | — | — |
| Gross Margin | 19.3% | 17.3% |
| Operating Margin | 6.2% | 1.9% |
| Net Margin | — | — |
| Revenue YoY | 8.8% | 11.7% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.38 | $0.13 |
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 | $376.9M | ||
| Q3 25 | $802.8M | $366.9M | ||
| Q2 25 | $731.6M | $353.6M | ||
| Q1 25 | $665.5M | $342.0M | ||
| Q4 24 | $674.1M | $337.3M | ||
| Q3 24 | $719.1M | $327.5M | ||
| Q2 24 | $670.1M | $314.8M | ||
| Q1 24 | $622.7M | $306.1M |
| Q4 25 | — | — | ||
| Q3 25 | $78.6M | — | ||
| Q2 25 | $54.8M | — | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $54.9M | — | ||
| Q2 24 | $39.2M | — | ||
| Q1 24 | $17.0M | — |
| Q4 25 | 19.3% | 17.3% | ||
| Q3 25 | 27.0% | 16.4% | ||
| Q2 25 | 25.0% | 15.5% | ||
| Q1 25 | 23.4% | 14.9% | ||
| Q4 24 | 20.8% | 15.7% | ||
| Q3 24 | 25.2% | 15.1% | ||
| Q2 24 | 24.2% | 12.8% | ||
| Q1 24 | 21.7% | 11.8% |
| Q4 25 | 6.2% | 1.9% | ||
| Q3 25 | 15.1% | 1.6% | ||
| Q2 25 | 11.8% | 0.7% | ||
| Q1 25 | 9.4% | -0.4% | ||
| Q4 24 | 7.2% | 0.1% | ||
| Q3 24 | 12.4% | 0.5% | ||
| Q2 24 | 10.3% | -1.7% | ||
| Q1 24 | 6.4% | -2.0% |
| Q4 25 | — | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 7.5% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.6% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 2.7% | — |
| Q4 25 | $0.38 | $0.13 | ||
| Q3 25 | $1.37 | $0.13 | ||
| Q2 25 | $0.95 | $0.22 | ||
| Q1 25 | $0.66 | $-0.03 | ||
| Q4 24 | $0.50 | $0.04 | ||
| Q3 24 | $0.94 | $0.03 | ||
| Q2 24 | $0.67 | $-0.14 | ||
| Q1 24 | $0.29 | $-0.16 |
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 | $370.7M |
| Total DebtLower is stronger | $747.6M | $101.8M |
| Stockholders' EquityBook value | $1.3B | $383.9M |
| Total Assets | $3.9B | $915.0M |
| Debt / EquityLower = less leverage | 0.56× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $370.7M | ||
| Q3 25 | $116.6M | $348.5M | ||
| Q2 25 | $179.2M | $319.6M | ||
| Q1 25 | $112.0M | $321.8M | ||
| Q4 24 | $110.3M | $307.4M | ||
| Q3 24 | $109.9M | $293.1M | ||
| Q2 24 | $140.2M | $277.2M | ||
| Q1 24 | $63.7M | $275.2M |
| Q4 25 | $747.6M | $101.8M | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | $127.5M | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | — |
| Q4 25 | $1.3B | $383.9M | ||
| Q3 25 | $1.4B | $368.6M | ||
| Q2 25 | $1.4B | $355.5M | ||
| Q1 25 | $1.3B | $333.7M | ||
| Q4 24 | $1.3B | $323.3M | ||
| Q3 24 | $1.4B | $320.2M | ||
| Q2 24 | $1.3B | $305.8M | ||
| Q1 24 | $1.2B | $303.4M |
| Q4 25 | $3.9B | $915.0M | ||
| Q3 25 | $3.9B | $880.2M | ||
| Q2 25 | $3.9B | $847.8M | ||
| Q1 25 | $3.8B | $837.2M | ||
| Q4 24 | $3.9B | $806.9M | ||
| Q3 24 | $3.9B | $816.1M | ||
| Q2 24 | $3.8B | $795.9M | ||
| Q1 24 | $3.8B | $789.5M |
| Q4 25 | 0.56× | 0.27× | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | 0.39× | ||
| 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 | $29.3M |
| Free Cash FlowOCF − Capex | $258.5M | $25.3M |
| FCF MarginFCF / Revenue | 35.2% | 6.7% |
| Capex IntensityCapex / Revenue | 12.6% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $75.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $29.3M | ||
| Q3 25 | $-17.6M | $29.2M | ||
| Q2 25 | $134.2M | $15.0M | ||
| Q1 25 | $86.2M | $16.0M | ||
| Q4 24 | $337.5M | $23.7M | ||
| Q3 24 | $-8.9M | $15.3M | ||
| Q2 24 | $109.4M | $6.9M | ||
| Q1 24 | $116.3M | $2.4M |
| Q4 25 | $258.5M | $25.3M | ||
| Q3 25 | $-42.4M | $23.9M | ||
| Q2 25 | $115.4M | $12.0M | ||
| Q1 25 | $70.9M | $14.0M | ||
| Q4 24 | $240.2M | $21.8M | ||
| Q3 24 | $-32.2M | $13.4M | ||
| Q2 24 | $86.8M | $4.0M | ||
| Q1 24 | $96.9M | $-631.0K |
| Q4 25 | 35.2% | 6.7% | ||
| Q3 25 | -5.3% | 6.5% | ||
| Q2 25 | 15.8% | 3.4% | ||
| Q1 25 | 10.7% | 4.1% | ||
| Q4 24 | 35.6% | 6.5% | ||
| Q3 24 | -4.5% | 4.1% | ||
| Q2 24 | 13.0% | 1.3% | ||
| Q1 24 | 15.6% | -0.2% |
| Q4 25 | 12.6% | 1.0% | ||
| Q3 25 | 3.1% | 1.4% | ||
| Q2 25 | 2.6% | 0.8% | ||
| Q1 25 | 2.3% | 0.6% | ||
| Q4 24 | 14.4% | 0.6% | ||
| Q3 24 | 3.2% | 0.6% | ||
| Q2 24 | 3.4% | 0.9% | ||
| Q1 24 | 3.1% | 1.0% |
| Q4 25 | — | — | ||
| Q3 25 | -0.22× | — | ||
| Q2 25 | 2.45× | — | ||
| Q1 25 | 2.26× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.16× | — | ||
| Q2 24 | 2.79× | — | ||
| Q1 24 | 6.85× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
