The Filing Desk

Bright Horizons Family Solutions vs DoorDash

Bright Horizons Family Solutions BFAM · DoorDash DASH · Specialized Consumer Services

DoorDash reported revenue of $13.7 billion in fiscal 2025, 4.7 times Bright Horizons Family Solutions' $2.9 billion in fiscal 2025. Bright Horizons Family Solutions' revenue grew 9.2% in its latest year, and DoorDash's grew 27.9%. Bright Horizons Family Solutions had an operating margin of 10.7%, against 5.3% at DoorDash. Free cash flow was $259 million at Bright Horizons Family Solutions and $2.2 billion at DoorDash.

Side by side

Bright Horizons Family SolutionsDoorDash
Latest fiscal yearFY2025, Dec 31, 2025FY2025, Dec 31, 2025
Revenue$2.9B$13.7B
Revenue growth9.2%27.9%
Revenue growth a year, last 5 years14.1%36.6%
Gross margin23.8%—
Operating margin10.7%5.3%
Net margin6.6%6.8%
Free cash flow$259M$2.2B
Free cash flow margin8.8%15.8%
Return on capital11.2%14.8%
Net debt to EBITDA1.4x−1.9x
Dividends and buybacks$225M$0M
Change in diluted share count−1.8%2.2%
Last close$73.65$168.44
P/E at the last close23.2×88.2×
Insider trades, last 12 monthssold $656,584bought $100.3 million, sold $324.2 million
Piotroski F-score8 of 95 of 8
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.

Ten years

Revenue
US$ billions, fiscal years
Bright Horizons Family SolutionsDoorDash
Operating margin
Percent of revenue
Bright Horizons Family SolutionsDoorDash
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Bright Horizons Family SolutionsDoorDash

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Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Bright Horizons Family Solutions and DoorDash pages.