COMPARE · Reviewed July 29, 2026
BFAM vs FTDR
Verdict: Side-by-side breakdown using the Bull Rankings model. BFAM scored 67.7, FTDR scored 63.3 — BFAM leads.
Compare another set
BFAM
Bright Horizons Family Solutions Inc.
67.7
$78.27 · $4.1B
fundamentals as of
Score gap
4.4
BFAM leads
FTDR
Frontdoor, Inc.
63.3
$73.63 · $5.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
BFAM
stronger →← stronger
FTDR
67
Qualityreturns · margins · balance sheet
72
84
Growthrevenue & earnings expansion
83
55
Valuevaluation vs sector peers
42
BFAM and FTDR split the three pillars evenly.
Fundamentals, head-to-head
BFAM
FTDR
$275mC
FCF
$386mC
+9.2%B
Rev
+12.1%B+
1.64C+
D/E
5.21D
23.6xB
P/E
21.0xB
2.70C
PEG
2.38C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BFAM
FTDR
12% below
Price vs fair valuelower is cheaper
4% above
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~9%/yr
-2%
1-yr DCF upside
-13%
+13%
5-yr DCF upside
-4%
+39%
10-yr DCF upside
+10%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BFAM
Why this score
- Buying back stock
FTDR
Why this score
- Buying back stock
- Short track record
The companies
BFAMBright Horizons Family Solutions Inc.
Why now
Personal Services · market cap $4.1b. Down 40% from 52-week high of $130.76 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $91.00 (implying +16% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 145% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
FTDRFrontdoor, Inc.
Why now
Personal Services · market cap $5.2b. 9% off the 52-week high of $80.73. Revenue growing +12%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $75.75 (implying +3% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 148% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.21 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.