Verdict: Side-by-side breakdown using the Bull Rankings model. FTDR scored 68.7, BFAM scored 67.7 — FTDR leads.
Compare another set
FTDR
Frontdoor, Inc.
Personal Services · Quality-Growth
68.7
$79.80 · $5.5B
fundamentals as of
Score gap
1.0
FTDR leads
BFAM
Bright Horizons Family Solutions Inc.
Personal Services · Quality-Growth
67.7
$69.45 · $3.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestFTDR21.1x
Fastest growthFTDR+9.3%
Strongest balance sheetBFAM2.18
Highest qualityFTDR87 / 100
Largest discount to fair valueBFAM-12%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
FTDR
stronger →← stronger
BFAM
87
Qualityreturns · margins · balance sheet
67
72
Growthrevenue & earnings expansion
73
51
Valuevaluation vs sector peers
63
BFAM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FTDR
BFAM
$386mC
FCF
$236mC
+9.3%B
Rev
+8.5%B
4.17D
D/E
2.18C
21.1xC+
P/E
22.0xC+
2.38C
PEG
1.43B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
FTDR
BFAM
21% above
Price vs fair valuelower is cheaper
12% below
~12%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~6%/yr
-23%
1-yr DCF upside
0%
-17%
5-yr DCF upside
+14%
-9%
10-yr DCF upside
+37%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FTDR
Why this score
Buying back stock
Durable high returns
BFAM
Why this score
Buying back stock
The companies
FTDRFrontdoor, Inc.
Personal Services · $79.80 · beta 1.53
Why now
Personal Services · market cap $5.5b. 15% off the 52-week high of $93.43. 5 sell-side analysts publish a mean 1-yr target of $97.40 (implying +22% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 96% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 141% of net income — earnings translate cleanly into cash.
Risk
D/E 4.17 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.53 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
BFAMBright Horizons Family Solutions Inc.
Personal Services · $69.45 · beta 1.18
Why now
Personal Services · market cap $3.4b. Down 37% from 52-week high of $109.86 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $88.11 (implying +27% upside).
Moat
ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 135% of net income — earnings translate cleanly into cash.
Risk
D/E 2.18 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
BFAM leads FTDR by 3.8 points (68.8 to 65.0), its sharpest advantage coming in D/E (grade C). A contrarian could still prefer FTDR for its stronger P/E (grade B).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where FTDR and BFAM diverge
On the headline score the gap is 1.0 points in favor of FTDR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityFTDR 87.4 · BFAM 66.8FTDR +20.6
ValueFTDR 51.3 · BFAM 63.2BFAM +11.9
GrowthFTDR 72.5 · BFAM 73.4level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is FTDR or BFAM the better stock?
FTDR scores higher: FTDR 68.7, BFAM 67.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do FTDR and BFAM differ most?
The widest gap is quality, where FTDR leads by 21 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are FTDR and BFAM scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.