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What is Bright Horizons Family Solutions Inc. worth?

With the base-case assumptions below, a discounted cash flow model on Bright Horizons Family Solutions Inc.'s reported free cash flow gives $124.44 per share. The share price was $65.86 on September 25, 2026, 47% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$258.5M
Average free cash flow, last 5 years
$189.1M
Cash
$163.7M
balance sheet of June 30, 2026
Debt
$1.08B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
57,422,501
Revenue growth per year, last 5 years
14.1%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear9.0%5.5%2.0%10.0%$69.44+5%
Base14.0%8.5%2.5%9.0%$124.44+89%
Bull19.0%11.0%3.0%8.0%$226.90+245%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$165.88$178.77$194.52$214.22$239.54
8.0%$134.77$143.13$153.01$164.87$179.36
9.0%$112.13$117.85$124.44$132.14$141.23
10.0%$94.96$99.02$103.63$108.89$114.97
11.0%$81.51$84.49$87.82$91.57$95.82

Where the presets come from

Base: years 1 to 5 grow at Bright Horizons Family Solutions Inc.'s revenue growth rate over the last 5 fiscal years (14.1% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Bright Horizons Family Solutions Inc. company page