BFAM vs EDU vs LFS Stock Comparison

Bright Horizons Family Solutions, New Oriental Education & Technology and Leifras Prices as of Oct 26, 2026 Peers: Industry group
LFS LEIFRAS Co., Ltd.
$2.11 -1.4% 1M -28.5% 1Y
Market cap
$55.20M
P/E
17.5x
Revenue (TTM)
$78.98M
Div. yield
–
Education Services Consumer Discretionary
3 wins

Head to Head

11 decided of 12

New Oriental Education & Technology leads on 8 of the 12 questions below (New Oriental Education & Technology 8, Leifras 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBFAMEDULFSLeader
Larger companyMarket capitalisation $3.63B $9.05B $55.20M EDU
Cheaper on earningsLower P/E, profitable companies only 21.7x 19.4x 17.5x LFS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.9x 12.5x — EDU
Faster revenue growthRevenue growth, trailing twelve months +8.5% +15.5% +6.9% EDU
More profitableNet margin, trailing twelve months 5.8% 8.4% 3.8% EDU
Better return on capitalReturn on invested capital 9.3% 13.8% 22.6% LFS
Less leveragedLower net debt / EBITDA 2.8x — -2.9x LFS
Higher dividend yieldTrailing dividend yield — 2.05% — –
Better 1-year returnPrice return, last 12 months -27.0% -2.8% -28.5% EDU
Better 5-year returnAnnualised price return, 5 years -14.4%/yr +22.3%/yr — EDU
Less volatileAnnualised volatility, 1 year 47.7% 35.2% 248.6% EDU
Higher overall scoreMean of the five percentile scores vs peers 40/100 72/100 63/100 EDU

Percentile Scorecard

BFAMEDULFS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBFAMEDULFS
Valuation 50 #8 of 15 79 #4 of 15 64 #6 of 15
Growth 50 #7 of 13 75 #4 of 13 42 #8 of 13
Profitability 46 #7 of 12 73 #4 of 12 82 #3 of 12
Financial Health 15 #18 of 21 60 #9 of 21 65 #8 of 21
Shareholder Returns – – –
Overall 40 72 63
  • BFAM ranked among 21 companies in Consumer Services
  • EDU ranked among 21 companies in Consumer Services
  • LFS ranked among 21 companies in Consumer Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBFAMEDULFSSPY
1 month +11.8%+3.4%-1.4% -0.8%
3 months -5.4%+16.9%-1.4% +3.5%
6 months -9.4%+11.7%+6.0% +7.0%
Year to date -27.4%+6.1%-23.8% +12.2%
1 year -27.0%-2.8%-28.5% +13.0%
3 years +2.0%-9.4%— +86.3%
3 years, per year +0.7%-3.3%— +23.1%
5 years -54.0%+172.9%— +68.6%
5 years, per year -14.4%+22.3%— +11.0%
10 years +9.9%+11.4%— +258.0%
10 years, per year +1.0%+1.1%— +13.6%

Risk

MeasureBFAMEDULFSSPY
Volatility, 1Y 47.7%35.2%248.6% 12.7%
Downside volatility, 1Y 55.0%33.4%138.7% 12.7%
Beta vs S&P 500, 1Y -0.290.141.35 1.00
Return / volatility, 1Y -0.57-0.08-0.11 1.02
Max drawdown, 5Y -67.2%-62.9%-83.7% -25.4%
From 52-week high -32.6%-8.0%-81.4% -1.8%
52-week high $109.23$63.51$11.37 $779.14
52-week low $59.18$44.44$1.68 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBFAMEDULFS
P/E now vs peer median 21.7xmedian 18.5x 19.4xmedian 18.5x 17.5xmedian 18.5x
P/S now vs peer median 1.2xmedian 0.9x 1.6xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median 11.7xmedian 7.9x —median 7.9x 7.9xmedian 7.9x
P/FCF now vs peer median 15.4xmedian 12.1x 8.8xmedian 12.1x 21.6xmedian 12.1x
P/B now vs peer median 3.8xmedian 1.3x 2.1xmedian 1.3x 4.7xmedian 1.3x
PEG now vs peer median 0.49median 0.27 0.46median 0.27 —median 0.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBFAMEDULFS
Revenue $3.03B $5.66B $78.98M
Gross profit $711.35M $634.59M $24.53M
Operating income $311.11M $643.25M $4.30M
Net income $175.04M $516.66M $3.04M
Free cash flow $235.93M $1.03B $2.56M
EPS (diluted) $3.38 $3.01 $0.12
Cash & equivalents $163.69M $1.82B $15.94M
Total debt $1.29B $1.08B $10.41M
Shares (diluted) 51.76M 157.85M 25.19M
Enterprise value $3.07B -$1.76B -$8.95M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBFAMEDULFS
P/E 21.7x 19.4x 17.5x
P/FCF 15.4x 8.8x 21.6x
P/Operating cash flow 10.9x 8.8x 21.2x
P/S 1.2x 1.6x 0.7x
P/B 3.8x 2.1x 4.7x
P/Tangible book 4.8x 2.1x 4.7x
EV/EBITDA 11.7x – 7.9x
EV/EBIT 15.3x 10.2x 9.4x
EV/Revenue 1.6x 1.2x 0.5x
EV/FCF 20.1x 6.4x 15.8x
EV/Operating cash flow 14.3x 6.4x 15.5x
PEG (3Y EPS CAGR) 0.49 0.46 –

Growth

14 metrics
MetricBFAMEDULFS
Revenue growth (1Y) 8.5% 15.5% 6.9%
Revenue CAGR (3Y) 10.8% 23.6% –
Gross profit growth (1Y) 7.7% 1,976,824% 16.8%
Gross profit CAGR (3Y) 12.6% 28.1% –
Operating income growth (1Y) 8.8% 50.2% 18.1%
Operating income CAGR (3Y) 26.2% 50.1% –
Net income growth (1Y) -1.0% 37.5% 7.5%
Net income CAGR (3Y) 39.1% 30.0% –
EPS growth (1Y) 10.4% 32.1% 13.2%
EPS CAGR (3Y) 44.4% 42.0% –
Operating cash flow growth (1Y) 0.3% 14.6% -48.2%
Operating cash flow CAGR (3Y) 11.1% 1.9% –
Free cash flow growth (1Y) -2.8% 14.6% -43.8%
Free cash flow CAGR (3Y) 14.2% 1.9% –

Profitability

14 metrics
MetricBFAMEDULFS
Gross margin 23.5% 11.2% 31.1%
EBITDA margin 13.5% – 6.5%
Operating margin 10.3% 11.4% 5.4%
Pretax margin 8.6% 11.4% 5.6%
Net margin 5.8% 8.4% 3.8%
FCF margin 7.8% 18.1% 3.2%
Operating cash flow margin 11.0% 18.1% 3.3%
Return on equity 16.8% 11.8% 25.6%
Return on assets 4.6% 6.1% 10.3%
Return on invested capital 9.3% 13.8% 22.6%
Return on capital employed 11.0% 13.9% 26.8%
Asset turnover 0.8x 0.7x 2.6x
Cash conversion (OCF / net income) 1.9x 2.0x 0.9x
Stock comp / revenue 1.0% – –

Financial Health

11 metrics
MetricBFAMEDULFS
Debt / assets 34.0% 3.2% 3.7%
Debt / equity 1.4x 0.1x 0.1x
Net debt / EBITDA 2.8x – -2.9x
Debt / FCF 5.5x 0.3x 0.4x
Liabilities / assets 75.1% 50.8% 61.0%
Equity / assets 24.9% 49.2% 39.0%
Interest coverage 6.2x – 52.8x
Current ratio 0.5x 1.5x 1.5x
Quick ratio 0.4x 0.7x 1.4x
Cash ratio 0.2x 0.7x 1.1x
Altman Z-score 2.04 2.69 5.37

Shareholder Returns

7 metrics
MetricBFAMEDULFS
Dividend yield – 2.1% –
Net buyback yield 17.5% – –
Shareholder yield 17.5% 2.1% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBFAMEDULFS
Forward P/E 13.9xFY2026 12.5xFY2026 –
EPS, next fiscal year $5.31FY2026 $4.68FY2026 –
EPS growth, next FY +16.7%FY2026 +31.1%FY2026 –
EPS growth, the year after +13.6% +11.8% –
Revenue, next fiscal year $3.03BFY2026 $6.34BFY2026 –
Revenue growth, next FY +3.3%FY2026 +12.1%FY2026 –
Revenue growth, the year after +2.5% +10.6% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBFAMEDULFS
Held by institutions 100.0% 31.4% –
Institutions holding 384 170 –
Change in shares held, QoQ -1.2% -5.3% –
Institutions buying 205 80 –
Institutions selling 150 65 –
Buyers to sellers 1.37 1.23 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BFAMEDULFS
BFAM 1.00 0.12 0.07
EDU 0.12 1.00 0.00
LFS 0.07 0.00 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BFAM, EDU and LFS?

New Oriental Education & Technology (EDU) is the largest by market capitalisation: Bright Horizons Family Solutions (BFAM) $3.63B, New Oriental Education & Technology (EDU) $9.05B, Leifras (LFS) $55.20M.

Which stock is cheaper, BFAM, EDU and LFS?

Leifras (LFS) trades on the lowest price-to-earnings ratio (Bright Horizons Family Solutions (BFAM) 21.7x, New Oriental Education & Technology (EDU) 19.4x, Leifras (LFS) 17.5x). On next year's consensus earnings, New Oriental Education & Technology (EDU) is cheapest (Bright Horizons Family Solutions (BFAM) 13.9x, New Oriental Education & Technology (EDU) 12.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

New Oriental Education & Technology (EDU) grew revenue fastest over the trailing twelve months: Bright Horizons Family Solutions (BFAM) +8.5%, New Oriental Education & Technology (EDU) +15.5%, Leifras (LFS) +6.9%.

Which company is more profitable?

New Oriental Education & Technology (EDU) has the highest net margin (Bright Horizons Family Solutions (BFAM) 5.8%, New Oriental Education & Technology (EDU) 8.4%, Leifras (LFS) 3.8%). On return on invested capital, Leifras (LFS) leads (Bright Horizons Family Solutions (BFAM) 9.3%, New Oriental Education & Technology (EDU) 13.8%, Leifras (LFS) 22.6%).

Which stock has performed better?

Over the past year New Oriental Education & Technology (EDU) returned the most: Bright Horizons Family Solutions (BFAM) -27.0%, New Oriental Education & Technology (EDU) -2.8%, Leifras (LFS) -28.5%. Over five years, New Oriental Education & Technology (EDU) compounded fastest (Bright Horizons Family Solutions (BFAM) -14.4%/yr, New Oriental Education & Technology (EDU) +22.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: New Oriental Education & Technology (EDU) 2.05%. Bright Horizons Family Solutions (BFAM) and Leifras (LFS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, New Oriental Education & Technology (EDU) has been the steadiest (Bright Horizons Family Solutions (BFAM) 47.7%, New Oriental Education & Technology (EDU) 35.2%, Leifras (LFS) 248.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BFAM, EDU and LFS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, New Oriental Education & Technology (EDU) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.