GOTU vs BFAM Stock Comparison

Gaotu Techedu and Bright Horizons Family Solutions Prices as of Oct 26, 2026 Peers: Industry group
GOTU Gaotu Techedu Inc.
$2.62 +6.5% 1M -16.0% 1Y
Market cap
$415.14M
P/E
–
Revenue (TTM)
$953.86M
Div. yield
–
Education Services Consumer Discretionary
4 wins

Head to Head

9 decided of 12

Bright Horizons Family Solutions leads on 5 of the 12 questions below (Bright Horizons Family Solutions 5, Gaotu Techedu 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGOTUBFAMLeader
Larger companyMarket capitalisation $415.14M $3.62B BFAM
Cheaper on earningsLower P/E, profitable companies only -8.7x 20.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 262.0x 13.9x BFAM
Faster revenue growthRevenue growth, trailing twelve months +25.2% +8.5% GOTU
More profitableNet margin, trailing twelve months -5.0% 5.8% BFAM
Better return on capitalReturn on invested capital -26.7% 9.3% BFAM
Less leveragedLower net debt / EBITDA — 2.8x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -16.0% -27.0% GOTU
Better 5-year returnAnnualised price return, 5 years -2.7%/yr -14.4%/yr GOTU
Less volatileAnnualised volatility, 1 year 46.5% 47.7% GOTU
Higher overall scoreMean of the five percentile scores vs peers 43/100 51/100 BFAM

Percentile Scorecard

GOTUBFAM

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

AxisGOTUBFAM
Valuation 50 #17 of 33 31 #23 of 33
Growth 66 #11 of 30 52 #15 of 30
Profitability 21 #23 of 29 50 #15 of 29
Financial Health 37 #25 of 39 24 #30 of 39
Shareholder Returns – 100 #1 of 14
Overall 43 51
  • GOTU ranked among 39 companies in Consumer Services
  • BFAM ranked among 39 companies in Consumer Services

Price Performance

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

Returns

PeriodGOTUBFAMSPY
1 month +6.5%+11.8% -0.8%
3 months +65.8%-5.4% +3.5%
6 months +38.6%-9.4% +7.0%
Year to date +12.9%-27.4% +12.2%
1 year -16.0%-27.0% +13.0%
3 years +8.3%+2.0% +86.3%
3 years, per year +2.7%+0.7% +23.1%
5 years -12.7%-54.0% +68.6%
5 years, per year -2.7%-14.4% +11.0%
10 years —+9.9% +258.0%
10 years, per year —+1.0% +13.6%

Risk

MeasureGOTUBFAMSPY
Volatility, 1Y 46.5%47.7% 12.7%
Downside volatility, 1Y 44.9%55.0% 12.7%
Beta vs S&P 500, 1Y 0.73-0.29 1.00
Return / volatility, 1Y -0.34-0.57 1.02
Max drawdown, 5Y -83.0%-67.2% -25.4%
From 52-week high -15.2%-32.6% -1.8%
52-week high $3.09$109.23 $779.14
52-week low $1.42$59.18 $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.

MultipleGOTUBFAM
P/E now vs peer median -9.0xmedian 15.5x 21.7xmedian 15.5x
P/S now vs peer median 0.4xmedian 1.3x 1.2xmedian 1.3x
EV/EBITDA now vs peer median —median 10.1x 11.7xmedian 10.1x
P/FCF now vs peer median —median 14.7x 15.4xmedian 14.7x
P/B now vs peer median 2.7xmedian 2.0x 3.8xmedian 2.0x
PEG now vs peer median 0.15median 0.35 0.49median 0.35

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 monthsGOTUBFAM
Revenue $953.86M $3.03B
Gross profit $644.24M $711.35M
Operating income -$62.97M $311.11M
Net income -$47.72M $175.04M
Free cash flow – $235.93M
R&D $92.39M –
EPS (diluted) $-0.29 $3.38
Cash & equivalents $128.60M $163.69M
Total debt $165.08M $1.29B
Shares (diluted) 163.12M 51.76M
Enterprise value -$1.29B $3.07B

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
MetricGOTUBFAM
P/E -9.0x 21.7x
P/FCF – 15.4x
P/Operating cash flow – 10.9x
P/S 0.4x 1.2x
P/B 2.7x 3.8x
P/Tangible book 2.9x 4.8x
EV/EBITDA – 11.7x
EV/EBIT -0.2x 15.3x
EV/Revenue 0.0x 1.6x
EV/FCF – 20.1x
EV/Operating cash flow – 14.3x
PEG (3Y EPS CAGR) 0.15 0.49

Growth

14 metrics
MetricGOTUBFAM
Revenue growth (1Y) 25.2% 8.5%
Revenue CAGR (3Y) 36.3% 10.8%
Gross profit growth (1Y) 25.8% 7.7%
Gross profit CAGR (3Y) 31.9% 12.6%
Operating income growth (1Y) 47.2% 8.8%
Operating income CAGR (3Y) -113.6% 26.2%
Net income growth (1Y) 51.2% -1.0%
Net income CAGR (3Y) -70.7% 39.1%
EPS growth (1Y) 49.3% 10.4%
EPS CAGR (3Y) -58.5% 44.4%
Operating cash flow growth (1Y) – 0.3%
Operating cash flow CAGR (3Y) – 11.1%
Free cash flow growth (1Y) – -2.8%
Free cash flow CAGR (3Y) – 14.2%

Profitability

14 metrics
MetricGOTUBFAM
Gross margin 67.5% 23.5%
EBITDA margin – 13.5%
Operating margin -6.6% 10.3%
Pretax margin -5.3% 8.6%
Net margin -5.0% 5.8%
FCF margin – 7.8%
Operating cash flow margin – 11.0%
Return on equity -31.0% 16.8%
Return on assets -6.0% 4.6%
Return on invested capital -26.7% 9.3%
Return on capital employed -31.4% 11.0%
Asset turnover 1.1x 0.8x
Cash conversion (OCF / net income) – 1.9x
Stock comp / revenue 0.0% 1.0%

Financial Health

11 metrics
MetricGOTUBFAM
Debt / assets 8.5% 34.0%
Debt / equity 0.5x 1.4x
Net debt / EBITDA – 2.8x
Debt / FCF – 5.5x
Liabilities / assets 83.4% 75.1%
Equity / assets 16.6% 24.9%
Interest coverage – 6.2x
Current ratio 0.9x 0.5x
Quick ratio 0.7x 0.4x
Cash ratio 0.7x 0.2x
Altman Z-score -0.39 2.04

Shareholder Returns

7 metrics
MetricGOTUBFAM
Dividend yield – –
Net buyback yield – 17.5%
Shareholder yield – 17.5%
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.

ConsensusGOTUBFAM
Forward P/E 262.0xFY2026 13.9xFY2026
EPS, next fiscal year $0.01FY2026 $5.31FY2026
EPS growth, next FY – +16.7%FY2026
EPS growth, the year after +1,100.0% +13.6%
Revenue, next fiscal year $1.11BFY2026 $3.03BFY2026
Revenue growth, next FY +26.6%FY2026 +3.3%FY2026
Revenue growth, the year after +2.4% +2.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGOTUBFAM
Held by institutions 8.4% 100.0%
Institutions holding 52 384
Change in shares held, QoQ -12.0% -1.2%
Institutions buying 21 205
Institutions selling 20 150
Buyers to sellers 1.05 1.37

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.

GOTUBFAM
GOTU 1.00 0.02
BFAM 0.02 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, GOTU and BFAM?

Bright Horizons Family Solutions (BFAM) is the largest by market capitalisation: Gaotu Techedu (GOTU) $415.14M, Bright Horizons Family Solutions (BFAM) $3.62B.

Which company is growing faster?

Gaotu Techedu (GOTU) grew revenue fastest over the trailing twelve months: Gaotu Techedu (GOTU) +25.2%, Bright Horizons Family Solutions (BFAM) +8.5%.

Which company is more profitable?

Bright Horizons Family Solutions (BFAM) has the highest net margin (Gaotu Techedu (GOTU) -5.0%, Bright Horizons Family Solutions (BFAM) 5.8%). On return on invested capital, Bright Horizons Family Solutions (BFAM) leads (Gaotu Techedu (GOTU) -26.7%, Bright Horizons Family Solutions (BFAM) 9.3%).

Which stock has performed better?

Over the past year Gaotu Techedu (GOTU) returned the most: Gaotu Techedu (GOTU) -16.0%, Bright Horizons Family Solutions (BFAM) -27.0%. Over five years, Gaotu Techedu (GOTU) compounded fastest (Gaotu Techedu (GOTU) -2.7%/yr, Bright Horizons Family Solutions (BFAM) -14.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Gaotu Techedu (GOTU) has been the steadiest (Gaotu Techedu (GOTU) 46.5%, Bright Horizons Family Solutions (BFAM) 47.7%). Volatility measures how widely the price swings, not the risk of the business.

Do GOTU and BFAM move together?

Their daily returns over the past year have a correlation of 0.02, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, GOTU and BFAM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Bright Horizons Family Solutions (BFAM) leads on 5. 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.