COMP <GO>
DFIN vs BFAM // ENTERPRISE SCALE & MARKET CAP
Donnelley Financial Solutions Inc. (NYSE) VS. Bright Horizons Family Solutions Inc. (NYSE) • 15-METRIC TALLY: DFIN 5
— BFAM 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BFAM
LAST: $67.75 (+1.29%) • MKT CAP: $1.63B
market-cap
$1.63B
LAST: $54.31 (-1.22%) • MKT CAP: $2.67B
market-cap
$2.67B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DFIN VS. BFAM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DFIN | BFAM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 23.80% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.40% | 12.80% | +8.60 | DFIN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.7x | 9.8x | -1.10 | DFIN | /valuation <GO> |
| Free Cash Flow Yield | 7.18% | 7.94% | -0.76 | BFAM | /fcf-yield <GO> |
| Operating Margin | 18.40% | 10.70% | +7.70 | DFIN | /operating-margins <GO> |
| Net Profit Margin | 4.20% | 6.60% | -2.40 | BFAM | /net-margins <GO> |
| Revenue Growth (YoY) | -1.90% | 9.20% | -11.10 | BFAM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.68 | 1.99 | +2.69 | DFIN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BFAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.2 | 36.6 | +34.60 | DFIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.16 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.1x | 15.7x | +27.40 | BFAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $1.63B | $2.67B | -$1.04B | BFAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DFIN REV | BFAM REV | DFIN GROSS % | BFAM GROSS % | DFIN FCF | BFAM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $767.0M | $2.93B | — | 23.8% | $107.8M | $258.5M |
| FY 2024 | $781.9M | $2.69B | — | 23.1% | $105.2M | $240.2M |
| FY 2023 | $797.2M | $2.42B | — | — | $124.0M | $147.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DFIN // BETA —
BFAM // BETA 1.16