Bright Horizons Family Solutions Inc (BFAM)vsRollins Inc (ROL)
BFAM
Bright Horizons Family Solutions Inc
$82.68
+2.50%
CONSUMER CYCLICAL · Cap: $4.03B
ROL
Rollins Inc
$38.36
-1.03%
CONSUMER CYCLICAL · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Rollins Inc generates 29% more annual revenue ($3.84B vs $2.98B). ROL leads profitability with a 13.8% profit margin vs 6.3%. BFAM appears more attractively valued with a PEG of 1.76. ROL earns a higher WallStSmart Score of 52/100 (C-).
BFAM
Buy51
out of 100
Grade: C-
ROL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.5%
Fair Value
$134.93
Current Price
$82.68
$52.25 discount
Margin of Safety
+41.8%
Fair Value
$67.04
Current Price
$38.36
$28.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 37 in profit
Areas to Watch
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Earnings declined 6.1%
Trading at 13.4x book value
1.3% earnings growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BFAM
BFAM has a balanced fundamental profile.
Bull Case : ROL
The strongest argument for ROL centers on Return on Equity. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : BFAM
The primary concerns for BFAM are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Bear Case : ROL
The primary concerns for ROL are Price/Book, EPS Growth, Piotroski F-Score. A P/E of 41.4x leaves little room for execution misses.
Key Dynamics to Monitor
BFAM carries more volatility with a beta of 1.15 — expect wider price swings.
ROL is growing revenue faster at 10.2% — sustainability is the question.
ROL generates stronger free cash flow (166M), providing more financial flexibility.
Monitor PERSONAL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ROL scores higher overall (52/100 vs 51/100) and 10.2% revenue growth. BFAM offers better value entry with a 39.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bright Horizons Family Solutions Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
Bright Horizons Family Solutions Inc. provides child care and early education services, supportive care services, educational counseling services, and other workplace solutions for employers and families. The company is headquartered in Newton, Massachusetts.
Rollins Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
Rollins, Inc. is a North American consumer and commercial services company.
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