1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (6410) 

Baron Funds Comments on Bright Horizons Family Solutions

August 05, 2013 | About:

Bright Horizons Family Solutions, Inc. (NYSE:BFAM) is the leading provider of high quality corporate sponsored childcare in the U.S., where it is 5 times the size of its next largest competitor and is #2 in the U.K. The company was public for ten years before being taken private in 2008 by Bain Capital. The company has a strong track record with 15 years of uninterrupted revenue and earnings growth, even during the financial crisis. Bright Horizons has an attractive business model characterized by high revenue and earnings visibility, low capital intensity, and superior ROI and cash flows. We think Bright Horizons should benefit from demographic trends of more women and dual income families in the workplace. Multiple growth avenues include additional centers and back up services for new and existing clients, greater center utilization, the accretive acquisition or assumption of established centers in a highly fragmented market, international expansion and the expansion and cross selling of new higher margin services. (Susan Robbins)

From Baron Funds’ second quarter 2013 commentary.

Rating: 2.8/5 (4 votes)


Please leave your comment:

GuruFocus Mobile App

User Generated Screeners

mtaylor40Low Shiller/Low PB/Rev Growth
mtaylor40Low Shiller/Low PB
danielktingGrowth and ROE 10Y
danielktingMid Caps 2
gjg3000Gray F-Score
dguibertSmall Caps
InnerwestUS Stocks
DBrizanWmoat ROE15 yld 1
glidernyclow peg div growers
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)