Bright Horizons: On Track For A Post-COVID Re-Rating

JP Research
5.35K Followers

Summary

  • Despite the pandemic impact, Bright Horizons remains a quality business with a particularly sticky customer base.
  • Signs of a fundamental recovery are emerging within the core business, while international expansion efforts are progressing well.
  • The stock has de-rated amid the pandemic-driven headwinds, presenting patient investors a compelling opportunity to buy into the long-term growth story.

Wooden kids cubes ABC on wooden table. Educational toys blocks, pyramid, pencils, numbers. Toys for kindergarten, preschool or daycare. Copy space for text. Top view

Nataliia Tymofieieva/iStock via Getty Images

The pandemic has hit childcare and early education service provider Bright Horizons Family Solutions Inc. (NYSE:BFAM) particularly hard, but recent signs indicate a return to organic revenue growth and margin resilience ahead. BFAM's revenue trends

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