BFAMBRIGHT HORIZONSFAMILY SOLUTION

CUSIP: 109194100

Guru Owners

$46.5M

Total Value Held

458,425

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Francois Rochon	Giverny Capital	410196	$41.6M	1.39%	$101.40	Q4 2025
Ray Dalio	Bridgewater Associates	48229	$4.9M	0.02%	$101.40	Q4 2025

Francois Rochon

$41.6M

1.39%

Ray Dalio

$4.9M

0.02%

📊 Fundamentals

Market Cap$4.4B

P/E Ratio23.0x

Near market avg

Forward P/E13.6x

P/FCF17.2x

EPS (TTM)$3.36

Revenue (TTM)$2.9B

Profit Margin6.58%

Beta1.41

52-Week Range

$63.68

$132.99

Current: $77.32

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.0x trailing earnings → 13.6x forward · 6.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $46.5M

NEWFrancois Rochon$41.6M

INCREASEDRay Dalio$4.9M

Q3 '251 owners · $4.1M

INCREASEDRay Dalio$4.1M

Q2 '251 owners · $383K

REDUCEDRay Dalio$383K

SOLDHenry Ellenbogen

Q1 '252 owners · $72.6M

INCREASEDHenry Ellenbogen$72.2M

REDUCEDRay Dalio$450K

Q4 '242 owners · $145.3M

REDUCEDHenry Ellenbogen$144.8M

REDUCEDRay Dalio$457K

Q3 '242 owners · $603.7M

REDUCEDHenry Ellenbogen$603.0M

NEWRay Dalio$702K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.7%current: 8.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data