AMZN
Amazon.com, Inc.
AMZN has the edge over BFAM overall, supported by stronger valuation and stronger modeled upside.
BFAM
Bright Horizons Family Solutions Inc.
BFAM's outlook is improving, though it still trails on the overall score.
AMZN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Weak | |
| Healthy |
AMZN's revenue, profitability and balance sheet are currently healthy, but its cash flow is weak.
BFAM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Weak |
BFAM's cash flow is currently healthy, and its revenue is stable, but its profitability and balance sheet are under pressure.
AMZN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 22x | $267 | — |
| Forward | 27x | $267 | — |
| Cheap | 34x | $415 | +55% |
| Fair | 60x | $745 | +179% |
| Expensive | 102x | $1,262 | +372% |
Historical ranges are pointers, not guarantees.
AMZN's PE is in its cheap range at 22x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 27x.
BFAM PE Valuation
BFAM has no meaningful PE right now: it lost money over the past year.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
AMZN has the edge over BFAM on the outlook, with more favorable revenue expectations.
BFAM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect BFAM's earnings to grow and its profitability to improve, with its revenue holding steady.
AMZN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.87 | -20% |
| Q3 2026 | $12.37 | +75% |
| Q2 2026 | $12.43 | +89% |
| Q1 2026 | $8.36 | +36% |
| Q4 2025 | $7.17 | +30% |
| Q3 2025 | $7.08 | +52% |
| Q2 2025 | $6.56 | +57% |
| Q1 2025 | $6.14 | +72% |
| Q4 2024 | $5.53 | +91% |
AMZN has the edge over BFAM on earnings quality, reporting a profit while its opponent remains loss making.
BFAM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.47 | — |
| Q3 2026 | -$2.97 | -185% |
| Q2 2026 | $3.16 | +3.6% |
| Q1 2026 | $3.32 | +20% |
| Q4 2025 | $3.36 | +40% |
| Q3 2025 | $3.48 | +74% |
| Q2 2025 | $3.05 | +74% |
| Q1 2025 | $2.77 | +94% |
| Q4 2024 | $2.40 | +88% |
BFAM has swung to a loss: it lost $2.97 per share over the past year, after a profit the year before.
AMZN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $201.9B | +12% |
| Q2 2026 | $200.6B | +20% |
| Q1 2026 | $181.5B | +17% |
| Q4 2025 | $213.4B | +14% |
| Q3 2025 | $180.2B | +13% |
| Q2 2025 | $167.7B | +13% |
| Q1 2025 | $155.7B | +8.6% |
| Q4 2024 | $187.8B | +10% |
AMZN has the edge over BFAM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | +4.2 points |
| Q2 2026 | 14% | +2.3 points |
| Q1 2026 | 13% | +1.3 points |
| Q4 2025 | 12% | +0.4 points |
| Q3 2025 | 9.7% | -1.3 points |
| Q2 2025 | 11% | +1.5 points |
| Q1 2025 | 12% | +1.1 points |
| Q4 2024 | 11% | +3.5 points |
AMZN has the edge over BFAM on profitability, with a higher operating margin.
BFAM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $841.5M | +4.8% |
| Q2 2026 | $779.2M | +6.5% |
| Q1 2026 | $712.2M | +7% |
| Q4 2025 | $733.7M | +8.8% |
| Q3 2025 | $802.8M | +12% |
| Q2 2025 | $731.6M | +9.2% |
| Q1 2025 | $665.5M | +6.9% |
| Q4 2024 | $674.1M | +9.5% |
BFAM's revenue has grown year over year for 22 quarters in a row: $841M last quarter, up 4.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -22% | -37 points |
| Q2 2026 | 10% | -1.5 points |
| Q1 2026 | 9.1% | -0.2 points |
| Q4 2025 | 6.2% | -1 points |
| Q3 2025 | 15% | +2.6 points |
| Q2 2025 | 12% | +1.4 points |
| Q1 2025 | 9.4% | +2.9 points |
| Q4 2024 | 7.2% | +2.6 points |
BFAM's operating margin was −22% last quarter, down 37 points from the same quarter a year ago, near the bottom of its range since 2019.
AMZN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$34.8B | -8202% |
| Q2 2026 | -$8.8B | -2757% |
| Q1 2026 | -$18.2B | -$10.2B |
| Q4 2025 | $14.9B | -16% |
| Q3 2025 | $430M | -87% |
| Q2 2025 | $332M | -96% |
| Q1 2025 | -$8B | -297% |
| Q4 2024 | $17.8B | -36% |
AMZN's free cash flow was −$46.9B over the past year, against $10.6B the year before.
BFAM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$25.1M | +$17.4M |
| Q2 2026 | $76.1M | -34% |
| Q1 2026 | $87.6M | +23% |
| Q4 2025 | $114.7M | +29% |
| Q3 2025 | -$42.4M | -$10.3M |
| Q2 2025 | $115.4M | +33% |
| Q1 2025 | $70.9M | -27% |
| Q4 2024 | $88.6M | +37% |
BFAM has the edge over AMZN on cash generation, producing positive trailing cash flow while its opponent burns cash.
AMZN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +26M shares |
| 1 year | +0.8% | +84M shares |
| 3 years | +3.5% | +371M shares |
| 5 years | +6.1% | +629M shares |
| Available history | +8.2% | +829M shares |
AMZN has 10.9B diluted shares, up 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $3.3B |
BFAM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -6.4% | -3.3M shares |
| 1 year | -16% | -9M shares |
| 3 years | -17% | -9.6M shares |
| 5 years | -20% | -11.9M shares |
| Available history | -18% | -10.5M shares |
BFAM has the edge over AMZN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $88M |
| Q2 2026 | $246.7M |
| Q1 2026 | $224.8M |
| Q4 2025 | $120.7M |
| Q3 2025 | $44.3M |
| Q2 2025 | $40.8M |
| Q1 2025 | $19.6M |
| Q4 2023 | — |
BFAM spent $680M buying back its own shares over the past year.
AMZN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | -0.1x | Net Cash |
| Q2 2025 | -0.0x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
AMZN has the edge over BFAM on leverage, with a lower net debt burden relative to earnings.
BFAM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 9.5x | High |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.6x | Healthy |
| Q2 2025 | 1.7x | Healthy |
| Q1 2025 | 2.2x | Moderate |
| Q4 2024 | 2.4x | Moderate |
BFAM's net debt is about 9.5 years of its operating earnings (EBITDA), up from 1.6 years a year ago.
AMZN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.1 | Neutral |
| Stochastic | 50.0 | Neutral |
AMZN's weekly RSI is 57 (neutral) and its Stochastic is 50 (neutral).
BFAM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.4 | Neutral |
| Stochastic | 7.9 | Oversold |
BFAM's weekly RSI is 30 (neutral) and its Stochastic is 8 (oversold).
AMZN PE vs Consumer Cyclical Sector
| Metric | AMZN | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 18x | 20% above |
| PE % | 4 | 47 | 43 pts below |
AMZN has the edge over BFAM on valuation relative to its sector.
BFAM PE vs Consumer Cyclical Sector
| Metric | BFAM | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 18x | 25% above |
| PE % | 6 | 47 | 41 pts below |
BFAM has no meaningful PE right now: it lost money over the past year.
AMZN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $253.6 | 5.5% above |
| 20 week MA | $254.9 | 4.9% above |
| 50 week MA | $242.5 | 10% above |
| 100 week MA | $229.6 | 17% above |
| 200 week MA | $191.4 | 40% above |
AMZN has the edge over BFAM on trend strength, trading above more of its moving averages.
BFAM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.9 | 16% below |
| 20 week MA | $68.6 | 23% below |
| 50 week MA | $76.3 | 31% below |
| 100 week MA | $96.6 | 45% below |
| 200 week MA | $98.9 | 47% below |
BFAM is in a downtrend: it's below all five of its weekly moving averages, and 47% below its 200-week average.
AMZN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $93.5 | $158.6 | +70% |
| 2021 | $158.6 | $171.1 | +7.8% |
| 2022 | $171.1 | $85.3 | -50% |
| 2023 | $85.3 | $151.9 | +78% |
| 2024 | $151.9 | $223.8 | +47% |
| 2025 | $223.8 | $232.5 | +3.9% |
| 2026 YTD | $232.5 | $267.4 | +15% |
AMZN has the edge over BFAM on returns for 2026, with the stronger performance.
BFAM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $150.9 | $165.3 | +9.6% |
| 2021 | $165.3 | $123.2 | -25% |
| 2022 | $123.2 | $59.9 | -51% |
| 2023 | $59.9 | $94.2 | +57% |
| 2024 | $94.2 | $110.5 | +17% |
| 2025 | $110.5 | $101.3 | -8.3% |
| 2026 YTD | $101.3 | $52.8 | -48% |
BFAM has finished lower in three of the last six years. It's down 48% so far in 2026.