(BR) Broadridge Financial - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US11133T1034
BR: Investor, Communications, Proxy, Securities, Processing
Broadridge Financial Solutions, Inc. (NYSE:BR) is a leading provider of investor communications and technology-driven solutions for the financial services industry. The company specializes in streamlining processes for banks, broker-dealers, corporate issuers, and mutual funds through its Investor Communication Solutions segment. This segment manages proxy materials distribution, voting processes, regulatory reports, prospectuses, and tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting platform, along with data-driven content management and omni-channel distribution solutions. Additionally, Broadridge provides mutual fund trade processing, SEC filing services, stock transfer and record-keeping, and customer communications solutions through its Broadridge Communications Cloud platform.
The companys Global Technology and Operations segment delivers end-to-end automation solutions for the transaction lifecycle of equity, mutual funds, fixed income, foreign exchange, and exchange-traded derivatives. This includes order capture, trade confirmation, margin management, cash management, clearing, settlement, reference data management, reconciliations, securities financing, and collateral management. Broadridge also offers business process outsourcing, portfolio management, compliance, fee billing, and operational support solutions. Its capital markets and wealth management solutions cater to the evolving needs of financial institutions. Founded in 1962 and headquartered in Lake Success, New York, Broadridge is a key player in the data processing and outsourced services sector.
3-Month Forecast: Based on the provided data, BR is currently trading at $228.08, below its 20-day and 50-day SMAs of $234.35 and $235.26, respectively, but above its 200-day SMA of $222.10. This indicates potential near-term weakness but underlying long-term strength. The average true range (ATR) of 6.80 suggests moderate volatility. With a forward P/E of 25.00 and a high RoE of 34.07%, the stock may attract investors seeking growth at a reasonable valuation. However, the current P/S ratio of 4.13 and P/B of 12.39 indicate premium pricing. Expect BR to test resistance near $234.35 in the short term, with downside support at $222.10.
Additional Sources for BR Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BR Stock Overview
Market Cap in USD | 27,297m |
Sector | Technology |
Industry | Information Technology Services |
GiC Sub-Industry | Data Processing & Outsourced Services |
IPO / Inception | 2007-04-02 |
BR Stock Ratings
Growth Rating | 81.5 |
Fundamental | 60.9 |
Dividend Rating | 64.5 |
Rel. Strength | 17.6 |
Analysts | 3.33/5 |
Fair Price Momentum | 251.51 USD |
Fair Price DCF | 206.48 USD |
BR Dividends
Dividend Yield 12m | 1.51% |
Yield on Cost 5y | 3.14% |
Annual Growth 5y | 8.54% |
Payout Consistency | 100.0% |
BR Growth Ratios
Growth Correlation 3m | -26.9% |
Growth Correlation 12m | 91.7% |
Growth Correlation 5y | 82.1% |
CAGR 5y | 16.56% |
CAGR/Max DD 5y | 0.61 |
Sharpe Ratio 12m | 1.59 |
Alpha | 18.02 |
Beta | 0.571 |
Volatility | 34.02% |
Current Volume | 570.8k |
Average Volume 20d | 552.3k |
As of May 09, 2025, the stock is trading at USD 236.00 with a total of 570,830 shares traded.
Over the past week, the price has changed by +3.50%, over one month by +8.65%, over three months by -2.23% and over the past year by +25.90%.
Yes, based on ValueRay Fundamental Analyses, Broadridge Financial (NYSE:BR) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 60.86 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BR as of May 2025 is 251.51. This means that BR is currently overvalued and has a potential downside of 6.57%.
Broadridge Financial has received a consensus analysts rating of 3.33. Therefor, it is recommend to hold BR.
- Strong Buy: 0
- Buy: 3
- Hold: 6
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, BR Broadridge Financial will be worth about 276.5 in May 2026. The stock is currently trading at 236.00. This means that the stock has a potential upside of +17.17%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 244 | 3.4% |
Analysts Target Price | 244 | 3.4% |
ValueRay Target Price | 276.5 | 17.2% |