BR Stock Analysis: Broadridge Financial | NYSE
Information Technology Services | NYSE, USA | Market Cap: 16.744m USD | 12M Return: -37% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 211M
EPS Trend: 98.6%
Qual. Beats: 4
Rev. Trend: 99.4%
Qual. Beats: 0
Warnings
Tailwinds
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Broadridge Financial Solutions (NYSE: BR) is a U.S.-headquartered provider of investor communications and technology-driven services to the financial services industry, operating through two main segments: Investor Communication Solutions and Global Technology and Operations. The Investor Communication Solutions segment handles proxy materials distribution and voting for broker-dealers, corporate issuers, and fund clients, and offers fund trade processing, SEC filing support, transfer agency, and omni-channel customer communications. The Global Technology and Operations segment provides front-to-back transaction lifecycle automation across asset classes (equities, mutual funds, fixed income, FX, and exchange-traded derivatives), covering order capture, clearing, settlement, reconciliation, collateral management, and custody-related services, along with business process outsourcing and wealth and investment management technology.
The company was founded in 1962, is headquartered in Lake Success, New York, and IPOd in 2007. Classified under the GICS sub-industry of Data Processing & Outsourced Services, Broadridge operates a business model that combines recurring technology and outsourcing fees with transaction- and event-driven revenue (such as proxy events, trade processing volumes, and corporate actions), much of which is tied to long-standing relationships with broker-dealers, asset managers, and issuers.
- ETF and mutual fund trade processing volumes expand with market activity
- Proxy season and regulatory filings drive recurring ICS segment revenue
- Acquisitions and capital deployment sustain double-digit adjusted EPS growth
| Net Income: 1.10b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.15 > 0.02 and ΔFCF/TA 1.06 > 1.0 |
| NWC/Revenue: -1.49% < 20% (prev 5.82%; Δ -7.31% < -1%) |
| CFO/TA 0.16 > 3% & CFO 1.37b > Net Income 1.10b |
| Net Debt (3.28b) to EBITDA (1.98b): 1.66 < 3 |
| Current Ratio: 0.94 > 1.5 & < 3 |
| Outstanding Shares: last quarter (117.0m) vs 12m ago -1.27% < -2% |
| Gross Margin: 31.31% > 18% (prev 30.41%; Δ 0.90% > 0.5%) |
| Asset Turnover: 86.10% > 50% (prev 82.23%; Δ 3.86% > 0%) |
| Interest Coverage Ratio: 13.33 > 6 (EBIT TTM 1.50b / Interest Expense TTM 112.7m) |
| A: -0.01 (Total Current Assets 1.80b - Total Current Liabilities 1.91b) / Total Assets 8.78b |
| B: 0.49 (Retained Earnings 4.27b / Total Assets 8.78b) |
| C: 0.18 (EBIT TTM 1.50b / Avg Total Assets 8.50b) |
| D: 0.47 (Book Value of Equity 2.82b / Total Liabilities 5.96b) |
| Altman-Z'' = 3.19 = A |
| DSRI: 1.17 (Receivables 1.32b/1.04b, Revenue 7.32b/6.77b) |
| GMI: 0.97 (GM 30.41% / 31.31%) |
| AQI: 1.00 (AQ_t 0.78 / AQ_t-1 0.78) |
| SGI: 1.08 (Revenue 7.32b / 6.77b) |
| TATA: -0.03 (NI 1.10b - CFO 1.37b) / TA 8.78b) |
| Beneish M = -2.85 (Cap -4..+1) = A |
As of July 10, 2026, the stock is trading at USD 147.32 with a total of 926,791 shares traded. Over the past week, the price has changed by +4.53%, over one month by -1.15%, over three months by -4.18% and over the past year by -37.03%.
Current recommended Stop Loss: 141.10 (which is 4.2% or 1.3 ATR below the current price).
Broadridge Financial has received a consensus analysts rating of 3.50. Therefore, it is recommended to hold BR.
- StrongBuy: 0
- Buy: 5
- Hold: 5
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 206.5 | 40.2% |
P/E Trailing = 15.4669
P/E Forward = 13.7552
P/S = 2.2867
P/B = 5.9064
P/EG = 0.9891
Revenue TTM = 7.32b USD
EBIT TTM = 1.50b USD
EBITDA TTM = 1.98b USD
Long Term Debt = 2.73b USD (from longTermDebt, last quarter)
Short Term Debt = 538.7m USD (from shortTermDebt, last quarter)
Debt = 3.59b USD (from shortLongTermDebtTotal, last quarter) + Leases 180.3m
Net Debt = 3.28b USD (calculated: Debt 3.59b - CCE 304.8m)
Enterprise Value = 20.0b USD (16.7b + Debt 3.59b - CCE 304.8m)
Interest Coverage Ratio = 13.33 (Ebit TTM 1.50b / Interest Expense TTM 112.7m)
EV/FCF = 15.45x (Enterprise Value 20.0b / FCF TTM 1.30b)
FCF Yield = 6.47% (FCF TTM 1.30b / Enterprise Value 20.0b)
FCF Margin = 17.70% (FCF TTM 1.30b / Revenue TTM 7.32b)
Net Margin = 15.03% (Net Income TTM 1.10b / Revenue TTM 7.32b)
Gross Margin = 31.31% ((Revenue TTM 7.32b - Cost of Revenue TTM 5.03b) / Revenue TTM)
Gross Margin QoQ = 32.09% (prev 27.63%)
Tobins Q-Ratio = 2.28 (Enterprise Value 20.0b / Total Assets 8.78b)
Interest Expense / Debt = 3.14% (Interest Expense 112.7m / Debt 3.59b)
Taxrate = 21.14% (295.0m / 1.40b)
NOPAT = 1.18b (EBIT 1.50b * (1 - 21.14%))
Current Ratio = 0.94 (Total Current Assets 1.80b / Total Current Liabilities 1.91b)
Debt / Equity = 1.27 (Debt 3.59b / totalStockholderEquity, last quarter 2.82b)
Debt / EBITDA = 1.66 (Net Debt 3.28b / EBITDA 1.98b)
Debt / FCF = 2.53 (Net Debt 3.28b / FCF TTM 1.30b)
Total Stockholder Equity = 2.75b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.94% (Net Income 1.10b / Total Assets 8.78b)
RoE = 40.06% (Net Income TTM 1.10b / Total Stockholder Equity 2.75b)
RoCE = 27.44% (EBIT 1.50b / Capital Employed (Equity 2.75b + L.T.Debt 2.73b))
RoIC = 16.67% (NOPAT 1.18b / Invested Capital 7.11b)
WACC = 6.17% (E(16.7b)/V(20.3b) * Re(6.96%) + D(3.59b)/V(20.3b) * Rd(3.14%) * (1-Tc(0.21)))
Discount Rate = 6.96% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -76.41 | Cagr: -0.79%
[DCF] Terminal Value 77.96% ; FCFF base≈1.23b ; Y1≈1.41b ; Y5≈2.07b
[DCF] Fair Price = 240.9 (EV 31.1b - Net Debt 3.28b = Equity 27.9b / Shares 115.7m; r=8.35% [WACC [floored]]; 5y FCF grow 14.93% → 2.50% )
EPS Correlation: 98.62 | EPS CAGR: 11.54% | SUE: 1.17 | # QB: 4
Revenue Correlation: 99.41 | Revenue CAGR: 6.75% | SUE: 0.84 | # QB: 0
EPS current Quarter (2026-09-30): EPS=1.52 | Chg30d=+0.00% | Revisions=+44% | Analysts=7
EPS current Year (2026-06-30): EPS=9.54 | Chg30d=+0.00% | Revisions=+55% | GrowthEPS=+11.6% | GrowthRev=+7.8%
EPS next Year (2027-06-30): EPS=10.41 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+9.1% | GrowthRev=+4.6%
[Analyst] Revisions Ratio: +50% (up=18, down=5)