(BR) Broadridge Financial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US11133T1034

Proxy, Communications, Trade Processing, Compliance, Outsourcing

Data Processing & Outsourced Services
Market Cap in USD: 25,618m

IPO / Inception: 2007-04-02
12m vs SPY: -16.4%

EPS (Earnings per Share)

EPS CAGR: 17.68%
EPS Trend: 31.5%

Last SUE: 4.00
Qual. Beats: 2

Revenue

Rev. CAGR: 6.40%
Rev. Trend: 51.5%

Last SUE: 1.25
Qual. Beats: 1

Dividends

Dividend Yield	1.56%
Yield on Cost 5y	2.60%
Yield CAGR 5y	11.16%
Payout Consistency	100.0%
Payout Ratio	41.0%

Risk via 5d forecast
Volatility	18.6%
Value at Risk 5%th	29.1%
Relative Tail Risk	-4.89%

Reward TTM
Sharpe Ratio	-0.13
Alpha	-12.59
CAGR/Max DD	0.98

Character TTM
Hurst Exponent	0.349
Beta	0.576
Beta Downside	0.600

Drawdowns 3y
Max DD	18.19%
Mean DD	4.19%
Median DD	3.20%

Description: BR Broadridge Financial December 17, 2025

Broadridge Financial Solutions (NYSE:BR) delivers investor communications and technology-driven workflow automation to banks, broker-dealers, corporate issuers, and fund managers worldwide, operating through two primary segments: Investor Communication Solutions and Global Technology & Operations.

The Investor Communication Solutions segment manages proxy material distribution, electronic voting (via ProxyEdge), regulatory filings, and omni-channel content delivery, while also providing mutual fund and ETF trade processing, data-analytics, and registrar services. In FY 2023 the segment generated roughly $2.8 billion in revenue, reflecting a 7% year-over-year increase driven by heightened demand for digital proxy voting and SEC filing automation.

The Global Technology & Operations segment automates the front-to-back lifecycle of equities, fixed income, FX, and derivatives, offering services such as trade confirmation, margin and cash management, reference-data reconciliation, and compliance reporting. This segment posted about $1.9 billion in FY 2023 revenue, with operating margins expanding to 31% as clients adopt end-to-end cloud solutions to reduce operational costs.

Key industry drivers include rising regulatory complexity (e.g., ESG disclosure requirements), accelerated fintech adoption, and the shift toward cloud-based, real-time processing-trends that position Broadridge to capture incremental market share. For a deeper dive into the valuation nuances, you might explore ValueRay’s detailed model.

Piotroski VR‑10 (Strict, 0-10) 8.5

Net Income (925.1m TTM) > 0 and > 6% of Revenue (6% = 423.3m TTM)

FCFTA 0.15 (>2.0%) and ΔFCFTA 4.21pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -1.63% (prev 5.81%; Δ -7.44pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.16 (>3.0%) and CFO 1.34b > Net Income 925.1m (YES >=105%, WARN >=100%)

Net Debt (3.19b) to EBITDA (1.67b) ratio: 1.91 <= 3.0 (WARN <= 3.5)

Current Ratio 0.93 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (118.0m) change vs 12m ago -0.08% (target <= -2.0% for YES)

Gross Margin 31.34% (prev 29.64%; Δ 1.71pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 86.47% (prev 81.06%; Δ 5.41pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 10.44 (EBITDA TTM 1.67b / Interest Expense TTM 124.1m) >= 6 (WARN >= 3)

Altman Z'' 3.20

(A) -0.01 = (Total Current Assets 1.46b - Total Current Liabilities 1.57b) / Total Assets 8.30b

(B) 0.47 = Retained Earnings (Balance) 3.93b / Total Assets 8.30b

(D) 0.65 = Book Value of Equity 3.69b / Total Liabilities 5.67b

Total Rating: 3.20 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 82.45

1. Piotroski 8.50pt

2. FCF Yield 4.40%

3. FCF Margin 17.96%

4. Debt/Equity 1.32

5. Debt/Ebitda 1.91

6. ROIC - WACC (= 9.95)%

7. RoE 37.96%

8. Rev. Trend 51.55%

9. EPS Trend 31.48%

What is the price of BR shares?

As of January 12, 2026, the stock is trading at USD 223.36 with a total of 622,620 shares traded.
Over the past week, the price has changed by +0.24%, over one month by -3.11%, over three months by -3.60% and over the past year by +0.93%.

Is BR a buy, sell or hold?

Broadridge Financial has received a consensus analysts rating of 3.50. Therefor, it is recommend to hold BR.

Strong Buy: 0
Buy: 5
Hold: 5
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the BR price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	269.4	20.6%
Analysts Target Price	269.4	20.6%
ValueRay Target Price	253.7	13.6%

BR Fundamental Data Overview January 09, 2026

P/E Trailing = 28.1012
P/E Forward = 23.8663
P/S = 3.6309
P/B = 9.8203
P/EG = 1.7961
Beta = 0.994
Revenue TTM = 7.06b USD
EBIT TTM = 1.30b USD
EBITDA TTM = 1.67b USD
Long Term Debt = 2.78b USD (from longTermDebt, last quarter)
Short Term Debt = 537.6m USD (from shortTermDebt, last quarter)
Debt = 3.48b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.19b USD (from netDebt column, last quarter)
Enterprise Value = 28.81b USD (25.62b + Debt 3.48b - CCE 290.7m)
Interest Coverage Ratio = 10.44 (Ebit TTM 1.30b / Interest Expense TTM 124.1m)
EV/FCF = 22.73x (Enterprise Value 28.81b / FCF TTM 1.27b)
FCF Yield = 4.40% (FCF TTM 1.27b / Enterprise Value 28.81b)
FCF Margin = 17.96% (FCF TTM 1.27b / Revenue TTM 7.06b)
Net Margin = 13.11% (Net Income TTM 925.1m / Revenue TTM 7.06b)
Gross Margin = 31.34% ((Revenue TTM 7.06b - Cost of Revenue TTM 4.84b) / Revenue TTM)
Gross Margin QoQ = 26.59% (prev 37.27%)
Tobins Q-Ratio = 3.47 (Enterprise Value 28.81b / Total Assets 8.30b)
Interest Expense / Debt = 0.70% (Interest Expense 24.2m / Debt 3.48b)
Taxrate = 22.38% (47.7m / 213.1m)
NOPAT = 1.01b (EBIT 1.30b * (1 - 22.38%))
Current Ratio = 0.93 (Total Current Assets 1.46b / Total Current Liabilities 1.57b)
Debt / Equity = 1.32 (Debt 3.48b / totalStockholderEquity, last quarter 2.64b)
Debt / EBITDA = 1.91 (Net Debt 3.19b / EBITDA 1.67b)
Debt / FCF = 2.52 (Net Debt 3.19b / FCF TTM 1.27b)
Total Stockholder Equity = 2.44b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.34% (Net Income 925.1m / Total Assets 8.30b)
RoE = 37.96% (Net Income TTM 925.1m / Total Stockholder Equity 2.44b)
RoCE = 24.82% (EBIT 1.30b / Capital Employed (Equity 2.44b + L.T.Debt 2.78b))
RoIC = 17.10% (NOPAT 1.01b / Invested Capital 5.88b)
WACC = 7.14% (E(25.62b)/V(29.10b) * Re(8.04%) + D(3.48b)/V(29.10b) * Rd(0.70%) * (1-Tc(0.22)))
Discount Rate = 8.04% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.46%
[DCF Debug] Terminal Value 84.10% ; FCFF base≈1.11b ; Y1≈1.38b ; Y5≈2.34b
Fair Price DCF = 382.4 (EV 47.83b - Net Debt 3.19b = Equity 44.64b / Shares 116.7m; r=7.14% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 31.48 | EPS CAGR: 17.68% | SUE: 4.0 | # QB: 2
Revenue Correlation: 51.55 | Revenue CAGR: 6.40% | SUE: 1.25 | # QB: 1
EPS next Quarter (2026-03-31): EPS=2.71 | Chg30d=-0.001 | Revisions Net=-4 | Analysts=8
EPS current Year (2026-06-30): EPS=9.45 | Chg30d=-0.001 | Revisions Net=+8 | Growth EPS=+10.5% | Growth Revenue=+5.5%
EPS next Year (2027-06-30): EPS=10.27 | Chg30d=-0.003 | Revisions Net=+3 | Growth EPS=+8.6% | Growth Revenue=+4.9%

Additional Sources for BR Stock

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