(BR) Broadridge Financial - Ratings and Ratios
Proxy, Communications, Trading, Clearing, Compliance
Dividends
| Dividend Yield | 1.61% |
| Yield on Cost 5y | 2.76% |
| Yield CAGR 5y | 10.79% |
| Payout Consistency | 100.0% |
| Payout Ratio | 41.0% |
| Risk via 5d forecast | |
|---|---|
| Volatility | 18.7% |
| Value at Risk 5%th | 29.3% |
| Relative Tail Risk | -4.98% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.10 |
| Alpha | -10.75 |
| CAGR/Max DD | 1.22 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.258 |
| Beta | 0.582 |
| Beta Downside | 0.635 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.19% |
| Mean DD | 3.85% |
| Median DD | 2.94% |
Description: BR Broadridge Financial October 14, 2025
Broadridge Financial Solutions Inc. (NYSE: BR) delivers a suite of investor-communication and transaction-processing technologies to banks, broker-dealers, corporate issuers, fund managers and other financial-services firms worldwide. Its Investor Communication Solutions segment manages proxy material distribution, electronic voting (via ProxyEdge), regulatory filings, fund-trade processing, and omni-channel content delivery, while the Global Technology and Operations segment automates the end-to-end lifecycle of equity, fixed-income, FX and derivatives trades, including clearing, settlement, reference-data management and compliance reporting.
Key operational metrics highlight the company’s scale and efficiency: FY 2023 revenue reached roughly $5.0 billion, with an operating margin of about 30 % and a client-retention rate exceeding 95 %. In the most recent quarter (Q3 2024), non-GAAP earnings per share were $2.10, and annual recurring revenue grew 8 % year-over-year, reflecting strong demand for digital proxy and regulatory-reporting solutions.
Sector drivers that underpin Broadridge’s growth include escalating regulatory complexity (e.g., SEC’s expanded disclosure rules and ESG reporting mandates), the industry-wide shift toward electronic proxy voting, and cost-pressures on financial institutions that favor outsourced technology platforms. Macro-economic trends such as higher market volatility and increasing trading volumes also boost demand for the firm’s front-to-back automation services.
For a deeper quantitative view of Broadridge’s valuation and risk profile, you may find ValueRay’s analyst tools useful.
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 5.68% (prev 5.81%; Δ -0.13pp) (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 (3.32b) to EBITDA (1.67b) ratio: 1.99 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.32 (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 86.48% (prev 81.06%; Δ 5.42pp) >=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'' 3.37
| (A) 0.05 = (Total Current Assets 1.67b - Total Current Liabilities 1.26b) / Total Assets 8.30b |
| (B) 0.43 = Retained Earnings (Balance) 3.59b / Total Assets 8.30b |
| (C) 0.16 = EBIT TTM 1.30b / Avg Total Assets 8.16b |
| (D) 0.54 = Book Value of Equity 3.22b / Total Liabilities 5.92b |
| Total Rating: 3.37 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 81.85
| 1. Piotroski 8.50pt |
| 2. FCF Yield 4.26% |
| 3. FCF Margin 17.96% |
| 4. Debt/Equity 1.53 |
| 5. Debt/Ebitda 1.99 |
| 6. ROIC - WACC (= 9.86)% |
| 7. RoE 38.98% |
| 8. Rev. Trend 51.55% |
| 9. EPS Trend 31.48% |
What is the price of BR shares?
Over the past week, the price has changed by -0.43%, over one month by +3.29%, over three months by -8.34% and over the past year by -0.56%.
Is BR a buy, sell or hold?
- 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 | 17.1% |
| Analysts Target Price | 269.4 | 17.1% |
| ValueRay Target Price | 253.5 | 10.2% |
BR Fundamental Data Overview December 03, 2025
P/E Trailing = 28.9706
P/E Forward = 24.57
P/S = 3.748
P/B = 10.1034
P/EG = 1.8478
Beta = 0.997
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 = 38.0m USD (from shortTermDebt, last quarter)
Debt = 3.64b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.32b USD (from netDebt column, last quarter)
Enterprise Value = 29.77b USD (26.44b + Debt 3.64b - CCE 317.2m)
Interest Coverage Ratio = 10.44 (Ebit TTM 1.30b / Interest Expense TTM 124.1m)
FCF Yield = 4.26% (FCF TTM 1.27b / Enterprise Value 29.77b)
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 = 3.59 (Enterprise Value 29.77b / Total Assets 8.30b)
Interest Expense / Debt = 0.66% (Interest Expense 24.2m / Debt 3.64b)
Taxrate = 22.38% (47.7m / 213.1m)
NOPAT = 1.01b (EBIT 1.30b * (1 - 22.38%))
Current Ratio = 1.32 (Total Current Assets 1.67b / Total Current Liabilities 1.26b)
Debt / Equity = 1.53 (Debt 3.64b / totalStockholderEquity, last quarter 2.38b)
Debt / EBITDA = 1.99 (Net Debt 3.32b / EBITDA 1.67b)
Debt / FCF = 2.62 (Net Debt 3.32b / FCF TTM 1.27b)
Total Stockholder Equity = 2.37b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.15% (Net Income 925.1m / Total Assets 8.30b)
RoE = 38.98% (Net Income TTM 925.1m / Total Stockholder Equity 2.37b)
RoCE = 25.13% (EBIT 1.30b / Capital Employed (Equity 2.37b + L.T.Debt 2.78b))
RoIC = 17.10% (NOPAT 1.01b / Invested Capital 5.88b)
WACC = 7.23% (E(26.44b)/V(30.09b) * Re(8.16%) + D(3.64b)/V(30.09b) * Rd(0.66%) * (1-Tc(0.22)))
Discount Rate = 8.16% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.46%
[DCF Debug] Terminal Value 81.07% ; FCFE base≈1.11b ; Y1≈1.38b ; Y5≈2.35b
Fair Price DCF = 334.4 (DCF Value 39.03b / Shares Outstanding 116.7m; 5y FCF grow 25.0% → 3.0% )
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=-0.025 | Revisions Net=-4 | Analysts=8
EPS current Year (2026-06-30): EPS=9.45 | Chg30d=+0.092 | Revisions Net=+8 | Growth EPS=+10.5% | Growth Revenue=+5.5%
EPS next Year (2027-06-30): EPS=10.27 | Chg30d=+0.037 | Revisions Net=+3 | Growth EPS=+8.7% | Growth Revenue=+4.9%
Additional Sources for BR Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle