Overview Dividends

(BR) Broadridge Financial - Ratings and Ratios

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

Proxy, Communications, Trading, Clearing, Compliance

BR EPS (Earnings per Share)

EPS Growth (3Y CAGR): 68.90%
EPS Trend (3Y Correlation): 48.1%

BR Revenue

Revenue Growth (3Y CAGR): 18.89%
Revenue Trend (3Y Correlation): 62.0%

Description: BR Broadridge Financial

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.

BR Stock Overview

Market Cap in USD	26,423m
Sub-Industry	Data Processing & Outsourced Services
IPO / Inception	2007-04-02

BR Stock Ratings

Growth Rating	80.4%
Fundamental	80.5%
Dividend Rating	65.0%
Return 12m vs S&P 500	-7.75%
Analyst Rating	3.50 of 5

BR Dividends

Dividend Yield 12m	1.58%
Yield on Cost 5y	2.77%
Annual Growth 5y	10.79%
Payout Consistency	100.0%
Payout Ratio	42.3%

BR Growth Ratios

Growth Correlation 3m	-72.8%
Growth Correlation 12m	72.7%
Growth Correlation 5y	82.1%
CAGR 5y	19.75%
CAGR/Max DD 3y (Calmar Ratio)	1.33
CAGR/Mean DD 3y (Pain Ratio)	5.64
Sharpe Ratio 12m	0.33
Alpha	-10.82
Beta	0.952
Volatility	21.79%
Current Volume	519.9k
Average Volume 20d	579.1k
Stop Loss	222.1 (-3%)
Signal	-0.03

Piotroski VR‑10 (Strict, 0-10) 8.5

Net Income (839.5m TTM) > 0 and > 6% of Revenue (6% = 413.4m TTM)

FCFTA 0.13 (>2.0%) and ΔFCFTA 1.51pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -0.64% (prev 1.83%; Δ -2.47pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.14 (>3.0%) and CFO 1.17b > Net Income 839.5m (YES >=105%, WARN >=100%)

Net Debt (2.90b) to EBITDA (1.57b) ratio: 1.85 <= 3.0 (WARN <= 3.5)

Current Ratio 0.98 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (118.3m) change vs 12m ago -0.34% (target <= -2.0% for YES)

Gross Margin 31.02% (prev 29.72%; Δ 1.29pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 82.08% (prev 78.94%; Δ 3.13pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 8.80 (EBITDA TTM 1.57b / Interest Expense TTM 135.8m) >= 6 (WARN >= 3)

Altman Z'' 3.04

(A) -0.01 = (Total Current Assets 1.82b - Total Current Liabilities 1.86b) / Total Assets 8.54b

(B) 0.45 = Retained Earnings (Balance) 3.86b / Total Assets 8.54b

(D) 0.61 = Book Value of Equity 3.59b / Total Liabilities 5.89b

Total Rating: 3.04 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 80.51

1. Piotroski 8.50pt = 3.50

2. FCF Yield 3.77% = 1.89

3. FCF Margin 16.06% = 4.02

4. Debt/Equity 1.30 = 1.71

5. Debt/Ebitda 1.85 = 0.30

6. ROIC - WACC (= 7.64)% = 9.55

7. RoE 35.45% = 2.50

8. Rev. Trend 61.99% = 4.65

9. EPS Trend 48.06% = 2.40

What is the price of BR shares?

As of October 18, 2025, the stock is trading at USD 228.99 with a total of 519,948 shares traded.
Over the past week, the price has changed by -1.66%, over one month by -6.58%, over three months by -3.08% and over the past year by +6.53%.

Is Broadridge Financial a good stock to buy?

Yes, based on ValueRay´s Fundamental Analyses, Broadridge Financial (NYSE:BR) is currently (October 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 80.51 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BR is around 230.66 USD . This means that BR is currently overvalued and has a potential downside of 0.73%.

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	279.1	21.9%
Analysts Target Price	279.1	21.9%
ValueRay Target Price	257.4	12.4%

Last update: 2025-10-18 03:46

BR Fundamental Data Overview

Market Cap USD = 26.42b (26.42b USD * 1.0 USD.USD)
P/E Trailing = 31.8397
P/E Forward = 24.9377
P/S = 3.8355
P/B = 10.2728
P/EG = 1.8734
Beta = 0.952
Revenue TTM = 6.89b USD
EBIT TTM = 1.19b USD
EBITDA TTM = 1.57b USD
Long Term Debt = 2.75b USD (from longTermDebt, last quarter)
Short Term Debt = 536.5m USD (from shortTermDebt, last quarter)
Debt = 3.46b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.90b USD (from netDebt column, last quarter)
Enterprise Value = 29.32b USD (26.42b + Debt 3.46b - CCE 561.5m)
Interest Coverage Ratio = 8.80 (Ebit TTM 1.19b / Interest Expense TTM 135.8m)
FCF Yield = 3.77% (FCF TTM 1.11b / Enterprise Value 29.32b)
FCF Margin = 16.06% (FCF TTM 1.11b / Revenue TTM 6.89b)
Net Margin = 12.19% (Net Income TTM 839.5m / Revenue TTM 6.89b)
Gross Margin = 31.02% ((Revenue TTM 6.89b - Cost of Revenue TTM 4.75b) / Revenue TTM)
Gross Margin QoQ = 37.27% (prev 31.78%)
Tobins Q-Ratio = 3.43 (Enterprise Value 29.32b / Total Assets 8.54b)
Interest Expense / Debt = 0.86% (Interest Expense 29.8m / Debt 3.46b)
Taxrate = 20.64% (97.3m / 471.5m)
NOPAT = 947.9m (EBIT 1.19b * (1 - 20.64%))
Current Ratio = 0.98 (Total Current Assets 1.82b / Total Current Liabilities 1.86b)
Debt / Equity = 1.30 (Debt 3.46b / totalStockholderEquity, last quarter 2.66b)
Debt / EBITDA = 1.85 (Net Debt 2.90b / EBITDA 1.57b)
Debt / FCF = 2.62 (Net Debt 2.90b / FCF TTM 1.11b)
Total Stockholder Equity = 2.37b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.82% (Net Income 839.5m / Total Assets 8.54b)
RoE = 35.45% (Net Income TTM 839.5m / Total Stockholder Equity 2.37b)
RoCE = 23.32% (EBIT 1.19b / Capital Employed (Equity 2.37b + L.T.Debt 2.75b))
RoIC = 16.20% (NOPAT 947.9m / Invested Capital 5.85b)
WACC = 8.57% (E(26.42b)/V(29.88b) * Re(9.60%) + D(3.46b)/V(29.88b) * Rd(0.86%) * (1-Tc(0.21)))
Discount Rate = 9.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -81.65 | Cagr: -0.34%
[DCF Debug] Terminal Value 76.16% ; FCFE base≈1.04b ; Y1≈1.25b ; Y5≈2.02b
Fair Price DCF = 224.8 (DCF Value 26.24b / Shares Outstanding 116.7m; 5y FCF grow 21.83% → 3.0% )
EPS Correlation: 48.06 | EPS CAGR: 68.90% | SUE: 1.07 | # QB: 1
Revenue Correlation: 61.99 | Revenue CAGR: 18.89% | SUE: -0.08 | # QB: 0

Additional Sources for BR Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle