BR Stock Analysis: Broadridge Financial | NYSE

Proxy Voting, Securities Processing, Data Analytics, Wealth Management

Total Rating 56

Safety 71

Buy Signal -0.73

Information Technology Services
Industry Rotation: -9.2

Market Cap: 17.7B
Avg Turnover: 147M

Risk 3d forecast

Volatility22.6%

VaR 5^th Pctl3.92%

VaR vs Median4.99%

Reward TTM

Sharpe Ratio-1.27

Rel. Str. IBD23.1

Rel. Str. Peer Group56.8

Character TTM

Beta0.208

Beta Downside0.489

Hurst Exponent0.543

Drawdowns 3y

Max DD48.21%

CAGR/Max DD-0.05

CAGR/Mean DD-0.20

EPS (Earnings per Share)

EPS CAGR: 11.75%
EPS Trend: 98.7%

Last SUE: 0.73
Qual. Beats: 0

Revenue

Rev. CAGR: 6.90%
Rev. Trend: 99.3%

Last SUE: 1.02
Qual. Beats: 1

Warnings

Below Avwap Earnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan -1.8% 18

Feb -1.4% 11

Mar +3.2% 21

Apr -1.1% 24

May +3.5% 49

Jun -1.3% 33

Jul +1.2% 40

Aug +2.2% 32

Sep -4.5% 54

Oct -1.4% 14

Nov +0.5% 2

Dec -1.5% 16

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.

Description: BR Broadridge Financial

Broadridge Financial Solutions (NYSE: BR) is a U.S.-based provider of investor communications and technology solutions for the financial services industry, operating in both domestic and international markets. The company is organized into two main segments: Investor Communication Solutions, which manages proxy distribution, voting processes, regulatory communications, and shareholder meeting services for banks, broker-dealers, corporate issuers, and fund clients (including platforms like ProxyEdge); and Global Technology and Operations, which provides trade processing, clearing, settlement, and middle- and back-office automation across equities, fixed income, mutual funds, derivatives, and FX, as well as business process outsourcing and portfolio management technology.

Founded in 1962 and headquartered in Lake Success, New York, Broadridge went public in 2007 and is classified within the GICS Industrials sector under Data Processing & Outsourced Services. Its business model is built on long-term, recurring service contracts with financial intermediaries and asset managers, positioning it as a critical infrastructure provider in the post-trade and shareholder communications value chain.

Headlines to Watch Out For

ETF and mutual fund asset growth drives recurring trade processing revenue
GTO margins expand as post-trade volumes scale with market activity
Capital allocation supports buybacks and tuck-in acquisitions

Piotroski VR-10 (Strict) 8.5

Net Income: 1.12b TTM > 0 and > 6% of Revenue
FCF/TA: 0.15 > 0.02 and ΔFCF/TA 1.72 > 1.0
NWC/Revenue: 4.46% < 20% (prev -0.64%; Δ 5.10% < -1%)
CFO/TA 0.15 > 3% & CFO 1.38b > Net Income 1.12b
Net Debt (3.38b) to EBITDA (1.89b): 1.78 < 3
Current Ratio: 1.24 > 1.5 & < 3
Outstanding Shares: last quarter (115.6m) vs 12m ago -2.28% < -2%
Gross Margin: 31.80% > 18% (prev 31.02%; Δ 0.78% > 0.5%)
Asset Turnover: 85.52% > 50% (prev 80.62%; Δ 4.90% > 0%)
Interest Coverage Ratio: 14.13 > 6 (EBIT TTM 1.55b / Interest Expense TTM 109.8m)

Altman Z'' 3.58

A: 0.04 (Total Current Assets 1.75b - Total Current Liabilities 1.41b) / Total Assets 8.95b
B: 0.51 (Retained Earnings 4.55b / Total Assets 8.95b)
C: 0.18 (EBIT TTM 1.55b / Avg Total Assets 8.75b)
D: 0.47 (Book Value of Equity 2.84b / Total Liabilities 6.10b)
Altman-Z'' = 3.58 = A

Beneish M -3.01

DSRI: 0.97 (Receivables 1.13b/1.08b, Revenue 7.48b/6.89b)
GMI: 0.98 (GM 31.02% / 31.80%)
AQI: 1.02 (AQ_t 0.76 / AQ_t-1 0.75)
SGI: 1.09 (Revenue 7.48b / 6.89b)
TATA: -0.03 (NI 1.12b - CFO 1.38b) / TA 8.95b)
Beneish M = -3.01 (Cap -4..+1) = AA

What is the price of BR shares?

As of October 08, 2026, the stock is trading at USD 160.13 with a total of 800,676 shares traded. Over the past week, the price has changed by -0.60%, over one month by -5.03%, over three months by +8.42% and over the past year by -30.86%.

Current recommended Stop Loss: 149.60 (which is 6.6% or 2.7 ATR below the current price).

Is BR a buy, sell or hold?

Broadridge Financial has received a consensus analysts rating of 3.67. Therefore, it is recommended to hold BR.

StrongBuy: 1
Buy: 4
Hold: 4
Sell: 0
StrongSell: 0

What are the forecasts/targets for the BR price?

Analysts Target Price	213.4	33.3%

Broadridge Financial (BR) - Fundamental Data Overview as of 05 October 2026

Market Cap USD = 17.7b (17.7b USD * 1.0 USD.USD)
P/E Trailing = 16.3469
P/E Forward = 15.456
P/S = 2.3697
P/B = 6.5609
P/EG = 1.7766
Revenue TTM = 7.48b USD
EBIT TTM = 1.55b USD
EBITDA TTM = 1.89b USD
Long Term Debt = 3.25b USD (from longTermDebt, last quarter)
Short Term Debt = 38.9m USD (from shortTermDebt, last quarter)
Debt = 3.78b USD (from shortLongTermDebtTotal, last quarter) + Leases 263.0m
Net Debt = 3.38b USD (calculated: Debt 3.78b - CCE 402.9m)
Enterprise Value = 21.1b USD (17.7b + Debt 3.78b - CCE 402.9m)
Interest Coverage Ratio = 14.13 (Ebit TTM 1.55b / Interest Expense TTM 109.8m)
EV/FCF = 16.08x (Enterprise Value 21.1b / FCF TTM 1.31b)
FCF Yield = 6.22% (FCF TTM 1.31b / Enterprise Value 21.1b)
FCF Margin = 17.54% (FCF TTM 1.31b / Revenue TTM 7.48b)
Net Margin = 15.03% (Net Income TTM 1.12b / Revenue TTM 7.48b)
Gross Margin = 31.80% ((Revenue TTM 7.48b - Cost of Revenue TTM 5.10b) / Revenue TTM)
Gross Margin QoQ = 38.48% (prev 32.09%)
Tobins Q-Ratio = 2.36 (Enterprise Value 21.1b / Total Assets 8.95b)
Interest Expense / Debt = 2.90% (Interest Expense 109.8m / Debt 3.78b)
Taxrate = 22.24% (321.6m / 1.45b)
NOPAT = 1.21b (EBIT 1.55b * (1 - 22.24%))
Current Ratio = 1.24 (Total Current Assets 1.75b / Total Current Liabilities 1.41b)
Debt / Equity = 1.33 (Debt 3.78b / totalStockholderEquity, last quarter 2.84b)
Debt / EBITDA = 1.78 (Net Debt 3.38b / EBITDA 1.89b)
Debt / FCF = 2.57 (Net Debt 3.38b / FCF TTM 1.31b)
Total Stockholder Equity = 2.79b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.86% (Net Income 1.12b / Total Assets 8.95b)
RoE = 40.25% (Net Income TTM 1.12b / Total Stockholder Equity 2.79b)
RoCE = 25.66% (EBIT 1.55b / Capital Employed (Equity 2.79b + L.T.Debt 3.25b))
RoIC = 16.77% (NOPAT 1.21b / Invested Capital 7.20b)
WACC = 5.93% (E(17.7b)/V(21.5b) * Re(6.71%) + D(3.78b)/V(21.5b) * Rd(2.90%) * (1-Tc(0.22)))
Discount Rate = 6.71% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -86.85 | Cagr: -1.43%
[DCF] Terminal Value 77.97% ; FCFF base≈1.23b ; Y1≈1.41b ; Y5≈2.08b
[DCF] Fair Price = 246.7 (EV 31.2b - Net Debt 3.38b = Equity 27.8b / Shares 112.9m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 98.72 | EPS CAGR: 11.75% | SUE: 0.73 | # QB: 0
Revenue Correlation: 99.32 | Revenue CAGR: 6.90% | SUE: 1.02 | # QB: 1
EPS current Quarter (2026-09-30): EPS=1.37 | Chg30d=+0.00% | Revisions=-67% | Analysts=8
EPS next Quarter (2026-12-31): EPS=1.78 | Chg30d=+0.00% | Revisions=+22% | Analysts=8
EPS current Year (2027-06-30): EPS=10.55 | Chg30d=+0.00% | Revisions=+18% | GrowthEPS=+9.9% | GrowthRev=+5.1%
EPS next Year (2028-06-30): EPS=11.58 | Chg30d=+0.00% | Revisions=+10% | GrowthEPS=+9.7% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: -3% (up=13, down=14)