Broadridge Financial Solutions, Inc. (BR)

NYSE: BR · USD

$177

-0.18 (-0.1%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-10

Our latest published analysis: BR rated Buy

Broadridge Financial Solutions, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$184 / share

Potential value

$214 / share

Upside to FV

+11.4%

from $177

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$18.7B
Revenue (ttm)	7.5B
Net income (ttm)	1.1B
EPS (ttm)	$9.60
Shares out	112.9M
P/E (trailing)	18.4x
P/E (forward)	15.5x
Dividend	$4.36 (2.47%)
Volume	542,210
Beta	0.93

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 7.5B
Net income (ttm): 1.1B
EPS (ttm): $9.60
P/E (trailing): 18.4x
P/E (forward): 15.5x
Market cap: $18.7B

Item	P1	P2	P3	P4	P5	Trend
Period	2022-06-30	2023-06-30	2024-06-30	2025-06-30	2026-06-30	Trend
Revenue	$5.71B	$6.06B	$6.51B	$6.89B	$7.48B	+7.0%
Gross profit	$1.59B	$1.79B	$1.93B	$2.14B	$2.38B	+10.5%
Operating income	$759.9M	$936.4M	$1.02B	$1.19B	$1.30B	+14.4%
Net income	$539.1M	$630.6M	$698.1M	$839.5M	$1.12B	+20.2%
EPS (diluted)	$4.55	$5.30	$5.86	$7.10	$9.60	+20.5%
EBITDA	$1.22B	$1.36B	$1.51B	$1.69B	$1.64B	+7.6%
R&D	—	—	—	—	—	—
SG&A	$832.3M	$849.0M	$916.8M	$948.2M	$1.08B	+6.6%

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ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	적극 매수
AAL	American Airlines Group Inc.	8.3B	—	0.1x	3.0%	+20.0%	-6.9%	보유
ADP	Automatic Data Processing, Inc.	113B	25.3x	5.1x	62.8%	+7.7%	+4.5%	보유
ALLE	Allegion plc	15.2B	22.5x	3.5x	19.4%	+8.8%	+7.2%	보유

Base and Bull scenarios

Base65%

Price target

$184.36

+11.4% from spot

Under the modal Base case path, which carries a probability of 65.0%, Broadridge achieves our Fair value target of $184.36, delivering an implied return of 11.4% from $165.45 (as of 2026-10-09). In this scenario, recurring revenue compounds in line with management guidance at mid-single-digit rates, supported by the scheduled onboarding of the contracted sales backlog and steady retail investor account creation. Operating margins expand toward guided levels as electronic proxy notifications reduce distribution processing overhead,. Free cash flow conversion remains comfortably above reported net income, funding steady dividend increases and systematic share repurchases that retire outstanding shares annually. This case would be disconfirmed if organic recurring revenue growth falls below guided ranges for two consecutive quarters.

Recurring revenue compounds in line with company guidance.
Adjusted operating margins expand toward guided levels.
Share repurchases retire shares annually under the board authorization.

Bull15%

Price target

$213.80

+29.2% from spot

In the upside Bull case path, which carries an assigned probability of 15.0%, Broadridge achieves our Potential value target of $213.80, generating an implied return of 29.2% from $165.45 (as of 2026-10-09). This path reflects accelerated institutional adoption of Distributed Ledger Repo and broad multi-asset connectivity through DLX,. GTO revenue accelerates to double-digit recurring growth as tier-one global banks standardize post-trade workflows on Broadridge infrastructure. Concurrently, rapid transition to digital default proxy delivery eliminates physical handling costs, lifting operating margins beyond guided levels. Investors would confirm this path through accelerated closed sales bookings and recurring revenue outperformance in upcoming earnings releases.

Distributed Ledger Repo and DLX drive rapid recurring revenue expansion across global banks.
Operating margins expand beyond guidance as digital delivery eliminates physical distribution overhead.
Closed sales bookings exceed guided ranges, replenishing the contracted revenue backlog.

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($184.36). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.3%	2.5%	2.8%	3.0%
8.1%	$197	$200	$203	$207	$211
8.6%	$188	$190	$193	$196	$200
9.1%	$180	$182	$184	$187	$190
9.6%	$173	$175	$177	$179	$181
10.1%	$167	$168	$170	$172	$174

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E15.5

P25 n/aP50 n/aP75 n/a

Trailing P/E17.2

P25 n/aP50 n/aP75 n/a

ROE40.9

P25 n/aP50 n/aP75 n/a

ROIC17

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BR indicators

Market & fundamental data

Available fields

287

Groups with data

Currency

USD

Showing 287 of 287 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001383312
Company name	Broadridge Financial Solutions, Inc.
Country	United States
Country code	US
CUSIP number	11133T103
Earnings date	2026-11-03
Earnings time	bmo
Employees	16,000
Employees change	1,000
Employees growth	6.67%
Enterprise value	$23.1B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	June
Founded	1962
In index	SP500
Industry	Information Technology Services
IPO date	2007-04-02
Is primary listing	Yes
Is SPAC	No
ISIN number	US11133T1034
Last 10-K release date	2026-08-04
Last earnings date	2026-08-04
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$20B
Market cap category	Large-Cap
Next earnings date	2026-11-03
Options	Yes
Price	$176.91
Price currency	USD
Sector	Technology
SIC code	7389
Stock price date	2026-10-28
Symbol	BR
U.S. state	New York
Website	https://www.broadridge.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	18.35x
Average P/E ratio (10Y)	30.52x
Average P/E ratio (3Y)	30.16x
Average P/E ratio (5Y)	31.29x
Earnings yield	5.43%
EV/Earnings	20.47x
EV/EBIT	17.69x
EV/EBITDA	12.72x
EV/FCF	18x
EV/Sales	3.08x
FCF / EV yield	5.56%
FCF yield	6.43%
Forward EV/Sales	2.93x
Forward P/E	16.72x
Forward P/S	2.53x
Graham number	73.36211
Graham upside	-58.36%
Industry forward P/E	15.27x
Industry P/E	21.4x
Lynch fair value	$148.59
Lynch upside	-15.67%
P/(FCF - SBC) ratio	16.79x
P/(OCF - SBC) ratio	15.89x
P/B ratio	7.11x
P/E ratio	18.43x
P/FCF ratio	15.56x
P/OCF ratio	14.78x
P/S ratio	2.66x
Price/EBITDA ratio	11x
Sector forward P/E	18.55x
Sector P/E	32.64x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	17.4%
EBITDA margin	24.19%
Effective tax rate	22.24%
FCF margin	17.1%
Gross margin	31.78%
Operating margin	17.4%
Pretax margin	19.34%
Profit margin	15.04%
Profit per employee	$70,269
Profitable quarters	84
Profitable years	23
Revenue per employee	$467,300
ROA	9.3%
ROA (5Y)	7.77%
ROCE	17.27%
ROE	40.92%
ROE (5Y)	33.33%
ROIC	17.03%
ROIC (5Y)	14.58%
SBC / revenue	1.26%
Tax / revenue	4.3%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	35.21%
EPS growth (Q)	8.44%
EPS growth (QoQ)	45.66%
EPS growth 10Y	14.27%
EPS growth 3Y	21.9%
EPS growth 5Y	15.6%
EPS growth quarters	7
EPS growth years	4
FCF growth	13.38%
FCF growth (Q)	-5.67%
FCF growth (QoQ)	124.45%
FCF growth 3Y	17.66%
FCF growth 5Y	16.8%
Gross profit growth	11.2%
Gross profit growth (Q)	10.81%
Gross profit growth 3Y	10%
Gross profit growth 5Y	10.8%
Net income growth	33.93%
Net income growth (Q)	6.39%
Net income growth (QoQ)	44.08%
Net income growth 3Y	21.26%
Net income growth 5Y	15.48%
Net income growth quarters	7
Net income growth years	4
OCF growth	14.88%
OCF growth (Q)	-3.19%
OCF growth (QoQ)	124.98%
OCF growth 10Y	11.89%
OCF growth 3Y	17.79%
OCF growth 5Y	16.02%
Operating income growth	9.42%
Operating income growth (Q)	9.54%
Operating income growth 3Y	11.57%
Operating income growth 5Y	13.9%
Revenue growth	8.53%
Revenue growth (Q)	7.48%
Revenue growth (QoQ)	13.63%
Revenue growth 10Y	9.95%
Revenue growth 3Y	7.25%
Revenue growth 5Y	8.41%
Revenue growth quarters	7
Revenue growth years	15

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-67.2M
Depreciation and amortization	$508.4M
EBIT	$1.3B
EBITDA	$1.8B
EPS	$9.60
FCF per share	$11.32
Financing cash flow	$-1B
Free cash flow	$1.3B
Free cash flow minus SBC	$1.2B
Gross profit	$2.4B
Income taxes	$321.6M
Investing cash flow	$-452M
Net borrowing	$1.4M
Net cash flow	$-158.7M
Net income	$1.1B
Operating cash flow minus SBC	$1.3B
Operating income	$1.3B
Revenue	$7.5B
Stock-based compensation	$93.9M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	4.43
Book value per share	$24.92
Debt / EBITDA	1.87
Debt / equity	1.24
Debt / FCF	2.75
Goodwill	$3.8B
Interest coverage	11.63
Long-term assets	$7.2B
Long-term liabilities	$4.7B
Net cash (debt)	$-3.1B
Net cash / market cap	-15.67%
Net debt / EBITDA	1.72
Net debt / equity	1.1
Net debt / FCF	2.44
Piotroski F-Score	7
Property, plant and equipment	$402.9M
Shareholders' equity	$2.8B
Tangible book value	$-2.1B
Tangible book value per share	$-18.84
Total assets	$8.9B
Total cash	$403.8M
Total debt	$3.5B
Total liabilities	$6.1B
WACC	8.34%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.85
Current assets	$1.7B
Current liabilities	$1.4B
Current ratio	1.24
Inventory turnover	151.81
Net working capital	$-31.6M
Quick ratio	1.08
Working capital	$333.3M
Working capital turnover	51.71

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	1.01%
Dividend growth	11.07%
Dividend growth (10Y)	12.56%
Dividend growth (3Y)	10.51%
Dividend growth (5Y)	11.17%
Dividend growth years	18
Dividend payment date	2026-10-05
Dividend payment years	20
Dividend payout frequency	Quarterly
Dividend per share	$4.36
Dividend yield	2.47%
Ex-dividend date	2026-09-03
FCF payout ratio	38.5%
Last dividend	$1.09
Payout ratio	45.42%
Shareholder yield	3.49%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	175.6%
10Y return CAGR	12.63%
10Y total return	228.32%
150-day SMA	$159.19
15Y price change	672.49%
15Y return CAGR	16.9%
15Y total return	940.61%
1D price change	-0.1%
1M price change	7.5%
1M total return	7.5%
1W price change	-2.19%
1W total return	-2.19%
1Y price change	-24.09%
1Y return CAGR	-22.37%
1Y total return	-22.36%
20-day SMA	$170.80
200-day SMA	$166.35
3M price change	15.23%
3M total return	15.94%
3Y price change	5.18%
3Y return CAGR	3.55%
3Y total return	11.03%
50-day SMA	$171.57
50-day SMA vs 200-day SMA	50over200
52-week high	$233.10
52-week high date	2025-12-05
52-week low	$133.83
52-week low date	2026-06-22
5Y price change	-2.9%
5Y return CAGR	1.23%
5Y total return	6.29%
6M price change	12.59%
6M total return	14.05%
All-time high	$271.91
All-time high date	2025-08-07
All-time low	$9.21
All-time low date	2008-11-21
Average true range (ATR)	$3.99
Average volume	751.6K
Beta (1Y)	0.59
Beta (2Y)	0.63
Beta (5Y)	0.93
Change from 52-week high	-24.1%
Change from 52-week low	32.19%
Change from all-time high	-35.25%
Change from all-time low	1,811.51%
Change from open	0.57%
Day's gap	-0.67%
Dollar volume	$95.9M
High price	$177.55
Low price	$175.87
Monthly RSI	45.51
Open price	$175.90
Position in 52-week range	61.9%
Premarket change	1.13%
Premarket close	$177.09
Premarket price	$179.09
Premarket volume	506
Previous close	$177.09
Price vs 150-day SMA	10.59%
Price vs 20-day SMA	3.07%
Price vs 200-day SMA	5.83%
Price vs 50-day SMA	2.61%
Relative volume	0.72
RSI	55.78
Sharpe ratio	-0.83
Sharpe ratio (3Y)	0.05
Sharpe ratio (5Y)	0.01
Sortino ratio	-0.94
Sortino ratio (3Y)	0.31
Sortino ratio (5Y)	0.24
Volume	542.2K
Weekly RSI	53.45
YTD price change	-21.11%
YTD total return	-19.65%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	112.4M
Float percentage	99.52%
Shares change (QoQ)	-1.2%
Shares change (YoY)	-1.01%
Shares held by insiders	0.39%
Shares held by institutions	98.2%
Shares outstanding	112.9M
Short % of float	2.58%
Short % of shares	2.56%
Short ratio	2.7 days

Deeper analysis on BR

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this BR report

What is the latest published BR stock rating?

Broadridge Financial Solutions, Inc. is shown with Buy in the latest published report, analyzed 2026-10-10. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BR analysis?

The full latest published report, analyzed 2026-10-10, lives at /stocks/BR/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for BR?

The latest published report analyzed 2026-10-10 gives BR a fair value of USD 184 and a potential value of USD 214. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the BR page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-10). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

BuyBR · Fair value $184+11.4%

Read full analysis →

Broadridge Financial Solutions, Inc. (BR)

Our latest published analysis: BR rated Buy

Price

Financial snapshot

Fair-value bridge

Latest news · BR

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All BR indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BR

Frequently asked questions

등급 이력

Category	Score	Reading
Valuation	7.5
Management	8.5
Balance Sheet	5.0
Profitability	7.5
Revenue Growth	6.0
Risk Assessment	6.0
Competitive Moat	9.0
Earnings Quality	6.5
Capital Efficiency	7.5