Stock Evaluator: Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. BR

$153.95 -0.82 -0.53%
July 31, 2026 4:00:03 PM EST November 10, 2021 Volume: 935,509
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Industrials Professional Services

A+ Stock Grade Summary:

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GROWTH:
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EPS REVISIONS:
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COMPANY SUMMARY
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company’s Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Commentary & Analysis


Financial Summary

Share Statistics BR Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $17,805.6 $1,137.0 85%
Shares Out (Mil) 117.0 39.0 66%
Institutional Ownership 99.6% 86.9% 91%
Float (Mil) 115.1 35.6 64%
Beta 0.90 0.81 53%
Avg Daily Volume (000s) 913 464 69%
Price Change
(52-week)
(37.6%) 69.1% 21%
Growth BR Industry
Median
Percentile
(All Stocks)
Sales (5yr) 8.8% 7.3% 54%
Net Income (5yr) 12.7% 8.1% 59%
EPS (5yr) 12.4% 11.9% 51
Dividends (5yr) 10.3% 0.0% 96%
Cash Flow (5yr) 4.4% (15.3%) 67%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 7 7 8
Current EPS $3.757 $9.548 $10.415
Month Ago EPS $3.748 $9.541 $10.406
# Rev Up 1 1 1
# Rev Down 1 0 1
Three Months Ago EPS $3.765 $9.543 $10.372
Year/Year Chg 59.2% 34.5% 61.3%
Financials BR Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $7,322 $1,329 80%
Net Income (TTM) (Mil) $1,100 $35 87%
EPS (TTM) $9.421 $0.700 94%
Operating Cash Flow (TTM) (Mil) $1,368 $130 84%
Net Cash Flow (TTM) (Mil) ($13) ($1) 29%
Long-Term Debt (Q1) (Mil) $2,869 $220 79%
Enterprise Value (Q1) (Mil) $20,158 $1,789 83%
Valuation BR Industry
Median
Percentile
(All Stocks)
P/B 6.32 2.66 83%
P/E 16.5 22.1 40%
Dividend Yield 2.5% 0.0% 80%
PEG (5yr hist) 1.3 1.2 54%
Ratios BR Industry
Median
Percentile
(All Stocks)
Gross Margin 31.3% 36.4% 37%
Net Margin 15.0% 3.9% 73%
ROA 12.9% 4.1% 92%
ROE 42.3% 10.3% 91%
Liabilities to Assets 67.9% 59.0% 63%
F-Score 8 5 94%

Passing Stock Screens

As of 7/31/2026, from a list of 60 stock screening strategies, BR meetings the criteria of 1 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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