BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:BR • US11133T1034

172.51 USD
-8.54 (-4.72%)
At close: Feb 10, 2026
173 USD
+0.49 (+0.28%)
After Hours: 2/10/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

BR gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 87 industry peers in the IT Services industry. While BR belongs to the best of the industry regarding profitability, there are concerns on its financial health. BR is not valued too expensively and it also shows a decent growth rate. Finally BR also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

9

1. Profitability

1.1 Basic Checks

  • BR had positive earnings in the past year.
  • In the past year BR had a positive cash flow from operations.
  • In the past 5 years BR has always been profitable.
  • BR had a positive operating cash flow in each of the past 5 years.
BR Yearly Net Income VS EBIT VS OCF VS FCFBR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • BR has a Return On Assets of 11.14%. This is amongst the best in the industry. BR outperforms 87.36% of its industry peers.
  • BR has a better Return On Equity (35.11%) than 95.40% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 14.67%, BR belongs to the top of the industry, outperforming 89.66% of the companies in the same industry.
  • BR had an Average Return On Invested Capital over the past 3 years of 12.91%. This is above the industry average of 10.61%.
  • The 3 year average ROIC (12.91%) for BR is below the current ROIC(14.67%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 11.14%
ROE 35.11%
ROIC 14.67%
ROA(3y)8.65%
ROA(5y)7.86%
ROE(3y)30.65%
ROE(5y)30.06%
ROIC(3y)12.91%
ROIC(5y)11.08%
BR Yearly ROA, ROE, ROICBR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • The Profit Margin of BR (13.11%) is better than 86.21% of its industry peers.
  • BR's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 17.62%, BR belongs to the best of the industry, outperforming 89.66% of the companies in the same industry.
  • BR's Operating Margin has improved in the last couple of years.
  • BR's Gross Margin of 31.34% is in line compared to the rest of the industry. BR outperforms 43.68% of its industry peers.
  • BR's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 17.62%
PM (TTM) 13.11%
GM 31.34%
OM growth 3Y9.03%
OM growth 5Y4.57%
PM growth 3Y8.87%
PM growth 5Y3.6%
GM growth 3Y3.61%
GM growth 5Y2.14%
BR Yearly Profit, Operating, Gross MarginsBR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

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3

2. Health

2.1 Basic Checks

  • BR has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, BR has more shares outstanding
  • Compared to 5 years ago, BR has more shares outstanding
  • BR has a better debt/assets ratio than last year.
BR Yearly Shares OutstandingBR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
BR Yearly Total Debt VS Total AssetsBR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.2 Solvency

  • An Altman-Z score of 4.23 indicates that BR is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 4.23, BR is doing good in the industry, outperforming 74.71% of the companies in the same industry.
  • The Debt to FCF ratio of BR is 2.68, which is a good value as it means it would take BR, 2.68 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 2.68, BR is in the better half of the industry, outperforming 63.22% of the companies in the same industry.
  • BR has a Debt/Equity ratio of 1.06. This is a high value indicating a heavy dependency on external financing.
  • BR has a Debt to Equity ratio of 1.06. This is in the lower half of the industry: BR underperforms 64.37% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF 2.68
Altman-Z 4.23
ROIC/WACC1.64
WACC8.94%
BR Yearly LT Debt VS Equity VS FCFBR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.3 Liquidity

  • BR has a Current Ratio of 0.93. This is a bad value and indicates that BR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.93, BR is doing worse than 82.76% of the companies in the same industry.
  • BR has a Quick Ratio of 0.93. This is a bad value and indicates that BR is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of BR (0.93) is worse than 80.46% of its industry peers.
Industry RankSector Rank
Current Ratio 0.93
Quick Ratio 0.93
BR Yearly Current Assets VS Current LiabilitesBR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 9.65% over the past year.
  • Measured over the past years, BR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.19% on average per year.
  • The Revenue has been growing slightly by 5.88% in the past year.
  • The Revenue has been growing by 8.75% on average over the past years. This is quite good.
EPS 1Y (TTM)9.65%
EPS 3Y9.74%
EPS 5Y11.19%
EPS Q2Q%1.92%
Revenue 1Y (TTM)5.88%
Revenue growth 3Y6.46%
Revenue growth 5Y8.75%
Sales Q2Q%7.85%

3.2 Future

  • Based on estimates for the next years, BR will show a quite strong growth in Earnings Per Share. The EPS will grow by 10.60% on average per year.
  • The Revenue is expected to grow by 5.35% on average over the next years.
EPS Next Y13.94%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
EPS Next 5Y10.6%
Revenue Next Year5.45%
Revenue Next 2Y5.32%
Revenue Next 3Y5.3%
Revenue Next 5Y5.35%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
BR Yearly Revenue VS EstimatesBR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
BR Yearly EPS VS EstimatesBR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5 10

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5

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 18.98 indicates a rather expensive valuation of BR.
  • Compared to the rest of the industry, the Price/Earnings ratio of BR indicates a somewhat cheap valuation: BR is cheaper than 60.92% of the companies listed in the same industry.
  • BR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.03.
  • BR is valuated correctly with a Price/Forward Earnings ratio of 16.35.
  • BR's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BR is cheaper than 62.07% of the companies in the same industry.
  • BR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.97, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 18.98
Fwd PE 16.35
BR Price Earnings VS Forward Price EarningsBR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BR indicates a somewhat cheap valuation: BR is cheaper than 62.07% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, BR is valued a bit cheaper than the industry average as 63.22% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 16.42
EV/EBITDA 15.33
BR Per share dataBR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of BR may justify a higher PE ratio.
PEG (NY)1.36
PEG (5Y)1.7
EPS Next 2Y11.09%
EPS Next 3Y10.83%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • BR has a Yearly Dividend Yield of 2.14%.
  • The stock price of BR dropped by -23.69% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • BR's Dividend Yield is rather good when compared to the industry average which is at 0.49. BR pays more dividend than 89.66% of the companies in the same industry.
  • BR's Dividend Yield is comparable with the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 2.14%

5.2 History

  • On average, the dividend of BR grows each year by 10.38%, which is quite nice.
  • BR has been paying a dividend for at least 10 years, so it has a reliable track record.
  • BR has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)10.38%
Div Incr Years17
Div Non Decr Years17
BR Yearly Dividends per shareBR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3

5.3 Sustainability

  • 44.54% of the earnings are spent on dividend by BR. This is a bit on the high side, but may be sustainable.
  • The dividend of BR is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP44.54%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
BR Yearly Income VS Free CF VS DividendBR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
BR Dividend Payout.BR Dividend Payout, showing the Payout Ratio.BR Dividend Payout.PayoutRetained Earnings

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BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (2/10/2026, 8:04:00 PM)

After market: 173 +0.49 (+0.28%)

172.51

-8.54 (-4.72%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners94.61%
Inst Owner Change-1.24%
Ins Owners0.41%
Ins Owner Change-0.37%
Market Cap20.14B
Revenue(TTM)6.89B
Net Income(TTM)925.10M
Analysts76.67
Price Target273.67 (58.64%)
Short Float %1.85%
Short Ratio2.84
Dividend
Industry RankSector Rank
Dividend Yield 2.14%
Yearly Dividend3.44
Dividend Growth(5Y)10.38%
DP44.54%
Div Incr Years17
Div Non Decr Years17
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)8.43%
Min EPS beat(2)-1.49%
Max EPS beat(2)18.35%
EPS beat(4)2
Avg EPS beat(4)4.34%
Min EPS beat(4)-2.34%
Max EPS beat(4)18.35%
EPS beat(8)4
Avg EPS beat(8)1.47%
EPS beat(12)6
Avg EPS beat(12)1.49%
EPS beat(16)7
Avg EPS beat(16)0.67%
Revenue beat(2)1
Avg Revenue beat(2)-1.1%
Min Revenue beat(2)-2.55%
Max Revenue beat(2)0.34%
Revenue beat(4)1
Avg Revenue beat(4)-2.17%
Min Revenue beat(4)-5.62%
Max Revenue beat(4)0.34%
Revenue beat(8)1
Avg Revenue beat(8)-3.4%
Revenue beat(12)2
Avg Revenue beat(12)-3.48%
Revenue beat(16)4
Avg Revenue beat(16)-2.7%
PT rev (1m)-0.5%
PT rev (3m)-3.35%
EPS NQ rev (1m)0.28%
EPS NQ rev (3m)-7.88%
EPS NY rev (1m)0.01%
EPS NY rev (3m)1.07%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)0.97%
Revenue NY rev (1m)-0.01%
Revenue NY rev (3m)0.48%
Valuation
Industry RankSector Rank
PE 18.98
Fwd PE 16.35
P/S 2.85
P/FCF 16.42
P/OCF 15.04
P/B 7.64
P/tB N/A
EV/EBITDA 15.33
EPS(TTM)9.09
EY5.27%
EPS(NY)10.55
Fwd EY6.12%
FCF(TTM)10.51
FCFY6.09%
OCF(TTM)11.47
OCFY6.65%
SpS60.44
BVpS22.57
TBVpS-19.73
PEG (NY)1.36
PEG (5Y)1.7
Graham Number67.95
Profitability
Industry RankSector Rank
ROA 11.14%
ROE 35.11%
ROCE 18.47%
ROIC 14.67%
ROICexc 15.34%
ROICexgc 65.82%
OM 17.62%
PM (TTM) 13.11%
GM 31.34%
FCFM 17.38%
ROA(3y)8.65%
ROA(5y)7.86%
ROE(3y)30.65%
ROE(5y)30.06%
ROIC(3y)12.91%
ROIC(5y)11.08%
ROICexc(3y)13.71%
ROICexc(5y)11.69%
ROICexgc(3y)78.85%
ROICexgc(5y)60.78%
ROCE(3y)16.25%
ROCE(5y)13.95%
ROICexgc growth 3Y37.85%
ROICexgc growth 5Y4.62%
ROICexc growth 3Y19.21%
ROICexc growth 5Y-0.93%
OM growth 3Y9.03%
OM growth 5Y4.57%
PM growth 3Y8.87%
PM growth 5Y3.6%
GM growth 3Y3.61%
GM growth 5Y2.14%
F-Score8
Asset Turnover0.85
Health
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF 2.68
Debt/EBITDA 1.77
Cap/Depr 34.03%
Cap/Sales 1.59%
Interest Coverage 10.08
Cash Conversion 85.1%
Profit Quality 132.59%
Current Ratio 0.93
Quick Ratio 0.93
Altman-Z 4.23
F-Score8
WACC8.94%
ROIC/WACC1.64
Cap/Depr(3y)31.86%
Cap/Depr(5y)32.62%
Cap/Sales(3y)1.55%
Cap/Sales(5y)1.59%
Profit Quality(3y)126.53%
Profit Quality(5y)109.36%
High Growth Momentum
Growth
EPS 1Y (TTM)9.65%
EPS 3Y9.74%
EPS 5Y11.19%
EPS Q2Q%1.92%
EPS Next Y13.94%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
EPS Next 5Y10.6%
Revenue 1Y (TTM)5.88%
Revenue growth 3Y6.46%
Revenue growth 5Y8.75%
Sales Q2Q%7.85%
Revenue Next Year5.45%
Revenue Next 2Y5.32%
Revenue Next 3Y5.3%
Revenue Next 5Y5.35%
EBIT growth 1Y23.93%
EBIT growth 3Y16.08%
EBIT growth 5Y13.72%
EBIT Next Year30.9%
EBIT Next 3Y12.67%
EBIT Next 5Y11.58%
FCF growth 1Y37.85%
FCF growth 3Y41.81%
FCF growth 5Y16.16%
OCF growth 1Y38.64%
OCF growth 3Y38.23%
OCF growth 5Y14.38%

BROADRIDGE FINANCIAL SOLUTIO / BR FAQ

What is the ChartMill fundamental rating of BROADRIDGE FINANCIAL SOLUTIO (BR) stock?

ChartMill assigns a fundamental rating of 5 / 10 to BR.


What is the valuation status for BR stock?

ChartMill assigns a valuation rating of 5 / 10 to BROADRIDGE FINANCIAL SOLUTIO (BR). This can be considered as Fairly Valued.


What is the profitability of BR stock?

BROADRIDGE FINANCIAL SOLUTIO (BR) has a profitability rating of 8 / 10.


Can you provide the financial health for BR stock?

The financial health rating of BROADRIDGE FINANCIAL SOLUTIO (BR) is 3 / 10.


Can you provide the expected EPS growth for BR stock?

The Earnings per Share (EPS) of BROADRIDGE FINANCIAL SOLUTIO (BR) is expected to grow by 13.94% in the next year.