BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis

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

181.91 USD
-11.63 (-6.01%)
At close: Feb 6, 2026
181.91 USD
0 (0%)
After Hours: 2/6/2026, 5:23:12 PM
Fundamental Rating

5

Taking everything into account, BR scores 5 out of 10 in our fundamental rating. BR was compared to 88 industry peers in the IT Services industry. While BR has a great profitability rating, there are quite some concerns on its financial health. BR has a correct valuation and a medium growth rate. BR also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year BR was profitable.
  • 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 better Return On Assets (11.14%) than 87.50% of its industry peers.
  • The Return On Equity of BR (35.11%) is better than 95.45% of its industry peers.
  • BR's Return On Invested Capital of 14.67% is amongst the best of the industry. BR outperforms 88.64% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BR is significantly below the industry average of 29.07%.
  • The last Return On Invested Capital (14.67%) for BR is above the 3 year average (12.91%), which is a sign of increasing profitability.
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

  • BR's Profit Margin of 13.11% is amongst the best of the industry. BR outperforms 85.23% of its industry peers.
  • BR's Profit Margin has improved in the last couple of years.
  • BR has a better Operating Margin (17.62%) than 89.77% of its industry peers.
  • In the last couple of years the Operating Margin of BR has grown nicely.
  • BR has a Gross Margin (31.34%) which is in line with 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BR is still creating some value.
  • The number of shares outstanding for BR has been increased compared to 1 year ago.
  • BR has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for BR has been reduced compared to a year ago.
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

  • BR has an Altman-Z score of 4.38. This indicates that BR is financially healthy and has little risk of bankruptcy at the moment.
  • With a decent Altman-Z score value of 4.38, BR is doing good in the industry, outperforming 76.14% of the companies in the same industry.
  • BR has a debt to FCF ratio of 2.68. This is a good value and a sign of high solvency as BR would need 2.68 years to pay back of 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 63.64% 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.
  • With a Debt to Equity ratio value of 1.06, BR is not doing good in the industry: 64.77% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF 2.68
Altman-Z 4.38
ROIC/WACC1.65
WACC8.88%
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.
  • With a Current ratio value of 0.93, BR is not doing good in the industry: 81.82% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.93 indicates that BR may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.93, BR is doing worse than 79.55% of the companies in the same industry.
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

More info and screens

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.
  • BR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 11.19% yearly.
  • 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

  • BR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 10.60% yearly.
  • BR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.35% yearly.
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

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • BR is valuated rather expensively with a Price/Earnings ratio of 20.01.
  • Based on the Price/Earnings ratio, BR is valued a bit cheaper than 61.36% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.92, BR is valued a bit cheaper.
  • BR is valuated rather expensively with a Price/Forward Earnings ratio of 17.24.
  • 60.23% of the companies in the same industry are more expensive than BR, based on the Price/Forward Earnings ratio.
  • BR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.78.
Industry RankSector Rank
PE 20.01
Fwd PE 17.24
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

  • 60.23% of the companies in the same industry are more expensive than BR, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, BR is valued a bit cheaper than 63.64% of the companies in the same industry.
Industry RankSector Rank
P/FCF 17.31
EV/EBITDA 16.26
BR Per share dataBR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

4.3 Compensation for Growth

  • BR's 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)1.44
PEG (5Y)1.79
EPS Next 2Y11.09%
EPS Next 3Y10.83%

More info and screens

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

7

5. Dividend

5.1 Amount

  • BR has a Yearly Dividend Yield of 2.02%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 0.46, BR pays a better dividend. On top of this BR pays more dividend than 90.91% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.83, BR has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 2.02%

5.2 History

  • The dividend of BR is nicely growing with an annual growth rate of 10.38%!
  • BR has paid a dividend for at least 10 years, which is 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

  • BR pays out 44.54% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • BR's earnings are growing around the same pace than its dividend. As long as the earnings growth is kept 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

More info and screens

Find the best dividend stocksShow peers with best dividend

BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (2/6/2026, 5:23:12 PM)

After market: 181.91 0 (0%)

181.91

-11.63 (-6.01%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners94.61%
Inst Owner Change-1.33%
Ins Owners0.41%
Ins Owner Change-0.34%
Market Cap21.23B
Revenue(TTM)6.89B
Net Income(TTM)925.10M
Analysts76.67
Price Target273.67 (50.44%)
Short Float %1.85%
Short Ratio2.84
Dividend
Industry RankSector Rank
Dividend Yield 2.02%
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)0.05%
PT rev (3m)-2.81%
EPS NQ rev (1m)0.28%
EPS NQ rev (3m)-7.88%
EPS NY rev (1m)0.04%
EPS NY rev (3m)1.1%
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 20.01
Fwd PE 17.24
P/S 3.01
P/FCF 17.31
P/OCF 15.86
P/B 8.06
P/tB N/A
EV/EBITDA 16.26
EPS(TTM)9.09
EY5%
EPS(NY)10.55
Fwd EY5.8%
FCF(TTM)10.51
FCFY5.78%
OCF(TTM)11.47
OCFY6.31%
SpS60.44
BVpS22.57
TBVpS-19.73
PEG (NY)1.44
PEG (5Y)1.79
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 4.38
F-Score8
WACC8.88%
ROIC/WACC1.65
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.