BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis

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

193.54 USD
+3.42 (+1.8%)
At close: Feb 5, 2026
195.83 USD
+2.29 (+1.18%)
After Hours: 2/5/2026, 8:11:57 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. BR scores excellent on profitability, but there are concerns on its financial health. BR is not valued too expensively and it also shows a decent growth rate. BR also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

8

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.
  • In the past 5 years BR always reported a positive cash flow from operatings.
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 87.50% of its industry peers.
  • BR has a better Return On Equity (35.11%) than 95.45% of its industry peers.
  • With an excellent Return On Invested Capital value of 14.67%, BR belongs to the best of the industry, outperforming 88.64% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for BR is significantly below the industry average of 29.07%.
  • 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

  • BR has a better Profit Margin (13.11%) than 85.23% of its industry peers.
  • In the last couple of years the Profit Margin of BR has grown nicely.
  • 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.
  • The Gross Margin of BR (31.34%) is comparable to the rest of the industry.
  • 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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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BR is creating some value.
  • The number of shares outstanding for BR has been increased compared to 1 year ago.
  • The number of shares outstanding for BR has been increased compared to 5 years ago.
  • Compared to 1 year ago, BR has an improved debt to assets ratio.
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 4.38 indicates that BR is not in any danger for bankruptcy at the moment.
  • BR has a Altman-Z score of 4.38. This is in the better half of the industry: BR outperforms 76.14% of its industry peers.
  • 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.
  • BR has a better Debt to FCF ratio (2.68) than 63.64% of its industry peers.
  • 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/WACC1.64
WACC8.97%
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

  • A Current Ratio of 0.93 indicates that BR may have some problems paying its short term obligations.
  • BR has a Current ratio of 0.93. This is amonst the worse of the industry: BR underperforms 81.82% of its industry peers.
  • 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.
  • BR's Quick ratio of 0.93 is on the low side compared to the rest of the industry. BR is outperformed by 79.55% 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.
  • The Earnings Per Share has been growing by 11.19% on average over the past years. This is quite good.
  • Looking at the last year, BR shows a small growth in Revenue. The Revenue has grown by 5.88% in the last year.
  • Measured over the past years, BR shows a quite strong growth in Revenue. The Revenue has been growing by 8.75% on average per year.
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.
  • Based on estimates for the next years, BR will show a small growth in Revenue. The Revenue will grow by 5.35% on average per year.
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.
  • 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

  • Based on the Price/Earnings ratio of 21.29, the valuation of BR can be described as rather expensive.
  • 61.36% of the companies in the same industry are more expensive than BR, based on the Price/Earnings ratio.
  • BR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.67.
  • A Price/Forward Earnings ratio of 18.34 indicates a rather expensive valuation of BR.
  • BR's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BR is cheaper than 60.23% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.20. BR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 21.29
Fwd PE 18.34
BR Price Earnings VS Forward Price EarningsBR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, BR is valued a bit cheaper than 60.23% of the companies in the same industry.
  • BR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BR is cheaper than 63.64% of the companies in the same industry.
Industry RankSector Rank
P/FCF 18.42
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

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • BR has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)1.53
PEG (5Y)1.9
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.
  • BR's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.02%

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

  • 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

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BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (2/5/2026, 8:11:57 PM)

After market: 195.83 +2.29 (+1.18%)

193.54

+3.42 (+1.8%)

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 Cap22.59B
Revenue(TTM)6.89B
Net Income(TTM)925.10M
Analysts76.67
Price Target273.67 (41.4%)
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 21.29
Fwd PE 18.34
P/S 3.2
P/FCF 18.42
P/OCF 16.87
P/B 8.57
P/tB N/A
EV/EBITDA 16.26
EPS(TTM)9.09
EY4.7%
EPS(NY)10.55
Fwd EY5.45%
FCF(TTM)10.51
FCFY5.43%
OCF(TTM)11.47
OCFY5.93%
SpS60.44
BVpS22.57
TBVpS-19.73
PEG (NY)1.53
PEG (5Y)1.9
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
WACC8.97%
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.