BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis

NYSE:BR • US11133T1034

170.47 USD
+2.92 (+1.74%)
At close: Feb 12, 2026
170.47 USD
0 (0%)
After Hours: 2/12/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Taking everything into account, BR scores 6 out of 10 in our fundamental rating. BR was compared to 87 industry peers in the IT Services industry. BR has an excellent profitability rating, but there are some minor 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

9

1. Profitability

1.1 Basic Checks

  • BR had positive earnings in the past year.
  • BR had a positive operating cash flow in the past year.
  • Each year in the past 5 years BR has 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

  • With an excellent Return On Assets value of 12.35%, BR belongs to the best of the industry, outperforming 90.80% of the companies in the same industry.
  • BR's Return On Equity of 37.07% is amongst the best of the industry. BR outperforms 95.40% of its industry peers.
  • BR has a better Return On Invested Capital (14.26%) than 89.66% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BR is above the industry average of 10.57%.
  • The last Return On Invested Capital (14.26%) for BR is above the 3 year average (12.91%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 12.35%
ROE 37.07%
ROIC 14.26%
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

  • With an excellent Profit Margin value of 14.86%, BR belongs to the best of the industry, outperforming 88.51% of the companies in the same industry.
  • BR's Profit Margin has improved in the last couple of years.
  • The Operating Margin of BR (17.25%) is better than 88.51% of its industry peers.
  • BR's Operating Margin has improved in the last couple of years.
  • With a Gross Margin value of 31.22%, BR perfoms like the industry average, outperforming 43.68% of the companies in the same industry.
  • In the last couple of years the Gross Margin of BR has grown nicely.
Industry RankSector Rank
OM 17.25%
PM (TTM) 14.86%
GM 31.22%
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

4

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.
  • The number of shares outstanding for BR has been increased compared to 1 year ago.
  • 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

  • BR has an Altman-Z score of 4.00. This indicates that BR is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.00, BR is in the better half of the industry, outperforming 72.41% of the companies in the same industry.
  • The Debt to FCF ratio of BR is 2.41, which is a good value as it means it would take BR, 2.41 years of fcf income to pay off all of its debts.
  • With a decent Debt to FCF ratio value of 2.41, BR is doing good in the industry, outperforming 64.37% of the companies in the same industry.
  • BR has a Debt/Equity ratio of 0.93. This is a neutral value indicating BR is somewhat dependend on debt financing.
  • BR has a worse Debt to Equity ratio (0.93) than 63.22% of its industry peers.
  • Even though the debt/equity ratio score it not favorable for BR, it has very limited outstanding debt, so we won't put too much weight on the DE evaluation.
Industry RankSector Rank
Debt/Equity 0.93
Debt/FCF 2.41
Altman-Z 4
ROIC/WACC1.62
WACC8.78%
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 0.97. 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 0.97, BR is not doing good in the industry: 79.31% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.97 indicates that BR may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.97, BR is not doing good in the industry: 79.31% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.97
Quick Ratio 0.97
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.
  • BR shows a small growth in Revenue. In the last year, the Revenue has grown by 7.44%.
  • 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)7.44%
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 11.00% yearly.
  • The Revenue is expected to grow by 5.47% on average over the next years.
EPS Next Y13.94%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
EPS Next 5Y11%
Revenue Next Year5.45%
Revenue Next 2Y5.32%
Revenue Next 3Y5.3%
Revenue Next 5Y5.47%

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.
  • 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

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 18.75, the valuation of BR can be described as rather expensive.
  • BR's Price/Earnings ratio is a bit cheaper when compared to the industry. BR is cheaper than 62.07% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of BR to the average of the S&P500 Index (27.67), we can say BR is valued slightly cheaper.
  • BR is valuated correctly with a Price/Forward Earnings ratio of 16.16.
  • 62.07% of the companies in the same industry are more expensive than BR, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.69, BR is valued a bit cheaper.
Industry RankSector Rank
PE 18.75
Fwd PE 16.16
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

  • 63.22% of the companies in the same industry are more expensive than BR, based on the Enterprise Value to EBITDA ratio.
  • 68.97% of the companies in the same industry are more expensive than BR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 15.09
EV/EBITDA 14.23
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)1.35
PEG (5Y)1.68
EPS Next 2Y11.09%
EPS Next 3Y10.83%

More info and screens

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

8

5. Dividend

5.1 Amount

  • BR has a Yearly Dividend Yield of 2.33%.
  • In the last 3 months the price of BR has falen by -24.59%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • BR's Dividend Yield is rather good when compared to the industry average which is at 0.50. BR pays more dividend than 91.95% of the companies in the same industry.
  • BR's Dividend Yield is a higher than the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 2.33%

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 39.63% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of BR is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP39.63%
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 (2/12/2026, 8:04:00 PM)

After market: 170.47 0 (0%)

170.47

+2.92 (+1.74%)

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 Cap19.90B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts77.78
Price Target273.67 (60.54%)
Short Float %1.85%
Short Ratio2.84
Dividend
Industry RankSector Rank
Dividend Yield 2.33%
Yearly Dividend3.44
Dividend Growth(5Y)10.38%
DP39.63%
Div Incr Years17
Div Non Decr Years17
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.88%
Min EPS beat(2)13.42%
Max EPS beat(2)18.35%
EPS beat(4)2
Avg EPS beat(4)6.98%
Min EPS beat(4)-2.34%
Max EPS beat(4)18.35%
EPS beat(8)4
Avg EPS beat(8)3.14%
EPS beat(12)7
Avg EPS beat(12)2.78%
EPS beat(16)8
Avg EPS beat(16)1.72%
Revenue beat(2)2
Avg Revenue beat(2)1.61%
Min Revenue beat(2)0.34%
Max Revenue beat(2)2.88%
Revenue beat(4)2
Avg Revenue beat(4)-1.24%
Min Revenue beat(4)-5.62%
Max Revenue beat(4)2.88%
Revenue beat(8)2
Avg Revenue beat(8)-2.7%
Revenue beat(12)3
Avg Revenue beat(12)-2.68%
Revenue beat(16)4
Avg Revenue beat(16)-2.65%
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 18.75
Fwd PE 16.16
P/S 2.77
P/FCF 15.09
P/OCF 13.94
P/B 6.91
P/tB N/A
EV/EBITDA 14.23
EPS(TTM)9.09
EY5.33%
EPS(NY)10.55
Fwd EY6.19%
FCF(TTM)11.3
FCFY6.63%
OCF(TTM)12.23
OCFY7.17%
SpS61.5
BVpS24.66
TBVpS-17.44
PEG (NY)1.35
PEG (5Y)1.68
Graham Number71.02
Profitability
Industry RankSector Rank
ROA 12.35%
ROE 37.07%
ROCE 17.96%
ROIC 14.26%
ROICexc 15.07%
ROICexgc 61.06%
OM 17.25%
PM (TTM) 14.86%
GM 31.22%
FCFM 18.37%
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 Turnover0.83
Health
Industry RankSector Rank
Debt/Equity 0.93
Debt/FCF 2.41
Debt/EBITDA 1.7
Cap/Depr 32.6%
Cap/Sales 1.51%
Interest Coverage 10.9
Cash Conversion 90.84%
Profit Quality 123.56%
Current Ratio 0.97
Quick Ratio 0.97
Altman-Z 4
F-Score8
WACC8.78%
ROIC/WACC1.62
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 5Y11%
Revenue 1Y (TTM)7.44%
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 5Y5.47%
EBIT growth 1Y13.68%
EBIT growth 3Y16.08%
EBIT growth 5Y13.72%
EBIT Next Year30.9%
EBIT Next 3Y12.67%
EBIT Next 5Y11.63%
FCF growth 1Y38.24%
FCF growth 3Y41.81%
FCF growth 5Y16.16%
OCF growth 1Y38.24%
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 6 / 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 9 / 10.


Can you provide the financial health for BR stock?

The financial health rating of BROADRIDGE FINANCIAL SOLUTIO (BR) is 4 / 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.