BROADRIDGE FINANCIAL SOLUTIO (BR) Fundamental Analysis & Valuation
NYSE:BR • US11133T1034
177.39 USD
-5.73 (-3.13%)
At close: Mar 12, 2026
177.39 USD
0 (0%)
After Hours: 3/12/2026, 3:42:22 PM
This BR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
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 decent growth rate and is not valued too expensively. Finally BR also has an excellent dividend rating.
1. BR Profitability Analysis
1.1 Basic Checks
- BR had positive earnings in the past year.
- In the past year BR had a positive cash flow from operations.
- BR had positive earnings in each of the past 5 years.
- BR had a positive operating cash flow in each of the past 5 years.
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.
- Looking at the Return On Equity, with a value of 37.07%, BR belongs to the top of the industry, outperforming 94.25% of the companies in the same industry.
- BR's Return On Invested Capital of 14.26% is amongst the best of the industry. BR outperforms 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 10.73%.
- The 3 year average ROIC (12.91%) for BR is below the current ROIC(14.26%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- BR has a better Profit Margin (14.86%) than 89.66% of its industry peers.
- BR's Profit Margin has improved in the last couple of years.
- BR has a better Operating Margin (17.25%) than 88.51% of its industry peers.
- BR's Operating Margin has improved in the last couple of years.
- BR has a Gross Margin (31.22%) which is comparable to the rest of the industry.
- BR's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector 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%
2. BR Health Analysis
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.
- BR has more shares outstanding than it did 1 year ago.
- BR has more shares outstanding than it did 5 years ago.
- BR has a better debt/assets ratio than last year.
2.2 Solvency
- BR has an Altman-Z score of 4.19. This indicates that BR is financially healthy and has little risk of bankruptcy at the moment.
- BR's Altman-Z score of 4.19 is fine compared to the rest of the industry. BR outperforms 73.56% of its industry peers.
- 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.
- BR's Debt to FCF ratio of 2.41 is fine compared to the rest of the industry. BR outperforms 65.52% of its industry peers.
- BR has a Debt/Equity ratio of 0.93. This is a neutral value indicating BR is somewhat dependend on debt financing.
- The Debt to Equity ratio of BR (0.93) is worse 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.93 | ||
| Debt/FCF | 2.41 | ||
| Altman-Z | 4.19 |
ROIC/WACC1.67
WACC8.53%
2.3 Liquidity
- A Current Ratio of 0.97 indicates that BR may have some problems paying its short term obligations.
- BR's Current ratio of 0.97 is on the low side compared to the rest of the industry. BR is outperformed by 79.31% of its industry peers.
- A Quick Ratio of 0.97 indicates that BR may have some problems paying its short term obligations.
- BR has a worse Quick ratio (0.97) than 79.31% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.97 | ||
| Quick Ratio | 0.97 |
3. BR Growth Analysis
3.1 Past
- BR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 9.65%, which is quite good.
- 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.
- Looking at the last year, BR shows a small growth in Revenue. The Revenue has grown by 7.44% 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)7.44%
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 11.00% on average per year.
- Based on estimates for the next years, BR will show a small growth in Revenue. The Revenue will grow by 5.47% on average per year.
EPS Next Y13.94%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
EPS Next 5Y11%
Revenue Next Year6.8%
Revenue Next 2Y5.56%
Revenue Next 3Y5.54%
Revenue Next 5Y5.47%
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.
4. BR Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 19.51, which indicates a rather expensive current valuation of BR.
- The rest of the industry has a similar Price/Earnings ratio as BR.
- BR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.15.
- A Price/Forward Earnings ratio of 16.81 indicates a correct valuation of BR.
- 60.92% 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 24.27, BR is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.51 | ||
| Fwd PE | 16.81 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, BR is valued a bit cheaper than 60.92% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, BR is valued a bit cheaper than the industry average as 66.67% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.7 | ||
| EV/EBITDA | 15.39 |
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)1.4
PEG (5Y)1.74
EPS Next 2Y11.09%
EPS Next 3Y10.83%
5. BR Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 2.13%, BR has a reasonable but not impressive dividend return.
- In the last 3 months the price of BR has falen by -20.40%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
- Compared to an average industry Dividend Yield of 0.92, BR pays a better dividend. On top of this BR pays more dividend than 88.51% 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 Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.13% |
5.2 History
- The dividend of BR is nicely growing with an annual growth rate of 10.38%!
- 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
5.3 Sustainability
- BR pays out 39.63% of its income as dividend. This is a sustainable payout ratio.
- 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.
DP39.63%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
BR Fundamentals: All Metrics, Ratios and Statistics
177.39
-5.73 (-3.13%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-03 2026-02-03/bmo
Earnings (Next)04-29 2026-04-29/bmo
Inst Owners94.61%
Inst Owner Change3.72%
Ins Owners0.41%
Ins Owner Change-0.39%
Market Cap20.71B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts77.78
Price Target253.75 (43.05%)
Short Float %2.3%
Short Ratio2.34
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.13% |
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)-7.28%
PT rev (3m)-7.75%
EPS NQ rev (1m)-2.91%
EPS NQ rev (3m)-2.96%
EPS NY rev (1m)0%
EPS NY rev (3m)0.01%
Revenue NQ rev (1m)-0.66%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)1.28%
Revenue NY rev (3m)1.27%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.51 | ||
| Fwd PE | 16.81 | ||
| P/S | 2.88 | ||
| P/FCF | 15.7 | ||
| P/OCF | 14.51 | ||
| P/B | 7.19 | ||
| P/tB | N/A | ||
| EV/EBITDA | 15.39 |
EPS(TTM)9.09
EY5.12%
EPS(NY)10.55
Fwd EY5.95%
FCF(TTM)11.3
FCFY6.37%
OCF(TTM)12.23
OCFY6.89%
SpS61.5
BVpS24.66
TBVpS-17.44
PEG (NY)1.4
PEG (5Y)1.74
Graham Number71.02
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 4.19 |
F-Score8
WACC8.53%
ROIC/WACC1.67
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 Year6.8%
Revenue Next 2Y5.56%
Revenue Next 3Y5.54%
Revenue Next 5Y5.47%
EBIT growth 1Y13.68%
EBIT growth 3Y16.08%
EBIT growth 5Y13.72%
EBIT Next Year32.02%
EBIT Next 3Y13.13%
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.