BROADRIDGE FINANCIAL SOLUTIO (BR) Fundamental Analysis & Valuation

NYSE:BR • US11133T1034

Current stock price

162.87 USD
-1.76 (-1.07%)
Last:

This BR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

9

1. BR Profitability Analysis

1.1 Basic Checks

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

  • The Return On Assets of BR (12.35%) is better than 90.91% of its industry peers.
  • The Return On Equity of BR (37.07%) is better than 94.32% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 14.26%, BR belongs to the top of the industry, outperforming 89.77% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for BR is in line with the industry average of 11.08%.
  • 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

  • The Profit Margin of BR (14.86%) is better than 90.91% of its industry peers.
  • In the last couple of years the Profit Margin of BR has grown nicely.
  • With an excellent Operating Margin value of 17.25%, BR belongs to the best of the industry, outperforming 88.64% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BR has grown nicely.
  • BR's Gross Margin of 31.22% is in line compared to the rest of the industry. BR outperforms 44.32% of its industry peers.
  • BR's Gross Margin has improved in the last couple of years.
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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4

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.
  • 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 3.96 indicates that BR is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of BR (3.96) is better than 72.73% 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.
  • Looking at the Debt to FCF ratio, with a value of 2.41, BR is in the better half of the industry, outperforming 65.91% of the companies in the same industry.
  • A Debt/Equity ratio of 0.93 indicates that BR is somewhat dependend on debt financing.
  • BR's Debt to Equity ratio of 0.93 is on the low side compared to the rest of the industry. BR is outperformed by 61.36% of its industry peers.
  • Although BR's pure debt/equity ratio does not look good, it has limited outstanding debt compared to the Free Cash Flow. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 0.93
Debt/FCF 2.41
Altman-Z 3.96
ROIC/WACC1.55
WACC9.23%
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.
  • BR has a worse Current ratio (0.97) than 78.41% 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 78.41% of its industry peers.
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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5

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.
  • The Earnings Per Share has been growing by 11.19% on average over the past years. This is quite good.
  • BR shows a small growth in Revenue. In the last year, the Revenue has grown by 7.44%.
  • BR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.75% yearly.
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 11.26% on average per year.
  • The Revenue is expected to grow by 5.48% on average over the next years.
EPS Next Y14.4%
EPS Next 2Y11.66%
EPS Next 3Y11.21%
EPS Next 5Y11.26%
Revenue Next Year6.75%
Revenue Next 2Y5.6%
Revenue Next 3Y5.6%
Revenue Next 5Y5.48%

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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5

4. BR Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 17.92, 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 60.23% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of BR to the average of the S&P500 Index (25.50), we can say BR is valued slightly cheaper.
  • BR is valuated correctly with a Price/Forward Earnings ratio of 15.28.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BR indicates a somewhat cheap valuation: BR is cheaper than 63.64% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.67, BR is valued a bit cheaper.
Industry RankSector Rank
PE 17.92
Fwd PE 15.28
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.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BR indicates a somewhat cheap valuation: BR is cheaper than 70.45% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 14.42
EV/EBITDA 14.02
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)1.24
PEG (5Y)1.6
EPS Next 2Y11.66%
EPS Next 3Y11.21%

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7

5. BR Dividend Analysis

5.1 Amount

  • BR has a Yearly Dividend Yield of 2.24%.
  • In the last 3 months the price of BR has falen by -27.85%. 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 0.96. BR pays more dividend than 88.64% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, BR has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 2.24%

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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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 2026 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 2Y11.66%
EPS Next 3Y11.21%
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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BR Fundamentals: All Metrics, Ratios and Statistics

BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (3/25/2026, 12:23:55 PM)

162.87

-1.76 (-1.07%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners95%
Inst Owner Change3.72%
Ins Owners0.4%
Ins Owner Change0.05%
Market Cap19.02B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts78.89
Price Target253.75 (55.8%)
Short Float %2.85%
Short Ratio2.56
Dividend
Industry RankSector Rank
Dividend Yield 2.24%
Yearly Dividend3.44
Dividend Growth(5Y)10.38%
DP39.63%
Div Incr Years17
Div Non Decr Years17
Ex-Date03-16
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)-0.38%
EPS NQ rev (3m)-2.96%
EPS NY rev (1m)0.41%
EPS NY rev (3m)0.42%
Revenue NQ rev (1m)-0.1%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)1.23%
Revenue NY rev (3m)1.22%
Valuation
Industry RankSector Rank
PE 17.92
Fwd PE 15.28
P/S 2.65
P/FCF 14.42
P/OCF 13.32
P/B 6.6
P/tB N/A
EV/EBITDA 14.02
EPS(TTM)9.09
EY5.58%
EPS(NY)10.66
Fwd EY6.55%
FCF(TTM)11.3
FCFY6.94%
OCF(TTM)12.23
OCFY7.51%
SpS61.5
BVpS24.66
TBVpS-17.44
PEG (NY)1.24
PEG (5Y)1.6
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 3.96
F-Score8
WACC9.23%
ROIC/WACC1.55
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 Y14.4%
EPS Next 2Y11.66%
EPS Next 3Y11.21%
EPS Next 5Y11.26%
Revenue 1Y (TTM)7.44%
Revenue growth 3Y6.46%
Revenue growth 5Y8.75%
Sales Q2Q%7.85%
Revenue Next Year6.75%
Revenue Next 2Y5.6%
Revenue Next 3Y5.6%
Revenue Next 5Y5.48%
EBIT growth 1Y13.68%
EBIT growth 3Y16.08%
EBIT growth 5Y13.72%
EBIT Next Year32.02%
EBIT Next 3Y13.13%
EBIT Next 5Y11.64%
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 Fundamental Analysis 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 14.4% in the next year.