BROADRIDGE FINANCIAL SOLUTIO (BR) Fundamental Analysis & Valuation

NYSE:BR • US11133T1034

Current stock price

178.32 USD
+0.93 (+0.52%)
At close:
178.32 USD
0 (0%)
After Hours:

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

  • Looking at the Return On Assets, with a value of 12.35%, BR belongs to the top of the industry, outperforming 90.80% of the companies in the same industry.
  • The Return On Equity of BR (37.07%) is better than 94.25% 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 89.66% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years 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 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

  • 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 Operating Margin of 17.25%. This is amongst the best in the industry. BR outperforms 88.51% of its industry peers.
  • In the last couple of years the Operating Margin of BR has grown nicely.
  • 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 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. BR Health Analysis

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.
  • 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 4.13. 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 4.13, BR is in the better half of the industry, outperforming 73.56% of the companies in the same industry.
  • BR has a debt to FCF ratio of 2.41. This is a good value and a sign of high solvency as BR would need 2.41 years to pay back of 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 65.52% 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 Debt to Equity ratio of 0.93. This is in the lower half of the industry: BR underperforms 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 4.13
ROIC/WACC1.65
WACC8.62%
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 79.31% of its industry peers.
  • BR has a Quick 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's Quick 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.
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

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

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

  • BR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.26% yearly.
  • BR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.48% yearly.
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.
  • 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

More info and screens

Find the best growth stocksShow best growing peers

5

4. BR Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 19.62, the valuation of BR can be described as rather expensive.
  • The rest of the industry has a similar Price/Earnings ratio as BR.
  • BR is valuated rather cheaply when we compare the Price/Earnings ratio to 25.70, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 16.73, BR is valued correctly.
  • 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 23.84, BR is valued a bit cheaper.
Industry RankSector Rank
PE 19.62
Fwd PE 16.73
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

  • 60.92% 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 the industry average as 67.82% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 15.79
EV/EBITDA 15.03
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)1.36
PEG (5Y)1.75
EPS Next 2Y11.66%
EPS Next 3Y11.21%

More info and screens

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

7

5. BR Dividend Analysis

5.1 Amount

  • BR has a Yearly Dividend Yield of 2.20%.
  • The stock price of BR dropped by -22.49% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 0.93, 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 1.89.
Industry RankSector Rank
Dividend Yield 2.2%

5.2 History

  • On average, the dividend of BR grows each year by 10.38%, which is quite nice.
  • 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 2026 1 2 3

5.3 Sustainability

  • 39.63% of the earnings are spent on dividend by BR. This is a low number and 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 2Y11.66%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

BR Fundamentals: All Metrics, Ratios and Statistics

BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (3/13/2026, 8:12:32 PM)

After market: 178.32 0 (0%)

178.32

+0.93 (+0.52%)

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 Change0.11%
Market Cap20.82B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts78.89
Price Target253.75 (42.3%)
Short Float %2.3%
Short Ratio2.34
Dividend
Industry RankSector Rank
Dividend Yield 2.2%
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 19.62
Fwd PE 16.73
P/S 2.9
P/FCF 15.79
P/OCF 14.59
P/B 7.23
P/tB N/A
EV/EBITDA 15.03
EPS(TTM)9.09
EY5.1%
EPS(NY)10.66
Fwd EY5.98%
FCF(TTM)11.3
FCFY6.33%
OCF(TTM)12.23
OCFY6.86%
SpS61.5
BVpS24.66
TBVpS-17.44
PEG (NY)1.36
PEG (5Y)1.75
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 4.13
F-Score8
WACC8.62%
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 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.