BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis

NYSE:BR • US11133T1034

177.32 USD
-0.46 (-0.26%)
At close: Feb 25, 2026
177.32 USD
0 (0%)
After Hours: 2/25/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

We assign a fundamental rating of 6 out of 10 to BR. BR was compared to 87 industry peers in the IT Services industry. While BR belongs to the best of the industry regarding profitability, 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.


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.
  • BR had positive earnings in each of the past 5 years.
  • 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.
  • With an excellent Return On Equity value of 37.07%, BR belongs to the best of the industry, outperforming 95.40% of the companies in the same industry.
  • With an excellent Return On Invested Capital value of 14.26%, BR belongs to the best 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 10.57%.
  • 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 Profit Margin of 14.86%. This is amongst the best in the industry. BR outperforms 89.66% of its industry peers.
  • In the last couple of years the Profit Margin of BR has grown nicely.
  • BR has a Operating Margin of 17.25%. This is amongst the best in the industry. BR outperforms 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.
  • 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. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BR is creating some value.
  • BR has more shares outstanding than it did 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

  • An Altman-Z score of 4.12 indicates that BR is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of BR (4.12) is better than 74.71% 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.
  • 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.
  • 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 63.22% of its industry peers.
  • Although BR does not score too well on debt/equity it has very limited outstanding debt, which is well covered by the FCF. 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 4.12
ROIC/WACC1.56
WACC9.16%
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.
  • The Current ratio of BR (0.97) is worse than 80.46% 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.
  • The Quick ratio of BR (0.97) is worse than 80.46% 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

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.
  • 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

  • The Earnings Per Share is expected to grow by 11.00% on average over the next years. This is quite good.
  • BR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.47% yearly.
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

  • 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

  • The Price/Earnings ratio is 19.51, which indicates a rather expensive current valuation of BR.
  • BR's Price/Earnings ratio is in line with the industry average.
  • BR is valuated rather cheaply when we compare the Price/Earnings ratio to 27.05, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 16.81 indicates a correct valuation of BR.
  • BR's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.03, BR is valued a bit cheaper.
Industry RankSector Rank
PE 19.51
Fwd PE 16.81
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

  • BR's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. BR is 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 65.52% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.7
EV/EBITDA 14.96
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)1.4
PEG (5Y)1.74
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

  • With a Yearly Dividend Yield of 2.29%, BR has a reasonable but not impressive dividend return.
  • The stock price of BR dropped by -22.26% 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.
  • BR's Dividend Yield is rather good when compared to the industry average which is at 0.55. BR pays more dividend than 89.66% 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 2.29%

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 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.
  • 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

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BROADRIDGE FINANCIAL SOLUTIO

NYSE:BR (2/25/2026, 8:04:00 PM)

After market: 177.32 0 (0%)

177.32

-0.46 (-0.26%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-03
Earnings (Next)04-29
Inst Owners94.61%
Inst Owner Change3.74%
Ins Owners0.41%
Ins Owner Change-0.97%
Market Cap20.70B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts77.78
Price Target273.67 (54.34%)
Short Float %2.03%
Short Ratio2.32
Dividend
Industry RankSector Rank
Dividend Yield 2.29%
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)-0.56%
PT rev (3m)-3.35%
EPS NQ rev (1m)-2.54%
EPS NQ rev (3m)-2.81%
EPS NY rev (1m)-0.03%
EPS NY rev (3m)1.07%
Revenue NQ rev (1m)-0.56%
Revenue NQ rev (3m)-0.51%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.47%
Valuation
Industry RankSector Rank
PE 19.51
Fwd PE 16.81
P/S 2.88
P/FCF 15.7
P/OCF 14.5
P/B 7.19
P/tB N/A
EV/EBITDA 14.96
EPS(TTM)9.09
EY5.13%
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 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 4.12
F-Score8
WACC9.16%
ROIC/WACC1.56
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.