BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:BR • US11133T1034
185.95 USD
-12.39 (-6.25%)
At close: Feb 3, 2026
187.2 USD
+1.25 (+0.67%)
Pre-Market: 2/4/2026, 8:01:01 AM
BR gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 88 industry peers in the IT Services industry. While BR has a great profitability rating, there are quite some 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. Profitability
1.1 Basic Checks
- In the past year BR was profitable.
- In the past year BR had a positive cash flow from operations.
- 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.
1.2 Ratios
- BR has a better Return On Assets (11.14%) than 87.50% of its industry peers.
- The Return On Equity of BR (35.11%) is better than 95.45% of its industry peers.
- With an excellent Return On Invested Capital value of 14.67%, BR belongs to the best of the industry, outperforming 88.64% of the companies in the same industry.
- The Average Return On Invested Capital over the past 3 years for BR is significantly below the industry average of 29.07%.
- The last Return On Invested Capital (14.67%) for BR is above the 3 year average (12.91%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.14% | ||
| ROE | 35.11% | ||
| ROIC | 14.67% |
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
- Looking at the Profit Margin, with a value of 13.11%, BR belongs to the top of the industry, outperforming 85.23% of the companies in the same industry.
- In the last couple of years the Profit Margin of BR has grown nicely.
- BR has a Operating Margin of 17.62%. This is amongst the best in the industry. BR outperforms 90.91% of its industry peers.
- In the last couple of years the Operating Margin of BR has grown nicely.
- BR has a Gross Margin (31.34%) 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 | 17.62% | ||
| PM (TTM) | 13.11% | ||
| GM | 31.34% |
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. 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.
- Compared to 1 year ago, BR has more shares outstanding
- The number of shares outstanding for BR has been increased compared to 5 years ago.
- BR has a better debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 4.29 indicates that BR is not in any danger for bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 4.29, BR is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
- The Debt to FCF ratio of BR is 2.68, which is a good value as it means it would take BR, 2.68 years of fcf income to pay off all of its debts.
- BR has a Debt to FCF ratio of 2.68. This is in the better half of the industry: BR outperforms 63.64% of its industry peers.
- A Debt/Equity ratio of 1.06 is on the high side and indicates that BR has dependencies on debt financing.
- BR has a Debt to Equity ratio of 1.06. This is in the lower half of the industry: BR underperforms 64.77% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | 2.68 | ||
| Altman-Z | 4.29 |
ROIC/WACC1.63
WACC8.99%
2.3 Liquidity
- A Current Ratio of 0.93 indicates that BR may have some problems paying its short term obligations.
- BR's Current ratio of 0.93 is on the low side compared to the rest of the industry. BR is outperformed by 81.82% of its industry peers.
- BR has a Quick Ratio of 0.93. 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 Quick ratio (0.93) than 79.55% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.93 | ||
| Quick Ratio | 0.93 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 9.65% over the past year.
- The Earnings Per Share has been growing by 11.19% on average over the past years. This is quite good.
- The Revenue has been growing slightly by 5.88% in the past year.
- 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)5.88%
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 10.60% on average per year.
- Based on estimates for the next years, BR will show a small growth in Revenue. The Revenue will grow by 5.35% on average per year.
EPS Next Y13.94%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
EPS Next 5Y10.6%
Revenue Next Year5.45%
Revenue Next 2Y5.32%
Revenue Next 3Y5.3%
Revenue Next 5Y5.35%
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.
4. Valuation
4.1 Price/Earnings Ratio
- BR is valuated rather expensively with a Price/Earnings ratio of 20.46.
- Based on the Price/Earnings ratio, BR is valued a bit cheaper than the industry average as 61.36% of the companies are valued more expensively.
- BR is valuated rather cheaply when we compare the Price/Earnings ratio to 28.18, which is the current average of the S&P500 Index.
- With a Price/Forward Earnings ratio of 17.62, BR is valued on the expensive side.
- Based on the Price/Forward Earnings ratio, BR is valued a bit cheaper than 61.36% of the companies in the same industry.
- BR's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.51.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.46 | ||
| Fwd PE | 17.62 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, BR is valued a bit cheaper than 63.64% of the companies in the same industry.
- BR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BR is cheaper than 64.77% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 17.7 | ||
| EV/EBITDA | 15.7 |
4.3 Compensation for Growth
- BR's 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)1.47
PEG (5Y)1.83
EPS Next 2Y11.09%
EPS Next 3Y10.83%
5. Dividend
5.1 Amount
- BR has a Yearly Dividend Yield of 1.97%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 0.45, BR pays a better dividend. On top of this BR pays more dividend than 90.91% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.83, BR has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.97% |
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
5.3 Sustainability
- BR pays out 44.54% of its income as dividend. This is a bit on the high side, but may be sustainable.
- The dividend of BR is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP44.54%
EPS Next 2Y11.09%
EPS Next 3Y10.83%
185.95
-12.39 (-6.25%)
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 Change-1.33%
Ins Owners0.41%
Ins Owner Change-0.34%
Market Cap21.71B
Revenue(TTM)6.89B
Net Income(TTM)925.10M
Analysts76.67
Price Target273.67 (47.17%)
Short Float %1.85%
Short Ratio2.84
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.97% |
Yearly Dividend3.44
Dividend Growth(5Y)10.38%
DP44.54%
Div Incr Years17
Div Non Decr Years17
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)8.43%
Min EPS beat(2)-1.49%
Max EPS beat(2)18.35%
EPS beat(4)2
Avg EPS beat(4)4.34%
Min EPS beat(4)-2.34%
Max EPS beat(4)18.35%
EPS beat(8)4
Avg EPS beat(8)1.47%
EPS beat(12)6
Avg EPS beat(12)1.49%
EPS beat(16)7
Avg EPS beat(16)0.67%
Revenue beat(2)1
Avg Revenue beat(2)-1.1%
Min Revenue beat(2)-2.55%
Max Revenue beat(2)0.34%
Revenue beat(4)1
Avg Revenue beat(4)-2.17%
Min Revenue beat(4)-5.62%
Max Revenue beat(4)0.34%
Revenue beat(8)1
Avg Revenue beat(8)-3.4%
Revenue beat(12)2
Avg Revenue beat(12)-3.48%
Revenue beat(16)4
Avg Revenue beat(16)-2.7%
PT rev (1m)0.05%
PT rev (3m)-2.81%
EPS NQ rev (1m)0.28%
EPS NQ rev (3m)-7.88%
EPS NY rev (1m)0.04%
EPS NY rev (3m)1.1%
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.46 | ||
| Fwd PE | 17.62 | ||
| P/S | 3.08 | ||
| P/FCF | 17.7 | ||
| P/OCF | 16.21 | ||
| P/B | 8.24 | ||
| P/tB | N/A | ||
| EV/EBITDA | 15.7 |
EPS(TTM)9.09
EY4.89%
EPS(NY)10.55
Fwd EY5.67%
FCF(TTM)10.51
FCFY5.65%
OCF(TTM)11.47
OCFY6.17%
SpS60.44
BVpS22.57
TBVpS-19.73
PEG (NY)1.47
PEG (5Y)1.83
Graham Number67.95
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.14% | ||
| ROE | 35.11% | ||
| ROCE | 18.47% | ||
| ROIC | 14.67% | ||
| ROICexc | 15.34% | ||
| ROICexgc | 65.82% | ||
| OM | 17.62% | ||
| PM (TTM) | 13.11% | ||
| GM | 31.34% | ||
| FCFM | 17.38% |
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 Turnover0.85
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | 2.68 | ||
| Debt/EBITDA | 1.77 | ||
| Cap/Depr | 34.03% | ||
| Cap/Sales | 1.59% | ||
| Interest Coverage | 10.08 | ||
| Cash Conversion | 85.1% | ||
| Profit Quality | 132.59% | ||
| Current Ratio | 0.93 | ||
| Quick Ratio | 0.93 | ||
| Altman-Z | 4.29 |
F-Score8
WACC8.99%
ROIC/WACC1.63
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 5Y10.6%
Revenue 1Y (TTM)5.88%
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 5Y5.35%
EBIT growth 1Y23.93%
EBIT growth 3Y16.08%
EBIT growth 5Y13.72%
EBIT Next Year30.9%
EBIT Next 3Y12.67%
EBIT Next 5Y11.58%
FCF growth 1Y37.85%
FCF growth 3Y41.81%
FCF growth 5Y16.16%
OCF growth 1Y38.64%
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 5 / 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 8 / 10.
Can you provide the financial health for BR stock?
The financial health rating of BROADRIDGE FINANCIAL SOLUTIO (BR) is 3 / 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.