BROADRIDGE FINANCIAL SOLUTIO (BR) Stock Fundamental Analysis
NYSE:BR • US11133T1034
185.87 USD
+2.61 (+1.42%)
At close: Feb 27, 2026
185.87 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
We assign a fundamental rating of 6 out of 10 to BR. BR was compared to 86 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 is not valued too expensively and it also shows a decent growth rate. Finally BR also has an excellent dividend rating.
1. Profitability
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.
1.2 Ratios
- BR's Return On Assets of 12.35% is amongst the best of the industry. BR outperforms 90.80% of its industry peers.
- BR has a Return On Equity of 37.07%. This is amongst the best in the industry. BR outperforms 95.40% of its industry peers.
- BR has a Return On Invested Capital of 14.26%. This is amongst the best in 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 10.76%.
- 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 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's Gross Margin of 31.22% is in line compared to the rest of the industry. BR outperforms 43.68% of its industry peers.
- 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. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BR is still creating some value.
- BR has more shares outstanding than it did 1 year ago.
- 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
- BR has an Altman-Z score of 4.22. This indicates that BR is financially healthy and has little risk of bankruptcy at the moment.
- BR has a better Altman-Z score (4.22) than 73.56% of its industry peers.
- 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.
- 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.
- 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 | 4.22 |
ROIC/WACC1.58
WACC9.04%
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.
- The Quick ratio of BR (0.97) is worse than 79.31% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.97 | ||
| Quick Ratio | 0.97 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 9.65% over the past year.
- 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
- 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 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. Valuation
4.1 Price/Earnings Ratio
- BR is valuated rather expensively with a Price/Earnings ratio of 20.45.
- BR's Price/Earnings ratio is in line with the industry average.
- BR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.07.
- The Price/Forward Earnings ratio is 17.62, which indicates a rather expensive current valuation of BR.
- BR's Price/Forward Earnings is on the same level as the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 28.05. BR is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.45 | ||
| Fwd PE | 17.62 |
4.2 Price Multiples
- The rest of the industry has a similar Enterprise Value to EBITDA ratio as BR.
- 65.52% of the companies in the same industry are more expensive than BR, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.45 | ||
| EV/EBITDA | 15.59 |
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 2.13%.
- Compared to an average industry Dividend Yield of 0.55, BR pays a better dividend. On top of this BR pays more dividend than 89.66% 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 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
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%
185.87
+2.61 (+1.42%)
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 Change3.74%
Ins Owners0.41%
Ins Owner Change-0.97%
Market Cap21.70B
Revenue(TTM)7.18B
Net Income(TTM)1.07B
Analysts77.78
Price Target253.75 (36.52%)
Short Float %2.03%
Short Ratio2.32
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)-7.79%
PT rev (3m)-9.01%
EPS NQ rev (1m)-2.91%
EPS NQ rev (3m)-2.96%
EPS NY rev (1m)-0.03%
EPS NY rev (3m)1.07%
Revenue NQ rev (1m)-0.66%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)1.28%
Revenue NY rev (3m)1.76%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.45 | ||
| Fwd PE | 17.62 | ||
| P/S | 3.02 | ||
| P/FCF | 16.45 | ||
| P/OCF | 15.2 | ||
| P/B | 7.54 | ||
| P/tB | N/A | ||
| EV/EBITDA | 15.59 |
EPS(TTM)9.09
EY4.89%
EPS(NY)10.55
Fwd EY5.68%
FCF(TTM)11.3
FCFY6.08%
OCF(TTM)12.23
OCFY6.58%
SpS61.5
BVpS24.66
TBVpS-17.44
PEG (NY)1.47
PEG (5Y)1.83
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 | 4.22 |
F-Score8
WACC9.04%
ROIC/WACC1.58
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 4 / 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.