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Broadridge Financial Solutions, Inc. BR SPX

Technology · Information Technology Services · United States
https://www.broadridge.com
Company Profile ↓
$147.39
-36.27% 1Y
Mkt Cap$17.05B
P/E16.30
P/B5.99
Div. Yield2.58%
52W High$261.51
52W Low$135.44
Book Value$24.36
EPS (TTM)$9.04

Company Overview

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 42.3%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 17.8%.

Consistent Profit Growth

Net profit has compounded at 17.3% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 16.3, below the sector median of 34.7.

Healthy Margins

Maintains a net profit margin of 15.0%.

Dividend Income

Offers a dividend yield of 2.58%.

Recent Developments

  • Jun 2025 Revenue of $6.89B (+5.9% YoY); net profit $839.50M.
  • Trailing 12 Months Year-on-year growth — revenue +7.8%, earnings +15.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR 7.8%, profit CAGR 17.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:7.79%
1 Year:7.80%

Compounded Profit Growth

5 Years:17.34%
1 Year:15.10%

Stock Price Performance

1 Year:-36.27%
6 Months:-33.10%
3 Months:-6.44%
1 Month:+1.74%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 9% of range
$135.44 $261.51
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)53.73 · Neutral
Price Performance
1M+1.74%
3M-6.44%
6M-33.10%
1Y-36.27%
Valuation vs Sector

P/E of 16.30 is below the sector median of 34.66 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 42.3%.
  • Profit CAGR of 17.3% over 5 years.
  • Attractive dividend yield of 2.58%.
  • Generates positive free cash flow.

CONS

  • Trading 43.6% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
16.30
Industry PE
34.66
Forward P/E
14.15
PEG Ratio
1.01
Book Value
$24.36
Price to Book
5.99
P/S
2.31
EV/EBITDA
11.68
Dividend Yield
2.58%

Growth (CAGR)

Revenue 5Y
7.79%
Profit 5Y
17.34%
Revenue (YoY)
7.80%
Earnings (YoY)
15.10%

Profitability & Returns

ROCE
17.78%
ROE
42.31%
ROA
9.17%
Profit Margin
15.03%
Op Margin
18.40%
Gross Margin
31.31%
EPS (Latest Qtr)
$2.36
EPS (TTM)
$9.04

Balance Sheet & Liquidity

Debt/Equity
1.21
Quick Ratio
0.85
Current Ratio
0.94
Debt
$3.41B
Total Assets
$8.78B
Current Assets
$1.82B
Working Capital
$-44.20M

Ownership

Promoter Holding
0.47%
Chg in Prom Hold
0.00%
FII / Inst Holding
99.57%
Chg in FII Hold
-0.16%

Financial Snapshot

Enterprise Value
$17.05B
Total Revenue (TTM)
$7.32B
EBITDA
$1.76B
Free Cash Flow
$1.19B
Operating Cash Flow
$1.37B
Shares Outstanding
115.66M
Gross Margin
31.31%
Payout Ratio
40.70%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 BR Broadridge Financial Solutions, Inc. SPX 147.39 16.30 $17.05B 2.58% 17.78% 42.31% 7.79% 17.34%
2 NVDA NVIDIA Corporation NDXSPXAI 212.50 32.59 $5.15T 0.47% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 327.50 39.60 $4.81T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 395.63 23.96 $2.94T 0.95% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 419.48 36.41 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 394.28 64.96 $1.88T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 904.28 20.44 $1.02T 0.05% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 529.14 172.36 $862.82B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,815.27 59.79 $699.64B 0.51% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Sep 2022Dec 2022Mar 2023Sep 2023Dec 2023Mar 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ----895.30M892.60M1.01B1.35B924.80M1.01B1.07B1.32B972.80M953.40M1.22B1.21B948.60M968.70M1.25B1.36B1.02B1.05B1.39B1.53B1.19B1.26B1.53B1.28B1.29B1.65B1.43B1.41B1.73B1.42B1.59B1.81B2.07B1.59B1.71B1.95B
Cost of Revenue -----------------------------------1.24B1.30B1.17B1.24B1.33B
Gross Profit 156.10M174.40M202.30M388.20M177.40M184.90M235.20M435.60M198.80M243.50M269.30M450.90M233.80M219.40M377.50M399.60M221.10M187.70M377.40M477.70M230.30M248.50M429.20M514.90M-----------575.80M769.80M422.60M473.60M626.90M
Operating Expenses -----------------------------------230.90M271.10M233.90M267.50M267.40M
Operating Income 59.10M70.20M100.60M270.30M66.00M58.80M109.70M297.00M85.20M115.90M130.80M266.20M100.10M78.20M233.60M240.80M73.10M26.80M226.30M298.80M78.60M79.50M239.20M281.40M103.30M68.90M246.00M87.50M107.90M286.80M148.40M124.40M302.90M134.40M210.70M344.90M498.70M188.70M206.10M359.50M
EBITDA -----------------------------------425.80M584.40M324.50M482.70M456.40M
Interest Expense -----------------------------------33.50M29.80M27.90M27.70M27.30M
Pretax Income -----------------------------------310.90M471.50M213.10M370.20M340.60M
Tax Provision -----------------------------------67.80M97.30M47.70M85.70M64.30M
Net Income 33.50M40.20M63.70M-33.70M30.10M75.90M-49.90M62.10M109.10M-76.70M49.90M172.20M183.20M55.90M10.10M166.80M229.70M65.80M56.30M165.00M260.40M67.20M47.20M176.60M50.40M57.50M198.50M90.90M70.30M213.70M79.80M142.40M243.10M374.20M165.40M284.60M276.30M
Diluted EPS 0.280.330.521.400.280.250.631.570.420.520.901.720.640.421.451.550.480.091.431.970.560.481.402.200.570.401.490.420.481.670.760.591.790.681.202.053.161.402.422.36

Profit & Loss (Annual)

Figures in USD.

Metric Jun 2009Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025
Revenue 2.07B2.21B2.17B2.30B2.43B2.56B2.69B2.90B4.14B4.33B4.36B4.53B4.99B5.71B6.06B6.51B6.89B
Gross Profit -------921.20M1.03B1.16B1.23B1.26B1.42B----
Operating Income 346.00M342.10M269.70M200.90M323.20M395.50M438.90M500.30M531.60M598.10M652.70M624.90M678.70M759.90M936.40M1.02B1.19B
Net Income --169.60M123.60M212.10M----427.90M482.10M462.50M547.50M539.10M630.60M698.10M839.50M
Diluted EPS 1.581.371.320.971.692.122.322.532.703.564.063.954.654.555.305.867.10

Balance Sheet (Annual)

Figures in USD.

Metric Jun 2008Jun 2009Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025
Total Assets -2.77B1.79B1.90B1.99B2.02B2.19B2.36B2.87B3.15B3.30B3.88B4.89B8.12B8.17B8.23B8.24B8.54B
Current Assets --------------1.33B1.39B1.54B1.82B
Cash & Equivalents 54.70M173.40M412.60M241.50M320.50M266.00M347.60M324.10M727.70M271.10M263.90M273.20M476.60M274.50M224.70M252.30M304.40M561.50M
Inventory ------------------
Receivables --------------946.90M974.00M1.07B1.08B
Total Liabilities --987.30M1.11B1.14B1.20B1.23B1.44B1.83B2.15B2.21B2.75B3.54B6.31B6.25B5.99B6.07B5.89B
Current Liabilities --486.40M782.70M410.30M469.50M484.40M508.90M692.90M744.90M777.30M802.60M1.34B1.29B1.31B2.40B1.42B1.86B
Long Term Debt --324.10M124.30M524.40M524.50M524.10M689.40M890.70M1.10B1.05B1.47B1.39B3.89B3.79B2.23B3.36B2.75B
Total Debt --------------4.07B3.65B3.58B3.46B
Total Equity 745.80M909.00M807.10M797.30M850.50M816.00M961.70M927.80M1.05B1.00B1.09B1.13B1.35B1.81B1.92B2.24B2.17B2.66B
Shares Outstanding --------------154.50M154.50M154.50M154.50M

Cash Flows (Annual)

Figures in USD.

Metric Jun 2009Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025
Operating Cash Flow -------437.70M515.90M693.60M617.00M598.20M640.10M443.50M823.30M1.06B1.17B
Investing Cash Flow --------136.90M-659.30M-249.30M-433.50M-441.70M-2.65B-110.40M-80.40M-148.00M-316.20M
Financing Cash Flow -------108.60M-311.70M-449.90M-173.10M51.20M1.80B-370.80M-714.70M-855.50M-600.80M
Capital Expenditure -26.80M-42.70M-29.20M-33.80M-38.20M-40.30M-50.30M-57.70M-85.40M-76.70M-50.60M-62.70M-51.90M-29.00M-38.40M-57.40M-43.80M
Free Cash Flow -------380.00M430.50M616.90M566.40M535.50M588.20M414.50M784.90M998.80M1.13B
Share Buybacks 35.50M268.90M222.10M51.60M238.50M129.70M301.70M119.80M342.80M277.10M397.80M69.30M21.50M22.80M24.30M485.40M134.90M
Dividends Paid 37.90M66.60M74.80M78.10M85.80M96.70M122.30M138.20M152.20M165.80M211.20M241.00M261.70M290.70M331.00M368.20M402.30M

Ratios (Annual)

Figures in %.

Metric Jun 2009Jun 2010Jun 2011Jun 2012Jun 2013Jun 2014Jun 2015Jun 2016Jun 2017Jun 2018Jun 2019Jun 2020Jun 2021Jun 2022Jun 2023Jun 2024Jun 2025
Gross Margin % -------31.8%24.9%26.8%28.2%27.9%28.5%----
Operating Margin % 16.7%15.5%12.4%8.7%13.3%15.5%16.3%17.3%12.8%13.8%15.0%13.8%13.6%13.3%15.4%15.6%17.3%
Net Margin % --7.8%5.4%8.7%----9.9%11.1%10.2%11.0%9.4%10.4%10.7%12.2%
ROE % --21.3%14.5%26.0%----39.1%42.8%34.3%30.3%28.1%28.1%32.2%31.6%
ROCE % -26.2%24.1%12.7%20.9%23.2%23.6%23.0%22.1%23.7%21.2%17.6%9.9%11.1%16.0%14.9%17.8%

Shareholding Pattern

Insiders
0.47%
Institutions
99.57%
Public Float
100.05%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 9.52% 11.01M $1.61B
2 Vanguard Capital Management LLC 6.56% 7.59M $1.11B
3 Vanguard Portfolio Management LLC 5.50% 6.36M $929.24M
4 State Street Corporation 4.76% 5.51M $804.24M
5 Alliancebernstein L.P. 3.21% 3.71M $542.24M
6 Geode Capital Management, LLC 3.00% 3.47M $505.98M
7 Charles Schwab Investment Management, Inc. 2.92% 3.38M $492.94M
8 Janus Henderson Group PLC 2.15% 2.48M $362.74M
9 Barclays Plc 1.81% 2.10M $306.49M
10 Morgan Stanley 1.75% 2.03M $295.89M

Analyst View

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Latest News

Recent headlines for BR

Google News ue, 14 Jul 2026

Here's Why You Should Retain BR Stock in Your Portfolio Now - Yahoo Finance Australia

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Broadridge Financial Solutions Inc (BR) Shares Fall 3.3% -- What GF Score of 81 Tells Investors - GuruFocus

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Google News Mon, 13 Jul 2026

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Broadridge (BR): Buy, Sell, or Hold Post Q4 Earnings? - StockStory

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BR — Frequently Asked Questions

What is the current share price of Broadridge Financial Solutions, Inc. (BR)?

As of 2026-07-15 16:51 PDT, Broadridge Financial Solutions, Inc. (BR) trades at $147.39 on NYSE. Its 52-week range is $135.44 to $261.51.

What is the market capitalisation of BR?

Broadridge Financial Solutions, Inc. (BR) has a market capitalisation of $17.05B on NYSE.

What is the P/E ratio of BR?

BR trades at a trailing price-to-earnings (P/E) ratio of 16.30. The industry average P/E is 34.66. Its price-to-book (P/B) ratio is 5.99.

Does BR pay a dividend?

Broadridge Financial Solutions, Inc. (BR) currently offers a dividend yield of 2.58%.

What is the return on equity (ROE) of BR?

BR has a return on equity (ROE) of 42.31%. Its return on capital employed (ROCE) is 17.78%.

Is BR a good stock to buy?

This page provides a data-driven analysis of Broadridge Financial Solutions, Inc. (BR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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