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Company Analysis

Broadridge Financial Solutions, BR

A comprehensive view of key metrics, scores, and financial health for Broadridge Financial Solutions,

Overview of Broadridge Financial Solutions, Inc.

BR NYQ
Technology Information Technology Services Framework: Software & SaaS Large Cap
Broadridge Financial Solutions, Inc. (BR), is a Large Cap company, in the Information Technology Services industry, last closed at $144.87, about 77.3% undervalued vs fair value, -39.4% 1Y return, placing in the top 25% of its sector.
Metrics P/E 34.2× Rev Growth 5.9% ROE 34.8% Gross Margin 31.0% Div Yield 1.41%
USD 144.87
0.01%
(Delayed)
• Vol 90d: 32.1%
52-Week Range
Market Cap
$16.94B
Enterprise Value
$19.93B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 88%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.broadridge.com
HQ Lake Success, NY
Employees 15,000
Fiscal year Jun 30

Next Events

Dividend Jul 2

Fair Value Snapshot

Bear Base Bull
$235
$257
$282
Current: $144.87 +77% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$6.9B
5.9%%
Gross Profit
$2.1B
10.5%%
Operating Income (GAAP)
$1.2B
16.9%%
Operating Cash Flow
$1.2B
10.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
31.0%
Fair

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$537.2M
50.9% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
1/1
Improving
0
High Impact
0
Critical
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Broadridge Financial Solutions,'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
70
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 91% Coverage
Trade-Off Triangle Visualization A ternary plot showing BR's balance between Growth (29.5%), Profitability (37.2%), and Safety (33.3%). Growth 30% Safety 33% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

45th percentile vs peers
46
Key Signals
Rev Growth YoY 5.9% 43p Revenue CAGR 3Y 6.5% 40p TSR 8.3% 57p EPS Growth YoY 21.1% 47p
Strengths
  • Cash Flow to Debt Ratio in top 20% of peers (1.76, 81th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Operating Margin in top 20% of peers (17.2%, 83th percentile)
  • Consistently strong margins across 3 metrics
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

57th percentile vs peers
58
Key Signals
Strengths
Risks
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Safety

51th percentile vs peers
52
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Broadridge Financial Solutions,.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$256.92
- - -
+77.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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