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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 $168.10, about 68.1% undervalued vs fair value, -33.3% 1Y return, placing in the top 10% of its sector.
Metrics Gross Margin 31.8%
USD 168.10
-0.31%
(Delayed)
• Vol 90d: 33.4%
52-Week Range
Market Cap
$17.04B
Enterprise Value
$20.15B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 60%
Updated: Sep 12
Top Beats

Quick Facts

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

Next Events

Earnings Nov 3 Estimated

Fair Value Snapshot

Bear Base Bull
$259
$283
$310
Current: $168.10 +68% vs base

Engine Room Money Flow™

Large Cap

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

Flow Steps
Total Revenue
$7.5B
8.5%%
Gross Profit
$2.4B
11.2%%
Operating Income (GAAP)
$1.3B
9.4%%
Operating Cash Flow
$1.3B
14.9%%
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
31.8%
Fair

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

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.0B
84.9% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.75), consistent with premium software economics.
  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.85), showing scalable economics.

Key risks

  • Liquidity Cushion Looks Thin Liquidity position is weak (score 0.26), leaving less room for error.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
75
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Trade-Off Ledger™

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

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BR's balance between Growth (30.9%), Profitability (39.5%), and Safety (29.6%). Growth 31% Safety 30% Profitability 39%

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% 41p Revenue CAGR 3Y 6.5% 44p Def Rev Growth 1.8% 38p Buyback % -2.7% 81p TSR -15.4% 43p
Strengths
  • Cash Flow to Debt Ratio in top 20% of peers (1.76, 80th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Operating Margin in top 20% of peers (17.2%, 85th percentile)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

58th percentile vs peers
58
Key Signals
Strengths
Risks
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Safety

43th percentile vs peers
44
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
$282.57
- - -
+68.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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