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Broadridge Financial Solutions, Inc. (BR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Broadridge Financial Solutions, Inc.

BRMarket cap $18BPrice $160.1

Country🇺🇸United States

SectorIndustrials

IndustryProfessional Services

Powers the plumbing behind Wall Street: processes proxy votes, trade confirmations, and shareholder communications for banks and asset managers worldwide. Handles over 40% of all outstanding shares in North America come proxy season.

In Bastion Portfolios?

52W Return-29%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+11%7

EPS Growth Y+2+9%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin17%7

Net Income Margin15%7

Free Cash Flow Margin17%7

Debt

Net Debt/EBITDA1.75

Efficiency

ROE41%10

ROA13%9

Earnings Stability1010

GEAR+STRONG85

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV6.43

EV Multiples

EV/EBITDA Fwd116

EV/EBIT Fwd137

Yield

Free Cash Flow Yield7.1%8

Dividend Yield2.7%7

Momentum

Short term

1 month return-5%5

3 month return+10%8

YTD return-27%2

Mid term

Price vs 52wHigh69%3

1 year return-31%2

Long term

3 year return-6%2

5 year return+4%4

Risk Shield

Price Risk

Beta0.76

Volatility29%7

Free Cash Flow

Free Cash Flow Margin17%7

Free Cash Flow Yield7.1%8

Quality

ROCE18%8

Earnings Stability1010

Net Debt/EBITDA1.75

02Growth

Is it actually growing, and how fast?

BRBroadridge Financial Solutions

Revenue FY26$7.5B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+11%7

EPS growth, FY28E+9%6

EPS growth, FY29E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+10%8

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high69%3

1-year return-31%2

3-year return-6%2

5-year return+4%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+10%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-5.9% over three years and +3.8% over five), behind 70% of the market.

It's down 31% over the past year, now 31% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-27%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Broadridge. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BRBroadridge Financial Solutions

Revenue FY26$7.5B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+11%7

EPS growth, FY28E+9%6

EPS growth, FY29E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+10%8

YTD return-27%2

MID & LONG-TERM▾SCORE

% of 52-week high69%3

1-year return-31%2

3-year return-6%2

5-year return+4%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+10%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-5.9% over three years and +3.8% over five), behind 70% of the market.

It's down 31% over the past year, now 31% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-27%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Broadridge. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community