BR Broadridge Financial Solutions, Inc. - Fundamental Analysis
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BR Stock | Fundamental Analysis & Investment Insights
NYSE
Technology
Information Technology Services
Current Price
Live
$207.54
Analyst Target
$267.88
+29.1%
Upside
52W High
$271.91
52W Low
$204.61
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$24.23B
P/E
26.81
ROE
38.2%
Profit margin
13.1%
Debt/Equity
1.32
Dividend yield
1.86%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
72%
Analysis Accuracy
Broadridge Financial Solutions has a stable Piotroski F-Score of 6/9, indicating moderate financial health, but lacks an Altman Z-Score, limiting bankruptcy risk assessment. The company shows strong profitability with a 38.21% ROE and solid revenue growth of 11.70%, though recent Q/Q EPS growth is sharply negative. Valuation metrics suggest a premium pricing relative to earnings and book value, while insider selling and bearish technical trends weigh on sentiment. Analysts maintain a 'buy' recommendation with a high target price of $267.88, implying significant upside, but near-term price performance has been weak.
Key Strengths
Strong ROE of 38.21% indicates efficient use of shareholder equity
Revenue growth of 11.70% YoY outpaces sector average of 62.24% but remains positive in a mature tech subsector
Consistent earnings beat history: 3 out of last 4 quarters exceeded estimates with an average surprise of 7.96%
Attractive dividend yield of 1.86% with a sustainable payout ratio of 46.23%
High analyst target price of $267.88 suggests 29% upside from current levels
Key Risks
Current ratio of 0.93 and quick ratio of 0.80 indicate potential short-term liquidity pressure
Debt/Equity of 1.32 is elevated compared to sector average of 0.69, increasing financial risk
Most recent Q/Q EPS growth of -57.5% signals a sharp earnings deceleration
Insider selling activity: $3.24M in sales over last 6 months with no buys, signaling bearish sentiment from executives
Technical trend score of 0/100 reflects strong bearish momentum, supported by 1Y return of -10.9%
AI Fair Value Estimate
Based on comprehensive analysis
$228.33
+10.0% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
65
Strong
55
60
70
65
75
AI Verdict
Moderately positive outlook with notable risks in liquidity and near-term earnings trends
Key drivers: High ROE and stable revenue growth, Premium valuation and insider selling, Negative Q/Q EPS momentum, Analyst optimism vs. technical weakness
Confidence
75%
Value
55/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E of 20.21 is below current P/E of 26.81, suggesting earnings growth expectations
Watchpoints
- P/E of 26.81 and Price/Book of 9.19 are significantly above sector averages
- Stock trades above Graham Number ($62.71) and near intrinsic value ($228.33), offering limited margin of safety
Future
60/100
Ref Growth rates
Positives
- Revenue growth of 11.70% YoY and strong analyst target imply continued expansion
Watchpoints
- Q/Q EPS growth of -57.5% raises concerns about near-term profitability trajectory
- PEG Ratio not available, limiting growth-adjusted valuation insight
Past
70/100
Ref Historical trends
Positives
- Long history of beating earnings estimates: 20 out of 25 quarters positive or in-line
- 5-year return of +49.7% shows solid long-term capital appreciation
Watchpoints
- 1-year return of -10.9% and 6-month decline of -17.5% reflect recent underperformance
Health
65/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 6/9 indicates stable financial condition
- Operating margin of 11.87% and profit margin of 13.11% show pricing power
Watchpoints
- Current and quick ratios below 1.0 signal short-term liquidity risk
- Altman Z-Score not available, creating blind spot in distress risk analysis
Dividend
75/100
Ref Yield, Payout
Positives
- Dividend yield of 1.86% is above market average
- Payout ratio of 46.23% is sustainable and leaves room for future increases
Watchpoints
- Dividend strength score of 40/100 suggests limited growth history or consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$207.54
Analyst Target
$267.88
Upside/Downside
+29.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BR and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BR
Broadridge Financial Solutions, Inc.
Primary
|
+49.7% | +45.2% | -10.9% | -17.5% | -9.1% | -5.1% |
|
ZM
Zoom Communications, Inc.
Peer
|
-79.4% | +15.9% | +1.9% | +8.2% | -8.8% | -5.0% |
|
ALAB
Astera Labs, Inc.
Peer
|
+94.0% | +94.0% | +84.2% | -47.6% | -16.3% | +0.9% |
|
ASTS
AST SpaceMobile, Inc.
Peer
|
+420.3% | +1129.7% | +203.6% | +61.8% | -34.7% | -1.3% |
|
TEAM
Atlassian Corporation
Peer
|
-47.7% | -22.5% | -53.4% | -39.2% | -26.8% | -19.0% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
26.81
Forward P/E
20.21
PEG Ratio
N/A
P/B Ratio
9.19
P/S Ratio
3.43
EV/Revenue
3.88
EV/EBITDA
15.72
Market Cap
$24.23B
Profitability
Profit margins and return metrics
Profit Margin
13.11%
Operating Margin
11.87%
Gross Margin
31.34%
ROE
38.21%
ROA
9.52%
Growth
Revenue and earnings growth rates
Revenue Growth
+11.7%
Earnings Growth
+105.9%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+107.3%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
1.32
Moderate
Current Ratio
0.93
Weak
Quick Ratio
0.8
Poor
Cash/Share
$2.5
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-03
$N/A
2025-11-04
$1.51
+21.2% surprise
2025-08-05
$3.55
+1.5% surprise
2025-05-01
$2.44
+1.2% surprise
Technology Sector Comparison
Comparing BR against 149 companies in the Technology sector
(10 bullish, 66 neutral, 73 bearish)
P/E Ratio
26.81
This Stock
vs
90.97
Sector Avg
-70.5%
(Discount)
Return on Equity (ROE)
38.21%
This Stock
vs
-8.13%
Sector Avg
-570.0%
(Below Avg)
Profit Margin
13.11%
This Stock
vs
-7.75%
Sector Avg
-269.1%
(Weaker)
Debt to Equity
1.32
This Stock
vs
0.76
Sector Avg
+72.8%
(Higher)
Revenue Growth
11.7%
This Stock
vs
56.87%
Sector Avg
-79.4%
(Slower)
Current Ratio
0.93
This Stock
vs
3.33
Sector Avg
-72.2%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BR
Broadridge Financial...
|
NEUTRAL | $24.23B | 26.81 | 38.2% | 13.1% | $207.54 | |
|
ZM
Zoom Communications, Inc.
|
NEUTRAL | $24.23B | 15.75 | 17.7% | 33.2% | $80.96 | |
|
ALAB
Astera Labs, Inc.
|
NEUTRAL | $20.48B | 98.61 | 18.8% | 25.7% | $120.31 | |
|
ASTS
AST SpaceMobile, Inc.
|
BEARISH | $30.1B | - | -39.0% | -% | $79.19 | |
|
TEAM
Atlassian Corporation
|
NEUTRAL | $31.21B | - | -15.3% | -3.4% | $118.55 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-05 | MURRAY EILEEN K. | Director | Stock Award | 20 | - |
| 2026-01-05 | FLOWERS MELVIN L | Director | Stock Award | 11 | - |
| 2026-01-05 | ZAVERY AMIT | Director | Stock Award | 36 | - |
| 2026-01-05 | DUELKS ROBERT N | Director | Stock Award | 91 | - |
| 2026-01-05 | MARKUS MAURA A | Director | Stock Award | 83 | - |
| 2026-01-05 | NAZARETH ANNETTE L. | Director | Stock Award | 23 | - |
| 2026-01-05 | KELLER BRETT A | Director | Stock Award | 57 | - |
| 2025-12-10 | MURRAY EILEEN K. | Director | Stock Award | 299 | - |
| 2025-12-10 | ZAVERY AMIT | Director | Stock Award | 138 | - |
| 2025-12-10 | MARKUS MAURA A | Director | Stock Award | 160 | - |
| 2025-12-10 | NAZARETH ANNETTE L. | Director | Stock Award | 149 | - |
| 2025-12-10 | KELLER BRETT A | Director | Stock Award | 138 | - |
| 2025-12-05 | GOKEY TIMOTHY C. | Chief Executive Officer | Gift | 5,709 | - |
| 2025-12-03 | CAREY THOMAS PATRICK | Officer | Option Exercise | 10,163 | $1,279,242 |
| 2025-12-03 | CAREY THOMAS PATRICK | Officer | Sale | 10,214 | $2,341,618 |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
8 analysts
DA Davidson
2026-01-23
Neutral
Neutral
UBS
2025-11-13
Neutral
Neutral
Morgan Stanley
2025-11-05
Equal-Weight
Equal-Weight
DA Davidson
2025-10-28
Neutral
Neutral
UBS
2025-08-08
Neutral
Neutral
Needham
2025-08-06
Buy
Buy
Morgan Stanley
2025-08-06
Equal-Weight
Equal-Weight
Past News Coverage
Recent headlines mentioning BR from our newsroom.
Newest → oldest
No matching news yet.