Broadridge Financial Solutions, Inc.
BR Technology Information Technology Services NYSE
$175.96
+$1.58 (+0.91%)
Open: $174.10 | High: $176.46 | Low: $172.95 | Prev Close: Prev Close: $174.38
Market Cap: $20.54B
Volume: 652K | Avg: 1.2M
Last updated: March 20, 2026 at 06:01 PMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 547
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 19.49 |
| P/B Ratio | 7.14 |
| P/S Ratio | 2.86 |
| EPS | $9.03 |
| Beta | 0.98 |
| Shares Outstanding | 116.75M |
| 52-Week High | $271.91 |
| 52-Week Low | $163.71 |
| SMA 50 | $193.09 |
| SMA 200 | $227.27 |
| Dividend Yield | 2.16% |
| Annual Dividend | $3.81 |
| Next Earnings | April 30, 2026 12:30 PM ET |
Financial Ratios
| Gross Margin | 31.2% |
| Operating Margin | 17.3% |
| Net Margin | 14.9% |
| ROE | 41.1% |
| ROA | 12.4% |
| Debt/Equity | 1.22 |
| Current Ratio | 0.97 |
| Quick Ratio | 0.97 |
Balance Sheet
| Total Assets | $8.54B |
| Total Liabilities | $5.89B |
| Total Equity | $2.66B |
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| Cash | $561.50M |
| Total Debt | $3.46B |
| Net Debt | $2.90B |
Income Statement
| Revenue | $6.89B |
| Gross Profit | $2.14B |
| Operating Income | $1.19B |
| Net Income | $839.50M |
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| EBITDA | $1.69B |
| Revenue/Share | $61.48 |
Cash Flow
| Operating CF | $1.17B |
| CapEx | $114.90M |
| Free Cash Flow | $1.06B |
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| Book Value/Share | $24.65 |
| Tangible Book/Share | $-19.27 |
| Equity/Share | $24.65 |
Technical Indicators
| RSI (14) | 48.37 Neutral |
| MACD |
-3.09
Signal: -4.37
|
| Volatility | 50.48% |
| Trading Signal | Bullish |
Performance & Returns
| 1 Year | -26.4% |
| Sharpe Ratio | -1.51 Poor |
| Volatility (Ann.) | 25.98% Moderate |
| BR (1Y) | -26.4% |
| S&P 500 (1Y) | +14.41% |
| Alpha (Excess Return) | -40.81% |
Sector Comparison (Technology)
| Metric | BR | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 19.49 | 33.51 | 24% |
| P/B Ratio | 7.14 | 15.62 | 51% |
| ROE (%) | 41.06% | 27.10% | 79% |
| Net Margin (%) | 14.86% | 15.14% | 48% |
| Stock Score | 547 | 560.0 | 37% |
| 1Y Return (%) | -26.40 % | +32.22 % | 26% |
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BR | $175.96 | $185.82 | $186.18 | $183.28 | $198.13 | $228.98 | 48.37 | -3.09 | 50.48% | 647746 | Weak Short | Price Below SMAs |
Candlestick Patterns
There wasn't any recognizable pattern for the BR stock
News Sentiment
| Ticker | Headline | Sentiment | Source | URL |
|---|---|---|---|---|
| BR | Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication | Neutral | prnewswire.com | Read More |
| BR | The Consumer Duty Compromise: New Broadridge Research Finds Legacy Regulation is Undermining Customer Understanding | Neutral | prnewswire.com | Read More |
| BR | Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management | Neutral | prnewswire.com | Read More |
| BR | HQLAx Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton | Positive | prnewswire.com | Read More |
| BR | Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity | Neutral | prnewswire.com | Read More |
Recent Insider Trading
| Date | Insider | Position | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-04-01 | Jarkowski Hope M. | officer: Chief Legal Officer | SELL | 913 | $159.98 | $146062 |
Company Information
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It 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 trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; 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 company's 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, clearance 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 management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
| CEO | Timothy C. Gokey |
| Employees | 14000 |
| Country | US |
| IPO Date | 2007-03-22 |
| Exchange | NYSE |
| Website | https://www.broadridge.com |
| Sector | Technology |
| Industry | Information Technology Services |
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
-
Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category