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Broadridge Financial Solutions, Inc. BR

Technology · Information Technology Services · United States · S&P 500

54
Profitability
79
Growth
50
Valuation
84
Financial strength
48
Momentum
11

Based on the available data, Broadridge Financial Solutions, Inc. gets an algorithmic score of 54/100. It trades at 160.95 $, with a bearish technical trend (RSI 38.8) and 29.0% annual volatility.

Updated: 2026-09-30

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Strengths

  • High ROE (40.9%): generates strong profit on equity.
  • Attractive free-cash-flow yield (6.8%).
  • Low beta (0.55): defensive profile.

Weaknesses

  • —

Fundamentals

P/E16.78
Forward P/E13.90
PEG1.78
P/B6.46
EV/EBITDA11.87
P/S2.43
ROE %40.92
ROA %9.29
Gross margin %31.78
Operating margin %24.61
Net margin %15.04
Revenue growth % (y/y)7.50
Earnings growth % (y/y)8.40
Revenue CAGR %7.25
Earnings CAGR %21.26
Debt/Equity %123.94
Current ratio1.24
FCF yield %6.79
Dividend yield %2.71
Payout %40.63

Returns

1 month-11.8 %
3 months+18.2 %
6 months-0.2 %
YTD-25.6 %
1 year-30.2 %
3 years-7.8 %
5 years+8.4 %

Risk

1-year volatility29.0 %
Beta0.55
5-year max drawdown-48.2 %
Sharpe 1A-1.23

Macroeconomic context

Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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