# Broadridge Financial Solutions Inc. (BR) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Technology / IT Services. Price $172.88, market value $19.7 billion.

## Valuation
- **P/E (trailing): 18.0×** (5-yr avg 27.8×, 3-yr avg 26.7×). Broadridge Financial Solutions Inc. trades at 18.0× trailing earnings, well below its own five-year average of 27.8×: cheap by its own standards. The Technology median in the September 2026 study was 32.1×. Forward P/E is 14.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.42**. A PEG of 0.42 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 2.6×**. Each dollar of revenue is priced at 2.6×.
- **Price / book: 6.9×**. The shares trade at 6.9× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 15.7×**. Enterprise value is 15.7× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 6.5%** (5-yr avg 4.6%). Free cash flow equals 6.5% of the market value, above its five-year average of 4.6%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 5.5%**. The inverse of the P/E: 5.5% of the price is earned each year.

## Profitability
- **Operating margin: 17.4%**. 17.4% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 15.0%**. 15.0% of each dollar of sales reaches the bottom line.
- **Return on equity: 39.6%**. 39.6% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 18.1%**. Return on all capital, debt included, is 18.1%: comfortably above what that capital costs.
- **Return on assets: 12.6%**. Each dollar of assets produces 12.6% of profit.

## Growth
- **Revenue growth (1 yr): 8.5%** (3-yr 7.2%/yr, 5-yr 8.4%/yr). Revenue grew 8.5% over the last year, against 8.4% a year compounded over five years.
- **EPS growth (1 yr): 35.2%** (3-yr 21.9%/yr, 5-yr 15.6%/yr). Earnings per share rose 35.2%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 17.7%/yr**. Free cash flow has compounded at 17.7% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 1.15**. Debt is 1.15 times equity, a leveraged balance sheet that needs steady cash flow to service.
- **Net debt / EBITDA: 2.0×**. It would take 2.0 years of operating earnings to repay net borrowings, within the comfortable range.
- **Current ratio: 1.24** (quick 1.24). Current assets cover the next year's liabilities 1.24 times.
- **Altman Z-score: 3.74**. A Z-score of 3.74 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 2.52%** ($3.90 per share, trailing). Broadridge Financial Solutions Inc. yields 2.52%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 39%** (35% of free cash flow). 39% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 19**. 19 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 10.7%/yr** (1-yr 10.4%). The dividend has compounded at 10.7% a year over five years, doubling roughly every 7 years at that pace.

## Analyst view
- **Analyst consensus: buy** (8 analysts). 8 analysts cover Broadridge Financial Solutions Inc.; the consensus is buy, with an average price target of $213.25 (+23% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -30.0%** (YTD -21.6%, 3-mo 15.0%). The shares are down 30.0% over twelve months including dividends.
- **From 52-week high: -32.4%** (29.2% above the low). Trading 32% below its 52-week high, deep in a drawdown.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 50**. An RSI of 50 is neutral.
- **Beta (1 yr): 0.11** (volatility 29%). Beta of 0.11 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BR · Page: https://foliofundamentals.com/stocks/br

Not investment advice.
