# Broadridge Financial Solutions Inc. (BR) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Technology / IT Services. Price $183.76, market value $20.7 billion.

## Valuation
- **P/E (trailing): 20.3×** (5-yr avg 27.8×, 3-yr avg 26.7×). Broadridge Financial Solutions Inc. trades at 20.3× 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 15.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.45**. A PEG of 0.45 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 2.8×**. Each dollar of revenue is priced at 2.8×.
- **Price / book: 7.4×**. The shares trade at 7.4× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 16.4×**. Enterprise value is 16.4× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 6.2%** (5-yr avg 4.6%). Free cash flow equals 6.2% 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: 4.9%**. The inverse of the P/E: 4.9% 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: 3.84**. A Z-score of 3.84 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend yield: 2.37%** ($3.90 per share, trailing). Broadridge Financial Solutions Inc. yields 2.37%, 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 $213.38 (+16% 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): -15.0%** (YTD -16.4%, 3-mo 17.1%). The shares are down 15.0% over twelve months including dividends.
- **From 52-week high: -21.2%** (37.3% above the low). Trading 21% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 66**. An RSI of 66 is neutral.
- **Beta (1 yr): 0.04** (volatility 30%). Beta of 0.04 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.
