-0.38%
5.37%
12.98%
11.32%
16.66%
49.62%
99.93%
AI Spotlight on BR
Company Description
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.
Market Data
| Last Price | 238.22 |
| Change Percentage | -0.38% |
| Open | 231.03 |
| Previous Close | 239.12 |
| Market Cap ( Millions) | 27845 |
| Volume | 721111 |
| Year High | 241.45 |
| Year Low | 188.3 |
| M A 50 | 230.51 |
| M A 200 | 212.76 |
Financial Ratios
| FCF Yield | 3.40% |
| Dividend Yield | 1.41% |
| ROE | 34.23% |
| Debt / Equity | 164.05% |
| Net Debt / EBIDTA | 222.01% |
| Price To Book | 12.52 |
| Price Earnings Ratio | 36.75 |
| Price To FCF | 29.43 |
| Price To sales | 4.17 |
| EV / EBITDA | 20.59 |
News
- Jan -31 - Broadridge Financial Solutions, Inc. (BR) Q2 2025 Earnings Call Transcript
- Jan -31 - Broadridge Q2 Earnings & Revenues Surpass Estimates, Rise Y/Y
- Jan -31 - Broadridge Financial (BR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -31 - Broadridge Financial Solutions (BR) Beats Q2 Earnings and Revenue Estimates
- Jan -31 - Broadridge Financial beats Q2 profit estimates on strong Investor Communication demand
- Jan -31 - Broadridge Reports Second Quarter Fiscal 2025 Results
- Jan -30 - 5 Large-Cap Stocks Likely to Gain Post Earnings Release Tomorrow
- Jan -30 - Global Securities Class Actions Surge in 2024, Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row
- Jan -29 - Broadridge Recognized as One of FORTUNE Magazine's 2025 'World's Most Admired Companies'
- Jan -27 - Broadridge Gears Up for Q2 Earnings: What Lies Ahead for the Stock?
- Jan -24 - Broadridge Financial Solutions (BR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
- Jan -23 - US fintech firm Broadridge to boost India headcount by 26% in 3 years, top exec says
- Jan -21 - Here's Why You Should Retain Broadridge Stock in Your Portfolio Now
- Jan -16 - Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2025 Results on January 31, 2025
- Jan -16 - Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics
- Dec -18 - Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data
- Dec -16 - Broadridge Appoints Ashima Ghei as Chief Financial Officer
- Dec -11 - First Abu Dhabi Bank Chooses Broadridge to Build Global Agency Securities Finance Business
- Dec -10 - Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024
- Dec -09 - Broadridge Announces First-of-its-Kind AI-Powered Algorithm Insights Service
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Investor Communication Solutions
Expected Growth : 10.27 %
What the company do ?
Investor Communication Solutions from Broadridge Financial Solutions, Inc. provides comprehensive services for corporate actions, proxy voting, and shareholder communications, enabling efficient investor engagement and compliance.
Why we expect these perspectives ?
Broadridge's Investor Communication Solutions' 10.27% growth is driven by increasing demand for digitalization and regulatory compliance in the financial industry, coupled with the company's strategic acquisitions and investments in technology. Additionally, the growing need for transparency and investor engagement, as well as the shift towards paperless communication, are contributing to the segment's growth.
Segment n°2 -> Global Technology and Operations
Expected Growth : 10.27 %
What the company do ?
Global Technology and Operations from Broadridge Financial Solutions, Inc. provides innovative solutions for financial institutions, corporations, and financial intermediaries to improve their operations and technology infrastructure.
Why we expect these perspectives ?
Broadridge's Global Technology and Operations segment growth is driven by increasing demand for outsourcing and digitization in the financial industry, coupled with the company's strategic acquisitions and investments in emerging technologies such as cloud, artificial intelligence, and blockchain. Additionally, the segment benefits from the growing need for regulatory compliance and risk management solutions.
Broadridge Financial Solutions, Inc. Products
| Product Range | What is it ? |
|---|---|
| Investor Communication Solutions | Provides solutions for corporate actions, proxy services, and investor communications to help clients navigate complex regulatory requirements |
| Customer Communications | Offers a range of customer communication solutions, including statement composition, document composition, and digital delivery |
| Capital Markets Solutions | Provides solutions for securities processing, trade processing, and fixed income processing to help clients optimize their capital markets operations |
| Wealth Management Solutions | Offers solutions for wealth management firms, including portfolio management, performance measurement, and reporting |
| Data and Analytics | Provides data and analytics solutions to help clients gain insights and make informed business decisions |
Broadridge Financial Solutions, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Broadridge Financial Solutions, Inc. is medium due to the presence of established competitors in the financial technology industry. While there are some substitutes available, they are not significantly cheaper or more convenient, limiting the threat.
Bargaining Power Of Customers
The bargaining power of customers for Broadridge Financial Solutions, Inc. is low due to the company's strong brand reputation and the complexity of its financial technology solutions. Customers are likely to have limited bargaining power in negotiating prices or terms.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Broadridge Financial Solutions, Inc. is medium due to the presence of multiple suppliers in the market. While suppliers may have some bargaining power, the company's scale and reputation limit their ability to negotiate favorable terms.
Threat Of New Entrants
The threat of new entrants for Broadridge Financial Solutions, Inc. is low due to the high barriers to entry in the financial technology industry. New entrants would need significant resources and expertise to compete with established players like Broadridge.
Intensity Of Rivalry
The intensity of rivalry for Broadridge Financial Solutions, Inc. is high due to the presence of multiple competitors in the financial technology industry. The company operates in a highly competitive market, and rivals are constantly innovating and improving their offerings to gain market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 60.37% |
| Debt Cost | 5.00% |
| Equity Weight | 39.63% |
| Equity Cost | 8.88% |
| WACC | 6.54% |
| Leverage | 152.33% |
Broadridge Financial Solutions, Inc. : Quality Control
Broadridge Financial Solutions, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CTSH | Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally. It operates through four segments: Financial Services; Healthcare; Products … |
| FI | Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and … |
| IT | Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Research, Conferences, and Consulting. … |
| FIS | Fidelity National Information Services, Inc. provides technology solutions for merchants, banks, and capital markets firms worldwide. It operates through Merchant Solutions, Banking Solutions, and Capital Market Solutions segments. The Merchant … |
| IBM | International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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IBM
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Fiserv
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Cognizant
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Broadridge Financial Solutions
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Gartner
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