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Upturn AI SWOT - About
BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
07/03/2025: BR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $256.27
1 Year Target Price $256.27
| 0 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.91% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 28.44B USD | Price to earnings Ratio 36.36 | 1Y Target Price 256.27 |
Price to earnings Ratio 36.36 | 1Y Target Price 256.27 | ||
Volume (30-day avg) 10 | Beta 0.97 | 52 Weeks Range 195.66 - 246.67 | Updated Date 07/4/2025 |
52 Weeks Range 195.66 - 246.67 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 1.45% | Basic EPS (TTM) 6.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.65% | Operating Margin (TTM) 19.04% |
Management Effectiveness
Return on Assets (TTM) 9.02% | Return on Equity (TTM) 33.92% |
Valuation
Trailing PE 36.36 | Forward PE 25.45 | Enterprise Value 31282047988 | Price to Sales(TTM) 4.2 |
Enterprise Value 31282047988 | Price to Sales(TTM) 4.2 | ||
Enterprise Value to Revenue 4.62 | Enterprise Value to EBITDA 21.39 | Shares Outstanding 117463000 | Shares Floating 116829137 |
Shares Outstanding 117463000 | Shares Floating 116829137 | ||
Percent Insiders 0.52 | Percent Institutions 92.88 |
Upturn AI SWOT
Broadridge Financial Solutions Inc
Company Overview
History and Background
Broadridge Financial Solutions, Inc. was founded in 2007 as a spin-off from Automatic Data Processing (ADP). It has evolved into a leading provider of technology solutions for the financial services industry, focusing on investor communications, securities processing, and data analytics.
Core Business Areas
- Investor Communication Solutions: Provides regulatory and marketing communications to investors, including proxy statements, annual reports, and other shareholder materials. This includes print and digital delivery, content management, and data analytics.
- Global Technology and Operations: Offers securities processing, clearing, and settlement services for broker-dealers, banks, and other financial institutions. Includes trade processing, post-trade processing, and wealth management solutions.
Leadership and Structure
Tim Gokey is the CEO of Broadridge Financial Solutions, Inc. The company has a hierarchical organizational structure with distinct business units and functional departments.
Top Products and Market Share
Key Offerings
- ProxyEdge: ProxyEdge is a leading proxy voting platform for institutional investors, facilitating proxy research, voting, and reporting. Market share is estimated to be significant among institutional investors using proxy voting services. Competitors include ISS and Glass Lewis.
- Broadridge Wealth Management Platform: This platform offers wealth management solutions for financial advisors, including portfolio management, client communication, and regulatory compliance. While specific market share data is not readily available, Broadridge is a major player in this segment. Competitors include Envestnet and Fiserv.
Market Dynamics
Industry Overview
The financial technology (FinTech) industry is characterized by rapid innovation, increasing regulatory scrutiny, and growing demand for digital solutions. The securities processing and investor communications segments are driven by regulatory requirements, technological advancements, and the need for efficiency.
Positioning
Broadridge is a market leader in investor communications and securities processing, with a strong reputation for reliability and compliance. Its competitive advantages include its scale, established relationships with financial institutions, and comprehensive suite of solutions.
Total Addressable Market (TAM)
The TAM is estimated to be in the tens of billions of dollars, encompassing investor communications, securities processing, and related technology services. Broadridge is well-positioned to capture a significant portion of this market due to its established presence and broad range of offerings.
Upturn SWOT Analysis
Strengths
- Market leader in investor communications and securities processing
- Strong relationships with financial institutions
- Comprehensive suite of solutions
- High recurring revenue
- Scalable platform
Weaknesses
- Dependence on the financial services industry
- Potential for disruption from new technologies
- Complexity of regulatory compliance
Opportunities
- Expansion into new markets
- Development of innovative solutions
- Acquisition of complementary businesses
- Increased outsourcing of financial services functions
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- FIS (FIS)
- SS&C Technologies (SSNC)
- Envestnet (ENV)
- Fiserv (FI)
Competitive Landscape
Broadridge competes with other providers of technology solutions for the financial services industry. Its competitive advantages include its scale, established relationships, and comprehensive suite of solutions.
Major Acquisitions
Itiviti Holding AB
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: The acquisition was intended to broaden Broadridge's trading capabilities and expand its presence in the global capital markets.
Growth Trajectory and Initiatives
Historical Growth: Broadridge has experienced steady growth over the past years, driven by its strong market position and expanding product portfolio.
Future Projections: Future growth is expected to be driven by increasing demand for technology solutions in the financial services industry, as well as Broadridge's strategic initiatives.
Recent Initiatives: Recent initiatives include investments in technology, acquisitions of complementary businesses, and expansion into new markets.
Summary
Broadridge is a strong market leader in investor communications and securities processing. Its stable revenue model and established client relationships provide a solid foundation. However, the company faces challenges from increasing competition, regulatory changes and cybersecurity threats. Continued innovation and strategic acquisitions will be key to maintaining its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Broadridge Investor Relations
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Broadridge Financial Solutions Inc
Exchange NYSE | Headquaters Lake Success, NY, United States | ||
IPO Launch date 2007-04-02 | CEO & Director Mr. Timothy C. Gokey | ||
Sector Technology | Industry Information Technology Services | Full time employees 14000 | Website https://www.broadridge.com |
Full time employees 14000 | Website https://www.broadridge.com | ||
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients, as well as distributes regulatory reports, prospectuses, class action, and corporate action/reorganization event information, as well as tax reporting solutions. The segment 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; solutions for public corporations and mutual funds; data and analytics solutions; 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. Its 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, clearing 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 and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
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