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Upturn AI SWOT - About
BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
10/30/2025: BR (1-star) is currently NOT-A-BUY. Pass it for now.
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 $279.12
1 Year Target Price $279.12
| 0 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.13% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.80B USD | Price to earnings Ratio 31.17 | 1Y Target Price 279.12 |
Price to earnings Ratio 31.17 | 1Y Target Price 279.12 | ||
Volume (30-day avg) 10 | Beta 0.95 | 52 Weeks Range 205.06 - 270.85 | Updated Date 10/31/2025 |
52 Weeks Range 205.06 - 270.85 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 1.60% | Basic EPS (TTM) 7.09 |
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 2025-11-04 | When Before Market | Estimate 1.25 | Actual - |
Profitability
Profit Margin 12.19% | Operating Margin (TTM) 24.15% |
Management Effectiveness
Return on Assets (TTM) 8.85% | Return on Equity (TTM) 34.81% |
Valuation
Trailing PE 31.17 | Forward PE 24.94 | Enterprise Value 30173768289 | Price to Sales(TTM) 3.74 |
Enterprise Value 30173768289 | Price to Sales(TTM) 3.74 | ||
Enterprise Value to Revenue 4.38 | Enterprise Value to EBITDA 19.83 | Shares Outstanding 116719878 | Shares Floating 116515562 |
Shares Outstanding 116719878 | Shares Floating 116515562 | ||
Percent Insiders 0.47 | Percent Institutions 93.58 |
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 provides investor communications and technology-driven solutions to banks, broker-dealers, asset managers, and corporations. Since its inception, Broadridge has grown through acquisitions and organic expansion, becoming a leading provider of post-trade processing and investor communications.
Core Business Areas
- Investor Communication Solutions: This segment provides regulatory and marketing communications to investors, including proxy statements, annual reports, and fund documents. It also offers customer communication services.
- Global Technology and Operations: This segment offers technology-driven solutions for securities processing, data analytics, and regulatory reporting. It supports trading, clearing, settlement, and asset servicing.
Leadership and Structure
Broadridge is led by CEO Tim Gokey. The organizational structure includes various business units focused on specific product lines and client segments, reporting to the executive leadership team. The company has a board of directors overseeing its strategic direction.
Top Products and Market Share
Key Offerings
- ProxyEdge: ProxyEdge is a leading electronic proxy voting platform for institutional investors. Broadridge has a significant market share in proxy processing, estimated to be around 70-80%. Competitors include ISS (Institutional Shareholder Services) and Mediant Communications.
- Post-Trade Processing Solutions: Broadridge offers comprehensive post-trade processing solutions, including trade confirmation, clearing, settlement, and securities finance. They are a dominant player. Competitors include FIS (Fidelity National Information Services) and various in-house solutions at large financial institutions.
Market Dynamics
Industry Overview
The financial technology industry is experiencing growth driven by increasing regulatory complexity, the need for automation, and demand for data analytics. The industry is competitive, with a mix of established players and emerging fintech companies.
Positioning
Broadridge is a dominant player in its core markets, with a strong reputation for reliability and expertise. Its competitive advantages include its scale, established relationships with financial institutions, and a comprehensive suite of solutions.
Total Addressable Market (TAM)
The estimated TAM for Broadridge's services is in the tens of billions of dollars, encompassing investor communications, post-trade processing, and related technology solutions. Broadridge is well-positioned to capture a significant portion of this TAM due to its market leadership and comprehensive offerings.
Upturn SWOT Analysis
Strengths
- Dominant market share in key segments
- Strong customer relationships
- Scalable technology platform
- Recurring revenue model
- Experienced management team
Weaknesses
- Dependence on the financial services industry
- Potential for technological disruption
- Exposure to regulatory changes
- Integration risks from acquisitions
- High switching costs for clients, potentially limiting new client acquisition
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging data analytics capabilities
- Benefiting from increasing regulatory complexity
Threats
- Increased competition from fintech companies
- Cybersecurity risks
- Economic downturn impacting financial markets
- Changes in regulations affecting investor communications
- Consolidation in the financial services industry
Competitors and Market Share
Key Competitors
- FIS
- SSNC
- ADP
Competitive Landscape
Broadridge has a strong competitive position due to its market leadership and comprehensive suite of solutions. It faces competition from larger technology companies and specialized fintech firms. Broadridge's advantages include its scale, established relationships, and deep domain expertise.
Major Acquisitions
Itiviti Holding AB
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Enhanced Broadridgeu2019s trading and connectivity solutions, and expanded its presence in global capital markets.
Growth Trajectory and Initiatives
Historical Growth: Broadridge has experienced steady growth in revenue and earnings over the past decade, driven by organic expansion and strategic acquisitions.
Future Projections: Future growth is expected to be driven by continued demand for its core services, expansion into new markets, and acquisitions. Analyst estimates suggest continued revenue growth in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in new technology platforms, expansion of its data analytics capabilities, and strategic acquisitions to broaden its product offerings.
Summary
Broadridge Financial Solutions is a strong player in the fintech industry, particularly in investor communications and post-trade processing. Its recurring revenue model and dominant market share provide stability. Potential threats include increased competition and technological disruption, and strategic acquisitions are helping to maintain dominance, while regulatory changes always require vigilance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. All investments involve risk, including the potential loss of principal.
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, Executive Officer & Executive Director Mr. Timothy C. Gokey | ||
Sector Technology | Industry Information Technology Services | Full time employees 15000 | Website https://www.broadridge.com |
Full time employees 15000 | Website https://www.broadridge.com | ||
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication 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 and exchange-traded funds trade processing services; data and analytics solutions; annual 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 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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