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Upturn AI SWOT - About
BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
08/28/2025: 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 $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 27.33% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.24B USD | Price to earnings Ratio 36.21 | 1Y Target Price 279.12 |
Price to earnings Ratio 36.21 | 1Y Target Price 279.12 | ||
Volume (30-day avg) 10 | Beta 0.95 | 52 Weeks Range 203.77 - 271.91 | Updated Date 08/29/2025 |
52 Weeks Range 203.77 - 271.91 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.36% | Basic EPS (TTM) 7.1 |
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 2025-08-05 | When Before Market | Estimate 3.5 | Actual 3.55 |
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 36.21 | Forward PE 27.55 | Enterprise Value 33134433958 | Price to Sales(TTM) 4.39 |
Enterprise Value 33134433958 | Price to Sales(TTM) 4.39 | ||
Enterprise Value to Revenue 4.81 | Enterprise Value to EBITDA 21.77 | Shares Outstanding 117129000 | Shares Floating 116512048 |
Shares Outstanding 117129000 | Shares Floating 116512048 | ||
Percent Insiders 0.53 | Percent Institutions 93.48 |
Upturn AI SWOT
Broadridge Financial Solutions Inc
Company Overview
History and Background
Broadridge Financial Solutions Inc. was founded in 2007, spun off from Automatic Data Processing (ADP). It provides technology solutions for financial services firms, focusing on investor communications and global technology and operations. Its roots go back to the brokerage services division of ADP.
Core Business Areas
- Investor Communication Solutions: Provides regulatory and marketing communications, data and analytics, and customer communications to banks, broker-dealers, mutual funds, and corporate issuers.
- Global Technology and Operations: Offers technology-driven solutions, including securities processing, clearing, trade reporting, and reconciliation services, as well as wealth management and regulatory reporting solutions. This also includes post trade processing services.
Leadership and Structure
Broadridge is led by CEO Tim Gokey. The organizational structure includes various business segments, each headed by senior executives, and a corporate structure overseeing finance, legal, and technology functions. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Investor Communication Solutions: Broadridge facilitates the processing and distribution of proxy materials, prospectuses, and regulatory reports. The company estimates it delivers communications to approximately 80% of U.S. households with investments. The competitors include DST Systems (now SS&C Technologies), and some in-house operations by major financial institutions. The Investor Communication Solutions contributes ~70% to Broadridge's top line.
- Securities Processing Solutions: Broadridge's securities processing platform supports trading, clearing, and settlement for various asset classes. Competitors in this space include FIS, and global custodians.
- Wealth Management Solutions: Broadridge provides solutions such as front-to-back office platforms, data aggregation and digital capabilities to enable wealth management transformation. Competitors include Envestnet and SS&C Technologies.
Market Dynamics
Industry Overview
The financial technology (FinTech) industry is characterized by rapid technological advancements, increasing regulatory complexity, and growing demand for efficiency and automation. The industry is also seeing increased adoption of cloud-based solutions and focus on data analytics and cybersecurity.
Positioning
Broadridge is a leading provider of technology solutions to the financial services industry. Its competitive advantages include its large scale, established relationships, comprehensive product offerings, and deep industry expertise.
Total Addressable Market (TAM)
The total addressable market for Broadridge's services is estimated to be in the tens of billions of dollars. Broadridge is well-positioned to capture a significant portion of this market due to its leadership position and expanding product offerings.
Upturn SWOT Analysis
Strengths
- Dominant market share in investor communications
- Long-standing relationships with major financial institutions
- Comprehensive product portfolio
- Recurring revenue model
- Strong brand reputation
Weaknesses
- Reliance on the financial services industry's performance
- Complexity of integration with legacy systems
- Potential for disruption from new technologies and fintech startups
- High customer concentration, where a handful of customers represents a large percentage of the revenue
Opportunities
- Expansion into new geographic markets
- Development of innovative solutions using emerging technologies
- Strategic acquisitions to expand product offerings
- Increasing regulatory complexity driving demand for compliance solutions
- Growth in wealth management and digital transformation services
Threats
- Increased competition from fintech startups
- Cybersecurity risks and data breaches
- Regulatory changes impacting the financial services industry
- Economic downturns reducing transaction volumes
- Consolidation among financial services firms reducing the number of clients
Competitors and Market Share
Key Competitors
- FIS
- SSNC
- Envestnet
Competitive Landscape
Broadridge holds a leading position due to its scale and focus on investor communications. However, competitors are investing in technology and expanding their product offerings to compete more effectively.
Major Acquisitions
Itiviti Holding AB
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: The acquisition of Itiviti expands Broadridge's capital markets capabilities and provides access to new technologies and clients.
Clear Structure Financial Products
- Year: 2020
- Acquisition Price (USD millions): 75
- Strategic Rationale: The acquisition of Clear Structure Financial Products enhances Broadridge's fixed income capabilities and expands its product offerings for wealth management firms.
Growth Trajectory and Initiatives
Historical Growth: Broadridge has demonstrated consistent revenue and earnings growth over the past decade, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued revenue growth in the mid-single digits, with potential for higher growth from new product offerings and acquisitions.
Recent Initiatives: Recent initiatives include investments in blockchain technology, artificial intelligence, and cloud-based solutions to enhance its product offerings and drive efficiency.
Summary
Broadridge is a well-established company with a dominant position in investor communications and growing presence in global technology and operations. Its recurring revenue model, strong relationships, and strategic acquisitions drive consistent growth. However, the company faces threats from increasing competition and cybersecurity risks. Overall, Broadridge is a strong company that is well-positioned for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Investor Relations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Financial data is based on estimates and publicly available information. Market share data is approximate. Actual results may vary.
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 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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