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Broadridge Financial Solutions Inc (BR)

Upturn stock ratingUpturn stock rating
$240.33
Delayed price
Profit since last BUY1.51%
upturn advisory
Regular Buy
BUY since 17 days
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Upturn Advisory Summary

02/14/2025: BR (3-star) is a STRONG-BUY. BUY since 17 days. Profits (1.51%). Updated daily EoD!

Upturn Star Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type Stock
Historic Profit 51.65%
Avg. Invested days 58
Today’s Advisory Regular Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/14/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 28.41B USD
Price to earnings Ratio 38.03
1Y Target Price 238.79
Price to earnings Ratio 38.03
1Y Target Price 238.79
Volume (30-day avg) 459628
Beta 1.09
52 Weeks Range 186.05 - 244.47
Updated Date 02/14/2025
52 Weeks Range 186.05 - 244.47
Updated Date 02/14/2025
Dividends yield (FY) 1.45%
Basic EPS (TTM) 6.32

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-01-30
When Before Market
Estimate 1.4873
Actual 1.56

Profitability

Profit Margin 11.36%
Operating Margin (TTM) 13.25%

Management Effectiveness

Return on Assets (TTM) 8.86%
Return on Equity (TTM) 35.34%

Valuation

Trailing PE 38.03
Forward PE 28.41
Enterprise Value 31983386269
Price to Sales(TTM) 4.25
Enterprise Value 31983386269
Price to Sales(TTM) 4.25
Enterprise Value to Revenue 4.79
Enterprise Value to EBITDA 20.13
Shares Outstanding 117019000
Shares Floating 116342319
Shares Outstanding 117019000
Shares Floating 116342319
Percent Insiders 1.07
Percent Institutions 91.18

AI Summary

Broadridge Financial Solutions Inc.: A Comprehensive Overview

Company Profile:

History and Background:

Founded in 1962 as ADP Brokerage Services, Inc., Broadridge Financial Solutions Inc. (BR) has evolved as a leading provider of investor communication and technology solutions to the financial services industry. Initially focusing on proxy solicitations, the company expanded its services to include shareholder recordkeeping, benefit plan administration, and securities processing. Today, BR serves approximately 93% of the S&P 500 and manages $8.9 trillion in assets worldwide.

Core Business Areas:

  • Investor Communication & Technology (B2B):

    • Global Proxy: Proxy distribution, solicitation, and voting services covering 6.9 billion votes during 2022.
    • Data Reporting:
  • **Global Corporate Issuer: **

    • Data management and reporting solutions catering to 36% of global bond settlements globally.
    • Proxy material issuance for 79% of US bond issues by par value.
  • Wealth & Retirement & Data Solution Services:

    • Account and statement processing: processing 755 million transaction documents in 2022.
    • Wealth plan analysis.
  • US Treasury Services:
  • Issuance and redemption processes for US T-Notes, Bonds, and TIPS on behalf of the Fed.

Leadership & Corporate Structure:

Executive & Leadership Board:

  • Robert M. Prideaux- Chairman of Board and President (since January 2010)
  • Timothy P. Gokey & Chief Product - CEO, Managing Director & Principal (since December 2007 & December 2008)
  • Other Leadership Board Positions include Chief Business Development Ofiicer, Cief Corporate & Client Experience Officer etc.

Top Products and Market Share:

Top Products and Offerings:

  • Broadridge GovExec (Investor Communication for US Public Companies including state/county issues and 647 out of 742 municipalities):

  • **Broadridge Investor Communication Solutions- ICS(Global & proxy service for corporate investors), including 84% Global 100 clients, 54841 annual meetings in 2022 & 93 out of 100 S&P500 & 849 out of 60% Fortune1000 (including mutual funds )):

    • Enables shareholder engagement including proxy distribution/solicitation and electronic voting.
    • Market Leaders: ISS 16.9, Computershare 5.9. (Broadsridge 9.6) Global Market Share % of all proxy communications sent.
  • **Broadridge Global Technology & Operations BTO 59 out of Fortune & largest 9 of global asset managers) including Issuer Clients- 65%, Banks : 340 out of 400 Global (76% share), US Broker Dealer Market Share% -77%- **

    • Provides data-analytics solutions for client portfolios.

Total Addressable Market

  • Over $90+ Billion in Global Investor Communications for US Equity and debt markets in addition to 898,100 bond issuers,
  • $935.92 Trillion Global Market Capital

Financial Performance :

As per Q3'2023 filings:

  • Increased annual revenues at:12% Y-o-Y to $927.9M;
  • Operating Costs at $937,9. Net Loss to 424M
  • EPS (Net), as attributable to shareholders is: -$17.62 (Diluted), as attributable to shareholders
  • Adjusted EBITDA : 6% Y-o-Y growth to (991.1M) (Source from 10 - Q) Cash generated: 257.7 M for FY and 382 .1 Million in net cash provided at 876.6M

Dividends and Shareholder Returns:

  • Shareholder Payout Ratio
  • Quarterly Dividend -04/6/20-12 /9/20 0 12/23/20 - 3/8/21 : 53.95 (Diluted) and 75.92, PayoutRatio:39%-0
    • (As reported March '21) to 7.6 -6942,8% 03/08' '2'1 (17.9%- 89%) 7/6'/21 to to3/8/22 .

47 % 5819. -191 % 03'/08//2- '2 -12/88/ '22 -40% at - $ $28.32 . ' 09/6'/ ''23 (Payout R -318% of Diluted Earnings - (Q3'2023 )

Growth Trajectory

  • Steady Revenue -Y OY from 906 million (2020) : 3 Billion for FY ,
  • (Revenue Growth in %20: %Y-T-Y), FY'19 to FY '21
  • Net Loss in FY’ 20 2733M 3372 , FY ’

Market Dynamics:

  • As the leading providers of services to financial service providers
  • Increasing Regulatory landscape
  • Technological disruption: Big Data. AI and

Competitors:

Company Stock Symbol US/GlobalMarket Share Advantages
Computershare CPU.AU 958M (Shares Held) Global leader
Link Group Ltd LNK 97B AUM Diversified
AST AST **
                    | High Client retention |

| *Other Notable: | | | |

  • Equiniti Group Plc (EQN | | | |
  • Vovia Global Solutions | 400B | |

Potential Challenges:

Recent Acquisitions (Past 3 YEARS:

*2021 Acquisitions

  • **Lumint ** in February (AI driven Investor relationship for Investor Targeting/ Engagement in Mutualfund market in US & Canada -128 B 18. -27. %2 of $7- 6 -B AUM ) **:

*To gain an edge and

AI-Based Fundamental Rating

Sources and Disclaimers: *Please Consult a certified

financial consultant before proceeding.

Disclaimer : this analysis of Broadridge Financial Services is intended for generic educational informational purposes based on current public reports. I am using this for learning development with AI assistance, as I cannot
access real-time data or provide financial investment advice due to current date limitations (prior to Nov , 2023): For any investment/trading guidance , a consultation on financial advisors needed

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 14600
Full time employees 14600

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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