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BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
12/01/2025: 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 $269.38
1 Year Target Price $269.38
| 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 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 26.62B USD | Price to earnings Ratio 29.17 | 1Y Target Price 269.38 |
Price to earnings Ratio 29.17 | 1Y Target Price 269.38 | ||
Volume (30-day avg) 10 | Beta 1 | 52 Weeks Range 210.73 - 270.85 | Updated Date 12/1/2025 |
52 Weeks Range 210.73 - 270.85 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 1.59% | Basic EPS (TTM) 7.82 |
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 1.51 |
Profitability
Profit Margin 13.11% | Operating Margin (TTM) 11.87% |
Management Effectiveness
Return on Assets (TTM) 9.52% | Return on Equity (TTM) 38.22% |
Valuation
Trailing PE 29.17 | Forward PE 24.57 | Enterprise Value 29813588932 | Price to Sales(TTM) 3.77 |
Enterprise Value 29813588932 | Price to Sales(TTM) 3.77 | ||
Enterprise Value to Revenue 4.23 | Enterprise Value to EBITDA 18.3 | Shares Outstanding 116727559 | Shares Floating 116121743 |
Shares Outstanding 116727559 | Shares Floating 116121743 | ||
Percent Insiders 0.47 | Percent Institutions 94.48 |
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 and operations solutions to financial services firms globally.
Core Business Areas
- Investor Communication Solutions: Provides intermediary and institutional clients with services for processing and distributing proxy materials, regulatory reports, and other investor communications.
- Global Technology and Operations: Offers solutions for securities processing, securities financing, reference data, and wealth management.
Leadership and Structure
Broadridge is led by CEO Tim Gokey. It has a structured leadership team overseeing its various business segments and functions.
Top Products and Market Share
Key Offerings
- ProxyEdge: A leading proxy voting and vote management platform for institutional investors. Broadridge has a significant market share in proxy services, estimated at over 70%. Competitors include Mediant and ISS (Institutional Shareholder Services).
- Impact: A suite of securities processing solutions for banks and broker-dealers. The company has a significant share of the North American fixed income processing market. Competitors include Fiserv and Tata Consultancy Services.
Market Dynamics
Industry Overview
The financial technology (FinTech) industry is characterized by increasing regulation, technological advancements, and a growing need for efficient and compliant solutions.
Positioning
Broadridge is a dominant player in its niche, leveraging its scale, established client relationships, and regulatory expertise. It has a competitive advantage in proxy and investor communications.
Total Addressable Market (TAM)
The TAM for Broadridge's solutions is estimated to be in the tens of billions of dollars, encompassing various segments of financial technology. Broadridge is well-positioned to capture a significant share of this market through its established presence and expansion into new areas.
Upturn SWOT Analysis
Strengths
- Dominant market share in proxy services
- Long-standing client relationships
- Strong regulatory expertise
- Scalable business model
- Recurring revenue streams
Weaknesses
- Dependence on the financial services industry
- Potential for disruption by newer technologies
- Integration risks with acquisitions
- Limited brand recognition outside the financial industry
Opportunities
- Expansion into new markets and geographies
- Development of innovative solutions using AI and blockchain
- Acquisition of complementary businesses
- Increased regulatory scrutiny driving demand for compliance solutions
Threats
- Economic downturn impacting financial services activity
- Increased competition from FinTech startups
- Changes in regulatory requirements
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- FIS
- Fiserv
- SS&C
Competitive Landscape
Broadridge benefits from its specialized focus and established client relationships, providing a competitive edge over broader financial technology providers. However, it faces competition from both established players and emerging FinTech firms.
Major Acquisitions
Itiviti
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Expanded Broadridge's capabilities in front-office trading solutions.
Growth Trajectory and Initiatives
Historical Growth: Broadridge has experienced consistent revenue and earnings growth, driven by its market leadership and recurring revenue model.
Future Projections: Analysts project continued growth for Broadridge, driven by its strategic initiatives and favorable industry trends.
Recent Initiatives: Broadridge has been investing in technology, such as AI and blockchain, and expanding its product offerings to drive future growth.
Summary
Broadridge is a financially sound company with a dominant position in proxy services and investor communications. It benefits from recurring revenue and a strong client base, but faces competition from emerging FinTech firms. Strategic acquisitions and investments in technology will be crucial for future growth. The company needs to focus on managing its costs as it continues to expand its product offerings.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making investment decisions.
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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