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Broadridge Financial Solutions Inc

BR | US

196.88

USD

5.99

3.14%

BR | US

About Broadridge Financial Solutions Inc

Sector

Industrials

Industry

Business Services

Earnings date

30/06/2024

As of date

06/03/2026

Close

196.88

Open

190.55

High

197.38

Low

189.00

Broadridge Financial Solutions Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds as well as facilitates related vote processing services; and distributes regulatory reports class action and corporate action/reorganization event information as well as tax reporting solutions. It 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; data and analytics solutions; solutions for public corporations and mutual funds; 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 company's 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 clearance 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 management solutions. The company was founded in 1962 and is headquartered in Lake Success New York.

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BR | US

Risk
37.0
Sharpe
-0.90
Luna's Score
54/100
Recommendation
Hold

Luna says (BR | US)

What's Working

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Strong Operating Margin (> 25%)

What's not Working

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Rich in Valuation (Price to Book > 8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

20.0%

1 month

37.0%

3 months

30.1%

6 months

24.0%

Returns

Fundamental Ratios

PE

37.45

Fwd. PE

25.58

Price to book

11.82

Debt to equity

1.65

Debt to assets

0.43

Ent. to EBITDA

19.19

Ent. to rev.

4.44

PEG

1.85

Other Fundamentals

EBITDA

1.56B

MarketCap

23.01B

MarketCap(USD)

23.01B

Div. yield

1.61

Op. margin

25.84

Erngs. growth

0.20

Rev. growth

5.70

Ret. on equity

31.67

Short ratio

2.54

Short perc.

1.47

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

Range10D

23.98

Range1M

33.67

Range3M

69.39

Volumes: Market Activity

Rel. volume

0.88

Price X volume

271.59M

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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA19.19-Cheaper
Ent. to Revenue4.44-Cheaper
PE Ratio37.4532.90Par
Price to Book11.8235.71Cheaper
Dividend Yield1.61-Par
Std. Deviation (3M)30.06-Lower Risk
Debt to Equity1.65-1.40Expensive
Debt to Assets0.430.34Expensive
Market Cap23.01B-Market Leader
  • 1

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