BR:NYE-Broadridge Financial Solutions, Inc (USD)

COMMON STOCK | Information Technology Services | NYE

Last Closing Price

USD 165.16

Change

+2.30 (+1.41)%

Market Cap

USD 18.86B

Volume

0.51M

Average Target Price

USD 166.25 (+0.66%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. 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 offers ProxyEdge, an electronic proxy delivery and voting solution. It also distributes regulatory reports and corporate action/reorganization event information, as well as tax reporting solutions; and provides end-to-end platform for content management, composition, and multi-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. In addition, this segment offers financial reporting document composition and management solutions; SEC disclosure and filing services; registrar, stock transfer, and record-keeping services; customer communication solutions; cloud-based marketing and customer communication tools; customer and account data aggregation and reporting services, as well as creates sales and educational content, including seminars and a library of financial planning topics; and mutual fund trade processing services. The company's Global Technology and Operations segment offers desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliations, securities financing and collateral optimization, compliance and regulatory reporting, and accounting. It also provides capital market, wealth management, asset management, and international securities processing solutions; managed services; and customizable advisor Websites, search engine marketing, and electronic and print newsletters. The company was founded in 1962 and is headquartered in Lake Success, New York.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-05-05 )

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GIB CGI Inc

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IT Gartner, Inc

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CCC Clarivate Plc

N/A

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ETFs Containing BR

Symbol Name Weight Mer Price(Change) Market Cap
WBIE WBI BullBear Rising Incom.. 0.00 % 1.24 %

+0.15 (+0.50%)

USD8.69M
WBIF WBI BullBear Value 3000 E.. 0.00 % 1.25 %

+0.14 (+0.43%)

USD0.05B
WBIG WBI BullBear Yield 3000 E.. 0.00 % 1.14 %

+0.17 (+0.64%)

USD0.04B

Market Performance

  Market Performance vs.
Industry/Classification (Information Technology Services)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.81% 45% F 48% F
Dividend Return 0.38% 50% F 23% F
Total Return 8.18% 45% F 47% F
Trailing 12 Months  
Capital Gain 42.38% 45% F 49% F
Dividend Return 1.95% 67% D+ 27% F
Total Return 44.33% 45% F 47% F
Trailing 5 Years  
Capital Gain 174.17% 77% C+ 89% B+
Dividend Return 14.78% 69% D+ 50% F
Total Return 188.95% 82% B- 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 22.20% 80% B- 87% B+
Dividend Return 1.87% 67% D+ 45% F
Total Return 24.07% 80% B- 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 22.09% 67% D+ 47% F
Risk Adjusted Return 108.97% 83% B 94% A
Market Capitalization 18.86B 72% C- 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Information Technology Services)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 36.80 27% F 21% F
Price/Book Ratio 12.92 19% F 8% F
Price / Cash Flow Ratio 31.53 16% F 12% F
EV/EBITDA 20.09 38% F 32% F
Management Effectiveness  
Return on Equity 40.53% 100% A+ 95% A
Return on Invested Capital 17.72% 84% B 90% A-
Return on Assets 9.24% 90% A- 93% A
Debt to Equity Ratio 103.05% 42% F 36% F
Technical Ratios  
Short Ratio 4.04 35% F 22% F
Short Percent 2.06% 64% D 68% D+
Beta 0.88 73% C 64% D
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.