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Upturn AI SWOT - About
BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 42.89% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 28.37B USD | Price to earnings Ratio 37.88 | 1Y Target Price 245.67 |
Price to earnings Ratio 37.88 | 1Y Target Price 245.67 | ||
Volume (30-day avg) 592363 | Beta 1.06 | 52 Weeks Range 185.33 - 245.62 | Updated Date 04/1/2025 |
52 Weeks Range 185.33 - 245.62 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.45% | Basic EPS (TTM) 6.4 |
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 - | When - | Estimate - | Actual - |
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 37.88 | Forward PE 25.71 | Enterprise Value 31949450850 | Price to Sales(TTM) 4.25 |
Enterprise Value 31949450850 | Price to Sales(TTM) 4.25 | ||
Enterprise Value to Revenue 4.78 | Enterprise Value to EBITDA 20.11 | Shares Outstanding 117019000 | Shares Floating 116391467 |
Shares Outstanding 117019000 | Shares Floating 116391467 | ||
Percent Insiders 0.65 | Percent Institutions 92.46 |
Analyst Ratings
Rating 3.22 | Target Price 226.89 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
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 evolved from ADP's Investor Communication Services division, becoming a leading provider of technology-driven solutions for brokerage firms, banks, mutual funds, and corporate issuers.
Core Business Areas
- Investor Communication Solutions (ICS): Provides regulatory and marketing communications, such as proxy statements, prospectuses, and shareholder reports, to investors on behalf of corporate issuers and mutual funds. Includes omni-channel delivery and data analytics.
- Global Technology and Operations (GTO): Offers securities processing and operations solutions, including trade processing, settlement, securities lending, and collateral management to broker-dealers, banks, and other financial institutions. Includes post-trade processing.
Leadership and Structure
Tim Gokey is the CEO. Broadridge has a typical corporate structure with a board of directors and various executive leadership positions overseeing different business units and functions.
Top Products and Market Share
Key Offerings
- ProxyEdge: A global proxy voting platform used by institutional investors. Broadridge estimates a significant market share in the proxy voting space, estimated between 70-80%. Competitors include ISS (Institutional Shareholder Services) and Glass Lewis.
- Post-Trade Processing Solutions: Provides technology solutions for trade processing, settlement, and reconciliation. Competitors include FIS, and internal builds by large financial institutions. Market share estimates are difficult to determine precisely due to the fragmented nature of the market, but Broadridge is a major player.
Market Dynamics
Industry Overview
The financial technology industry is experiencing growth driven by increased regulatory complexity, the need for automation, and demand for enhanced digital experiences. Trends include cloud adoption, cybersecurity, and data analytics.
Positioning
Broadridge is a dominant player in investor communications and post-trade processing. It benefits from long-standing relationships with major financial institutions and a reputation for reliability.
Total Addressable Market (TAM)
The TAM for Broadridge's solutions is estimated to be tens of billions of dollars globally. Broadridge's positioning is strong due to its entrenched relationships, but it still has opportunities to expand its product offerings and geographic reach.
Upturn SWOT Analysis
Strengths
- Dominant market share in key segments
- Long-term relationships with major financial institutions
- Recurring revenue model
- Scalable technology platform
Weaknesses
- Reliance on the financial services industry
- Potential for disruption from emerging technologies
- Integration risks from acquisitions
- Can be slow to innovate
Opportunities
- Expansion into new geographic markets
- Development of new products and services
- Increased adoption of cloud-based solutions
- Leveraging data analytics for enhanced insights
Threats
- Increased competition from fintech companies
- Regulatory changes
- Economic downturns
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- FIS
- SS&C
- IHS Markit
Competitive Landscape
Broadridge's advantages include its dominant market share, long-term relationships, and comprehensive product suite. Disadvantages include potential disruption from fintech companies and slower innovation compared to some competitors.
Major Acquisitions
Itiviti
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Expanded Broadridge's trading and connectivity solutions, strengthening its position in the capital markets.
Growth Trajectory and Initiatives
Historical Growth: Broadridge has demonstrated steady revenue and earnings growth over the past several years, driven by organic growth and acquisitions.
Future Projections: Analysts project continued revenue and earnings growth in the mid-single digits, driven by industry trends and Broadridge's competitive position.
Recent Initiatives: Recent initiatives include investments in cloud infrastructure, data analytics, and new product development.
Summary
Broadridge is a strong company with a leading position in investor communications and post-trade processing. Its recurring revenue model and long-term client relationships provide stability. They need to be aware of Fintech companies disrupting the space. Continued investment in technology and strategic acquisitions will be essential for future growth.
Similar Companies
- ADP
- JKHY
- INFY
- IBM
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Investor Presentations, Analyst Reports, Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary based on methodology.
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 14600 | Website https://www.broadridge.com |
Full time employees 14600 | Website https://www.broadridge.com | ||
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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