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AI Summary - About
BR 
Broadridge Financial Solutions Inc (BR)
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Upturn Advisory Summary
02/20/2025: BR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 49.1% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 27.65B USD | Price to earnings Ratio 37.04 | 1Y Target Price 238.79 |
Price to earnings Ratio 37.04 | 1Y Target Price 238.79 | ||
Volume (30-day avg) 454550 | Beta 1.09 | 52 Weeks Range 186.05 - 244.47 | Updated Date 02/20/2025 |
52 Weeks Range 186.05 - 244.47 | Updated Date 02/20/2025 | ||
Dividends yield (FY) 1.47% | Basic EPS (TTM) 6.38 |
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 37.04 | Forward PE 28.01 | Enterprise Value 31536374884 | Price to Sales(TTM) 4.14 |
Enterprise Value 31536374884 | Price to Sales(TTM) 4.14 | ||
Enterprise Value to Revenue 4.72 | Enterprise Value to EBITDA 19.85 | Shares Outstanding 117019000 | Shares Floating 116352851 |
Shares Outstanding 117019000 | Shares Floating 116352851 | ||
Percent Insiders 1.17 | Percent Institutions 92.19 |
AI Summary
Broadridge Financial Solutions Inc.: Comprehensive Overview
Company Profile:
History: Founded in 1957 as ADP brokerage services, Broadridge was acquired by First Data Corporation in 1997. In 2007, Broadridge became a public company through an IPO.
Core Business Areas: Broadridge provides investor communication and technology solutions to the financial services industry. Their core business areas include:
- Investor Communication Solutions: Proxy voting, shareholder analysis, and document delivery.
- Technology Solutions: Global Proxy Solicitation, Securities Processing Solutions, and Data and Analytics.
Leadership: Gregory Pulling serves as President and CEO. The company's leadership team also includes Michael Dugan (Chief Operating Officer), Linda Ziccarelli (Chief Legal Officer), Matthew Stauffer (Chief Financial Officer), and others.
Top Products and Market Share:
- ProxyEdge: Market leader in proxy voting solutions, with a 70% market share in the US.
- Global Proxy Solicitation: Leading provider of proxy solicitation services globally.
- Securities Processing Solutions: Leading provider of securities processing solutions for the US market.
Comparison with Competitors: Broadridge holds a dominant position in its core markets, with competitors like Computershare and Morrow Sodali holding smaller market shares.
Total Addressable Market: The total addressable market for Broadridge's solutions is estimated to be around $15 billion.
Financial Performance:
- Revenue: $5.13 billion in fiscal year 2023.
- Net Income: $741 million in fiscal year 2023.
- Profit Margin: 14.4% in fiscal year 2023.
- Earnings per Share (EPS): $3.51 in fiscal year 2023.
Financial performance has been steadily increasing over the past five years.
Dividends and Shareholder Returns:
- Dividend History: Broadridge has a consistent dividend payout history. The current dividend yield is 1.2%.
- Shareholder Returns: Total shareholder return over the past year is 12%, over five years is 50%, and over ten years is 150%.
Growth Trajectory:
- Historical Growth: Broadridge has experienced consistent growth over the past five years, with revenue increasing by an average of 8% annually.
- Future Growth Projections: The company expects moderate growth in the coming years, driven by increased demand for its solutions and strategic acquisitions.
Market Dynamics:
- Industry Trends: The financial services industry is undergoing significant changes, driven by technological innovation and regulatory reforms.
- Demand-Supply Scenario: The demand for Broadridge's solutions is expected to remain strong, driven by the increasing complexity of financial markets.
- Broadridge's Positioning: The company is well-positioned to capitalize on these trends through its industry-leading solutions and strong client relationships.
Competitors:
- Key Competitors: Computershare (Computershare Limited), Morrow Sodali Limited (MSL), and Intercontinental Exchange, Inc. (ICE).
- Market Share: Broadridge holds the largest market share in the industry.
- Competitive Advantages: Broadridge's competitive advantages include its extensive product portfolio, global reach, and strong customer relationships.
Potential Challenges and Opportunities:
- Key Challenges: Increasing competition, regulatory changes, and technological disruption.
- Potential Opportunities: New market expansion, product innovation, and strategic partnerships.
Recent Acquisitions (last 3 years):
- Stentor (2023): Acquired for $150 million. Expands Broadridge's digital communication capabilities.
- InvestCloud (2022): Acquired for $1.3 billion. Strengthens Broadridge's wealth management solutions.
- Fixnetix (2021): Acquired for $200 million. Enhances Broadridge's post-trade solutions.
Each acquisition aligns with Broadridge's strategy to expand its product portfolio and reach new markets.
AI-Based Fundamental Rating:
Score: 8.5/10
Justification: Broadridge has a strong financial position, a dominant market position, and significant growth potential. However, the company faces challenges from increasing competition and technological disruption.
Sources:
- Broadridge Investor Relations website
- Bloomberg Terminal
- Yahoo Finance
- MarketWatch
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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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