BR
TechnologyBroadridge Financial Solutions, Inc. · Information Technology Services · $17B
What is Broadridge Financial Solutions, Inc.?
Broadridge Financial Solutions is a large-cap technology company serving the financial services industry. It specializes in investor communications, proxy processing, and back-office technology that keeps capital markets running smoothly.
Broadridge earns revenue through two primary segments. Its Investor Communication Solutions segment handles proxy distribution, vote processing, regulatory reporting, and tax solutions for equity and mutual fund investors. Its Global Technology and Operations segment automates the full transaction lifecycle — from order capture through settlement — for equities, fixed income, foreign exchange, and derivatives. Clients include broker-dealers, asset managers, and public corporations that rely on Broadridge's platforms to meet regulatory and operational demands.
Broadridge was established in 2007 and is headquartered in Lake Success, New York.
- Proxy distribution and electronic vote processing via ProxyEdge
- Broadridge Communications Cloud for omni-channel customer engagement
- Front-to-back trade lifecycle automation for capital markets
- Regulatory reporting, SEC filing, and corporate action services
- Registrar, stock transfer, and record-keeping solutions
Is BR a Good Stock to Buy?
UQS Score rates BR as Good overall, reflecting a mixed profile across its five pillars.
Broadridge's most constructive signal comes from its Valuation pillar, which is rated Attractive — suggesting the market may not be fully pricing in the company's entrenched position in financial infrastructure. The Quality and Moat pillars both register as Neutral, indicating a stable but not standout business profile relative to sector peers.
The Growth and Risk pillars are both rated Weak, which points to limited near-term expansion momentum and above-average risk considerations that investors should weigh carefully.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does BR pay dividends?
Yes — Broadridge Financial Solutions, Inc. pays a dividend.
Broadridge pays a regular dividend, consistent with its mature, cash-generative business model. As a provider of essential financial infrastructure, the company generates recurring revenue that supports ongoing shareholder distributions. Income-oriented investors often view dividend-paying technology companies in this category as relatively predictable, though the Risk pillar rating warrants attention when evaluating dividend sustainability.
When does BR report earnings?
Broadridge Financial Solutions reports earnings on a quarterly cadence, typical for US-listed equities.
The company's results tend to reflect the steady, recurring nature of its financial infrastructure contracts. Revenue visibility is generally supported by long-term client relationships, though the Weak Growth pillar suggests expansion has been more measured than peers in the broader technology sector.
For the most recent quarter's results, visit Broadridge Financial Solutions' investor relations page directly.
BR Price History
+10.5% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Broadridge Financial Solutions, Inc.?
Based on Broadridge Financial Solutions, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
BR Long-term Outlook
Broadridge's fundamental outlook is shaped by its Weak Growth and Weak Risk pillar ratings. While the business benefits from deeply embedded client relationships and regulatory-driven demand, the path to accelerating growth appears constrained. The Attractive Valuation pillar introduces a potential counterbalance — if the company stabilizes its risk profile, the current price level may offer a more favorable entry point relative to intrinsic quality.
Growth drivers
- Ongoing regulatory complexity driving demand for compliance and reporting solutions
- Expansion of digital communications and omni-channel distribution platforms
- Deepening automation needs across global capital markets operations
Key risks
- Weak Growth pillar signals limited near-term revenue acceleration
- Weak Risk pillar points to elevated financial or operational risk factors
- Competitive pressure from larger technology platforms entering financial services
BR vs Peers
Broadridge operates in a competitive landscape alongside other large-scale technology and services providers serving government and enterprise clients.
Leidos focuses primarily on defense, intelligence, and government IT services, giving it a different client base and revenue profile than Broadridge's capital markets focus.
CDW is a broad-based IT solutions provider serving businesses and government, competing on technology distribution rather than specialized financial infrastructure.
CGI delivers IT and business consulting services globally, with exposure to financial services but without Broadridge's deep specialization in proxy and investor communications.
Frequently Asked Questions
What does Broadridge Financial Solutions do?
Broadridge provides investor communications and technology solutions to the financial services industry. Its core services include proxy distribution, vote processing, regulatory reporting, and front-to-back trade lifecycle automation for broker-dealers, asset managers, and public corporations.
Does BR pay dividends?
Yes, Broadridge pays a regular dividend. The company's recurring revenue model and long-term client contracts support consistent shareholder distributions. Investors should review the company's investor relations page for the current dividend rate and payment schedule.
When does BR report earnings?
Broadridge reports earnings on a quarterly cadence, in line with standard US-listed company practice. For the exact schedule and most recent results, check Broadridge's official investor relations page.
Is BR a good stock to buy?
UQS Score rates BR as Good overall. The Valuation pillar is Attractive, while Quality and Moat are Neutral. However, both the Growth and Risk pillars are rated Weak, which introduces meaningful caution. The full pillar breakdown is available to UQS Pro members.
Is BR overvalued?
Based on UQS Score analysis, BR's Valuation pillar is rated Attractive, suggesting the stock may be reasonably priced or even undervalued relative to its fundamentals. That said, the Weak Growth and Risk ratings are important context when evaluating whether the valuation represents a genuine opportunity.
How does BR compare to its competitors?
Broadridge is more narrowly focused on financial services infrastructure than peers like Leidos, CDW, or CGI. This specialization gives it deep client entrenchment in proxy and capital markets technology, though broader IT services competitors may offer more diversified revenue streams.
What is BR's market cap bracket?
Broadridge Financial Solutions is classified as a large-cap company, reflecting its significant scale within the financial technology and services sector.
Who founded Broadridge Financial Solutions?
Broadridge was spun off from Automatic Data Processing (ADP) in 2007. Information about its founding leadership is widely available through public business records and the company's own history pages.
Is BR a long-term quality investment?
As a long-term quality indicator, UQS Score rates BR as Good. Its entrenched position in financial infrastructure and regular dividend suggest durability, but the Weak Growth and Risk pillar ratings indicate investors should monitor whether these headwinds persist over time.
What is the main competitive advantage of Broadridge?
Broadridge's primary advantage lies in its deep integration with the regulatory and operational workflows of financial institutions. Switching costs are high because clients depend on Broadridge for compliance-critical functions like proxy processing and trade settlement, making it difficult to replace.
What sector does BR belong to?
Broadridge Financial Solutions is classified in the Technology sector, specifically within financial technology and services. Its business bridges technology infrastructure and financial services compliance, giving it characteristics of both sectors.
Is BR a growth stock or value stock?
Based on UQS pillar labels, BR leans toward value territory — the Valuation pillar is Attractive while the Growth pillar is rated Weak. This profile may appeal more to investors seeking reasonably priced, stable businesses than those seeking high-growth opportunities.
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Pro Analysis
BR — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 22, 2026 | 52.2 | 57.2 | 54.0 | 30.7 | 34.2 | 87.6 | 0.0 |
| May 20, 2026 | 52.2 | 57.2 | 54.0 | 30.7 | 34.2 | 87.7 | 0.0 |
| May 19, 2026 | 52.2 | 57.2 | 54.0 | 30.7 | 34.2 | 87.5 | -0.1 |
| May 16, 2026 | 52.3 | 57.2 | 54.0 | 30.7 | 34.2 | 88.5 | -0.1 |
| May 15, 2026 | 52.4 | 57.2 | 54.0 | 30.7 | 34.2 | 88.9 | 0.0 |
| May 14, 2026 | 52.4 | 57.2 | 54.0 | 30.7 | 34.2 | 88.8 | +0.2 |
| May 11, 2026 | 52.2 | 57.2 | 54.0 | 30.7 | 34.2 | 87.7 | -0.7 |
| May 10, 2026 | 52.9 | 60.3 | 54.0 | 30.4 | 34.2 | 87.7 | +5.4 |
| May 9, 2026 | 47.5 | 60.3 | 54.0 | 6.4 | 34.2 | 83.5 | -4.5 |
| May 8, 2026 | 52.0 | 56.9 | 54.0 | 30.4 | 34.2 | 87.0 | +0.1 |
BR — Pillar Breakdown
Quality
— 57.2/100 (25%)Broadridge Financial Solutions, Inc. shows solid profitability with healthy returns on capital and reasonable margins.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 30.7/100 (20%)Broadridge Financial Solutions, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 34.2/100 (15%)Broadridge Financial Solutions, Inc. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 86.2/100 (15%)Broadridge Financial Solutions, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 54/100 (25%)Broadridge Financial Solutions, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for BR.
Score Composition
Financial Data
More Stock Analysis
How is the BR UQS Score Calculated?
The UQS (Unified Quality Score) for Broadridge Financial Solutions, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Broadridge Financial Solutions, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Broadridge Financial Solutions, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.