Broadridge Financial Solutions Inc (BR) fair value: what the stock is really worth
As of Nov 4, 2026: fair value (intrinsic value) of Broadridge Financial Solutions Inc stock $161, price $189, that is 14.7% below the price, quality 73 out of 100. Rating: overvalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 4, 2026.
How to read this chart
60‑month range $123.44 – $259.91 · fair‑value band $107.37 – $208.73 · the $189.29 price screens above the $161.47 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 4, 2026.
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Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.
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The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication 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 and exchange-traded funds trade processing services; data and analytics solutions; annual 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 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.
Stock analysis
Broadridge Financial Solutions Inc (BR) currently trades at $189.29, while our model-based Fair Value estimate is $161.47, 15% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $190.40 per share, and 6 of the 24 models we run sit above the $189.29 price.
Bear case: the Dividend Discount group reads lowest at $61.85, and 18 of the 24 models stay below the price. Data coverage for this calculation is high.
Scenario range: $107.37 (bear) to $208.73 (bull), the price of $189.29 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 73/100 (solid quality), in the Technology sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Broadridge Financial Solutions Inc reported revenue of $7.5B in FY2026 versus $5.7B in FY2022, a compound +7.0%/yr. Reported net income was $1.1B in FY2026, compounding +20.2%/yr from FY2022.
Key figures
Market cap $21.9B Large · P/E ratio 19.5 · P/S ratio 2.93 · EPS (TTM) $9.73 · Dividend yield 2.1% · Net margin 15.0% · Return on equity 40.9% · Return on assets (EBIT) 12.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 76 out of 100 (medium confidence).
What moves the price
The share trades about 17% below its 52-week high and 41% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Technology peers we cover trades at 20% fair-value upside, at −15%, BR screens richer than that median.
Fair Value models
Bear$107.37Fair Value $161.47Bull$208.73
Price $189.29 · Downside -14.7%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2026 figures (about 4 months old). Earnings retained since then ($1.80 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 2 officers or directors sold shares worth $704,290 and none bought.
SaleThomas P CareyCorporate VP2× since Dec 3, 2025: 12,715 shares, avg. $215.59$2.7MOct 1, 2026
SaleHope M. JarkowskiChief Legal Officer1,966 shares at $155.00$304,730Jun 4, 2026
BuyTimothy C GokeyCEO, Director5,300 shares at $194.49$1.0MMar 6, 2026
SaleRobert N DuelksDirector253 shares at $192.60$48,728Feb 6, 2026
SaleChristopher John PerryPresident3,984 shares at $226.00$900,384Nov 18, 2025
Plus 36 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.87/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+8.5%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+7.2%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+8.4%
Start year 2021 (pandemic). Over 10 years: +9.9% a year
Revenue growth 21 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+7.2%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+17.5%
Earnings growth per share plus dividend.
Earnings per share, growth per year+15.4%
Dividend (yield on the price)2.1%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.16.4% vs 14.4%, steady
Profit margin 2021 to 2026 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.14% → 17%
Pace: the 5-year rate starts in 2021 (pandemic)
Growth Forecast
Price in line with expectations
The price assumes about as much growth as the company has delivered so far and about what analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+7.4%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+4.5%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +4.9% a year for the price and +2.1% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (96 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
AI conclusion: Broadridge benefits from a high-retention business in investor communications and securities processing, yet limited public signals on moat factors leave the durability of its advantages uncertain.
Main risk: Generative AI tools could automate regulatory communications and post-trade workflows, leading to pricing pressure or margin compression for Broadridge's investor communications and managed services.
Bull case: Broadridge could integrate generative AI into its platforms to lower its own costs and offer clients efficiency gains that strengthen retention in communications and processing services.
Bear case: If AI automates key workflows and regulators adjust fee structures, Broadridge might face sustained margin pressure and slower growth in its core investor communications business.
Broadridge runs a high-retention business in investor communications and securities processing. Its Distributed Ledger Repo processed an average of 359 billion dollars daily last month on the back of tokenized repo activity. The new DLX platform aims to extend that into issuance, trading and custody across more assets, but will the seamless connection to traditional workflows drive adoption faster than legacy constraints slow it down?
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Information Technology Services · 481 stocks
Beats the industry median on 7/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score73 · Top 25%
Fair Value upside−14.7% · Below median
Profitability
Return on equity (12 months)40.9% · Top 25%
Return on assets12.6% · Top 25%
Net margin (12 months)15.0% · Top 25%
Operating margin (12 months)24.6% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)7.5% · Above median
Dividend yield (12 months)2.1% · Above median
Balance sheet
Debt / equity1.15× · Highest 25%
Valuation Multiplesvs Information Technology Services median · lower = cheaper
P/E (12 months)19.5× · Pricier than median
P/B7.70× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Is Broadridge Financial Solutions Inc (BR) overvalued or undervalued?
As of Nov 4, 2026, our model estimates a fair value of $161.47 versus a price of $189.29, about 15% lower (overvalued).
What is the fair value of BR?
Our model-based fair value for Broadridge Financial Solutions Inc is $161.47 (as of Nov 4, 2026), built from audited fundamentals. The current price: $189.29.
What is the quality score of BR?
Broadridge Financial Solutions Inc has a Quality Score of 73/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Broadridge Financial Solutions Inc (BR)?
Our model-based price target is the fair value of $161.47 (as of Nov 4, 2026) from 24 valuation models. Cautious scenario $107.37, optimistic scenario $208.73. It is a calculation from audited fundamentals, not an analyst target.
What is the Broadridge Financial Solutions Inc stock forecast for 2026?
Our models put fair value at $161.47, about 15% lower versus a price of $189.29 (overvalued). Cautious scenario $107.37, optimistic scenario $208.73. The calculation is refreshed regularly with new filings.
What is the revenue of Broadridge Financial Solutions Inc (BR)?
Broadridge Financial Solutions Inc reported trailing-twelve-month revenue of about $7.5B (latest available figure, as of Nov 4, 2026).
Does Broadridge Financial Solutions Inc pay a dividend?
Broadridge Financial Solutions Inc currently shows a dividend yield of 2.06% relative to its recent price (as of Nov 4, 2026).
What growth is priced into Broadridge Financial Solutions Inc (BR)?
For today's price to be fair in a discounted-cash-flow model, Broadridge Financial Solutions Inc would have to grow free cash flow by +7.4 % per year for five years (discount rate 9.0 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +8.4 % per year. As of Nov 4, 2026.
What discount rate (WACC) does the fair value of BR use?
Our models discount Broadridge Financial Solutions Inc at 9.0 %: a base by market capitalisation (large), damped by beta 0.90, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Broadridge Financial Solutions Inc that is +7.4 % per year a year over ten years, using the same discount rate (9.0 %) and the same formula as our fair value.
How much growth has Broadridge Financial Solutions Inc (BR) delivered so far?
Over the past 5 years revenue at Broadridge Financial Solutions Inc grew +8.4 % a year. The price currently implies +7.4 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Broadridge Financial Solutions Inc (BR) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Broadridge Financial Solutions Inc (+7.4 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Broadridge Financial Solutions Inc (BR)?
The free-cash-flow yield on the price is 5.84 %: that much free cash flow Broadridge Financial Solutions Inc produces per unit of market value. When it exceeds the discount rate of our models (9.0 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Broadridge Financial Solutions Inc (BR)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Broadridge Financial Solutions Inc it is $161.47 per share (as of Nov 4, 2026), against a price of $189.29. It is the blended result of 24 valuation models (cash flow, earnings, asset, dividend).
Is Broadridge Financial Solutions Inc stock overvalued or undervalued in 2026?
As of Nov 4, 2026, BR trades above its calculated fair value: price $189.29, fair value $161.47, a gap of about −15% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of BR?
No. The price is what the market pays today ($189.29); the fair value is what the company's own numbers justify ($161.47). For Broadridge Financial Solutions Inc the two are $27.82 per share apart. That gap is exactly why we show both numbers side by side.
How much is Broadridge Financial Solutions Inc worth?
The market values Broadridge Financial Solutions Inc at about $21.9B (market capitalisation, as of Nov 4, 2026). Per share that is $189.29; our models calculate a fair value of $161.47 per share.
What do the bullish and bearish scenarios say about BR?
Our models span a range for Broadridge Financial Solutions Inc: cautious scenario $107.37, base $161.47, optimistic $208.73 per share (as of Nov 4, 2026, price $189.29). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of BR?
Broadridge Financial Solutions Inc trades at a price-to-earnings ratio of 19.5 (as of Nov 4, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $161.47 is built from several models across several years. Median P/E at fiscal year-end, 10 fiscal years (2017 to 2026), reported earnings, 6 of the years ex one-offs: 31.0. Other multiples: PEG 2.0, P/B 7.7, P/S 2.9, EV/EBITDA 13.7.
What is the PEG ratio of BR?
The PEG ratio of Broadridge Financial Solutions Inc is 2.00 (P/E divided by earnings growth, as of Nov 4, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Broadridge Financial Solutions Inc (BR)?
Balance-sheet figures for Broadridge Financial Solutions Inc (as of Nov 4, 2026): return on equity 40.9%, debt of 1.15 per unit of equity. They feed the Quality Score of 73/100, which measures business quality independently of the share price.
How far is BR from its 52-week high?
Broadridge Financial Solutions Inc trades at $189.29, about 17% below its 52-week high of $226.84 and 41% above the low of $134.61 (as of Nov 4, 2026). Distance from the high says nothing about value: that is what the fair value of $161.47 is for.
Which stocks are comparable to Broadridge Financial Solutions Inc?
From the same area (Technology) we also value International Business Machines Corporation, Accenture plc, Tata Consultancy Services Limited, Infosys Limited, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Broadridge Financial Solutions Inc stock attractive at the current price?
The data as of Nov 4, 2026: price $189.29, calculated fair value $161.47 (−15%), Quality Score 73/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of BR calculated?
We run Broadridge Financial Solutions Inc through 24 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $161.47, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.6% above its aggregate fair value. Broadridge Financial Solutions Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Broadridge Financial Solutions Inc (BR)?
The closing price on Nov 4, 2026 was $189.29. Our model-based fair value is $161.47, about 15% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Broadridge Financial Solutions Inc right now?
Solid but not exceptional quality (73/100) and above fair value, neither a clear bargain nor a standout compounder. A fairly wide model range ($107.37 to $208.73) leaves room in how you read the outcome.
Where does the earnings growth of Broadridge Financial Solutions Inc (BR) come from?
Earnings per share at Broadridge Financial Solutions Inc grew +13.0 % a year from 2015 to 2026. Broken into its drivers: revenue per share +9.3 %, EBIT margin +1.0 %, tax rate +2.0 %, residual (interest, one-offs) +0.4 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Broadridge Financial Solutions Inc
How large is the market capitalisation of Broadridge Financial Solutions Inc (BR)?
The market capitalisation of Broadridge Financial Solutions Inc is $21.9B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Broadridge Financial Solutions Inc (BR)?
The price-to-sales ratio of Broadridge Financial Solutions Inc is 2.93 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Broadridge Financial Solutions Inc (BR)?
Earnings per share at Broadridge Financial Solutions Inc are $9.73 (price ÷ EPS = P/E 19.5). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Broadridge Financial Solutions Inc (BR)?
The dividend yield of Broadridge Financial Solutions Inc is 2.1% (payout 40.1%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Broadridge Financial Solutions Inc (BR)?
The net margin of Broadridge Financial Solutions Inc is 15.0% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Broadridge Financial Solutions Inc (BR)?
The return on equity (ROE) of Broadridge Financial Solutions Inc is 40.9% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Broadridge Financial Solutions Inc (BR)?
On an EBIT basis the return on assets of Broadridge Financial Solutions Inc is 12.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Broadridge Financial Solutions Inc (BR)?
The operating margin of Broadridge Financial Solutions Inc is 24.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Broadridge Financial Solutions Inc (BR)?
Revenue at Broadridge Financial Solutions Inc is growing +7.5% versus a year earlier (3y avg +7.2%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Broadridge Financial Solutions Inc (BR)?
Earnings per share at Broadridge Financial Solutions Inc are growing +8.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Broadridge Financial Solutions Inc (BR) carry?
The net debt of Broadridge Financial Solutions Inc is $3.1B (fiscal year 2026, ≈ 2.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Nov 4, 2026