📊 BR Key Takeaways
Is Broadridge Financial Solutions, Inc.. (BR) a Good Investment?
Broadridge demonstrates solid fundamental strength with revenue growth of 5.9% YoY, expanding net income (+20.3% YoY), and healthy free cash flow generation of $345.6M. The company maintains reasonable profitability metrics with 13.6% net margin and 15.6% ROE, supported by strong operating cash conversion and sustainable business model characteristics typical of financial services outsourcing.
Broadridge shows solid fundamental quality with mid-single-digit revenue growth translating into much faster earnings growth, indicating improving operating efficiency and favorable business mix. Profitability is healthy across gross, operating, and net margins, while free cash flow generation remains strong, though balance sheet leverage and sub-1.0 current liquidity keep the profile from being stronger.
Why Buy Broadridge Financial Solutions, Inc.. Stock? BR Key Strengths
- Net income growth of 20.3% YoY significantly outpaces revenue growth, indicating operating leverage and margin expansion
- Strong free cash flow generation ($345.6M) with 10.5% FCF margin demonstrates high-quality earnings and cash conversion
- Robust interest coverage ratio of 7.1x indicates manageable debt obligations despite leverage of 1.10x D/E
- Solid profitability across all margins (43.1% gross, 12.0% operating, 13.6% net) reflecting pricing power and operational efficiency
- Net income and diluted EPS are growing materially faster than revenue, suggesting improving margin quality and operating leverage
- Gross margin of 43.1%, operating margin of 12.0%, and net margin of 13.6% indicate a durable and profitable business model
- Free cash flow of $345.6M and a 10.5% FCF margin support financial flexibility and earnings quality
BR Stock Risks: Broadridge Financial Solutions, Inc.. Investment Risks
- Liquidity metrics are tight with current ratio of 0.97x and quick ratio of 0.95x, indicating potential cash flow management challenges in adverse scenarios
- High leverage at 1.10x debt-to-equity with $3.2B long-term debt represents meaningful financial risk despite adequate interest coverage
- Revenue growth of 5.9% YoY is modest, suggesting limited organic growth momentum in core business lines
- Low ROA of 5.2% relative to total assets of $8.6B indicates asset-heavy business model with capital intensity
- Current ratio of 0.97x and quick ratio of 0.95x leave limited short-term liquidity cushion
- Long-term debt of $3.17B and debt-to-equity of 1.10x create leverage risk if earnings weaken
- Operating cash flow of $367.1M is solid but does not leave a large buffer relative to debt load and ongoing capital needs
Key Metrics to Watch
- Operating cash flow trend and free cash flow sustainability to validate earnings quality
- Current ratio and working capital management to assess liquidity adequacy
- Revenue growth acceleration and operating margin expansion trajectory
- Debt reduction progress and leverage ratio improvement to strengthen balance sheet
- Operating margin and free cash flow conversion
- Debt reduction progress and interest coverage
Broadridge Financial Solutions, Inc.. (BR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
BR Profit Margin, ROE & Profitability Analysis
BR vs Services Sector: How Broadridge Financial Solutions, Inc.. Compares
How Broadridge Financial Solutions, Inc.. compares to Services sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Broadridge Financial Solutions, Inc.. Stock Overvalued? BR Valuation Analysis 2026
Based on fundamental analysis, Broadridge Financial Solutions, Inc.. has mixed fundamental signals relative to the Services sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Broadridge Financial Solutions, Inc.. Balance Sheet: BR Debt, Cash & Liquidity
BR Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Broadridge Financial Solutions, Inc..'s revenue has grown significantly by 38% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.30 reflects profitable operations.
BR Revenue Growth, EPS Growth & YoY Performance
BR Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $1.6B | $142.4M | $1.20 |
| Q1 2026 | $1.4B | $79.8M | $0.68 |
| Q3 2025 | $1.7B | $213.7M | $1.79 |
| Q2 2025 | $1.4B | $70.3M | $0.59 |
| Q1 2025 | $1.4B | $79.8M | $0.68 |
| Q3 2024 | $1.6B | $198.5M | $1.67 |
| Q2 2024 | $1.3B | $57.5M | $0.48 |
| Q1 2024 | $1.3B | $50.4M | $0.42 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Broadridge Financial Solutions, Inc.. Dividends, Buybacks & Capital Allocation
BR SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Broadridge Financial Solutions, Inc.. (CIK: 0001383312)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BR
What is the AI rating for BR?
Broadridge Financial Solutions, Inc.. (BR) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 81% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are BR's key strengths?
Claude: Net income growth of 20.3% YoY significantly outpaces revenue growth, indicating operating leverage and margin expansion. Strong free cash flow generation ($345.6M) with 10.5% FCF margin demonstrates high-quality earnings and cash conversion. ChatGPT: Net income and diluted EPS are growing materially faster than revenue, suggesting improving margin quality and operating leverage. Gross margin of 43.1%, operating margin of 12.0%, and net margin of 13.6% indicate a durable and profitable business model.
What are the risks of investing in BR?
Claude: Liquidity metrics are tight with current ratio of 0.97x and quick ratio of 0.95x, indicating potential cash flow management challenges in adverse scenarios. High leverage at 1.10x debt-to-equity with $3.2B long-term debt represents meaningful financial risk despite adequate interest coverage. ChatGPT: Current ratio of 0.97x and quick ratio of 0.95x leave limited short-term liquidity cushion. Long-term debt of $3.17B and debt-to-equity of 1.10x create leverage risk if earnings weaken.
What is BR's revenue and growth?
Broadridge Financial Solutions, Inc.. reported revenue of $3.3B.
Does BR pay dividends?
Broadridge Financial Solutions, Inc.. pays dividends, with $216.9M distributed to shareholders in the trailing twelve months.
Where can I find BR SEC filings?
Official SEC filings for Broadridge Financial Solutions, Inc.. (CIK: 0001383312) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BR's EPS?
Broadridge Financial Solutions, Inc.. has a diluted EPS of $3.82.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is BR a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Broadridge Financial Solutions, Inc.. has a BUY rating with 81% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is BR stock overvalued or undervalued?
Valuation metrics for BR: ROE of 15.6% (sector avg: 16%), net margin of 13.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.
Should I buy BR stock in 2026?
Our dual AI analysis gives Broadridge Financial Solutions, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is BR's free cash flow?
Broadridge Financial Solutions, Inc..'s operating cash flow is $367.1M, with capital expenditures of $21.5M. FCF margin is 10.5%.
How does BR compare to other Services stocks?
Vs Services sector averages: Net margin 13.6% (avg: 10%), ROE 15.6% (avg: 16%), current ratio 0.97 (avg: 1.5).