NYSE · BR
Broadridge Financial Solutions, Inc.
Technology · Information Technology Services
$175.11▲ 0.57% ($1.00)at close
As of 4:00 PM ET
Market cap
$19.77B
Valuation
Cash-flow DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 3.7% free cash flow growth a year for 5 years. Our scenarios assume −4.2–25.0%.
That's below its past 10-year pace of 10.8%.
Value per share
Base case
$247.45
Price used $175.11 is 29% below this
USD · TTM ending Jun 30, 2026 · Price Oct 16, 8:00 PM UTC
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
3 more notes
Working capital change smoothed: single-period ΔOWC exceeded ±5% of revenue and was capped to reduce timing noise.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Reported total debt includes capitalised leases (~7% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
Free cash flow each value needs
Free cash flow today $1B. The price needs $1.6B by 2036. Base case: $2.3B. At its recent pace: $2.8B. Bear to Bull: $967M to $5.9B.
Free cash flow today $1B. The price needs $1.6B by 2036. Base case: $2.3B. At its recent pace: $2.8B. Bear to Bull: $967M to $5.9B.
Free cash flow in 2036
today $1B
−$638Mless than the Base case
Value per share · Base case
$247.45
Price $175.11
29% below this
- Stage 1 growth, yrs 1–5
- 10.8%
- Stage 2 growth, yrs 6–10
- 6.0%
- Discount rate
- 8.1%
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
3 more notes
Working capital change smoothed: single-period ΔOWC exceeded ±5% of revenue and was capped to reduce timing noise.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Reported total debt includes capitalised leases (~7% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
USD · TTM ending Jun 30, 2026 · Price Oct 16, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 22.65% over the last year. Revenue grew 8.53% in FY2026 versus FY2025. Operating margin moved from 17.25% to 17.39% (FY2026 versus FY2025). Free cash flow grew 21.01% in FY2026 versus FY2025.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 5th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 17.39%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
15
Buy
9
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 3, 2026
Q1 FY27 · EPS est $1.37 · Revenue est $1.6B
Same quarter, year over year
FY26 Full year +12.7%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $9.64 vs $8.55 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $9.64
- +12.7%
- FY25
- $8.55
- +10.5%
- FY24
- $7.74
- —
Q4 FY26
Reported Aug 4, 2026 · Latest
HoverTap a cell to inspect
Actual
$3.82
Estimate
$3.76
Year over year
+7.6%
Vs prior quarter
+40.4%
Institutional Sentiment
Broadridge Financial Solutions, Inc. · BR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.