BR · Broadridge Financial Solutions Inc
Price
Snapshot
50 fields · last close| Market Cap | $19.02B |
| P/E | 16.92 |
| Float | 115.1M |
| Beta | 0.94 |
| Volatility | 23.4% |
| Exchange | NYSE |
| Sector | Professional Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 79.5 |
| Price | 167.80 |
| Change | −0.38% |
| Prev Close | 168.44 |
| Open | 167.55 |
| Day Low | 167.41 |
| Day High | 169.26 |
| Avg Vol | 1 |
| Avg $ Vol | $129.2M |
| 52W High | 236.02 |
| 52W Low | 133.83 |
| 52W Pos | 33.2% |
| From High | −28.90% |
| From Low | +25.38% |
| Max DD 1Y | −42.37% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +2.99% |
| SMA 50 | −1.07% |
| SMA 200 | −0.42% |
| RSI (14) | 57.0 |
| Vol 30D | 25.1% |
| Vol 90D | 31.3% |
| 1Y Range | 134–236 |
| Daily bars | 534 |
| Perf Week | +6.16% |
| Perf Month | −3.41% |
| Perf Quarter | +14.28% |
| Perf Half Y | +4.73% |
| Perf Year | −27.61% |
| Perf YTD | −23.89% |
| Prev Day | −0.38% |
| Clavix | A- |
| Debt / Eq | 1.15 |
| Curr Ratio | 1.24 |
| Int Cover | 15.5× |
| FCF Margin | 17.1% |
| Rev Growth | +8.5% |
| Profit | Profitable |
| Leverage | Moderate |
| Sector rank | 4 / 15 |
What BR does
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.
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.
Clavix risk grade
regraded every trading dayBR grades A-, 79.5 of 100. Steadiest on Sector Resilience (79), most exposed on Price Stability (62, mixed). 3 of the 4 weighted dimensions sit above the Professional Services median. Ranks 4 of 15 in Professional Services by Clavix score.
How rough the ride is
| BR | Professional Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.94 | 0.75 |
| Volatilityannualized | 23.4% | 18.8% |
| Max drawdown, past yearworst peak-to-trough fall | −42.4% | — |
| Typical daily movemedian absolute daily change | 0.95% | — |
| Days beyond ±3%of the last 252 sessions | 30 (12%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| BR | Professional Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.94 | 0.75 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 44% of 16 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Professional Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| BR | |
|---|---|
| 1 week | +6.2% |
| 1 month | −3.4% |
| Year to date | −23.9% |
| 1 year | −27.6% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| BR | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 13 since 14 Sep |
| Average score0 most bearish, 100 most bullish | 68 |
| Bullish · bearisharticles above 60 · below 40 | 10 · 1 |
| Directionarticles whose tone is improving vs worsening | 10 ↑ 1 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 15 Professional Services names Clavix covers; the tick is the sector median.
Growth
| BR | |
|---|---|
| Revenue growthyear over year | +8.5% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Professional Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openIn this monthly series, I rank a selection of dividend growth stocks and present the top 10 stocks for consideration. This month's screen targets dividend growth stocks with Dividend Safety scores ≥8.0, forward yields ≥2.5%, and prices at or below fair value. An equally weighted portfolio of the top 10 stocks yields 2.8% but would have underperformed SPY over the past 5 years.
Mn Services Vermogensbeheer B.V. grew its position in Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 302.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 135,681 shares of the busines
GAMMA Investing LLC grew its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 160.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 23,400 shares of the business services provider's stock after purchasing an add
Fenimore Asset Management Inc trimmed its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 6.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 236,910 shares of the business services pro
Hamlin Capital Management LLC acquired a new position in Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 332,572 shares of the business services provider's
Nearest peers by size
Professional Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| SSNC | SS&C Technologies Holdings Inc | B+ | $19.13B | 22.29 | 1.06 | Compare |
| EFX | Equifax Inc | B | $17.51B | 25.23 | 1.34 | Compare |
| J | Jacobs Solutions Inc | A- | $16.64B | 49.18 | 0.72 | Compare |
| VRSK | Verisk Analytics Inc | B+ | $22.99B | 25.92 | 0.71 | Compare |
| LDOS | Leidos Holdings Inc | B+ | $15.02B | 11.07 | 0.58 | Compare |
| CACI | CACI International Inc | B | $13.47B | 25.18 | 0.55 | Compare |
| TRU | TransUnion | B | $12.93B | 17.50 | 1.62 | Compare |
| PAYX | Paychex Inc | A- | $37.82B | 20.82 | 0.84 | Compare |
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