BR · Broadridge Financial Solutions Inc

174.69−0.42  (−0.24%)

Price

Snapshot

50 fields · last close
Market Cap$19.77B
P/E17.59
Float115.1M
Beta0.93
Volatility23.2%
ExchangeNYSE
SectorProfessional Services
Cap tierLarge cap
Macro sensitivityModerate
Clavix score79.7
Price174.69
Change−0.24%
Prev Close175.11
Open175.00
Day Low171.98
Day High175.96
Avg Vol1
Avg $ Vol$132.0M
52W High236.02
52W Low133.83
52W Pos40.0%
From High−25.99%
From Low+30.53%
Max DD 1Y−41.86%
Spread0.10%
LiquidityNormal
SMA 20+6.47%
SMA 50+2.73%
SMA 200+4.16%
RSI (14)66.7
Vol 30D26.9%
Vol 90D31.5%
1Y Range134–236
Daily bars537
Perf Week+5.84%
Perf Month+6.57%
Perf Quarter+16.72%
Perf Half Y+8.58%
Perf Year−22.65%
Perf YTD−20.76%
Prev Day−0.24%
ClavixA-
Debt / Eq1.15
Curr Ratio1.24
Int Cover15.5×
FCF Margin17.1%
Rev Growth+8.5%
ProfitProfitable
LeverageModerate
Sector rank4 / 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 day
A-79.7/100

BR grades A-, 79.7 of 100. Steadiest on Sector Resilience (80), 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.

PriceMacroSectorNewsFinancial

How rough the ride is

BRProfessional Services median
Betavs the overall market · lower is steadier0.930.75
Volatilityannualized23.2%18.8%
Max drawdown, past yearworst peak-to-trough fall−41.9%—
Typical daily movemedian absolute daily change0.94%—
Days beyond ±3%of the last 252 sessions31 (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

BR
175.11

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

BR

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

BRProfessional Services median
Beta to the markethow much it swings with the S&P 500 · lower is safer0.930.75
Macro sensitivityrate, dollar and credit exposure bucketModerateModerate 44% of 16

Where it sits on the macro scale

Low 6Moderate 7High 2Very High 1

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

Sector
Professional Services15 companies ranked
BR
#4 of 15

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

BR
1 week+5.8%
1 month+6.6%
Year to date−20.8%
1 year−22.6%

Context for the rank, not itself a risk measure.

Recent coverage, scored

BR
Articles scoredthe most recent scored coverage, up to 3030 since 4 Aug
Average score0 most bearish, 100 most bullish70
Bullish · bearisharticles above 60 · below 4026 · 1
Directionarticles whose tone is improving vs worsening26 ↑ 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

Debt / equityTotal debt vs shareholder equity · lower is stronger
1.15sector median 1.11 · 15 names
Current ratioShort-term assets vs liabilities · higher is stronger
1.24sector median 1.26 · 15 names
FCF marginFree cash flow as a share of revenue · higher is stronger
17.1%sector median 18.7% · 15 names
Interest coverageOperating income vs interest expense · higher is stronger
15.5×sector median 6.8× · 15 names

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 open

Broadridge's blockchain-based repo platform processed an average of $359 billion in daily transactions during September, totaling $7.5 trillion for the month. The company also launched DLX, a new end-to-end digital asset and tokenization platform that extends its infrastructure beyond repo.

Source PRNewsWire Significance moderate Impact product Risk improving

Read the article →

Broadridge announced it has nominated Srinivas D. Tallapragada for election to its board of directors at the 2026 Annual Meeting.

Source yahoo.com Significance minor Impact leadership Risk neutral

Read the article →

Broadridge has nominated Srinivas D. Tallapragada for election to its board at the upcoming 2026 Annual Meeting, while current director Amit Zavery will step down after seven years of service.

Source PRNewsWire Significance minor Impact leadership Risk improving

Read the article →

An analyst-style article recommends Broadridge (BR) as a strong buy, citing its recurring revenue base, a 20-year dividend increase streak with a current yield of about 2.66%, a payout ratio near 41%, market leadership in regulatory communications (the business of distributing proxy statements and SEC filings for public companies), and early investment in infrastructure for tokenization (creating digital versions of real-world assets like stocks or funds that can move on a blockchain). The article projects 10-12% annual dividend growth and argues BR trades below its historical valuation range.

Source Seeking Alpha Significance minor Impact financial impact Risk improving

Read the article →

Broadridge signed a memorandum of understanding with Korea Securities Depository to work together on improving how international investors vote their shares in Korean companies.

Source yahoo.com Significance minor Impact product Risk improving

Read the article →

Nearest peers by size

Professional Services
TickerCompanyGradeMkt capP/EBeta
SSNCSS&C Technologies Holdings IncB+$19.73B22.831.05Compare
EFXEquifax IncB$18.94B27.401.32Compare
JJacobs Solutions IncA-$16.51B48.790.71Compare
VRSKVerisk Analytics IncB+$24.85B28.060.69Compare
LDOSLeidos Holdings IncB+$15.67B11.390.58Compare
TRUTransUnionB$14.19B19.231.60Compare
CACICACI International IncB$13.58B25.340.56Compare
PAYXPaychex IncA-$39.74B22.000.82Compare

You just read one holding. Clavix reads the whole portfolio.

Every position you own, graded on the same five dimensions, with an alert when a grade moves. 1 month free on iPhone.