Broadridge Financial Solutions, Inc. (BR)

FairStock Score: 66/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Broadridge as a Graham-style analyst: what is the business worth, and what am I paying? Broadridge sits in the unglamorous but necessary plumbing of investor communications and proxy voting. That kind of embedded, regulation-driven work can create switching costs and recurring demand. The filed numbers show progress: in fiscal 2026, the year ended 2026-06-30, revenue was $7.5B, net income $1.1B, and diluted EPS $9.60, up from $6.9B, $839.5M, and $7.10 in fiscal 2025. Quarterly filings show seasonality—fiscal Q1 2026 ended 2025-09-30 EPS was $1.40, fiscal Q2 2026 ended 2025-12-31 EPS was $2.42, and fiscal Q3 2026 ended 2026-03-31 EPS was $2.36. FairStock’s calculations show a 40.92% ROE, 9.29% ROCE, 1.24 debt-to-equity, 8/9 Piotroski, 3.09 Altman Z, $1.2B trailing free cash flow, and a 6.4% FCF yield. Those are marks of a real business. But price matters. At the 2026-10-13 close of $168.44, FairStock puts the P/E at 17.56, P/B at 6.76, PEG at 2.75, Graham Number at $73.30, and a -129.8% margin of safety, with a FairStock Score of 66/100. The 2.67% dividend yield and beta of 0.91 are supportive, but the stock trades far above book value and the Graham benchmark. Broadridge looks like a Lynch STALWART—steady, not sleepy—with 15.5% five-year profit growth and 8.4% revenue growth under FairStock’s rules. I would call it a high-quality compounder at a full-to-rich price, not a bargain.

In plain English: Broadridge provides investor communications, proxy voting and technology services to banks, brokers and funds. It is a profitable, cash-generative business with rising filed sales and earnings, but it carries noticeable debt and its shares have run well above their accounting value. At the recent price, the stock looks expensive compared with its long-term growth and book value.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2026 10-Q (period ended 2025-12-31) · fiscal Q1 2026 10-Q (period ended 2025-09-30) · fiscal Q3 2025 10-Q (period ended 2025-03-31) · FY2026 10-K (period ended 2026-06-30) · FY2025 10-K (period ended 2025-06-30) · FY2024 10-K (period ended 2024-06-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer