QualityDipStocks / Consumer Discretionary · Business Services
Broadridge Financial Solutions BR
Not in a dip by our rules: 23% below its 52-week high.
A quality company trading below our fair value estimate, 4% over its Market Value.
- Fair value est.
- $219.70+23%
- Market Value
- $171.19price +4%
- Off 52-wk high
- −23%
- Risk vs market
- Lowbeta 0.03
5 bullish · 5 bearish See why
Key levels
Every level vs today’s $178.82
- 52-wk lowlowest close, 1 year$135.44−24.3%
- Market Valueavg paid since Aug 4$171.19−4.3%
- PriceFri Oct 30 close$178.82you are here
- Fair value est.base case$219.70+22.9%
- 52-wk highhighest close, 1 year$232.02+29.8%
Fair value estimate
How the range is computed
Ten-year free-cash-flow DCF. Same 10-year free-cash-flow model as the base: discount rate 9.5% ±1 point and growth 7.2% ±2 points. Bear = 10.5% and 5.2%; bull = 8.5% and 9.2% (both fade to 3%). A model estimate from public filings, not a forecast of where the price will go.
Price sits inside the range.
What the price implies To be worth today’s price, BR’s free cash flow would need to grow about 4% a year for five years; our estimate uses 7%.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 30 to Oct 30, 252 sessions). Beta = how much BR moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Has moved mostly independently of the market, but its own price swings are 2.3× the S&P 500’s (it moves on its own news).
- Beta vs S&P 500
- 0.03
- Volatility
- 30% vs 13% SPY
- Correlation SPY
- 0.01
- Correlation QQQ
- −0.13
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 5 of 5
ValuationOur DCF fair value estimate is $219.70, 23% above the price.
ValuationP/E of 18.6× is 32% below its own average of 27.4× at the last 3 fiscal year-ends.
ProfitabilityReturn on equity of 41% over the last 12 months, up 7 points in two years.
GrowthDiluted EPS grew 35% to $9.60 in FY2026.
QualityPasses all four of our quality checks: cash generation, returns on capital, growth and balance sheet.
Top bearish points 5 of 5
ValuationEV/EBITDA of 16.5×, above the 12.8× median for the 113 Consumer Discretionary companies we cover.
ProfitabilityGross margin of 32%, below the 39% median for the 120 Consumer Discretionary companies we cover.
ValuationPrice / book of 7.4×, above the 4.9× median for the 151 Consumer Discretionary companies we cover.
Balance sheetDebt / equity of 1.1×, above the 0.9× median for the 119 Consumer Discretionary companies we cover.
RiskReports earnings Nov 3 (consensus EPS $1.37): results can move the price sharply and reset Market Value.
Who’s talking about it
Notable investors, executives, analysts and public figures on Broadridge Financial Solutions in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 1, 9:09 PM ET.
Compare with peers
Closest in size in Business Services
All fundamentals
P/E 18.6 · FCF yield 6.1% · ROE 41%
Valuation
- P/E
- 18.6×3-yr-end avg 27.4× · Consumer Discretionary median 20.9×
- Price / FCF
- 16.4×
- FCF yield
- 6.1%
- EV / EBITDA
- 16.5×
- Price / sales
- 2.80×
- Price / book
- 7.37×
- Market cap
- $20.9Bprice × diluted shares
- Enterprise value
- $23.8B
Growth
- Revenue, 12 months
- $7.5B
- Sales growth, 12 months
- +8.5%vs the 12 months before
- Sales growth, 3 yrs
- +7.2%/yrfrom FY2023
- Diluted EPS, 12 months
- $9.60
- EPS growth, last FY
- +35.2%
- Net income, 12 months
- $1.1B
- Net income growth
- +34%12 months vs before
Profitability
- Gross margin
- 31.8%
- Operating margin
- 17.4%
- Net margin
- 15.0%
- FCF margin
- 17.1%
- Return on equity
- 41%
- Return on invested capital
- 18%
Balance sheet
- Cash & short-term inv.
- $404M
- Total debt
- $3.3B
- Net cash
- −$2.9B
- Debt / equity
- 1.15×
- Interest coverage
- 11.6×operating income / interest
Cash flow & returns
- Free cash flow, 12 months
- $1.3B
- FCF growth, 12 months
- +13%
- Dividend yield
- 2.12%$444M paid
- Payout ratio
- 39%
- Buybacks, 12 months
- $604M2.9% of market cap
- Share count, 1 year
- −1.3%diluted shares vs a year ago
- Stock-based comp
- $94M
Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From Broadridge Financial Solutions’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
Valuation details
DCF $219.70 · MV $171.19 · FCF value $273.57
Assumes 7.2% growth for 5 years (revenue grew 7.2% a year FY23–FY26), fading to 3%; 9.5% discount rate, 3% terminal growth. FCF base $10.92 a share (fiscal year to Jun 30, 2026), from the 10-K filed Aug 4, 2026. Net debt $2.9B, not deducted.
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only arm once a company is in a dip.
Momentum & 52-week range
RSI 60 · 5 days −2.4%
The business
FCF $1.2B · Sales +8%
- Free cash flow, 12 months$1.2B
- Free-cash-flow yield6.1%
- Free-cash-flow margin16%
- Gross margin32%
- Operating margin17%
- Return on invested capital17%
- Return on equity41%
- Sales growth (latest quarter vs year-ago quarter)+8%
- Net debt / EBITDA1.6×
Next report
Nov 3
- DateTue Nov 3, before the open
- Consensus EPS$1.37
- Year-ago EPS$1.51
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.
Get a text when BR fires a reversal signal
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