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Broadridge Financial Solutions, Inc. (BR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US11133T1034

CUSIP

11133T103

IPO Date

Apr 2, 2007

Highlights

Market Cap

$27.30B

EPS (TTM)

$6.66

PE Ratio

34.97

PEG Ratio

1.65

Total Revenue (TTM)

$6.77B

Gross Profit (TTM)

$2.06B

EBITDA (TTM)

$1.56B

Year Range

$190.41 - $247.01

Target Price

$244.04

Short %

1.24%

Short Ratio

2.04

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Broadridge Financial Solutions, Inc. (BR) returned 5.24% year-to-date (YTD) and 24.73% over the past 12 months. Over the past 10 years, BR delivered an annualized return of 18.63%, outperforming the S&P 500 benchmark at 10.45%.


BR

YTD

5.24%

1M

2.03%

6M

6.04%

1Y

24.73%

5Y*

17.20%

10Y*

18.63%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of BR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.37%1.26%0.91%-0.02%-2.23%5.24%
2024-0.75%-0.30%1.03%-5.59%3.81%-1.48%8.63%-0.53%1.44%-1.94%11.93%-3.85%11.65%
202312.10%-6.37%4.67%-0.79%0.90%13.41%1.38%10.89%-3.43%-4.70%13.58%6.60%56.23%
2022-12.91%-8.17%6.97%-7.44%1.45%-2.05%12.63%6.61%-15.32%3.98%-0.63%-9.59%-25.26%
2021-7.76%0.84%7.88%3.61%0.54%1.64%7.40%-0.73%-2.88%7.06%-5.52%8.84%21.12%
2020-3.55%-12.41%-8.63%22.32%4.40%4.67%6.46%2.28%-3.52%4.24%6.74%4.71%26.28%
20194.76%0.42%2.89%13.93%5.71%2.63%-0.44%1.83%-3.45%0.63%-1.21%0.32%30.59%
20186.44%4.12%9.64%-2.26%7.69%0.01%-1.84%19.61%-2.02%-11.38%-9.47%-8.64%7.86%
20170.35%4.21%-1.52%2.93%8.51%0.01%0.40%2.99%3.92%6.31%5.05%0.77%39.10%
2016-0.32%4.80%6.23%0.89%7.27%2.05%3.80%2.39%-1.72%-4.62%0.12%2.93%25.86%
20153.92%10.92%3.88%-1.98%0.48%-7.22%8.52%-2.73%5.45%7.64%-7.72%-1.71%18.92%
2014-8.17%4.05%-1.10%3.23%6.99%2.03%-3.05%5.38%-1.52%5.52%3.10%2.58%19.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, BR is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BR is 8383
Overall Rank
The Sharpe Ratio Rank of BR is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BR is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BR is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BR is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Broadridge Financial Solutions, Inc. Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 1.16
  • 5-Year: 0.76
  • 10-Year: 0.80
  • All Time: 0.65

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Broadridge Financial Solutions, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Broadridge Financial Solutions, Inc. provided a 1.45% dividend yield over the last twelve months, with an annual payout of $3.44 per share. The company has been increasing its dividends for 17 consecutive years.


1.40%1.60%1.80%2.00%2.20%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.44$3.36$3.05$2.73$2.43$2.23$2.05$1.70$1.39$1.26$1.14$0.96

Dividend yield

1.45%1.49%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%2.08%

Monthly Dividends

The table displays the monthly dividend distributions for Broadridge Financial Solutions, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.88$0.00$0.00$0.88
2024$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.88$0.00$0.00$0.88$3.36
2023$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.80$0.00$0.00$0.80$3.05
2022$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.73$0.00$0.00$0.73$2.73
2021$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.64$0.00$0.00$0.64$2.43
2020$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.58$0.00$0.00$0.58$2.23
2019$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.54$0.00$0.00$0.54$2.05
2018$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.49$0.00$0.00$0.49$1.70
2017$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.37$0.00$0.00$0.37$1.39
2016$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.33$0.00$0.00$0.33$1.26
2015$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.30$0.00$0.00$0.30$1.14
2014$0.21$0.00$0.00$0.21$0.00$0.00$0.27$0.00$0.00$0.27$0.96

Dividend Yield & Payout


Dividend Yield

Broadridge Financial Solutions, Inc. has a dividend yield of 1.45%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Broadridge Financial Solutions, Inc. has a payout ratio of 40.47%, which is quite average when compared to the overall market. This suggests that Broadridge Financial Solutions, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Broadridge Financial Solutions, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Broadridge Financial Solutions, Inc. was 59.02%, occurring on Nov 20, 2008. Recovery took 355 trading sessions.

The current Broadridge Financial Solutions, Inc. drawdown is 3.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.02%Dec 14, 2007237Nov 20, 2008355Apr 22, 2010592
-36.88%Sep 17, 2018381Mar 23, 202087Jul 27, 2020468
-27.02%Dec 28, 2021120Jun 17, 202238Aug 12, 2022158
-26.85%Aug 15, 202259Nov 4, 2022191Aug 11, 2023250
-23.75%May 14, 200772Aug 23, 200754Nov 8, 2007126

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Broadridge Financial Solutions, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Broadridge Financial Solutions, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 1.2% positive surprise.


1.001.502.002.503.003.5020212022202320242025
2.44
2.41
Actual
Estimate

Valuation

The Valuation section provides an overview of how Broadridge Financial Solutions, Inc. is priced in the market compared to other companies in the Information Technology Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BR, comparing it with other companies in the Information Technology Services industry. Currently, BR has a P/E ratio of 35.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BR compared to other companies in the Information Technology Services industry. BR currently has a PEG ratio of 1.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BR relative to other companies in the Information Technology Services industry. Currently, BR has a P/S ratio of 4.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BR in comparison with other companies in the Information Technology Services industry. Currently, BR has a P/B value of 11.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items