Broadridge Financial Solutions, Inc. (BR)
Company Info
| ISIN | US11133T1034 |
|---|---|
| CUSIP | 11133T103 |
| Sector | Technology |
| Industry | Information Technology Services |
| IPO Date | Apr 2, 2007 |
Highlights
| Market Cap | $26.52B |
|---|---|
| EPS (TTM) | $5.78 |
| PE Ratio | 39.25 |
| PEG Ratio | 2.06 |
| Total Revenue (TTM) | $6.50B |
| Gross Profit (TTM) | $1.93B |
| EBITDA (TTM) | $1.38B |
| Year Range | $177.38 - $228.75 |
| Target Price | $222.80 |
| Short % | 1.60% |
| Short Ratio | 3.75 |
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.
Popular comparisons: BR vs. FIS, BR vs. CDW, BR vs. CCSI, BR vs. FLT, BR vs. IT, BR vs. CACI, BR vs. FDS, BR vs. SPY, BR vs. ACN, BR vs. XLB
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Broadridge Financial Solutions, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Broadridge Financial Solutions, Inc. had a return of 11.61% year-to-date (YTD) and 29.70% in the last 12 months. Over the past 10 years, Broadridge Financial Solutions, Inc. had an annualized return of 19.72%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.61% | 25.45% |
| 1 month | 2.77% | 2.91% |
| 6 months | 14.45% | 14.05% |
| 1 year | 29.70% | 35.64% |
| 5 years (annualized) | 15.74% | 14.13% |
| 10 years (annualized) | 19.72% | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.75% | -0.30% | 1.03% | -5.59% | 3.81% | -1.48% | 8.63% | -0.53% | 1.44% | -1.94% | 11.61% | ||
| 2023 | 12.10% | -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% |
| 2019 | 4.76% | 0.42% | 2.89% | 13.93% | 5.71% | 2.63% | -0.44% | 1.83% | -3.45% | 0.63% | -1.21% | 0.32% | 30.59% |
| 2018 | 6.44% | 4.12% | 9.64% | -2.26% | 7.69% | 0.01% | -1.84% | 19.61% | -2.02% | -11.38% | -9.47% | -8.64% | 7.86% |
| 2017 | 0.35% | 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% |
| 2015 | 3.92% | 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% |
| 2013 | 3.02% | -2.63% | 9.06% | 1.37% | 7.78% | -1.40% | 8.88% | 2.83% | 7.42% | 10.74% | 8.50% | 4.16% | 77.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BR is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Broadridge Financial Solutions, Inc. provided a 1.45% dividend yield over the last twelve months, with an annual payout of $3.28 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.28 | $3.05 | $2.73 | $2.43 | $2.23 | $2.05 | $1.70 | $1.39 | $1.26 | $1.14 | $0.96 | $0.78 |
Dividend yield | 1.45% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% | 2.08% | 1.97% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $2.48 | |
| 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 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.96 |
| 2013 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.78 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.02% | Dec 14, 2007 | 237 | Nov 20, 2008 | 355 | Apr 22, 2010 | 592 |
| -36.88% | Sep 17, 2018 | 381 | Mar 23, 2020 | 87 | Jul 27, 2020 | 468 |
| -27.02% | Dec 28, 2021 | 120 | Jun 17, 2022 | 38 | Aug 12, 2022 | 158 |
| -26.85% | Aug 15, 2022 | 59 | Nov 4, 2022 | 191 | Aug 11, 2023 | 250 |
| -23.75% | May 14, 2007 | 72 | Aug 23, 2007 | 54 | Nov 8, 2007 | 126 |
Volatility
Volatility Chart
The current Broadridge Financial Solutions, Inc. volatility is 5.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Broadridge Financial Solutions, Inc. compared to its peers in the Information Technology Services industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BR in comparison to other companies of the Information Technology Services industry. Currently, BR has a PE value of 39.2. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BR in comparison to other companies of the Information Technology Services industry. Currently, BR has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Broadridge Financial Solutions, Inc..
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Income Statement
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