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

Company Info

ISINUS11133T1034
CUSIP11133T103
SectorTechnology
IndustryInformation Technology Services

Highlights

Market Cap$23.97B
EPS$5.74
PE Ratio35.45
PEG Ratio1.72
Revenue (TTM)$6.32B
Gross Profit (TTM)$1.79B
EBITDA (TTM)$1.46B
Year Range$137.01 - $209.41
Target Price$209.13
Short %0.92%
Short Ratio1.29

Share Price Chart


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Broadridge Financial Solutions, Inc.

Popular comparisons: BR vs. CDW, BR vs. CCSI, BR vs. FLT, BR vs. FIS, BR vs. IT, BR vs. CACI, BR vs. ACN, BR vs. XLB, BR vs. SPY, BR vs. ORLY

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.


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%OctoberNovemberDecember2024FebruaryMarch
1,332.85%
265.87%
BR (Broadridge Financial Solutions, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Broadridge Financial Solutions, Inc. had a return of -0.54% year-to-date (YTD) and 47.43% in the last 12 months. Over the past 10 years, Broadridge Financial Solutions, Inc. had an annualized return of 21.06%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date-0.54%10.04%
1 month1.61%3.53%
6 months13.40%22.79%
1 year47.43%32.16%
5 years (annualized)16.51%13.15%
10 years (annualized)21.06%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.75%-0.30%
202310.89%-3.43%-4.70%13.58%6.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BR
Broadridge Financial Solutions, Inc.
2.56
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Broadridge Financial Solutions, Inc. Sharpe ratio is 2.56. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.56
2.76
BR (Broadridge Financial Solutions, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Broadridge Financial Solutions, Inc. granted a 1.53% dividend yield in the last twelve months. The annual payout for that period amounted to $3.13 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.13$3.05$2.73$2.43$2.23$2.05$1.70$1.39$1.26$1.14$0.96$0.78

Dividend yield

1.53%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.18$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.5%
Broadridge Financial Solutions, Inc. has a dividend yield of 1.53%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%43.0%
Broadridge Financial Solutions, Inc. has a payout ratio of 42.98%, 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.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.06%
0
BR (Broadridge Financial Solutions, Inc.)
Benchmark (^GSPC)

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 2.06%.


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 current Broadridge Financial Solutions, Inc. volatility is 4.41%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
4.41%
2.82%
BR (Broadridge Financial Solutions, Inc.)
Benchmark (^GSPC)

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
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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Other Items

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Values in undefined except per share items