Broadridge Financial Solutions Inc BR
Broadridge Financial Solutions Inc scores average on business quality (5.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Broadridge Financial Solutions Inc does
Broadridge Financial Solutions processes proxy communications and fixed-income trades for banks and asset managers, making its money on recurring fee arrangements tied to investor volumes. The firm is expanding its digital infrastructure and governance tools under new board leadership to capture wider share in asset management technology.
- What it does best
Broadridge dominates proxy processing through deep integration with global financial institutions, securing a top quartile return on equity of 40.2% that outpaces peers like EXLS at 28.5% and SSNC at 12.7%.
- The main risk
Integration friction in scaling new digital communication platforms could pressure operating margins, exposing parts of its $7.5B revenue base if client adoption slows.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins at 17.4% and free cash flow margins supporting strong cash conversion show stable profitability as the business scales efficiently.
Switching costs protect its core processing franchise, locking in enterprise financial institutions and reflected in a top quartile ROE rank of 84th percentile.
Revenue grew 8.5% to $7.5B, maintaining a steady multi-year upward trajectory from $5.7B in 2022 as recurring transaction volumes expand.
Debt-to-equity sits at 1.1 with interest coverage at 11.6x, leaving debt costs manageable while free cash flow climbs to $1.2B, pointing to a steadily strengthening balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $400K outside pre-planned sales.
Our sealed record on BR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Broadridge Financial Solutions Inc scores average on the Cluenex quality check (5.9 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 sold $400K outside pre-planned sales.
Nov 4, 2026.
See BR today
- Today's verdict on BR, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Broadridge Financial Solutions Inc (BR)”, https://cluenex.com/stocks/br/, data as of Oct 10, 2026.