📊 BR Key Takeaways
Investment Thesis
Broadridge demonstrates solid fundamental strength with revenue growth of 5.9% YoY, expanding net income (+20.3% YoY), and healthy free cash flow generation of $345.6M. The company maintains reasonable profitability metrics with 13.6% net margin and 15.6% ROE, supported by strong operating cash conversion and sustainable business model characteristics typical of financial services outsourcing.
BR Strengths
- Net income growth of 20.3% YoY significantly outpaces revenue growth, indicating operating leverage and margin expansion
- Strong free cash flow generation ($345.6M) with 10.5% FCF margin demonstrates high-quality earnings and cash conversion
- Robust interest coverage ratio of 7.1x indicates manageable debt obligations despite leverage of 1.10x D/E
- Solid profitability across all margins (43.1% gross, 12.0% operating, 13.6% net) reflecting pricing power and operational efficiency
BR Risks
- Liquidity metrics are tight with current ratio of 0.97x and quick ratio of 0.95x, indicating potential cash flow management challenges in adverse scenarios
- High leverage at 1.10x debt-to-equity with $3.2B long-term debt represents meaningful financial risk despite adequate interest coverage
- Revenue growth of 5.9% YoY is modest, suggesting limited organic growth momentum in core business lines
- Low ROA of 5.2% relative to total assets of $8.6B indicates asset-heavy business model with capital intensity
Key Metrics to Watch
- Operating cash flow trend and free cash flow sustainability to validate earnings quality
- Current ratio and working capital management to assess liquidity adequacy
- Revenue growth acceleration and operating margin expansion trajectory
- Debt reduction progress and leverage ratio improvement to strengthen balance sheet
BR Financial Metrics
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
BR Profitability Ratios
BR vs Default Sector
How BROADRIDGE FINANCIAL SOLUTIONS, INC. compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
BR Balance Sheet & Liquidity
BR 5-Year Financial Trend
5-Year Trend Summary: BROADRIDGE FINANCIAL SOLUTIONS, INC.'s revenue has grown significantly by 38% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.30 reflects profitable operations.
BR Growth Metrics (YoY)
BR Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $1.6B | $142.4M | $1.20 |
| Q1 2026 | $1.4B | $79.8M | $0.68 |
| Q3 2025 | $1.7B | $213.7M | $1.79 |
| Q2 2025 | $1.4B | $70.3M | $0.59 |
| Q1 2025 | $1.4B | $79.8M | $0.68 |
| Q3 2024 | $1.6B | $198.5M | $1.67 |
| Q2 2024 | $1.3B | $57.5M | $0.48 |
| Q1 2024 | $1.3B | $50.4M | $0.42 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
BR Capital Allocation
BR SEC Filings
Access official SEC EDGAR filings for BROADRIDGE FINANCIAL SOLUTIONS, INC. (CIK: 0001383312)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BR
What is the AI rating for BR?
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are BR's key strengths?
Net income growth of 20.3% YoY significantly outpaces revenue growth, indicating operating leverage and margin expansion. Strong free cash flow generation ($345.6M) with 10.5% FCF margin demonstrates high-quality earnings and cash conversion.
What are the risks of investing in BR?
Liquidity metrics are tight with current ratio of 0.97x and quick ratio of 0.95x, indicating potential cash flow management challenges in adverse scenarios. High leverage at 1.10x debt-to-equity with $3.2B long-term debt represents meaningful financial risk despite adequate interest coverage.
What is BR's revenue and growth?
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported revenue of $3.3B.
Does BR pay dividends?
BROADRIDGE FINANCIAL SOLUTIONS, INC. pays dividends, with $216.9M distributed to shareholders in the trailing twelve months.
Where can I find BR SEC filings?
Official SEC filings for BROADRIDGE FINANCIAL SOLUTIONS, INC. (CIK: 0001383312) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BR's EPS?
BROADRIDGE FINANCIAL SOLUTIONS, INC. has a diluted EPS of $3.82.
How is the AI analysis conducted?
Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.