Broadridge Financial Solutions, Inc.

BR · NYSE · USD

Financials

Annual

StatisticsIncome statementBalance sheetCash flowDividendsSegments

Valuation and market statistics · USD millions unless noted · ratios on the twelve months ending at each period

Line item	FY2026	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007	FY2006	FY2005
Valuation
Market cap	$15,839	$28,403	$23,282	$19,541	$16,711	$18,831	$14,711	$14,885	$13,418	$8,809	$7,601	$5,830	$4,980	$3,302	$2,640	$3,004	$2,589	$2,321	$2,939	$2,654	–	–
Enterprise value	$18,953	$31,299	$26,553	$22,941	$20,552	$22,747	$16,345	$16,081	$14,208	$9,640	$7,889	$6,195	$5,157	$3,561	$2,844	$3,287	$2,500	$2,225	$3,298	$3,226	–	–
P/E (TTM) at period end	14.09×	33.83×	33.35×	30.99×	31.00×	34.39×	31.81×	30.87×	31.36×	26.95×	24.72×	20.31×	18.94×	15.57×	21.36×	17.71×	13.63×	10.39×	15.29×	13.46×	–	–
P/S (TTM) at period end	2.12×	4.12×	3.58×	3.22×	2.93×	3.77×	3.25×	3.41×	3.10×	2.13×	2.62×	2.16×	1.95×	1.36×	1.15×	1.39×	1.17×	1.12×	1.33×	1.24×	–	–
P/B at period end	5.58×	10.70×	10.74×	8.72×	8.71×	10.41×	10.93×	13.20×	12.26×	8.78×	7.27×	6.28×	5.18×	4.05×	3.10×	3.77×	3.21×	2.55×	3.94×	5.00×	–	–
EV / EBITDA (TTM)	13.18×	23.72×	23.36×	22.47×	24.40×	30.49×	23.39×	21.79×	20.89×	16.06×	14.27×	12.69×	11.66×	9.60×	11.29×	10.51×	6.68×	5.87×	8.08×	8.15×	–	–
EV / Sales (TTM)	2.53×	4.54×	4.08×	3.79×	3.60×	4.56×	3.61×	3.69×	3.28×	2.33×	2.72×	2.30×	2.02×	1.46×	1.23×	1.52×	1.13×	1.07×	1.49×	1.51×	–	–
Returns
Return on equity	39.6%	31.6%	32.2%	28.1%	28.1%	30.3%	34.3%	42.8%	39.1%	32.6%	29.4%	30.9%	27.3%	26.0%	14.5%	21.3%	23.5%	24.6%	25.8%	37.1%	16.0%	12.9%
Return on invested capital	17.0%	17.0%	14.9%	13.2%	10.6%	9.3%	16.7%	22.3%	24.2%	19.4%	24.6%	22.9%	23.7%	19.7%	11.9%	15.9%	31.3%	21.1%	18.5%	17.5%	18.2%	15.5%
Dividend yield	2.8%	1.4%	1.6%	1.7%	1.7%	1.4%	1.6%	1.4%	1.2%	1.7%	1.8%	2.1%	1.9%	2.6%	3.0%	2.5%	2.6%	1.6%	1.1%	–	–	–
Financial health
Current ratio	1.24×	0.98×	1.08×	0.58×	1.01×	0.98×	0.99×	1.30×	1.28×	1.33×	1.86×	1.69×	1.82×	1.72×	1.89×	0.96×	2.04×	1.41×	1.36×	1.37×	1.42×	1.58×
Debt / equity	1.15×	1.22×	1.55×	1.52×	1.98×	2.15×	1.33×	1.30×	0.96×	1.10×	0.97×	0.74×	0.54×	0.64×	0.62×	0.66×	0.40×	0.36×	0.60×	1.37×	–	0.05×
Effective tax rate	22.2%	20.7%	20.4%	20.7%	19.8%	21.4%	20.2%	20.6%	23.7%	33.1%	34.4%	32.5%	31.7%	34.4%	37.8%	36.3%	34.2%	35.5%	41.0%	38.6%	40.4%	39.2%
Share count
Diluted shares outstanding	117	118	119	119	118	118	117	119	120	121	122	124	124	125	128	128	139	142	141	139	139	–

StatisticsIncome statementBalance sheetCash flowDividendsSegments

Income statement · USD millions

Line item	TTM	FY2026	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007	FY2006	FY2005
Revenue and gross profit
Revenue	$7,477	$7,477	$6,889	$6,507	$6,061	$5,709	$4,994	$4,529	$4,362	$4,330	$4,143	$2,897	$2,694	$2,558	$2,431	$2,304	$2,167	$2,209	$2,073	$2,208	$2,138	$1,933	$1,727
Cost of revenue	($5,101)	($5,101)	($4,752)	($4,573)	($4,276)	($4,117)	($3,571)	($3,265)	($3,132)	($3,170)	($3,110)	($1,976)	($1,828)	($1,761)	($1,768)	($1,715)	($1,617)	($1,616)	($1,510)	($1,606)	($1,588)	($1,433)	($1,273)
Gross profit	$2,376	$2,376	$2,137	$1,934	$1,785	$1,592	$1,423	$1,264	$1,230	$1,162	$1,033	$921	$866	$797	$663	$588	$550	$593	$563	$601	$550	$500	$454
Operating expenses
Research and development	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
Selling, general and administrative	($1,076)	($1,076)	($948)	($917)	($849)	($832)	($744)	($639)	($578)	($564)	($501)	($421)	($399)	($378)	($324)	($300)	($270)	($242)	($213)	($244)	($217)	($196)	($168)
Total operating expenses	($1,076)	($1,076)	($948)	($917)	($849)	($832)	($744)	($639)	($578)	($564)	($501)	($421)	($427)	($401)	($340)	($388)	($280)	($251)	($217)	($244)	($217)	($198)	($168)
Total costs and expenses	($6,176)	($6,176)	($5,700)	($5,490)	($5,124)	($4,949)	($4,315)	($3,904)	($3,710)	($3,732)	($3,611)	($2,397)	($2,255)	($2,162)	($2,108)	($2,103)	($1,897)	($1,867)	($1,727)	($1,851)	($1,805)	($1,631)	($1,442)
Operating income	$1,301	$1,301	$1,189	$1,017	$936	$760	$679	$625	$653	$598	$532	$500	$439	$396	$323	$201	$270	$342	$346	$357	$333	$303	$285
Earnings
EBITDA	$1,438	$1,438	$1,319	$1,137	$1,021	$842	$746	$699	$738	$680	$600	$553	$488	$442	$371	$252	$313	$374	$379	$408	$396	$377	$354
Interest income	$12	$12	$13	$12	$8	$3	$2	$4	$4	$4	$2	$3	$3	$2	$2	$2	$2	$1	$1	$2	$1	–	$0
Interest expense	($112)	($112)	($136)	($150)	($144)	($88)	($58)	($62)	($46)	($42)	($45)	($28)	($25)	($24)	($14)	($13)	($10)	($10)	($14)	($58)	($37)	($16)	($11)
Pre-tax income	$1,446	$1,446	$1,059	$877	$795	$672	$696	$580	$607	$561	$488	$469	$467	$418	$323	$201	$270	$342	$346	$326	$321	$303	$274
Income tax expense	($322)	($322)	($219)	($179)	($164)	($133)	($149)	($117)	($125)	($133)	($161)	($161)	($152)	($132)	($111)	($76)	($98)	($117)	($123)	($134)	($124)	($122)	($108)
Net income	$1,124	$1,124	$840	$698	$631	$539	$548	$462	$482	$428	$327	$308	$287	$263	$212	$124	$170	$190	$223	$192	$197	$167	$166
Per share
Diluted EPS (GAAP)	$9.60	$9.60	$7.10	$5.86	$5.30	$4.55	$4.65	$3.95	$4.06	$3.56	$2.70	$2.53	$2.32	$2.12	$1.69	$0.97	$1.32	$1.37	$1.58	$1.36	$1.42	$1.20	–
Basic EPS (GAAP)	$9.67	$9.67	$7.17	$5.93	$5.36	$4.62	$4.73	$4.03	$4.16	$3.66	$2.77	$2.60	$2.39	$2.20	$1.74	$1.00	$1.36	$1.40	$1.60	$1.38	$1.42	$1.20	–
Basic shares outstanding	116	116	117	118	118	117	116	115	116	117	118	118	120	120	122	124	125	136	140	140	139	139	–
Margins
Gross margin	31.8%	31.8%	31.0%	29.7%	29.5%	27.9%	28.5%	27.9%	28.2%	26.8%	24.9%	31.8%	32.1%	31.1%	27.3%	25.5%	25.4%	26.8%	27.2%	27.2%	25.7%	25.9%	26.3%
Operating margin	17.4%	17.4%	17.3%	15.6%	15.4%	13.3%	13.6%	13.8%	15.0%	13.8%	12.8%	17.3%	16.3%	15.5%	13.3%	8.7%	12.4%	15.5%	16.7%	16.2%	15.6%	15.7%	16.5%
Net margin	15.0%	15.0%	12.2%	10.7%	10.4%	9.4%	11.0%	10.2%	11.1%	9.9%	7.9%	10.6%	10.7%	10.3%	8.7%	5.4%	7.8%	8.6%	10.8%	8.7%	9.2%	8.6%	9.6%

Analyst consensus

Buy24 analysts

Bearish · 0 · Hold · 9 · Bullish · 15

Earnings history

	EPS	Estimate
Q1 2025	$1.00	$0.97	Beat
Q2 2025	$1.56	$1.49	Beat
Q3 2025	$2.44	$2.41	Beat
Q4 2025	$3.55	$3.50	Beat
Q1 2026	$1.51	$1.25	Beat
Q2 2026	$1.59	$1.34	Beat
Q3 2026	$2.72	$2.60	Beat
Q4 2026	$3.82	$3.76	Beat

Peers

Company overview

IPO dateMar 22, 2007

CEOTimothy C. Gokey

Employees16,000

SectorTechnology

IndustryInformation Technology Services

CountryUS

ExchangeNew York Stock Exchange

Websitewww.broadridge.com

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

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