…
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Broadridge Financial Solutions provides investor communications, securities processing, proxy voting and technology-driven outsourcing services to banks, broker-dealers, asset managers and corporate issuers globally. Long-term growth may be supported by secular outsourcing trends, regulatory complexity, digital transformation of shareholder communications and recurring subscription revenue. Investors may find it attractive for its scale, entrenched market position in proxy and post-trade services and predictable cash flows.
Key risks include regulatory and cybersecurity exposure, technology integration and execution risk from acquisitions, dependence on capital markets activity that can affect transaction volumes, and competitive pressure from fintech entrants.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
| Income before tax | 1058.70M | 877.40M | 794.90M | 672.20M | 696.20M |
| Net income | 839.50M | 698.10M | 630.60M | 539.10M | 547.50M |
| Selling general administrative | 948.20M | 916.80M | 849.00M | 832.30M | 744.30M |
| Gross profit | 2136.80M | 1933.90M | 1785.40M | 1592.20M | 1422.90M |
| Reconciled depreciation | 327.30M | 477.90M | 298.80M | 332.60M | 221.10M |
| Ebit | 1194.50M | 1027.60M | 930.40M | 759.90M | 678.70M |
| Ebitda | 1692.60M | 1505.50M | 1229.20M | 1089.50M | 972.50M |
| Depreciation and amortization | 498.10M | 477.90M | 298.80M | 329.60M | 293.80M |
| Non operating income net other | - | - | -6.00M | -3.00M | 72.70M |
| Operating income | 1188.60M | 1017.10M | 936.40M | 759.90M | 678.70M |
| Other operating expenses | 5700.60M | 5489.70M | 5124.50M | 4949.20M | 4315.10M |
| Interest expense | 135.80M | 150.20M | 135.50M | 84.70M | 55.20M |
| Tax provision | 219.20M | 179.30M | 164.30M | 133.10M | 148.70M |
| Interest income | 13.10M | 12.10M | 8.20M | 3.00M | 2.20M |
| Net interest income | -122.70M | -138.10M | -135.50M | -84.70M | -55.30M |
| Income tax expense | 219.20M | 179.30M | 164.30M | 133.10M | 148.70M |
| Total revenue | 6889.10M | 6506.80M | 6060.90M | 5709.10M | 4993.70M |
| Total operating expenses | 948.30M | 916.80M | 849.00M | 832.30M | 744.30M |
| Cost of revenue | 4752.30M | 4572.90M | 4275.50M | 4116.90M | 3570.80M |
| Total other income expense net | -129.90M | -139.70M | -6.00M | -87.70M | 17.50M |
| Net income from continuing ops | 839.50M | 698.10M | 630.60M | 539.10M | 547.50M |
| Net income applicable to common shares | 839.50M | 698.10M | 630.60M | 539.10M | 547.50M |
| Breakdown | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
| Total assets | 8545.00M | 8242.40M | 8233.20M | 8168.80M | 8119.80M |
| Intangible assets | 1277.40M | 1307.20M | 1467.20M | 1077.10M | 1425.00M |
| Other current assets | 178.50M | 139.60M | 166.20M | 156.80M | 166.50M |
| Total liab | 5889.80M | 6074.20M | 5992.60M | 6249.60M | 6310.60M |
| Total stockholder equity | 2655.20M | 2168.20M | 2240.60M | 1919.20M | 1809.20M |
| Deferred long term liab | - | - | 1066.50M | 446.10M | 906.70M |
| Other current liab | 710.90M | 957.30M | 862.20M | 824.60M | 813.60M |
| Common stock | 1.60M | 1.60M | 1.60M | 1.60M | 1.60M |
| Capital stock | 1.60M | 1.60M | 1.60M | 1.60M | 1.60M |
| Retained earnings | 3862.50M | 3435.10M | 3113.00M | 2824.00M | 2583.80M |
| Other liab | - | - | 1161.60M | 915.50M | 1135.10M |
| Good will | 3609.60M | 3469.40M | 3461.60M | 3484.90M | 3720.10M |
| Other assets | -0.10M | - | 1216.90M | -0.10M | 0.20M |
| Cash | 561.50M | 304.40M | 252.30M | 224.70M | 274.50M |
| Cash and equivalents | 561.50M | - | 252.30M | 224.70M | 274.50M |
| Total current liabilities | 1861.30M | 1421.80M | 2397.80M | 1313.40M | 1288.00M |
| Current deferred revenue | 333.50M | 227.40M | 199.80M | 198.50M | 185.30M |
| Net debt | 2897.50M | 3272.50M | 3160.90M | 3613.70M | 3613.10M |
| Short term debt | 536.50M | 38.00M | 1178.50M | 45.40M | 40.20M |
| Short long term debt | 499.30M | - | 1178.50M | - | - |
| Short long term debt total | 3459.00M | 3576.90M | 3413.20M | 3838.40M | 3887.60M |
| Other stockholder equity | -936.00M | -936.80M | -589.30M | -680.10M | -785.40M |
| Property plant equipment | 346.20M | - | 145.70M | 150.90M | 177.20M |
| Total current assets | 1817.10M | 1540.90M | 1392.50M | 1328.40M | 1261.30M |
| Long term investments | 299.20M | 271.10M | 241.90M | 221.60M | 194.00M |
| Net tangible assets | - | - | -2688.20M | -2643.00M | -3336.00M |
| Short term investments | 0.70M | 0.80M | - | - | - |
| Net receivables | 1077.10M | 1065.60M | 974.00M | 946.90M | 820.30M |
| Long term debt | 2753.00M | 3355.10M | 2234.70M | 3793.00M | 3887.60M |
| Inventory | - | 30.50M | 34.10M | 29.30M | 23.20M |
| Accounts payable | 220.30M | 314.00M | 157.30M | 244.90M | 248.90M |
| Accumulated other comprehensive income | -272.90M | -331.70M | -284.70M | -226.30M | 9.20M |
| Common stock total equity | - | - | 1.60M | 1.60M | 1.60M |
| Retained earnings total equity | - | - | 3113.00M | 2824.00M | 2583.80M |
| Treasury stock | - | - | - | - | -2030.90M |
| Non currrent assets other | 1195.50M | 1305.40M | 829.20M | 1906.00M | 1536.20M |
| Deferred long term asset charges | - | - | 937.00M | 1232.30M | - |
| Non current assets total | 6728.00M | 6701.50M | 6840.70M | 6840.50M | 6858.50M |
| Capital lease obligations | 206.70M | 221.80M | 239.40M | 273.20M | 303.30M |
| Long term debt total | 2753.00M | - | 2234.70M | 3793.00M | 3887.60M |
| Breakdown | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 |
| Investments | -316.20M | -148.00M | -80.40M | -110.40M | -2653.70M |
| Change to liabilities | - | - | 236.40M | 39.50M | 156.70M |
| Total cashflows from investing activities | -316.20M | -148.00M | -80.40M | -110.40M | -2653.70M |
| Net borrowings | -104.40M | -60.00M | -385.00M | -95.50M | 2094.30M |
| Total cash from financing activities | -600.80M | -855.50M | -714.70M | -370.80M | 1797.80M |
| Change to operating activities | - | - | -141.50M | -618.50M | -400.10M |
| Net income | 839.50M | 698.10M | 630.60M | 539.10M | 547.50M |
| Change in cash | 257.10M | 52.10M | 27.60M | -49.80M | -202.10M |
| Begin period cash flow | 304.40M | 252.30M | 224.70M | 274.50M | 476.60M |
| End period cash flow | 561.50M | 304.40M | 252.30M | 224.70M | 274.50M |
| Total cash from operating activities | 1171.30M | 1056.20M | 823.30M | 443.50M | 640.10M |
| Depreciation | 327.30M | 477.90M | 298.80M | 332.60M | 221.10M |
| Other cashflows from investing activities | -7.80M | -0.70M | -42.10M | -81.40M | 32.60M |
| Dividends paid | 402.30M | 368.20M | -331.00M | -290.70M | -261.70M |
| Change to account receivables | 31.80M | -37.40M | 19.60M | -85.40M | -42.40M |
| Sale purchase of stock | -134.90M | -485.40M | -24.30M | -22.80M | -21.50M |
| Other cashflows from financing activities | 40.80M | 58.10M | -17.50M | 648.00M | -48.60M |
| Change to netincome | - | - | -2.60M | 140.70M | 43.70M |
| Capital expenditures | 114.90M | 113.00M | 75.20M | 73.10M | 100.70M |
| Change receivables | - | - | 19.60M | -85.40M | -42.40M |
| Cash flows other operating | - | - | -145.00M | -272.90M | -271.10M |
| Cash and cash equivalents changes | - | - | 28.20M | -37.70M | -215.80M |
| Change in working capital | -224.60M | -31.20M | -229.60M | -700.40M | -285.80M |
| Stock based compensation | 73.40M | 70.60M | 73.10M | 68.40M | 58.60M |
| Other non cash items | 160.90M | -39.50M | 101.20M | 153.10M | 46.70M |
| Free cash flow | 1056.40M | 943.20M | 748.10M | 370.40M | 539.40M |
Sector: Technology Industry: Information Technology Services
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| BR Broadridge Financial Solutions Inc |
-3.52 1.82% |
190.40 | 17.83 | 15.50 | 2.63 | 6.54 | 3.04 | 12.01 |
| IBM International Business Machines |
-2.11 0.85% |
245.00 | 22.06 | 18.73 | 3.39 | 6.81 | 4.22 | 16.61 |
| ACN Accenture plc |
- -% |
260.50 | 16.00 | 14.29 | 1.66 | 3.84 | 1.65 | 9.80 |
| INFY Infosys Ltd ADR |
-0.30 2.34% |
12.50 | 25.55 | 22.78 | 4.20 | 8.01 | 4.10 | 15.87 |
| FJTSF Fujitsu Limited |
- -% |
21.93 | 21.97 | 14.84 | 0.01 | 3.44 | 1.86 | 11.66 |
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
5 Dakota Drive, Lake Success, NY, United States, 11042
516 472 5400
15000
| Name | Title | Year Born |
|---|---|---|
| Mr. Timothy C. Gokey | CEO & Director | 1962 |
| Mr. Christopher J. Perry | Pres | 1962 |
| Mr. Edmund J. Reese | Corp. VP & CFO | 1974 |
| Mr. Keir D. Gumbs | Corp. VP & Chief Legal Officer | 1974 |
| Mr. Robert Schifellite | Corp. Sr. VP & Pres of Investor Communication Solutions | 1958 |
| Mr. Tyler Derr | Chief Technology Officer | NA |
| Mr. W. Edings Thibault | Head of Investor Relations | NA |
| Ms. Laura Matlin | Deputy Gen. Counsel & Chief Compliance Officer | 1959 |
| Gregg Rosenberg | Global Head of Corp. Communications | NA |
| Mr. Vincent G. Roux | Sr. VP & Global Head of Corp. Devel. | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.