BR
Premium GrowerAI pickBroadridge Financial Solutions, Inc. · Technology · United States · $20.7B cap · $183.2M/day traded
$192.85 -0.1% · close 11 Nov · scored 11 Nov
Premium Grower: Strong business with the market behind it, priced at a premium.
After its 3 Nov results, analysts left next year's EPS estimate little changed.
As of 11 Nov 2026, the MoatMap Score for Broadridge Financial Solutions, Inc. (BR) is 77/100, ranked against 25,000+ stocks in 38 markets (Quality 66, Value 49, Momentum 59, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
Broadridge runs critical infrastructure for the financial industry, processing proxy voting, shareholder communications and trade settlement for most US brokers and fund managers. Revenue is largely recurring under long contracts, the business is asset-light, and switching costs are very high because clients rely on it for regulatory functions. The company repurchased about 3.33% of its shares over the past 90 days, and it is extending its franchise into tokenised assets with its DLX platform and into international proxy voting through a new agreement with the Korea Securities Depository. It does not depend on falling interest rates, and higher trading and investor-communications activity supports volumes.
ABOUT BROADRIDGE FINANCIAL SOLUTIONS, INC.
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Broadridge Financial Solutions, Inc. is a global leader in investor communications and technology-driven solutions for the financial services industry. The company benefits from its mission-critical services, high switching costs, and extensive network effect, making it an embedded partner for broker-dealers, banks, and asset managers. Broadridge holds a near-monopoly in proxy voting and shareholder communications in North America, leveraging its infrastructure to provide scalable and efficient solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.7B | 6.1B | 6.5B | 6.9B | 6.5% | 7.6B | 7.2B | 7.6B | 3.2% |
| EPS | 4.62 | 5.36 | 5.93 | 7.17 | 15.8% | 9.03 | 7.91 | 8.64 | 6.4% |
| Shares | 117.3M | 118.1M | 116.7M | 117.2M | -0.1% | 113.1M | — | — | — |
| Debt | 4.1B | 3.7B | 3.6B | 3.5B | -5.2% | 3.6B | — | — | — |
| Equity | 1.9B | 2.2B | 2.2B | 2.7B | 11.4% | — | — | — | — |
| Op CF | 443.5M | 823.3M | 1.1B | 1.2B | 38.2% | 1.4B | — | — | — |
| Inv CF | -110.4M | -80.4M | -148.0M | -316.2M | — | — | — | — | — |
| Fin CF | -370.8M | -714.7M | -855.5M | -600.8M | — | — | — | — | — |
45% above its 52-week low and back above a rising 50-day average since 19 Oct 2026.
Calmer than 73% of stocks we rank over the past year (volatility 30% a year).
How this is worked out
The MoatMap Score weighs the business, its price and its trend. The price check reads only the chart: the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of BR are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| BR | Broadridge Financial Solutions, Inc.(you) | $20.7B | 77 |
| LDOS | Leidos Holdings, Inc. | $17.1B | 79 |
| CACI | CACI International Inc | $14.0B | 80 |
| CDW | CDW Corporation | $20.6B | 88 |
| FIS | Fidelity National Information Services, Inc. | $19.4B | 57 |
| IT | Gartner, Inc. | $14.5B | 95 |
| JKHY | Jack Henry & Associates, Inc. | $11.4B | 92 |
| CTSH | Cognizant Technology Solutions Corporation | $31.8B | 97 |
| INGM | Ingram Micro Holding Corporation | $6.4B | 89 |
| SAIC | Science Applications International Corporation | $6.1B | 88 |
Peer medians: ROE 6.0% · P/E 29.2x · Gross margin 52.2%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.