Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

BRยทNYSE

$152.59

-1.4%
TechnologyInformation Technology Services

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It 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 trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; 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 company's 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, clearance 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 management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

At a Glance

Live Snapshot
Market Cap$17.65B
EPS7.1700
P/E Ratio21.28
Earnings Date08/04/2026
Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. Fair Value Envelope

BR ยท NYSE

Our analysis suggests that BR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $152.59, this represents a potential HIDDEN relative to our calculated worth for Broadridge Financial Solutions, Inc..

Intrinsic Value
Current Price: $152.59

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$42.2B
+ Cash & Equivalents$561.5M
Firm Value$42.8B
- Debt$3.5B
Equity Value$39.3B
/ Shares Outstanding117,124,836B
DCF Value$335
UNDERVALUED BY 120%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$1.3B
$1.5B
$1.6B
$1.8B
$2.1B
$2.3B
$2.6B
$2.9B
$3.2B
$3.6B
Maintenance CapEx
-$25.7M
-$28.8M
-$32.3M
-$36.2M
-$40.5M
-$45.4M
-$50.8M
-$56.9M
-$63.7M
-$71.4M
Owner Earnings
$1.3B
$1.4B
$1.6B
$1.8B
$2.0B
$2.3B
$2.5B
$2.8B
$3.2B
$3.6B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.2B
$1.2B
$1.3B
$1.3B
$1.4B
$1.4B
$1.5B
$1.5B
$1.6B
$1.7B
Terminal Value represents 66.6% of Enterprise Value