Is Broadridge Financial Stock a Good Investment?
Broadridge Financial Investment Advice | BR |
- Examine Broadridge Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Broadridge Financial's leadership team and their track record. Good management can help Broadridge Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Data Processing & Outsourced Services space and any emerging trends that could impact Broadridge Financial's business and its evolving consumer preferences.
- Compare Broadridge Financial's performance and market position to its competitors. Analyze how Broadridge Financial is positioned in terms of product offerings, innovation, and market share.
- Check if Broadridge Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Broadridge Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Broadridge Financial Solutions stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Broadridge Financial Solutions is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Broadridge Financial Stock
Researching Broadridge Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 93.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.19. Broadridge Financial recorded earning per share (EPS) of 5.78. The entity last dividend was issued on the 13th of December 2024.
To determine if Broadridge Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Broadridge Financial's research are outlined below:
| Over 93.0% of the company shares are held by institutions such as insurance companies | |
| On 3rd of October 2024 Broadridge Financial paid $ 0.88 per share dividend to its current shareholders | |
| Latest headline from leaprate.com: Broadridges LTX and TransFICC Partner to Streamline Fixed Income Trading |
Broadridge Financial Quarterly Cash And Short Term Investments |
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Broadridge Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Broadridge Financial Solutions. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Broadridge Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of August 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of June 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Broadridge Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Broadridge Financial's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2012-11-06 | 2012-09-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2010-11-04 | 2010-09-30 | 0.12 | 0.1 | -0.02 | 16 | ||
2012-05-08 | 2012-03-31 | 0.25 | 0.28 | 0.03 | 12 | ||
2009-02-03 | 2008-12-31 | 0.18 | 0.21 | 0.03 | 16 | ||
2008-05-08 | 2008-03-31 | 0.24 | 0.21 | -0.03 | 12 | ||
2007-05-15 | 2007-03-31 | 0.27 | 0.3 | 0.03 | 11 | ||
2016-02-04 | 2015-12-31 | 0.34 | 0.38 | 0.04 | 11 | ||
2015-02-05 | 2014-12-31 | 0.28 | 0.32 | 0.04 | 14 |
Know Broadridge Financial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadridge Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadridge Financial Solutions backward and forwards among themselves. Broadridge Financial's institutional investor refers to the entity that pools money to purchase Broadridge Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jensen Investment Management | 2024-09-30 | 1.6 M | Mitsubishi Ufj Asset Management Co.,ltd | 2024-09-30 | 1.6 M | Stifel Financial Corp | 2024-06-30 | 1.6 M | Amvescap Plc. | 2024-06-30 | 1.3 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Wells Fargo & Co | 2024-06-30 | 1.2 M | Bahl & Gaynor Inc. | 2024-09-30 | 1.1 M | Veritas Investment Partners (uk) Ltd. | 2024-09-30 | 1.1 M | Legal & General Group Plc | 2024-06-30 | 1 M | Vanguard Group Inc | 2024-09-30 | 14.2 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 11.4 M |
Broadridge Financial's market capitalization trends
The company currently falls under 'Large-Cap' category with a market capitalization of 27.59 B.Market Cap |
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Broadridge Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.20 | 0.14 | |
| Return On Capital Employed | 0.15 | 0.23 | |
| Return On Assets | 0.08 | 0.07 | |
| Return On Equity | 0.32 | 0.23 |
Determining Broadridge Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if Broadridge Financial is a good buy. For example, gross profit margin measures Broadridge Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Broadridge Financial's profitability and make more informed investment decisions.
Evaluate Broadridge Financial's management efficiency
Broadridge Financial has Return on Asset (ROA) of 0.0827 % which means that for every $100 of assets, it generated a profit of $0.0827. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.3181 %, which means that it produced $0.3181 on every 100 dollars invested by current stockholders. Broadridge Financial's management efficiency ratios could be used to measure how well Broadridge Financial manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/30/2024, Return On Capital Employed is likely to grow to 0.23, while Return On Tangible Assets are likely to drop 0.14. At this time, Broadridge Financial's Non Current Assets Total are relatively stable compared to the past year. As of 11/30/2024, Non Currrent Assets Other is likely to grow to about 1.4 B, while Other Current Assets are likely to drop slightly above 127.7 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 18.42 | 19.34 | |
| Tangible Book Value Per Share | (22.16) | (21.05) | |
| Enterprise Value Over EBITDA | 17.54 | 9.90 | |
| Price Book Value Ratio | 10.67 | 5.51 | |
| Enterprise Value Multiple | 17.54 | 9.90 | |
| Price Fair Value | 10.67 | 5.51 | |
| Enterprise Value | 2.1 B | 1.9 B |
The strategic initiatives led by Broadridge Financial's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0149 | Forward Dividend Yield 0.0149 | Forward Dividend Rate 3.52 | Beta 1.06 |
Basic technical analysis of Broadridge Stock
As of the 30th of November, Broadridge Financial shows the Mean Deviation of 0.7069, downside deviation of 0.7411, and Risk Adjusted Performance of 0.1422. Broadridge Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Broadridge Financial jensen alpha, as well as the relationship between the potential upside and skewness to decide if Broadridge Financial is priced correctly, providing market reflects its regular price of 236.02 per share. Given that Broadridge Financial has jensen alpha of 0.0934, we suggest you to validate Broadridge Financial Solutions's prevailing market performance to make sure the company can sustain itself at a future point.Broadridge Financial's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Broadridge Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Broadridge Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Broadridge Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Broadridge Financial's Outstanding Corporate Bonds
Broadridge Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Broadridge Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Broadridge bonds can be classified according to their maturity, which is the date when Broadridge Financial Solutions has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Broadridge Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Broadridge Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1422 | |||
| Market Risk Adjusted Performance | 0.3007 | |||
| Mean Deviation | 0.7069 | |||
| Semi Deviation | 0.513 | |||
| Downside Deviation | 0.7411 | |||
| Coefficient Of Variation | 545.57 | |||
| Standard Deviation | 0.9632 | |||
| Variance | 0.9277 | |||
| Information Ratio | 0.0404 | |||
| Jensen Alpha | 0.0934 | |||
| Total Risk Alpha | 0.0058 | |||
| Sortino Ratio | 0.0525 | |||
| Treynor Ratio | 0.2907 | |||
| Maximum Drawdown | 5.12 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.66 | |||
| Downside Variance | 0.5493 | |||
| Semi Variance | 0.2632 | |||
| Expected Short fall | (0.83) | |||
| Skewness | 1.09 | |||
| Kurtosis | 3.11 |
| Risk Adjusted Performance | 0.1422 | |||
| Market Risk Adjusted Performance | 0.3007 | |||
| Mean Deviation | 0.7069 | |||
| Semi Deviation | 0.513 | |||
| Downside Deviation | 0.7411 | |||
| Coefficient Of Variation | 545.57 | |||
| Standard Deviation | 0.9632 | |||
| Variance | 0.9277 | |||
| Information Ratio | 0.0404 | |||
| Jensen Alpha | 0.0934 | |||
| Total Risk Alpha | 0.0058 | |||
| Sortino Ratio | 0.0525 | |||
| Treynor Ratio | 0.2907 | |||
| Maximum Drawdown | 5.12 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.66 | |||
| Downside Variance | 0.5493 | |||
| Semi Variance | 0.2632 | |||
| Expected Short fall | (0.83) | |||
| Skewness | 1.09 | |||
| Kurtosis | 3.11 |
Consider Broadridge Financial's intraday indicators
Broadridge Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Broadridge Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Broadridge Financial Corporate Filings
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 15th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 2nd of October 2024 Other Reports | ViewVerify |
Broadridge Stock media impact
Far too much social signal, news, headlines, and media speculation about Broadridge Financial that are available to investors today. That information is available publicly through Broadridge media outlets and privately through word of mouth or via Broadridge internal channels. However, regardless of the origin, that massive amount of Broadridge data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Broadridge Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Broadridge Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Broadridge Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Broadridge Financial alpha.
Broadridge Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Broadridge Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Broadridge Financial Historical Investor Sentiment
Investor biases related to Broadridge Financial's public news can be used to forecast risks associated with an investment in Broadridge. The trend in average sentiment can be used to explain how an investor holding Broadridge can time the market purely based on public headlines and social activities around Broadridge Financial Solutions. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Broadridge Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Broadridge Financial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Broadridge Financial news discussions. The higher the estimate score, the more favorable the investor's outlook on Broadridge Financial.
Broadridge Financial Corporate Directors
| John Hogan | Senior Director | Profile | |
| Maura Markus | Independent Director | Profile | |
| Amit Zavery | Independent Director | Profile | |
| Alan Weber | Independent Director | Profile |
Additional Tools for Broadridge Stock Analysis
When running Broadridge Financial's price analysis, check to measure Broadridge Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Broadridge Financial is operating at the current time. Most of Broadridge Financial's value examination focuses on studying past and present price action to predict the probability of Broadridge Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Broadridge Financial's price. Additionally, you may evaluate how the addition of Broadridge Financial to your portfolios can decrease your overall portfolio volatility.