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BR vs WEX
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
BR vs WEX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Information Technology Services | Software - Infrastructure |
| Market Cap | $17.84B | $4.99B |
| Revenue (TTM) | $7.32B | $2.70B |
| Net Income (TTM) | $1.10B | $310M |
| Gross Margin | 31.3% | 57.4% |
| Operating Margin | 17.1% | 24.7% |
| Forward P/E | 16.1x | 7.4x |
| Total Debt | $3.46B | $4.86B |
| Cash & Equiv. | $562M | $906M |
BR vs WEX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Broadridge Financia… (BR) | 100 | 126.2 | +26.2% |
| WEX Inc. (WEX) | 100 | 97.2 | -2.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BR vs WEX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BR carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 18 yrs, beta 0.22, yield 2.2%
- Rev growth 5.9%, EPS growth 21.2%, 3Y rev CAGR 6.5%
- 194.5% 10Y total return vs WEX's 58.3%
WEX is the clearest fit if your priority is value and momentum.
- Lower P/E (7.4x vs 16.1x)
- +17.7% vs BR's -32.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.9% revenue growth vs WEX's 1.2% | |
| Value | Lower P/E (7.4x vs 16.1x) | |
| Quality / Margins | 15.0% margin vs WEX's 11.5% | |
| Stability / Safety | Beta 0.22 vs WEX's 1.16, lower leverage | |
| Dividends | 2.2% yield; 18-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +17.7% vs BR's -32.9% | |
| Efficiency (ROA) | 12.8% ROA vs WEX's 2.1%, ROIC 16.2% vs 9.6% |
BR vs WEX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BR vs WEX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — BR and WEX each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BR is the larger business by revenue, generating $7.3B annually — 2.7x WEX's $2.7B. Profitability is closely matched — net margins range from 15.0% (BR) to 11.5% (WEX).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7.3B | $2.7B |
| EBITDAEarnings before interest/tax | $1.7B | $952M |
| Net IncomeAfter-tax profit | $1.1B | $310M |
| Free Cash FlowCash after capex | $1.3B | $460M |
| Gross MarginGross profit ÷ Revenue | +31.3% | +57.4% |
| Operating MarginEBIT ÷ Revenue | +17.1% | +24.7% |
| Net MarginNet income ÷ Revenue | +15.0% | +11.5% |
| FCF MarginFCF ÷ Revenue | +17.7% | +17.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.8% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +15.1% | +22.7% |
Valuation Metrics
WEX leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 17.0x trailing earnings, WEX trades at a 21% valuation discount to BR's 21.5x P/E. On an enterprise value basis, WEX's 8.9x EV/EBITDA is more attractive than BR's 12.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $17.8B | $5.0B |
| Enterprise ValueMkt cap + debt − cash | $20.7B | $8.9B |
| Trailing P/EPrice ÷ TTM EPS | 21.53x | 17.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.10x | 7.42x |
| PEG RatioP/E ÷ EPS growth rate | 1.73x | — |
| EV / EBITDAEnterprise value multiple | 12.30x | 8.88x |
| Price / SalesMarket cap ÷ Revenue | 2.59x | 1.88x |
| Price / BookPrice ÷ Book value/share | 6.81x | 4.19x |
| Price / FCFMarket cap ÷ FCF | 16.89x | 15.91x |
Profitability & Efficiency
BR leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
BR delivers a 40.1% return on equity — every $100 of shareholder capital generates $40 in annual profit, vs $27 for WEX. BR carries lower financial leverage with a 1.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to WEX's 3.94x. On the Piotroski fundamental quality scale (0–9), BR scores 8/9 vs WEX's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +40.1% | +27.0% |
| ROA (TTM)Return on assets | +12.8% | +2.1% |
| ROICReturn on invested capital | +16.2% | +9.6% |
| ROCEReturn on capital employed | +17.6% | +13.4% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 1.30x | 3.94x |
| Net DebtTotal debt minus cash | $2.9B | $4.0B |
| Cash & Equiv.Liquid assets | $562M | $906M |
| Total DebtShort + long-term debt | $3.5B | $4.9B |
| Interest CoverageEBIT ÷ Interest expense | 13.54x | 2.76x |
Total Returns (Dividends Reinvested)
BR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BR five years ago would be worth $10,219 today (with dividends reinvested), compared to $7,249 for WEX. Over the past 12 months, WEX leads with a +17.7% total return vs BR's -32.9%. The 3-year compound annual growth rate (CAGR) favors BR at 2.3% vs WEX's -6.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -30.2% | -3.0% |
| 1-Year ReturnPast 12 months | -32.9% | +17.7% |
| 3-Year ReturnCumulative with dividends | +7.0% | -18.4% |
| 5-Year ReturnCumulative with dividends | +2.2% | -27.5% |
| 10-Year ReturnCumulative with dividends | +194.5% | +58.3% |
| CAGR (3Y)Annualised 3-year return | +2.3% | -6.5% |
Risk & Volatility
Evenly matched — BR and WEX each lead in 1 of 2 comparable metrics.
Risk & Volatility
BR is the less volatile stock with a 0.22 beta — it tends to amplify market swings less than WEX's 1.16 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WEX currently trades 77.1% from its 52-week high vs BR's 56.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.22x | 1.16x |
| 52-Week HighHighest price in past year | $271.91 | $186.85 |
| 52-Week LowLowest price in past year | $149.05 | $120.03 |
| % of 52W HighCurrent price vs 52-week peak | +56.2% | +77.1% |
| RSI (14)Momentum oscillator 0–100 | 36.7 | 40.2 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 517K |
Analyst Outlook
BR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BR as "Buy" and WEX as "Hold". Consensus price targets imply 56.8% upside for BR (target: $240) vs 23.4% for WEX (target: $178). BR is the only dividend payer here at 2.23% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $239.60 | $177.67 |
| # AnalystsCovering analysts | 24 | 32 |
| Dividend YieldAnnual dividend ÷ price | +2.2% | — |
| Dividend StreakConsecutive years of raises | 18 | 2 |
| Dividend / ShareAnnual DPS | $3.40 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.8% | +16.0% |
BR leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). WEX leads in 1 (Valuation Metrics). 2 tied.
BR vs WEX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BR or WEX a better buy right now?
For growth investors, Broadridge Financial Solutions, Inc.
(BR) is the stronger pick with 5. 9% revenue growth year-over-year, versus 1. 2% for WEX Inc. (WEX). WEX Inc. (WEX) offers the better valuation at 17. 0x trailing P/E (7. 4x forward), making it the more compelling value choice. Analysts rate Broadridge Financial Solutions, Inc. (BR) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BR or WEX?
On trailing P/E, WEX Inc.
(WEX) is the cheapest at 17. 0x versus Broadridge Financial Solutions, Inc. at 21. 5x. On forward P/E, WEX Inc. is actually cheaper at 7. 4x.
03Which is the better long-term investment — BR or WEX?
Over the past 5 years, Broadridge Financial Solutions, Inc.
(BR) delivered a total return of +2. 2%, compared to -27. 5% for WEX Inc. (WEX). Over 10 years, the gap is even starker: BR returned +194. 5% versus WEX's +58. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BR or WEX?
By beta (market sensitivity over 5 years), Broadridge Financial Solutions, Inc.
(BR) is the lower-risk stock at 0. 22β versus WEX Inc. 's 1. 16β — meaning WEX is approximately 435% more volatile than BR relative to the S&P 500. On balance sheet safety, Broadridge Financial Solutions, Inc. (BR) carries a lower debt/equity ratio of 130% versus 4% for WEX Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BR or WEX?
By revenue growth (latest reported year), Broadridge Financial Solutions, Inc.
(BR) is pulling ahead at 5. 9% versus 1. 2% for WEX Inc. (WEX). On earnings-per-share growth, the picture is similar: Broadridge Financial Solutions, Inc. grew EPS 21. 2% year-over-year, compared to 12. 9% for WEX Inc.. Over a 3-year CAGR, BR leads at 6. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BR or WEX?
Broadridge Financial Solutions, Inc.
(BR) is the more profitable company, earning 12. 2% net margin versus 11. 4% for WEX Inc. — meaning it keeps 12. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WEX leads at 25. 4% versus 17. 3% for BR. At the gross margin level — before operating expenses — WEX leads at 54. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BR or WEX more undervalued right now?
On forward earnings alone, WEX Inc.
(WEX) trades at 7. 4x forward P/E versus 16. 1x for Broadridge Financial Solutions, Inc. — 8. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BR: 56. 8% to $239. 60.
08Which pays a better dividend — BR or WEX?
In this comparison, BR (2.
2% yield) pays a dividend. WEX does not pay a meaningful dividend and should not be held primarily for income.
09Is BR or WEX better for a retirement portfolio?
For long-horizon retirement investors, Broadridge Financial Solutions, Inc.
(BR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 22), 2. 2% yield, +194. 5% 10Y return). Both have compounded well over 10 years (BR: +194. 5%, WEX: +58. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BR and WEX?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BR is a mid-cap quality compounder stock; WEX is a small-cap deep-value stock. BR pays a dividend while WEX does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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