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Stock Comparison

BR vs WEX

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BR
Broadridge Financial Solutions, Inc.

Information Technology Services

TechnologyNYSE • US
Market Cap$17.84B
5Y Perf.+26.2%
WEX
WEX Inc.

Software - Infrastructure

TechnologyNYSE • US
Market Cap$4.99B
5Y Perf.-2.8%

BR vs WEX — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BR logoBR
WEX logoWEX
IndustryInformation Technology ServicesSoftware - Infrastructure
Market Cap$17.84B$4.99B
Revenue (TTM)$7.32B$2.70B
Net Income (TTM)$1.10B$310M
Gross Margin31.3%57.4%
Operating Margin17.1%24.7%
Forward P/E16.1x7.4x
Total Debt$3.46B$4.86B
Cash & Equiv.$562M$906M

BR vs WEXLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BR
WEX
StockMay 20May 26Return
Broadridge Financia… (BR)100126.2+26.2%
WEX Inc. (WEX)10097.2-2.8%

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.

Bottom line: BR leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. WEX Inc. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BR
Broadridge Financial Solutions, Inc.
The Income Pick

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%
Best for: income & stability and growth exposure
WEX
WEX Inc.
The Value Play

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%
Best for: value and momentum
See the full category breakdown
CategoryWinnerWhy
GrowthBR logoBR5.9% revenue growth vs WEX's 1.2%
ValueWEX logoWEXLower P/E (7.4x vs 16.1x)
Quality / MarginsBR logoBR15.0% margin vs WEX's 11.5%
Stability / SafetyBR logoBRBeta 0.22 vs WEX's 1.16, lower leverage
DividendsBR logoBR2.2% yield; 18-year raise streak; the other pay no meaningful dividend
Momentum (1Y)WEX logoWEX+17.7% vs BR's -32.9%
Efficiency (ROA)BR logoBR12.8% 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

BRBroadridge Financial Solutions, Inc.
FY 2025
Recurring Fee Revenue
65.4%$4.5B
Distribution Revenue
29.9%$2.1B
Event-Driven Revenue
4.6%$319M
WEXWEX Inc.
FY 2025
Payment Processing Revenue
42.9%$1.1B
Account Servicing Revenue
27.3%$726M
Product and Service, Other
17.7%$471M
Finance Fee Revenue
12.1%$321M

BR vs WEX — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLBRLAGGINGWEX

Income & Cash Flow (Last 12 Months)

Evenly matched — BR and WEX each lead in 3 of 6 comparable metrics.

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).

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
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%
Evenly matched — BR and WEX each lead in 3 of 6 comparable metrics.

Valuation Metrics

WEX leads this category, winning 6 of 6 comparable 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.

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
Market CapShares × price$17.8B$5.0B
Enterprise ValueMkt cap + debt − cash$20.7B$8.9B
Trailing P/EPrice ÷ TTM EPS21.53x17.00x
Forward P/EPrice ÷ next-FY EPS est.16.10x7.42x
PEG RatioP/E ÷ EPS growth rate1.73x
EV / EBITDAEnterprise value multiple12.30x8.88x
Price / SalesMarket cap ÷ Revenue2.59x1.88x
Price / BookPrice ÷ Book value/share6.81x4.19x
Price / FCFMarket cap ÷ FCF16.89x15.91x
WEX leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

BR leads this category, winning 9 of 9 comparable metrics.

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.

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
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 0–985
Debt / EquityFinancial leverage1.30x3.94x
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 expense13.54x2.76x
BR leads this category, winning 9 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BR leads this category, winning 4 of 6 comparable metrics.

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.

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
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%
BR leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — BR and WEX each lead in 1 of 2 comparable metrics.

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.

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
Beta (5Y)Sensitivity to S&P 5000.22x1.16x
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 0–10036.740.2
Avg Volume (50D)Average daily shares traded1.4M517K
Evenly matched — BR and WEX each lead in 1 of 2 comparable metrics.

Analyst Outlook

BR leads this category, winning 1 of 1 comparable metric.

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.

MetricBR logoBRBroadridge Financ…WEX logoWEXWEX Inc.
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$239.60$177.67
# AnalystsCovering analysts2432
Dividend YieldAnnual dividend ÷ price+2.2%
Dividend StreakConsecutive years of raises182
Dividend / ShareAnnual DPS$3.40
Buyback YieldShare repurchases ÷ mkt cap+0.8%+16.0%
BR leads this category, winning 1 of 1 comparable metric.
Key Takeaway

BR leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). WEX leads in 1 (Valuation Metrics). 2 tied.

Best OverallBroadridge Financial Soluti… (BR)Leads 3 of 6 categories
Loading custom metrics...

BR vs WEX: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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.

09

Is 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.

10

What 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

BR

Income & Dividend Stock

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
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WEX

Steady Growth Compounder

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 6%
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Beat Both

Find stocks that outperform BR and WEX on the metrics below

Revenue Growth>
%
(BR: 7.8% · WEX: 5.8%)
Net Margin>
%
(BR: 15.0% · WEX: 11.5%)
P/E Ratio<
x
(BR: 21.5x · WEX: 17.0x)

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