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BRBroadridge Financial Solutions, Inc.
$163.45$18.9B
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  4. Financial Ratios

Broadridge Financial Solutions, Inc. (BR) Financial Ratios

Latest Ratios: P/E Ratio 17.0x · EV/EBITDA 16.9x · ROE 40.9%. (2005–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$18.9B$16.0B$28.8B$23.5B$19.7B$16.9B$19.0B$14.8B$15.2B$13.9B$9.1B
Enterprise Value$22.0B$19.2B$31.6B$26.7B$23.1B$20.7B$22.9B$16.4B$16.4B$14.6B$10.0B
P/E Ratio →17.0314.2734.2333.6231.2531.3334.7431.9531.4532.4227.88
P/S Ratio2.532.144.173.613.252.963.813.263.483.202.20
P/B Ratio6.745.6510.8310.828.808.8010.5210.9613.4512.669.09
P/FCF14.7912.5427.2224.8826.3545.6135.2829.5627.8624.9429.24
P/OCF14.0511.9224.5522.2123.9438.0929.7324.6824.5819.9817.69

P/E links to full P/E history page with 30-year chart

BR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—2.564.594.113.813.634.593.623.753.382.40
EV / EBITDA16.9314.7218.7617.8816.9816.9422.6417.7417.9318.0814.13
EV / EBIT16.9314.7326.4926.0224.6227.2833.8126.2425.0724.2818.69
EV / FCF—14.9829.9628.3530.8955.9842.5432.8330.0626.3631.90

BR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin31.8%31.8%31.0%29.7%29.5%27.9%28.5%27.9%28.2%26.8%24.9%
Operating Margin17.4%17.4%17.3%15.6%15.4%13.3%13.6%13.8%15.0%13.8%12.8%
Net Profit Margin15.0%15.0%12.2%10.7%10.4%9.4%11.0%10.2%11.1%9.9%7.9%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE40.9%40.9%34.8%31.7%30.3%28.9%34.7%37.4%43.4%40.8%31.9%
ROA12.9%12.9%10.0%8.5%7.7%6.6%8.4%10.5%13.4%13.3%10.8%
ROIC17.0%17.0%16.2%13.8%12.3%9.9%11.7%17.7%23.3%24.1%25.2%
ROCE18.3%18.3%17.6%16.1%14.8%11.1%13.1%18.9%23.3%24.3%23.2%

BR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity1.241.241.301.651.632.122.321.571.300.961.10
Debt / EBITDA2.702.702.052.392.683.324.142.281.611.301.56
Net Debt / Equity—1.101.091.511.522.002.161.211.060.720.83
Net Debt / EBITDA2.392.391.722.192.503.143.861.771.310.971.18
Debt / FCF—2.442.743.474.5510.377.263.272.201.422.66
Interest Coverage13.0213.028.806.846.538.6611.8010.0014.2214.2311.92

BR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio1.241.240.981.080.581.010.980.991.301.281.33
Quick Ratio1.211.210.981.060.571.010.980.971.271.251.31
Cash Ratio0.280.280.300.210.110.170.210.360.340.340.36
Asset Turnover—0.840.810.790.740.700.620.931.121.311.32
Inventory Turnover145.32145.32—149.93125.38——151.87148.43171.33180.79
Days Sales Outstanding—55.1357.0759.7758.6660.5459.9657.3255.5651.8451.94

BR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield2.3%2.8%1.4%1.6%1.7%1.7%1.4%1.6%1.4%1.2%1.7%
Payout Ratio39.4%39.4%47.9%52.7%52.5%53.9%47.8%52.1%43.8%38.7%46.6%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield5.9%7.0%2.9%3.0%3.2%3.2%2.9%3.1%3.2%3.1%3.6%
FCF Yield6.8%8.0%3.7%4.0%3.8%2.2%2.8%3.4%3.6%4.0%3.4%
Buyback Yield3.2%3.8%0.5%2.1%0.1%0.1%0.1%0.5%2.6%2.0%3.8%
Total Shareholder Yield5.5%6.5%1.9%3.6%1.8%1.9%1.5%2.1%4.0%3.2%5.4%
Shares Outstanding—$117M$118M$119M$119M$119M$118M$117M$119M$120M$121M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Customer concentration and integration risks

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q4)

Digital Shift Expands Operating Leverage

Gross margin expanded from 31.2% in 2024Q3 to 38.4% in 2026Q4, while operating margin hit 24.6%, the highest in the reported period, per company filings.

The margin expansion appears driven by a favorable mix shift toward higher-margin digital services and away from low-margin pass-through distribution costs. Operating income grew 58% year-over-year in 2026Q4, far outpacing revenue growth of 7.6%, indicating strong operating leverage. However, the 2026Q2 net margin of 16.6% versus an operating margin of 12.2% suggests non-operating income boosted earnings, so investors should monitor the sustainability of core operating profitability.

ROIC Cyclicality Masks Underlying Compounding

ROIC swung from 1.8% in 2025Q1 to 6.9% in 2026Q4, with the latest quarter showing a 6.9% return, per quarterly data.

The wide quarterly swings in ROIC reflect the seasonal proxy business, with Q4 (calendar Q2) consistently showing the highest returns. Over the trailing year, ROIC averaged around 4.1%, which appears modest for a company with such high recurring revenue and low capital intensity. The improvement in 2026Q4 suggests that the digital shift is enhancing capital efficiency, but the absolute level remains below peers like Fiserv (8.1%) and WEX (9.6%), indicating room for further improvement.

Working Capital Swings Reflect Proxy Seasonality

DSO improved from 63 days in 2025Q1 to 50 days in 2026Q4, while CCC stood at 40 days, per the latest quarterly data.

The improvement in DSO suggests better receivables collection, likely aided by the shift to digital delivery. However, the cash conversion cycle remains positive, indicating that Broadridge is not yet funding operations with supplier credit. The seasonal swings in working capital, with a -$509.6M drag in 2026Q4, highlight the lumpy nature of the proxy season, but the overall trend in DSO is favorable. Investors should monitor whether the digital adoption rate continues to compress the CCC further.

Deleveraging Trend Improves Debt Service

Debt/EBITDA fell from 14.76 in 2025Q1 to 6.44 in 2026Q4, while interest coverage rose to 20.22, per the latest quarterly data.

The dramatic improvement in leverage metrics appears driven by both debt reduction and EBITDA growth, with total debt declining from $3.7B to $3.5B over ten quarters. Interest coverage of 20.22 in 2026Q4 indicates that debt service is highly comfortable, though the absolute debt level of $3.5B remains significant. The reported D/E of 1.24 in 2026Q4 is down from 1.74 a year ago, suggesting a strategic deleveraging, but the company's history of using leverage for M&A implies this could reverse if new acquisitions are pursued.

Seasonal Liquidity Tightness Warrants Monitoring

Current ratio improved to 1.24 in 2026Q4 from 0.94 in 2026Q3, but cash reserves of $402.9M remain modest relative to total debt, per the latest balance sheet.

The current ratio above 1.0 indicates adequate short-term liquidity, but the seasonal dip to 0.94 in 2026Q3 highlights the strain during the proxy season's off-peak period. With cash of only $402.9M against $3.5B in debt, the company relies on operating cash flow and credit facilities for flexibility. Given the robust FCF margin of 30.6% in 2026Q4, liquidity appears sufficient, but investors should monitor the seasonal troughs.

P/E Misleads on Recurring Revenue Utility

The trailing P/E of 17.78 understates the company's earnings power when adjusted for pass-through distribution revenue and non-recurring gains, per current valuation multiples.

The most commonly misapplied ratio for Broadridge is the P/E, because reported earnings include low-margin pass-through distribution revenue and are subject to non-recurring items, as evidenced by the 2026Q2 net margin exceeding operating margin. A more appropriate metric is EV/EBITDA, which at 17.58 appears elevated but reflects the company's utility-like recurring revenue and high switching costs. Investors should also adjust for amortization of acquired intangibles and software capitalization to assess true cash earnings, as the P/FCF of 15.45 suggests a more reasonable valuation.

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Includes 30+ ratios · 22 years · Updated daily

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BR — Frequently Asked Questions

Quick answers to the most common questions about buying BR stock.

What is Broadridge Financial Solutions, Inc.'s P/E ratio?

Broadridge Financial Solutions, Inc.'s current P/E ratio is 17.0x. The historical average is 24.0x. This places it at the 30th percentile of its historical range.

What is Broadridge Financial Solutions, Inc.'s EV/EBITDA?

Broadridge Financial Solutions, Inc.'s current EV/EBITDA is 16.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.2x.

What is Broadridge Financial Solutions, Inc.'s ROE?

Broadridge Financial Solutions, Inc.'s return on equity (ROE) is 40.9%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 29.0%.

Is BR stock overvalued?

Based on historical data, Broadridge Financial Solutions, Inc. is trading at a P/E of 17.0x. This is at the 30th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Broadridge Financial Solutions, Inc.'s dividend yield?

Broadridge Financial Solutions, Inc.'s current dividend yield is 2.32% with a payout ratio of 39.4%.

What are Broadridge Financial Solutions, Inc.'s profit margins?

Broadridge Financial Solutions, Inc. has 31.8% gross margin and 17.4% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Broadridge Financial Solutions, Inc. have?

Broadridge Financial Solutions, Inc.'s Debt/EBITDA ratio is 2.7x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.