Broadridge Stock Analysis

BR -  USA Stock  

USD 156.60  4.59  3.02%

The latest Broadridge Financial price fall could raise concerns from retail investors as the firm it trading at a share price of 156.60 on 754,774 in volume. The company management teams were unable to exploit market volatilities in December. However, diversifying your overall positions with Broadridge Financial Solutions can protect your principal portfolio during market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.64. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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Broadridge Stock Analysis 

 
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The Broadridge Financial stock analysis report makes it easy to digest most publicly released information about Broadridge Financial and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Broadridge Stock analysis module also helps to analyze the Broadridge Financial price relationship with some important fundamental indicators such as market cap and management efficiency.

Broadridge Stock Analysis Notes

About 89.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.38. Broadridge Financial next dividend is scheduled to be issued on the 14th of December 2021. Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company was founded in 1962 and is headquartered in Lake Success, New York. Broadridge Financial operates under Information Technology Services classification in the United States and is traded on New York Stock Exchange. It employs 13704 people. For more info on Broadridge Financial Solutions please contact Timothy Gokey at 516 472-5400 or go to www.broadridge.com.

Broadridge Financial Quarterly Cost of Revenue

914.1 MillionShare

Broadridge Financial Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Broadridge Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Broadridge Financial Solutions or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Broadridge Financial generated a negative expected return over the last 90 days
Over 89.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.nasdaq.com: Preparing for the Next SP 500 Sector Shakeup - Nasdaq

Broadridge Financial Upcoming and Recent Events

Earnings reports are used by Broadridge Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Broadridge Financial 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.
Upcoming Quarterly Report1st of February 2022
Next Earnings Report3rd of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End11th of August 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Broadridge Largest EPS Surprises

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2012-11-06
2012-09-300.160.180.0212 
2010-11-04
2010-09-300.120.1-0.0216 
2012-05-08
2012-03-310.250.280.0312 
View All Earnings Estimates

Broadridge Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Broadridge Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Broadridge Financial investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Broadridge Financial specific information freely available to individual and institutional investors to make a timely investment decision.
6th of December 2021
Financial Statements and Exhibits. Regulation FD Disclosure
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19th of November 2021
Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders
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18th of November 2021
Financial Statements and Exhibits. Other Events
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3rd of November 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
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27th of September 2021
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure
View
9th of September 2021
Financial Statements and Exhibits. Regulation FD Disclosure
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12th of August 2021
Financial Statements and Exhibits. Other Events. Results of Operations and Financial Condition
View
10th of August 2021
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View

Broadridge Financial Thematic Classifications

In addition to having Broadridge Financial stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Business Services IdeaBusiness Services
USA Equities from Business Services industry as classified by Fama & French
Technology IdeaTechnology
Research or development of technologically based good
IT IdeaIT
Information technology and IT services

Broadridge Market Capitalization

The company currently falls under 'Large-Cap' category with market capitalization of 17.72 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Broadridge Financial's market, we take the total number of its shares issued and multiply it by Broadridge Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Broadridge Profitablity

Broadridge Financial's profitability indicators refer to fundamental financial ratios that showcase Broadridge Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Broadridge Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Broadridge Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Broadridge Financial's profitability requires more research than a typical breakdown of Broadridge Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 10.62 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 20.97 %, which signifies that for every $100 of sales, it has a net operating income of 0.21.
Last ReportedProjected for 2022
Return on Investment 17.67  23.71 
Return on Average Assets 0.11  0.12 
Return on Average Equity 0.40  0.39 
Return on Invested Capital 0.18  0.24 
Return on Sales 0.17  0.17 

Management Efficiency

The entity has Return on Asset (ROA) of 6.88 % which means that for every $100 of asset, it generated profit of $6.88. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 34.66 %, which means that it produced $34.66 on every 100 dollars invested by current stockholders. Broadridge Financial 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. Broadridge Financial Return on Investment is relatively stable at the moment as compared to the past year. Broadridge Financial reported last year Return on Investment of 17.67. As of 01/26/2022, Return on Average Assets is likely to grow to 0.12, while Return on Average Equity is likely to drop 0.39. Broadridge Financial Average Assets are relatively stable at the moment as compared to the past year. Broadridge Financial reported last year Average Assets of 6.59 Billion
Last ReportedProjected for 2022
Book Value per Share 17.98  14.71 
Enterprise Value over EBIT 31.05  26.97 
Enterprise Value over EBITDA 24.84  21.55 
Price to Book Value 11.92  10.77 
Tangible Assets Book Value per Share 29.57  23.49 
Enterprise Value23.2 B25 B
Tangible Asset Value3.4 B2.7 B

Technical Drivers

As of the 26th of January, Broadridge Financial shows the risk adjusted performance of (0.13), and Mean Deviation of 1.2. 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. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for Broadridge Financial Solutions, which can be compared to its rivals. 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 156.6 per share. Given that Broadridge Financial has jensen alpha of (0.20), 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 Price Movement Analysis

The output start index for this execution was one with a total number of output elements of sixty. The Simple Moving Average indicator is calculated by adding the closing price of Broadridge Financial for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Broadridge Financial short-term fluctuations and highlight longer-term trends or cycles. View also all equity analysis or get more info about simple moving average overlap studies indicator.

Broadridge Financial 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.
Annette Nazareth over two weeks ago via Macroaxis 
Acquisition by Annette Nazareth of tradable shares of Broadridge Financial subject to Rule 16b-3
Christopher Perry over three weeks ago via Macroaxis 
Exercise or conversion by Christopher Perry of 466 shares of Broadridge Financial subject to Rule 16b-3
Keir Gumbs over a month ago via Macroaxis 
Exercise or conversion by Keir Gumbs of 8079 shares of Broadridge Financial subject to Rule 16b-3
Annette Nazareth over two months ago via Macroaxis 
Acquisition by Annette Nazareth of 2360 shares of Broadridge Financial subject to Rule 16b-3
Leslie Brun over two months ago via Macroaxis 
Exercise or conversion by Leslie Brun of 17113 shares of Broadridge Financial subject to Rule 16b-3
Michael Tae over two months ago via Macroaxis 
Exercise or conversion by Michael Tae of 23437 shares of Broadridge Financial subject to Rule 16b-3
Christopher Perry over three months ago via Macroaxis 
Exercise or conversion by Christopher Perry of 11519 shares of Broadridge Financial subject to Rule 16b-3
Richard Daly over three months ago via Macroaxis 
Exercise or conversion by Richard Daly of 8349 shares of Broadridge Financial subject to Rule 16b-3
Michael Tae over three months ago via Macroaxis 
Exercise or conversion by Michael Tae of 4928 shares of Broadridge Financial subject to Rule 16b-3
Adam Amsterdam over three months ago via Macroaxis 
Sale by Adam Amsterdam of 5500 shares of Broadridge Financial
Michael Liberatore over three months ago via Macroaxis 
Exercise or conversion by Michael Liberatore of 5820 shares of Broadridge Financial subject to Rule 16b-3
Stingi Richard John over three months ago via Macroaxis 
Acquisition by Stingi Richard John of 475 shares of Broadridge Financial subject to Rule 16b-3

Broadridge Financial Technical and Predictive Indicators

Broadridge Financial Forecast Models

Broadridge Financial time-series forecasting models is one of many Broadridge Financial's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Broadridge Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Broadridge Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Broadridge Financial stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Broadridge shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Broadridge Financial. By using and applying Broadridge Stock analysis, traders can create a robust methodology for identifying Broadridge entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 12.23  12.47 
EBITDA Margin 0.22  0.22 
Gross Margin 0.33  0.34 
Profit Margin 0.13  0.12 
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company was founded in 1962 and is headquartered in Lake Success, New York. Broadridge Financial operates under Information Technology Services classification in the United States and is traded on New York Stock Exchange. It employs 13704 people.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Broadridge Financial to your portfolios without increasing risk or reducing expected return.

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When running Broadridge Financial 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 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.
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Is Broadridge Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Broadridge Financial. If investors know Broadridge will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Broadridge Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Broadridge Financial is measured differently than its book value, which is the value of Broadridge that is recorded on the company's balance sheet. Investors also form their own opinion of Broadridge Financial's value that differs from its market value or its book value, called intrinsic value, which is Broadridge Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Broadridge Financial's market value can be influenced by many factors that don't directly affect Broadridge Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Broadridge Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Broadridge Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Broadridge Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.