Broadridge Financial Solutions Inc Dossier - Source-backed chat

Broadridge Financial Solutions Inc

BRNYSE

SectorIndustrials

IndustryHuman Resource & Employment Services

Beta (adjusted)0.92

Intrinsic Value $261.14median of 6 methods · middle span $165-$324based on filings through 30 Jun 2026

Market Price $161.15Price as of 1 Oct 2026

Significantly undervaluedIntrinsic value is 62% above the market price

−50% · IV below pricenear fair value ±15%IV above price · +50%

marker beyond scale (+62%)

Data confidence Sign in to view data confidence

Market Cap $18.2B

Enterprise Value $21B

Shares Outstanding 117.1M diluted

Moat Rating Wide

Next Earnings Date3 Nov 2026

Last ex-dividend3 Sep 2026

All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference.

Thesis

Street consensus, scenarios, merits, risks, and invalidation triggers

AI-assisted

Thesis Summary

Broadridge entered FY2027 after delivering 8% constant-currency recurring-revenue growth, 12% adjusted EPS growth, 110% free-cash-flow conversion and $305 million of closed sales in FY2026. Management's FY2027 guidance calls for 6%-8% constant-currency recurring-revenue growth, 8%-12% adjusted EPS growth, an adjusted operating margin of approximately 21%, free-cash-flow conversion above 100%, and closed sales of $290-$330 million.

This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today.

Street view · analyst 12-month targets8 analysts · as of 18 Aug 2026

Low · most bearish analyst$176.00

Mean target$213.25

High · most bullish analyst$250.00

Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026

Scenarios · 12-month scenario targetsAnchored at research date

Bear CaseDownside scenario

$176.0020%

Recurring-revenue growth or adjusted EPS growth falls below the lower ends of FY2027 guidance, potentially reflecting weaker market activity, client losses, execution problems, cybersecurity or service disruption, technology-transition challenges, or acquisition integration pressure.

Base CaseCentral scenario

$213.2556%

Matches the consensus mean

Broadridge performs within FY2027 guidance: constant-currency recurring-revenue growth of 6%-8%, adjusted EPS growth of 8%-12%, adjusted operating margin near 21%, free-cash-flow conversion above 100%, and closed sales of $290-$330 million.

Bull CaseUpside scenario

$250.0024%

Execution exceeds the upper ends of FY2027 guidance, with constant-currency recurring-revenue growth above 8%, adjusted EPS growth above 12%, closed sales above $330 million and adjusted operating margin above approximately 21%. Continued strength in regulatory communications, capital-markets platforms, wealth solutions, tokenization and agentic-AI initiatives would support this outcome.

Scenarios are anchored to street consensus at the research date, with our probabilities and rationale.

Key Investment Merits

FY2026 constant-currency recurring-revenue growth reached 8% and adjusted EPS growth reached 12%, meeting the upper ends of the subsequently issued FY2027 growth ranges.
FY2026 closed sales increased to $305 million, while management guided to $290-$330 million for FY2027, indicating continued demand for Broadridge's platforms and services.

Key Investment Risks

Broadridge identifies cybersecurity incidents, system failures and failures by key service providers as risks to its mission-critical operations and client information.
Results remain exposed to securities-market activity, client concentration, competitive conditions, technology execution and the integration of acquisitions.

All scenarios are estimates and subject to change. Past performance is not indicative of future results.

Quality Pillars Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Explore this dossier

ValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework.