Broadridge Financial Solutions (BR) is a data processing & outsourced services company in the Industrials sector. Listed on the NASDAQ, Broadridge Financial Solutions is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $146.44.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $146.44 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 2.33% |
| Risk / Std Dev (Annualized) | 23.45% |
| Sharpe Ratio (rf=4.5%) | -0.09 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Data Processing & Outsourced Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 2.33% with an annualized volatility of 23.45%. The Sharpe ratio of -0.09 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 16.94B |
| Enterprise Value | 20.04B |
| Trailing P/E | 15.68 |
| Forward P/E | 14.07 |
| Price to Book | 6.01 |
| Price to Sales | 2.31 |
| EV/Revenue | 2.74 |
| EV/EBITDA | 11.37 |
| Profitability | | | Profit Margin | 15.03% | | Operating Margin | 18.4% | | ROE | 42.31% | | ROA | 9.17% |
| Growth | | | Revenue Growth | 7.8% | | Earnings Growth | 15.1% |
| Dividend | | | Dividend Yield | 266.0% | | Payout Ratio | 40.7% | | 5Y Avg Yield | 164.0% |
| Financial Health | | | Total Revenue | 7.32B | | Total Debt | 3.41B | | Total Cash | 0.31B | | Free Cash Flow | 1.19B | | Operating Cash Flow | 1.37B |
| Price & Technical | | | 52W High | $271.91$ | | 52W Low | $139.79$ | | 50-Day Avg | $154.6$ | | 200-Day Avg | $201.46$ | | Beta | 0.89 | | Shares Outstanding | 0.12B | | Float Shares | 0.12B | | Insider Holdings | 0.47% | | Institutional Holdings | 100.16% | | Short Ratio | 2.04 | | Short % of Float | 3.34% |
| Analyst Targets | | | Target High | $255.0$ | | Target Low | $165.0$ | | Target Mean | $206.5$ | | Target Median | $207.0$ | | # of Analysts | 8 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.