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Added to YB: 2026-04-23

Pitch date: 2026-04-20

BR [bullish]

Broadridge Financial Solutions, Inc.

-0.54%

current return

Author Info

Mulberry Financial shares long-form equity equity and macroeconomic research from the perspective of a value investor. Sign up for the newsletter.

Company Info

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.

Market Cap

$18.8B

Pitch Price

$161.51

Price Target

240.00 (+49%)

Dividend

2.42%

EV/EBITDA

12.02

P/E

17.84

EV/Sales

3.04

Sector

Professional Services

Category

value

Show full summary:
The AI 'Casualty' That Isn't: Buying the Monopoly at a Discount; and a Few Reasons China Might not Become a Global Hegemon - Broadridge Financial Solutions, Inc.

BR: 45% decline on AI disruption fears misplaced. Near-monopoly in proxy voting (80% US mkt share), 98% retention, 16%+ ROIC. Already using AI/blockchain to enhance services (Galaxy tokenized equity, repo market). Rev +7% CAGR 20yr, margins expanding. Trading 18x P/E (near 10y lows). Conservative DCF: $182 intrinsic value; base case $240. 16% div CAGR 20yr, near Dividend Aristocrat status. High switching costs & regulatory moat intact.

Read full article (8 min)