Added to YB: 2026-04-23
Pitch date: 2026-04-20
BR [bullish]
Broadridge Financial Solutions, Inc.
-4.59%
current return
Author Info
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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
$17.3B
Pitch Price
$161.51
Price Target
240.00 (+57%)
Dividend
2.61%
EV/EBITDA
11.07
P/E
15.95
EV/Sales
2.78
Sector
Professional Services
Category
value
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)