Added to YB: 2026-05-14
Pitch date: 2026-05-12
BR [bullish]
Broadridge Financial Solutions, Inc.
-2.35%
current return
Author Info
No bio for this author
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
$16.0B
Pitch Price
$147.34
Price Target
N/A
Dividend
2.83%
EV/EBITDA
10.36
P/E
14.74
EV/Sales
2.60
Sector
Professional Services
Category
growth
Feather Fund PORTFOLIO UPDATE: New Investment Initiated – Broadridge Financial Solutions
BR (new position): Essential infrastructure for capital markets w/ 65% recurring rev, 98% retention, ~0 client concentration. Operates regulated proxy distribution toll-booth + trade processing/settlement for 1,000+ banks/brokers. Asset-light, strong FCF conversion funds dividend growth + buybacks. Structural tailwinds: digitization, T+1 settlement, tokenization (already leading tokenized repo/governance). Risks: regulatory fee pressure, elongated sales cycles, potential disintermediation if blockchain-native securities adoption accelerates faster than expected.
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