Added to YB: 2026-05-15
Pitch date: 2026-05-13
BR [neutral]
Broadridge Financial Solutions, Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$17.3B
Pitch Price
N/A
Price Target
N/A
Dividend
2.61%
EV/EBITDA
11.09
P/E
15.98
EV/Sales
2.79
Sector
Professional Services
Category
value
Payments and FinTech Earnings Recap: Q1 2026 - Broadridge Financial Solutions, Inc.
BR (earnings): Q1 solid w/ recurring rev & EPS guidance raised for FY26 (ends June), but stock fell on lower closed sales forecast (-16% YTD to $147M) as large SaaS deals delay (AI fears). Equity positions +11%, fund +6%, 5% organic recurring growth. Pipeline +20% to >$1B. At 15x NTM EPS vs 20s avg, undervalued given ~70% profits from proxy monopoly franchise.
Read full article (1 min)