Broadridge Financial Solutions Stock Buy Hold or Sell Recommendation
| BR Stock | USD 192.98 0.47 0.24% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Broadridge Financial Solutions is 'Strong Hold'. Macroaxis provides Broadridge Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BR positions. The advice algorithm takes into account all of Broadridge Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Broadridge Financial's buy or sell advice are summarized below:
Real Value 193.2 | Target Price 188.83 | Hype Value 194.75 | Market Value 192.98 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Broadridge Financial Solutions given historical horizon and risk tolerance towards Broadridge Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Broadridge Financial Solutions, the advice is generated through an automated system that utilizes algorithms and statistical models.
Broadridge |
Execute Broadridge Financial Buy or Sell Advice
The Broadridge recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Broadridge Financial Solutions. Macroaxis does not own or have any residual interests in Broadridge Financial Solutions or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Broadridge Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Broadridge Financial Trading Alerts and Improvement Suggestions
| Broadridge Financial generated a negative expected return over the last 90 days | |
| Over 93.0% of the company shares are held by institutions such as insurance companies | |
| On 5th of April 2024 Broadridge Financial paid $ 0.8 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Top Stock Reports for NVIDIA, Alphabet Johnson Johnson |
Broadridge Financial Returns Distribution Density
The distribution of Broadridge Financial's historical returns is an attempt to chart the uncertainty of Broadridge Financial's future price movements. The chart of the probability distribution of Broadridge Financial daily returns describes the distribution of returns around its average expected value. We use Broadridge Financial Solutions price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Broadridge Financial returns is essential to provide solid investment advice for Broadridge Financial.
| Mean Return | -0.06 | Value At Risk | -1.77 | Potential Upside | 1.50 | Standard Deviation | 1.02 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Broadridge Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Broadridge Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadridge Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadridge Financial Solutions backward and forwards among themselves. Broadridge Financial's institutional investor refers to the entity that pools money to purchase Broadridge Financial's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jensen Investment Management | 2023-12-31 | 1.8 M | Barclays Plc | 2023-12-31 | 1.6 M | Stifel Financial Corp | 2023-12-31 | 1.5 M | Mitsubishi Ufj Asset Management Co.,ltd | 2023-12-31 | 1.5 M | Wells Fargo & Co | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 1.2 M | Bahl & Gaynor Inc. | 2023-12-31 | 1.1 M | Veritas Investment Partners (uk) Ltd. | 2023-12-31 | 1 M | Macquarie Group Ltd | 2023-12-31 | 1 M | Vanguard Group Inc | 2023-12-31 | 14 M | Blackrock Inc | 2023-12-31 | 9.8 M |
Broadridge Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 203.4M | (202.1M) | (49.8M) | 27.6M | 24.8M | 26.1M | |
| Free Cash Flow | 499.5M | 539.4M | 370.4M | 748.1M | 860.3M | 903.3M | |
| Depreciation | 196.7M | 221.1M | 332.6M | 298.8M | 343.6M | 360.8M | |
| Other Non Cash Items | 106.1M | 46.7M | 153.1M | 101.2M | 116.4M | 67.2M | |
| Capital Expenditures | 98.7M | 100.7M | 73.1M | 75.2M | 86.5M | 80.0M | |
| Net Income | 462.5M | 547.5M | 539.1M | 630.6M | 725.2M | 761.4M | |
| End Period Cash Flow | 476.6M | 274.5M | 224.7M | 252.3M | 290.1M | 323.5M | |
| Change To Inventory | (58.6M) | (144.3M) | 26.7M | 104.5M | 94.1M | 98.8M | |
| Dividends Paid | 241M | 261.7M | 290.7M | 331M | 380.7M | 399.7M | |
| Change Receivables | (33.5M) | (42.4M) | (85.4M) | 19.6M | 17.6M | 18.5M | |
| Net Borrowings | 329.1M | 2.1B | (95.5M) | (385M) | (442.8M) | (420.6M) | |
| Change To Netincome | 93.3M | 43.7M | 140.7M | (2.6M) | (3.0M) | (2.8M) | |
| Investments | (441.7M) | (2.7B) | (110.4M) | (80.4M) | (72.4M) | (76.0M) |
Broadridge Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Broadridge Financial or Professional Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Broadridge Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Broadridge stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.14 | |
β | Beta against NYSE Composite | 1.16 | |
σ | Overall volatility | 1.02 | |
Ir | Information ratio | -0.12 |
Broadridge Financial Volatility Alert
Broadridge Financial Solutions exhibits very low volatility with skewness of -0.18 and kurtosis of -0.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Broadridge Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Broadridge Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Broadridge Financial Fundamentals Vs Peers
Comparing Broadridge Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Broadridge Financial's direct or indirect competition across all of the common fundamentals between Broadridge Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Broadridge Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Broadridge Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Broadridge Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Broadridge Financial to competition |
| Fundamentals | Broadridge Financial | Peer Average |
| Return On Equity | 0.35 | -0.31 |
| Return On Asset | 0.0789 | -0.14 |
| Profit Margin | 0.11 % | (1.27) % |
| Operating Margin | 0.09 % | (5.51) % |
| Current Valuation | 26.4 B | 16.62 B |
| Shares Outstanding | 117.77 M | 571.82 M |
| Shares Owned By Insiders | 0.64 % | 10.09 % |
| Shares Owned By Institutions | 93.13 % | 39.21 % |
| Number Of Shares Shorted | 871.54 K | 4.71 M |
| Price To Earning | 33.75 X | 28.72 X |
| Price To Book | 11.32 X | 9.51 X |
| Price To Sales | 3.70 X | 11.42 X |
| Revenue | 6.06 B | 9.43 B |
| Gross Profit | 1.79 B | 27.38 B |
| EBITDA | 1.23 B | 3.9 B |
| Net Income | 630.6 M | 570.98 M |
| Cash And Equivalents | 252.3 M | 2.7 B |
| Cash Per Share | 1.93 X | 5.01 X |
| Total Debt | 3.41 B | 5.32 B |
| Debt To Equity | 2.27 % | 48.70 % |
| Current Ratio | 1.23 X | 2.16 X |
| Book Value Per Share | 17.57 X | 1.93 K |
| Cash Flow From Operations | 823.3 M | 971.22 M |
| Short Ratio | 2.00 X | 4.00 X |
| Earnings Per Share | 5.73 X | 3.12 X |
| Price To Earnings To Growth | 1.68 X | 4.89 X |
| Target Price | 209.13 | |
| Number Of Employees | 14.7 K | 18.84 K |
| Beta | 0.98 | -0.15 |
| Market Capitalization | 22.8 B | 19.03 B |
| Total Asset | 8.23 B | 29.47 B |
| Retained Earnings | 3.11 B | 9.33 B |
| Working Capital | (1.01 B) | 1.48 B |
Note: Disposition of 12227 shares by Timothy Gokey of Broadridge Financial at 203.23 subject to Rule 16b-3 [view details]
Broadridge Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Broadridge . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 5773.3 | |||
| Daily Balance Of Power | (0.16) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 194.04 | |||
| Day Typical Price | 193.69 | |||
| Price Action Indicator | (1.30) | |||
| Period Momentum Indicator | (0.47) | |||
| Relative Strength Index | 66.77 |
About Broadridge Financial Buy or Sell Advice
When is the right time to buy or sell Broadridge Financial Solutions? Buying financial instruments such as Broadridge Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 824.6M | 862.2M | 776.0M | 814.8M | Total Assets | 8.2B | 8.2B | 9.5B | 9.9B |
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Check out Broadridge Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Complementary Tools for Broadridge Stock analysis
When running Broadridge Financial's price analysis, check to measure Broadridge Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Broadridge Financial is operating at the current time. Most of Broadridge Financial's value examination focuses on studying past and present price action to predict the probability of Broadridge Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Broadridge Financial's price. Additionally, you may evaluate how the addition of Broadridge Financial to your portfolios can decrease your overall portfolio volatility.
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Is Broadridge Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Broadridge Financial. If investors know Broadridge will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Broadridge Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.229 | Dividend Share 3.05 | Earnings Share 5.73 | Revenue Per Share 53.656 | Quarterly Revenue Growth 0.087 |
The market value of Broadridge Financial is measured differently than its book value, which is the value of Broadridge that is recorded on the company's balance sheet. Investors also form their own opinion of Broadridge Financial's value that differs from its market value or its book value, called intrinsic value, which is Broadridge Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Broadridge Financial's market value can be influenced by many factors that don't directly affect Broadridge Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Broadridge Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Broadridge Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Broadridge Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.