Broadridge Financial Solutions, Inc. (BR) Compounding Analysis

Broadridge Financial Solutions, Inc.(BR)

Information Technology Services · Lake Success, NY

$177.86+1.82 (+1.04%)

Delayed quote: Aug 20, 2026, 12:24 PM EDT

About Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

Lake Success, NY

16,000 employees

www.broadridge.com

Technology / Information Technology Services

Sector: Technology
Industry: Information Technology Services
CEO: Timothy C. Gokey

View full financials

Across metrics · 10Y

BR reported stats per metric over 10Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric	10Y CAGR	Median YoY	YoY σ	Qtrs ≥ 20%	Neg. qtrs
RevenueRevenue	9.9%	7.7%	12.6pp	4 of 40	5
EPSEPS	14.3%	12.1%	79.7pp	14 of 40	11
Op cash flowOperating cash flow	11.9%	10.9%	65.5pp	13 of 31	10
EBITDAEBITDA	10.4%	12.9%	20.0pp	15 of 40	10
FCFFree cash flow	13.4%	12%	85.0pp	14 of 31	10

Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.