COMP <GO>
BR vs FISV // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Broadridge Financial Solutions Inc. (NYSE) VS. Fiserv Inc. (NASDAQ) • 15-METRIC TALLY: BR 5
— FISV 8
■ METRIC PARITY
LAST: $178.14 (+0.66%) • MKT CAP: $20.11B
options-implied-move
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LAST: $48.48 (+1.30%) • MKT CAP: $25.78B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BR VS. FISV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BR | FISV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 31.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.10% | 9.60% | +8.50 | BR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.3x | 6.5x | +11.80 | FISV | /valuation <GO> |
| Free Cash Flow Yield | 5.61% | 16.68% | -11.07 | FISV | /fcf-yield <GO> |
| Operating Margin | 17.30% | 27.50% | -10.20 | FISV | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 16.40% | -4.20 | FISV | /net-margins <GO> |
| Revenue Growth (YoY) | 5.90% | 3.60% | +2.30 | BR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 0.00% | +2.00 | BR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.00 | 1.27 | +2.73 | BR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | FISV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.4 | 51.9 | +6.50 | BR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.16 | -0.10 | FISV | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.3x | 6.9x | +15.40 | FISV | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.11B | $25.78B | -$5.67B | FISV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BR REV | FISV REV | BR GROSS % | FISV GROSS % | BR FCF | FISV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.89B | $21.19B | 31.0% | — | $1.13B | $4.30B |
| FY 2024 | $6.51B | $20.46B | 29.7% | — | $998.8M | $5.06B |
| FY 2023 | $6.06B | $19.09B | — | — | $550.6M | $4.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BR // BETA 1.06
FISV // BETA 1.16