ROARABLE // PRO
GLOBAL DESKS // NYC --:--:-- NYSE
US TAPE
ROAR ▸

BR // Broadridge Financial Solutions Inc.

DES <GO> NYSE CIK 0001383312 ↗
Consumer Discretionary • Business Services
$178.14 ▲ +1.17 (+0.66%)
MKT CAP: $20.11B • VOL: 621.2K
BR // ROARABLE RATING & 5-PILLAR RQD CONFIDENCE 02:00 EST DETERMINISTIC ENGINE
PRIOR: RQD 70/100 [B-] (+0 PT) • UNCHANGED
ROARABLE B-
RQD CONFIDENCE
70 / 100 +0D
5 X 20-PT QUANT PILLARS
E 0 D 35 C 59 B 70 A 86+
Roarable Buy — Sound Institutional Accumulation
01 MASSIVE / SEC XBRL
Forensic Fundamentals
16 / 20
STRONG
FCF +12.9% vs NI +20.3% • ROIC-WACC +10.4% • Z 4
02 OPRA GEX + SEC 13F
Whale & Options Flow
[LOCKED] FLAGGED
UNLOCK BELOW TO REVEAL
03 SEC FORM 4 (90D)
Insider Conviction
[LOCKED] FLAGGED
UNLOCK BELOW TO REVEAL
04 FRED 90D r-MATRIX
Macro Regime Fit
16 / 20
STRONG
TAILWIND • r(10Y)=+0.00 (+23bp) • r(OAS)=+0.00
05 10-K REDLINE AUDIT
Forensic 10-K Risk
16 / 20
STRONG
20 BASE - 4 DEDUCT • 0 CRIT / 0 MED • STABLE
ALERT

Why did BR's Whale & Options Flow & Insider Conviction sub-score just flash a warning? Enter your email to unlock the full 5-Pillar Rating Breakdown + get instant alerts whenever BR is Upgraded or Downgraded.

BR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +16.13%▲ ASCENDING TRIANGLE
2026-10-30O $179.2H $181.3L $174.8C $178.8VOL 640.5K
RES: $186.4SUP: $160.4SMA50: $171.6SMA200: $165.9
$221.1$197.4$173.8$150.1$126.5RES $186.4SUP $160.4$178.82026-04-302026-06-152026-07-312026-09-162026-10-30
BR // INSTITUTIONAL BULL VS. BEAR FORENSIC DEBATE
NEUTRAL / PAIR TRADE CONVICTION: 54/100
BEAR 0
100 BULL

Broadridge Financial Solutions Inc. (BR) exhibits 31.0% gross margins and 18.1% return on invested capital within Consumer Discretionary (Business Services), balanced against a 18.3x enterprise multiple and 7.1% implied options volatility.

▲ INSTITUTIONAL BULL THESIS (LONG)
01. Operating Leverage & Capital Efficiency Moat

Sustained 31.0% gross profitability converts into 17.3% operating margin and 18.1% ROIC, outpacing sector cost of capital.

ROIC: 18.1% // GM: 31.0%
02. Top-Line Expansion & Cash Conversion

YoY revenue trajectory of +5.9% paired with 5.61% free cash flow yield supports self-funded R&D and capital return.

REV YOY: +5.9% // FCF YLD: 5.61%
03. Balance Sheet Solvency & Forensic Quality

Altman Z-Score of 4.00 and Piotroski F-Score of 7/9 indicate low near-term refinancing stress.

ALTMAN Z: 4.00 // F-SCORE: 7/9
▼ INSTITUTIONAL BEAR THESIS (SHORT / RISK)
01. Multiple Compression & Duration Sensitivity

Trading at 24.0x trailing P/E (22.3x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.

P/E: 24.0x // EV/EBITDA: 18.3x
02. Options Skew & Event Volatility Risk

Options market prices a ±7.1% implied move with a 0.80 put/call ratio around $175.00 max pain.

IMPL MOVE: ±7.1% // P/C: 0.80
03. Competitive Margin & CapEx Cycle Pressure

Elevated industry capital intensity and customer concentration in Business Services require continuous execution to defend 12.2% net margins.

NET MARGIN: 12.2% // D/E: 0.93x
KEY CATALYST // Upcoming 10-Q/10-K XBRL margin progression, guidance revision vs 22.3x forward consensus, and institutional 13F positioning.
MACRO REGIME // Monitor US 10Y Real Yields (DFII10) and High-Yield Credit Spreads (OAS) for beta-adjusted multiple impact (Beta 1.06).
FORM 4 & 13F FLOW OPEN OWN <GO>
FILER SIDE $ VALUE
INSPECT FULL OWNERSHIP LEDGER IN OWN <GO>
UNUSUAL OPTIONS TAPE OPEN OPT <GO>
STRIKE / EXP TYPE PREMIUM
INSPECT GEX & CHAIN IN OPT <GO>
KEY VALUATION & PROFITABILITY RATIOS XBRL FA <GO>
TRAILING P/E 24.0x
FORWARD P/E 22.3x
EV / EBITDA 18.3x
FCF YIELD 5.61%
GROSS MARGIN 31.0%
OPERATING MARGIN 17.3%
NET MARGIN 12.2%
ROIC % 18.1%
REV GROWTH YOY +5.9%
DILUTED EPS TTM $7.44
DEBT / EQUITY 0.93x
DIVIDEND YIELD 2.00%
RSI-14 MOMENTUM 59.8
5Y EQUITY BETA 1.06
FRED MACRO SENSITIVITY (PEARSON r) ECST <GO>
MACRO CORRELATION CALIBRATION ACTIVE BELOW.
FRED MACRO REGIME STRESS-TEST SIMULATOR // BRPEARSON R VARIANCE ENGINE
01 // SELECT FEDERAL RESERVE & CREDIT SHOCK SCENARIO
02 // POSITION NOTIONAL EXPOSURE
HEADLINE STRESS SCORE
75/100SEVERE DRAWDOWN PRESSURE
PRIMARY FACTOR EXPOSURE
DFII10 // -0.61 r
Latest: 2.08%
EST. DIRECTIONAL MOVE
-8.50%
Implied Px: $163.00
EST. DOLLAR VARIANCE
-$4,248
On $50,000 Notional
[LOCKED // MULTI-FACTOR DRAWDOWN HEDGE & MACRO TRIGGER ALERT]

Unblur the exact $50,000 delta-adjusted ETF/options hedge ratio for BR & activate live FRED threshold breach alerts.

HEAD-TO-HEAD PEER COMPARISONS COMP <GO>