Should you buy Broadridge Financial Solutions, Inc. (BR) stock?

Broadridge Financial Solutions, Inc. (BR) currently scores 51/100 on invest-like's Buffett-Fit framework, a partial fit against Warren Buffett's documented criteria. The full buy, hold or avoid verdict on this page breaks down all five pillars (moat, earnings durability, management quality, financial health, valuation) with the reasoning. Educational only, not investment advice.

What is BR's Buffett-Fit score?

BR's current Buffett-Fit score is 51 out of 100. The score is the weighted average of five sub-scores: moat (durable competitive advantage), durability (consistent earnings power), management (capital allocation discipline), financial health (conservative balance sheet), and valuation (price vs intrinsic value). Refreshed on the 7-day TTL.

Is BR undervalued according to Buffett's framework?

Valuation is one of the five pillars in the Buffett-Fit score above. Broadridge Financial Solutions, Inc. (BR) is graded on owner-earnings yield, price-to-intrinsic-value vs the company's underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score on this page tells you whether the stock currently trades below, at, or above Buffett's "fair price" threshold for the quality on offer.

What is BR's economic moat?

An economic moat is a structural advantage that lets a business earn above-average returns without being competed away. The Buffett Brain verdict on this page evaluates Broadridge Financial Solutions, Inc. (BR)'s moat using ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, or regulatory barriers. The moat pillar contributes ~25% of the overall Buffett-Fit score.

How does BR compare to NVDA for Buffett-style investing?

Both BR and NVDA are scored against the same Buffett 5-pillar framework on invest-like, so you can compare them directly. See the side-by-side comparison at /compare/br-vs-nvda/ for the pillar-by-pillar breakdown, moat, durability, management, financial health, and valuation all rated alongside each other on the same scale.

How often is the BR verdict updated?

The Buffett Brain verdict for BR refreshes on a 7-day TTL when new fundamentals data flows in from our data provider. Paid users can trigger an immediate refresh on demand. The "Last reviewed" timestamp at the top of this page shows when the current verdict was generated.

What is invest-like's Buffett Brain?

The Buffett Brain is a structured 5-pillar fundamental analysis applied to any public stock using Warren Buffett's documented framework from 50+ years of Berkshire Hathaway shareholder letters. It evaluates the business across economic moat, earnings durability, management quality, financial health, and valuation, with the reasoning written out in plain English and the underlying data sourced from Financial Modeling Prep.

Is the Buffett Brain verdict on BR investment advice?

No. Every verdict on invest-like.com is an educational pattern-match against documented public frameworks. The Buffett-Fit score for BR (currently 51/100) reflects how closely the technology stock matches Buffett's criteria as documented in his shareholder letters, not a recommendation to buy, hold, or sell. Always do your own research and consult a licensed financial adviser for personalised advice.

Buffett Brain · Research note

Score updated 5 Oct 2026 · analysis from 17 Aug 2026

BR· Technology

Broadridge Financial Solutions

Broadridge's consistent EPS growth and strong FCF conversion are promising, but its moat and margins lag sector leaders.

51/100

Buffett fit

Partial fit

Owner

Durability

Management

Price

Score updated 5 Oct 2026 · analysis from 17 Aug 2026

Boardroom Ask Buffett

Buffett's checklist

Each number against Buffett's bar, and where it ranks among Technology stocks in our database.

3 of 6 met

ROIC (TTM)

How much profit the business makes on each dollar invested in it. Higher is better.

13.4%Bar ≥ 15%

Top 20%

Gross margin

What is left of each sale after the cost of making the product. A high number often means pricing power.

31.3%Bar ≥ 40%

Bottom 44%

Owner earnings yield

The cash the business earns for its owners, compared with the price of the whole company.

6.3%Bar ≥ 6%

Top 17%

Revenue CAGR 5y

How fast sales grew each year over the last five years.

8.4%Bar ≥ 8%

Bottom 50%

P/E (TTM)

How many years of today's profit you pay for at today's price. Lower means cheaper.

15.4xBar ≤ 20x

Top 14%

Debt / Equity

How much the company owes compared with what it owns outright. Lower is safer.

1.21Bar ≤ 0.5

Bottom 12%

The four pillars

How the business measures up on each of Buffett's four tests.

1Owner mindset33/100

Owning Broadridge, we'd appreciate its 10.96% EPS CAGR over five years, indicating solid growth.

The full reasoning comes with a free account.

2Long-term durability88/100

Broadridge is profitable every year for the last five, with a maximum EPS decline of just 2.33%, suggesting resilience.

The full reasoning comes with a free account.

3Capital allocation53/100

Broadridge's management has maintained a stable share count with a CAGR of 0.3% and a yield of 0.82%.

The full reasoning comes with a free account.

4Margin of safety64/100

At a of 15.4 and an yield of 6.27%, Broadridge is fairly valued compared to the market.

The full reasoning comes with a free account.

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The full reasoning behind all four pillars
The 5-year price target and the return it implies
What would change the call
Graham, Lynch and Greenblatt on the same stock

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For and against

The strongest points on each side, with the numbers behind them.

In its favor

1EPS CAGR of 10.96% over 5 years indicates strong growth.
2/Net Income ratio of 1.26 demonstrates high earnings quality.
3Interest coverage of 11.4 suggests solid financial health.
4Dividend CAGR of 11.35% shows commitment to shareholder returns.

Concerns

1 of 13.36% falls short of the 15% Buffett threshold.
2 of 31.31% is significantly below sector top-quintile of 60.6%.
3Current ratio of 0.94 indicates potential liquidity constraints.
4Market cap growth lags retained earnings, suggesting inefficient .

Price history

$157-7.1%· 5-year return

Weekly closing prices. Touch or hover the line for a date.

The business

How the business works

Broadridge Financial Solutions provides investor communications and technology-driven solutions for the financial services industry, generating $6.89B in revenue. Its Investor Communication Solutions segment handles proxy materials and vote processing, while its Global Technology and Operations segment automates transaction lifecycles. The company boasts a net margin of 15.03% and a strong /Net Income ratio of 1.26, indicating robust cash earnings.

How this analysis has moved

The call has held across 2 reviews.

Sep 27, 2026 → Oct 4, 2026

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What other investors would say

The same company, judged by three other documented playbooks.

Benjamin GrahamDefensive value Included with Pro Peter LynchGrowth at a fair price Included with Pro Joel GreenblattMagic Formula Included with Pro

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Compare Broadridge Financial Solutions with Nvidia All Technology stocks

Questions about Broadridge Financial Solutions

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Research, not investment advice.

See the Buffett analysis of Broadridge Financial Solutions

The score, the checklist and the full reasoning open with a free account. You get 3 full analyses a week, and this stock is the first one. No card needed.

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Buffett Brain · Research note

Score updated 5 Oct 2026 · analysis from 17 Aug 2026

BR· Technology

Broadridge Financial Solutions

Broadridge's consistent EPS growth and strong FCF conversion are promising, but its moat and margins lag sector leaders.

51/100

Buffett fit

Partial fit

Owner

Durability

Management

Price

Score updated 5 Oct 2026 · analysis from 17 Aug 2026

Boardroom Ask Buffett

Buffett's checklist

Each number against Buffett's bar, and where it ranks among Technology stocks in our database.

3 of 6 met

ROIC (TTM)

How much profit the business makes on each dollar invested in it. Higher is better.

13.4%Bar ≥ 15%

Top 20%

Gross margin

What is left of each sale after the cost of making the product. A high number often means pricing power.

31.3%Bar ≥ 40%

Bottom 44%

Owner earnings yield

The cash the business earns for its owners, compared with the price of the whole company.

6.3%Bar ≥ 6%

Top 17%

Revenue CAGR 5y

How fast sales grew each year over the last five years.

8.4%Bar ≥ 8%

Bottom 50%

P/E (TTM)

How many years of today's profit you pay for at today's price. Lower means cheaper.

15.4xBar ≤ 20x

Top 14%

Debt / Equity

How much the company owes compared with what it owns outright. Lower is safer.

1.21Bar ≤ 0.5

Bottom 12%

The four pillars

How the business measures up on each of Buffett's four tests.

1Owner mindset33/100

Owning Broadridge, we'd appreciate its 10.96% EPS CAGR over five years, indicating solid growth.

The full reasoning comes with a free account.

2Long-term durability88/100

Broadridge is profitable every year for the last five, with a maximum EPS decline of just 2.33%, suggesting resilience.

The full reasoning comes with a free account.

3Capital allocation53/100

Broadridge's management has maintained a stable share count with a CAGR of 0.3% and a yield of 0.82%.

The full reasoning comes with a free account.

4Margin of safety64/100

At a of 15.4 and an yield of 6.27%, Broadridge is fairly valued compared to the market.

The full reasoning comes with a free account.

Free account

Read the full Broadridge Financial Solutions analysis free

The full reasoning behind all four pillars
The 5-year price target and the return it implies
What would change the call
Graham, Lynch and Greenblatt on the same stock

Create a free account

3 full analyses a week · no card needed

For and against

The strongest points on each side, with the numbers behind them.

In its favor

1EPS CAGR of 10.96% over 5 years indicates strong growth.
2/Net Income ratio of 1.26 demonstrates high earnings quality.
3Interest coverage of 11.4 suggests solid financial health.
4Dividend CAGR of 11.35% shows commitment to shareholder returns.

Concerns

1 of 13.36% falls short of the 15% Buffett threshold.
2 of 31.31% is significantly below sector top-quintile of 60.6%.
3Current ratio of 0.94 indicates potential liquidity constraints.
4Market cap growth lags retained earnings, suggesting inefficient .

Price history

$157-7.1%· 5-year return

Weekly closing prices. Touch or hover the line for a date.

The business

How the business works

How this analysis has moved

The call has held across 2 reviews.

Sep 27, 2026 → Oct 4, 2026

Ask Buffett · Pro feature

Ask Buffett a follow-up

e.g. Is the moat actually durable? Why does the FCF dip in 2024?Create a free account

3 full analyses a week · no card needed

What other investors would say

The same company, judged by three other documented playbooks.

Benjamin GrahamDefensive value Included with Pro Peter LynchGrowth at a fair price Included with Pro Joel GreenblattMagic Formula Included with Pro

Embed this analysis

Keep researching

Similar companies in Technology

Compare Broadridge Financial Solutions with Nvidia All Technology stocks

Questions about Broadridge Financial Solutions

Free weekly email

Liked the read on BR? Get the next ones on Monday.

Every Monday: the stocks most of the seven investors newly agree on. One email, unsubscribe any time.

Research, not investment advice.

See the Buffett analysis of Broadridge Financial Solutions

The score, the checklist and the full reasoning open with a free account. You get 3 full analyses a week, and this stock is the first one. No card needed.

Create a free account

3 full analyses a week · no card needed

Already have an account? Sign in