Broadridge Financial Solutions Inc
- 산업
- FinTech
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 2007년 4월 2일
- 직원 수
- 15,000
종합 밸류에이션 구간 · 보수적 $140–$155 / 적정 $185–$205 / 낙관적 $230–$270. $152.78 기준, 보수적 내재가치 구간 내 · 충분한 안전마진.
보고서 발행 시 $150.49（2026년 5월 24일）
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
연혁
Broadridge Financial Solutions, Inc. was founded in 1962 and is headquartered in Lake Success, New York. The company completed its IPO on April 2, 2007. It operates through two reporting segments: Investor Communication Solutions (ICS) and Global Technology and Operations (GTO). Broadridge has expanded its capital markets and Canadian wealth management capabilities through acquisitions including Itiviti and SIS, and in fiscal 2026 acquired CQG, which management views as highly complementary to its existing trading and connectivity business. Revenue grew from $4.529 billion in FY2020 to $6.889 billion in FY2025, a roughly 8%-9% five-year CAGR, while the operating margin expanded from about 13.8% in 2020 to 17.3% in 2025. The company employs about 15,000 people.
업계 내 위치
Broadridge is a "pipeline" infrastructure provider to financial markets, spanning investor communications, corporate governance, capital markets post-trade processing, and wealth management technology, serving banks, broker-dealers, corporate issuers, and fund clients. ICS is the larger segment at about 74% of FY2025 revenue, covering regulatory communications, fund solutions, issuer solutions, and customer communications, while GTO covers capital markets processing, trading and connectivity, and wealth and investment management technology. In FY2025 the company managed over 900 million equity proxy voting positions, processed over 7 billion investor and client communications, averaged over $15 trillion per day in equity and fixed income trades, and served 21 of the 25 top-tier U.S. dealers and 15 of the largest U.S. wealth managers; its largest customer accounted for about 7% of consolidated revenue. Recurring revenue carried a 97% retention rate with a 9% FY2021-2025 recurring revenue CAGR. Its competitive position rests on network position, process embedding, regulatory complexity, high switching costs (from system integration, compliance workflows, data migration, and client onboarding), the cost mutualization of a shared multi-client platform, and proprietary data. Competitors include independent proxy distributors, transfer agents, voting-processing and financial-printing firms, and clients' own in-house systems, with related public peers including Jack Henry, SS&C, FIS, and Fiserv; the company is also advancing AI-driven offerings such as BondGPT and OpsGPT and has made progress in tokenized governance.
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