Broadridge Financial Solutions

Methodology

Broadridge's investor communications and technology services for financial institutions provide highly predictable recurring revenue from mission-critical proxy voting and regulatory compliance. The company's embedded position in capital markets workflows creates strong retention and visibility. This fair value calculation works very well for Broadridge given utility-like recurring revenue characteristics, though major technology transitions or regulatory changes could impact growth assumptions.

Methodology

Broadridge's PEG ratio typically ranges from 2.0-3.0, reflecting premium valuations for a financial services technology provider with consistent mid-to-high single-digit growth. The company's sticky client relationships and recurring revenue justify higher multiples than project-based IT services. Compare to other fintech infrastructure providers and B2B SaaS companies to assess whether Broadridge's mission-critical positioning and retention rates warrant its premium multiples.

Methodology

Broadridge's dividend yield (around 1.5-2.5%) combined with consistent increases makes PEGY relevant for investors seeking quality growth with income. The company's strong and predictable cash flow from recurring revenue supports both dividends and modest buybacks. PEGY better captures the total return proposition for Broadridge as a defensive technology play where steady dividends complement reliable growth from financial services technology outsourcing trends.