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Broadridge Financial Solutions key statistics and ratios

In fiscal 2026, Broadridge Financial Solutions had return on equity of 40.9%, an operating margin of 17.4%, debt equal to 114.6% of equity and a current ratio of 1.24. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2010Jun 20102011Jun 20112012Jun 20122013Jun 20132014Jun 20142015Jun 20152016Jun 20162017Jun 20172018Jun 20182019Jun 20192020Jun 20202021Jun 20212022Jun 20222023Jun 20232024Jun 20242025Jun 20252026Jun 2026LTMSept 2026
Gross margin26.8%25.4%25.5%27.3%31.1%32.1%31.8%24.9%26.8%28.2%27.9%28.5%27.9%29.5%29.7%31.0%31.8%31.5%
Operating margin15.5%12.4%8.7%13.3%15.5%16.3%17.3%12.8%13.8%15.0%13.8%13.6%13.3%15.4%15.6%17.3%17.4%17.0%
Net margin8.6%7.8%5.4%8.7%10.3%10.7%10.6%7.9%9.9%11.1%10.2%11.0%9.4%10.4%10.7%12.2%15.0%13.9%
Free-cash-flow margin14.4%7.5%11.1%9.6%13.6%14.1%13.1%10.4%14.2%13.0%11.8%11.8%7.3%13.0%15.4%16.4%17.1%17.6%
Return on equity23.5%21.1%15.0%25.5%29.6%30.4%31.2%31.9%40.8%43.4%37.4%34.7%28.9%30.3%31.7%34.8%40.9%38.6%
Return on assets10.6%9.2%6.4%10.6%12.5%12.6%11.7%10.9%13.3%13.4%10.5%8.4%6.6%7.7%8.5%10.0%12.9%12.0%
Asset turnover1.231.171.181.211.221.181.111.381.341.211.030.770.700.740.790.820.850.86
Current ratio2.040.961.891.721.821.691.861.331.281.300.990.981.010.581.080.981.241.21
Debt to equity40.2%65.8%61.7%64.3%54.5%74.3%97.1%109.8%96.3%130.4%132.8%214.9%197.6%152.3%154.7%122.5%114.6%128.0%
Interest cover (operating income ÷ interest)—————17.3x17.6x11.9x14.1x14.2x10.0x11.8x8.7x6.5x6.8x8.8x11.6x11.3x
Effective tax rate34.2%36.3%37.8%34.4%33.5%34.6%34.4%33.1%23.7%20.6%————————
SG&A as % of revenue10.9%12.5%13.0%13.3%14.8%14.8%14.5%12.1%13.0%13.2%14.1%14.9%14.6%14.0%14.1%13.8%14.4%14.5%
Capital spending as % of revenue1.9%1.3%1.5%1.6%1.6%1.9%2.0%2.1%1.8%1.2%1.4%1.0%0.5%0.6%0.9%0.6%0.9%0.9%
Free cash flow ÷ net income167.1%95.3%207.8%109.7%132.1%132.7%123.6%131.7%144.2%117.5%115.8%107.4%76.9%124.5%143.1%134.3%113.7%126.1%
Dividends ÷ net income35.1%44.1%63.2%40.5%36.8%42.6%44.9%46.6%38.7%43.8%52.1%47.8%53.9%52.5%52.7%47.9%39.4%42.9%
Dividends and buybacks ÷ free cash flow105.7%183.6%50.5%139.4%65.2%111.3%67.9%115.0%71.8%107.5%57.9%48.1%75.6%45.3%85.5%47.6%81.9%83.1%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Financial health

4 of 7 checks passed · September 30, 2026
What it owns · $8.6bn
Short-term assets $1.5bnLonger-term assets $7.1bn
What it owes, and who funded it · $8.6bn
Short-term liabilities $1.3bnLonger-term liabilities $4.7bnShareholders' equity $2.6bn
  • Short-term assets cover short-term liabilities $1.5bn of assets due within a year against $1.3bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.5bn short-term assets against $4.7bn of longer-dated liabilities.
  • More cash than debt $284m of cash against $3.3bn of debt.
  • Debt below 40% of shareholders' equity Debt is 128% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 229% to 128% over five years.
  • A year's operating cash flow covers at least 20% of debt $1.4bn of operating cash flow against $3.3bn of debt.
  • Operating profit covers interest at least five times over Operating income of $1.3bn against $114m of interest.

From Broadridge Financial Solutions's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Moat

55 /100

Moderate moat

How hard Broadridge Financial Solutions's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 15 / 20

    Net income has been a median 9.3% of total assets over 10 years.

  • Pricing power 11 / 20

    Gross margin has been a median 28.3%, moving by 1.8 percentage points (standard deviation) across 10 years.

  • Durability 11 / 20

    Operating margin has been a median 14.2%; its worst year was 7.6%.

  • Cash conversion 17 / 20

    Free cash flow was positive in 10 of 10 years, at a median 13.7% of revenue.

  • Discipline 17 / 20

    The diluted share count fell 1.6% over five years; stock-based pay has been a median 1.2% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (70 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

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Figures from Broadridge Financial Solutions's SEC filings (10-K and 10-Q), retrieved November 3, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Broadridge Financial Solutions.