Broadridge Financial Solutions Inc

BR: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$713.00	Sjdyzk	Cxzwqql

Broadridge's Franchises Are Robust in the Current Environment

Rajiv Bhatia

Sep 12, 2024

Business Strategy and Outlook

Broadridge Financial Solutions has been the dominant proxy and interim service provider for broker/dealers for more than 20 years. Its regulated proxy and interim business is its crown jewel, and a disproportionate amount of its net income comes from its fiscal third and fourth quarter during proxy season. In addition, Broadridge generates about 30% of its fee revenue and profit from its global technology and operations segment, which provides securities processing solutions. Amid covid-19, Broadridge has benefited from higher engagement of retail investors through higher position growth and elevated trading volume.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

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United States