Broadridge Financial (Germany) Performance

5B9 Stock  EUR 220.00  2.00  0.92%   
Broadridge Financial has a performance score of 9 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Broadridge Financial are expected to decrease at a much lower rate. During the bear market, Broadridge Financial is likely to outperform the market. Broadridge Financial right now shows a risk of 1.33%. Please confirm Broadridge Financial downside deviation, information ratio, total risk alpha, as well as the relationship between the coefficient of variation and jensen alpha , to decide if Broadridge Financial will be following its price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Broadridge Financial Solutions are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Broadridge Financial may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
Begin Period Cash Flow274.5 M
Total Cashflows From Investing Activities-110.4 M
  

Broadridge Financial Relative Risk vs. Return Landscape

If you would invest  20,120  in Broadridge Financial Solutions on October 20, 2024 and sell it today you would earn a total of  1,880  from holding Broadridge Financial Solutions or generate 9.34% return on investment over 90 days. Broadridge Financial Solutions is currently producing 0.1576% returns and takes up 1.3306% volatility of returns over 90 trading days. Put another way, 11% of traded stocks are less volatile than Broadridge, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Assuming the 90 days horizon Broadridge Financial is expected to generate 1.57 times more return on investment than the market. However, the company is 1.57 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of risk.

Broadridge Financial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Broadridge Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Broadridge Financial Solutions, and traders can use it to determine the average amount a Broadridge Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1185

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Estimated Market Risk

 1.33
  actual daily
11
89% of assets are more volatile

Expected Return

 0.16
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Broadridge Financial is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Broadridge Financial by adding it to a well-diversified portfolio.

Broadridge Financial Fundamentals Growth

Broadridge Stock prices reflect investors' perceptions of the future prospects and financial health of Broadridge Financial, and Broadridge Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Broadridge Stock performance.

About Broadridge Financial Performance

By analyzing Broadridge Financial's fundamental ratios, stakeholders can gain valuable insights into Broadridge Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Broadridge Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Broadridge Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company was founded in 1962 and is headquartered in Lake Success, New York. Broadridge Financial operates under Business Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 10000 people.

Things to note about Broadridge Financial performance evaluation

Checking the ongoing alerts about Broadridge Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Broadridge Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Broadridge Financial has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
Over 90.0% of the company shares are owned by institutions such as pension funds
Evaluating Broadridge Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Broadridge Financial's stock performance include:
  • Analyzing Broadridge Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Broadridge Financial's stock is overvalued or undervalued compared to its peers.
  • Examining Broadridge Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Broadridge Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Broadridge Financial's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Broadridge Financial's stock. These opinions can provide insight into Broadridge Financial's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Broadridge Financial's stock performance is not an exact science, and many factors can impact Broadridge Financial's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Broadridge Stock analysis

When running Broadridge Financial's price analysis, check to measure Broadridge Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Broadridge Financial is operating at the current time. Most of Broadridge Financial's value examination focuses on studying past and present price action to predict the probability of Broadridge Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Broadridge Financial's price. Additionally, you may evaluate how the addition of Broadridge Financial to your portfolios can decrease your overall portfolio volatility.
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