BR (Broadridge Financial Solutions) ROC (Joel Greenblatt) %: 340.92% (As of Mar. 2026) — 14% Above Median

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BR Broadridge Financial Solutions Inc BR
81 GF Score
Price $153.06
GF Value $243.15
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Broadridge Financial Solutions ROC (Joel Greenblatt) %?

Broadridge Financial Solutions BR +3.85% 81 ROC (Joel Greenblatt) % is 340.92% as of Mar. 2026, which is 14% above its 10-year median of 298.47. GuruFocus rates BR with a GF Score™ of 81/100 and a GF Value™ of $243.15 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 2,811 Software companies, Broadridge Financial Solutions ranks better than 90.47% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Broadridge Financial Solutions's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 340.92%.

The historical rank and industry rank for Broadridge Financial Solutions's ROC (Joel Greenblatt) % or its related term are showing as below:

BR' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 168.73   Med: 298.47   Max: 417.9
Current: 354.1

During the past 13 years, Broadridge Financial Solutions's highest ROC (Joel Greenblatt) % was 417.90%. The lowest was 168.73%. And the median was 298.47%.

BR's ROC (Joel Greenblatt) % is ranked better than
90.47% of 2811 companies
in the Software industry
Industry Median: 19.89 vs BR: 354.10

Broadridge Financial Solutions's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 14.50% per year.


Broadridge Financial Solutions  (NYSE:BR) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Broadridge Financial Solutions ROC (Joel Greenblatt) % Related Terms


Broadridge Financial Solutions ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Broadridge Financial Solutions's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Broadridge Financial Solutions ROC (Joel Greenblatt) % Chart

Broadridge Financial Solutions Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 168.73 186.96 261.56 296.82 343.89

Broadridge Financial Solutions Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 294.74 500.42 237.70 354.12 340.92

BR vs CDW, CTSH, LDOS: ROC (Joel Greenblatt) % Comparison

For the Information Technology Services subindustry, Broadridge Financial Solutions's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Broadridge Financial Solutions ROC (Joel Greenblatt) % vs Software Industry

For the Software industry and Technology sector, Broadridge Financial Solutions's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Broadridge Financial Solutions's ROC (Joel Greenblatt) % falls into.


BR
81GF Score
Broadridge Financial Solutions Inc BR
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Broadridge Financial Solutions ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(1065 + 0 + 258.1) - (583.2 + 348.2 + 272.7)
=119

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(1319.3 + 0 + 173.6) - (669.8 + 360.4 + 337.8)
=124.9

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Broadridge Financial Solutions for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=1471.6/( ( (315.1 + max(119, 0)) + (304.3 + max(124.9, 0)) )/ 2 )
=1471.6/( ( 434.1 + 429.2 )/ 2 )
=1471.6/431.65
=340.92 %

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 340.92% mean?
Broadridge Financial Solutions (BR) has a ROC (Joel Greenblatt) % of 340.92% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Broadridge Financial Solutions and its competitors. This is 14% above median its historical median of 298.47. Over the past decade, Broadridge Financial Solutions' ROC (Joel Greenblatt) % has ranged from 168.73 to 417.90. According to the industry distribution chart, Broadridge Financial Solutions ranks #268 out of 2811 companies in the Software industry, placing it in the top 9.5%.
Is Broadridge Financial Solutions' ROC (Joel Greenblatt) % too high?
Broadridge Financial Solutions' current ROC (Joel Greenblatt) % of 340.92% is 14% above median its 10-year median of 298.47. Over the past 10 years, this metric has ranged from a low of 168.73 to a high of 417.90. The Software industry median ROC (Joel Greenblatt) % is 19.89. Broadridge Financial Solutions' value of 340.92% is 1614% above this industry median. Based on the distribution chart, Broadridge Financial Solutions ranks #268 out of 2811 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, Broadridge Financial Solutions has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Broadridge Financial Solutions' ROC (Joel Greenblatt) % compare to CDW and CTSH?
According to the Software industry distribution chart, Broadridge Financial Solutions ranks #268 out of 2811 companies for ROC (Joel Greenblatt) %. This places Broadridge Financial Solutions in the top 10% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 19.89. Broadridge Financial Solutions' value of 340.92% is 1614% above this benchmark. Historically, Broadridge Financial Solutions' own ROC (Joel Greenblatt) % has ranged from 168.73 to 417.90 over the past decade. While the company's 10-year median is 298.47 vs. the industry median of 19.89, Broadridge Financial Solutions has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Software company?
The median ROC (Joel Greenblatt) % among Software companies is 19.89, based on 2,811 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Broadridge Financial Solutions's current ROC (Joel Greenblatt) % of 340.92% is 1614% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Broadridge Financial Solutions and its competitors. For the Software industry, the median ROC (Joel Greenblatt) % is 19.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Broadridge Financial Solutions's current ROC (Joel Greenblatt) % is 340.92%, which is 14% above median its own 10-year median of 298.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Broadridge Financial Solutions stock overvalued right now?
Based on GuruFocus' analysis, Broadridge Financial Solutions (BR) is currently considered Significantly Undervalued. The stock's GF Value™ is $243.15, compared to a current price of $153.06 — trading 37.1% below its estimated fair value. The current ROC (Joel Greenblatt) % is 340.92%, which is 14% above median its 10-year median of 298.47 and 1614% above the Software industry median of 19.89. Broadridge Financial Solutions' overall GF Score™ is 81/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Broadridge Financial Solutions (BR), the current ROC (Joel Greenblatt) % is 340.92% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Broadridge Financial Solutions (BR) Overvalued in 2026?

Based on GuruFocus' analysis, Broadridge Financial Solutions stock appears to be undervalued. The current stock price of $153.06 is trading 37.1% below its estimated GF Value™ of $243.15. GuruFocus considers Broadridge Financial Solutions to be Significantly Undervalued.

Key valuation signals for BR:

  • ROC (Joel Greenblatt) %: 340.92% (14% above median its 10-year median of 298.47)
  • GF Value™: $243.15 vs. price of $153.06 (37.1% below fair value)
  • GF Score™: 81/100 with 1 warning sign
  • Industry Position: 1614% above the Software median (#268 of 2811)

No single metric tells the full story. See the BR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Broadridge Financial Solutions Business Description

Address 5 Dakota Drive, Suite 300, Lake Success, NY, USA, 11042
Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two operating segments: investor communication solutions and global technology and operations.
81GF Score

Get the complete analysis for BR

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$153.06
Price
$243.15
GF Value