Broadridge Financial Solutions BR

equity

Price History

2007-03 · DCA start$19.7

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

2007-032026-08 · -33.8%

Worst drawdown: −50%, peaking Nov 2007 and bottoming Nov 2008 — 29 months below the prior high before recovering.

DCA Backtest

Start month

Monthly amount (USD)

Invested: $23,400
Value today: $92,753
Return: +296.4%
Months invested: 234

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $31,207 today, so the real (inflation-adjusted) return is +197.2%.

Lump sum instead — $23,400 all at once in Mar 2007: $201,062 (+759.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Aug 2025): $1,199 on $1,300 invested (-7.8%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

	J	F	M	A	M	J	J	A	S	O	N	D
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2007-03: +296.4%

About Broadridge Financial Solutions

Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company. Headquartered in Lake Success, New York, the company was founded in 2007 as a spin-off from Automatic Data Processing. Broadridge supplies companies in the financial industry with financial documents such as proxy statements and annual reports, as well as shareholder communications solutions such as virtual annual meetings. (Wikipedia)

It's a listed company categorised under industrials and data processing & outsourced services, with a market cap of about $19.3B.

It rates Medium-Low Risk at 1.8/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.8/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%

Annualised volatility (3yr)2/522.2
Max drawdown from ATH2/549.9
Beta vs S&P 5002/50.87

Liquidity1.0/5 · weight 15%

Avg daily $ volume1/5211.3m
Float % of shares outstandingnot yet researched

Leverage / Financial2.0/5 · weight 20%

Debt / equity3/51.1
Interest coverage (EBIT / interest)1/511.6

Earnings Quality2.0/5 · weight 15%

3yr EPS volatility2/512.4

Concentrationunrated · weight 10%

Largest customer, % of revenuenot yet researched
Geographic revenue concentrationnot yet researched

Governanceunrated · weight 10%

Board independence %not yet researched
Share structurenot yet researched
Litigation / audit historynot yet researched

Sector / Regulatory2.0/5 · weight 10%

Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.