Broadridge (BR) vs. FIS and SSNC: Can Recurring Revenue and Dividend Growth Unlock a Valuation Recovery?

Is BR a good stock to buy? We came across a bullish thesis on Broadridge Financial Solutions, Inc. on Quality At A Fair Price’s Substack by Longacres Finance. The thesis was published on August 25^th, when the stock was trading at $184.82, and BR has edged higher since then. The modest move appears to reflect confidence in its recurring revenue and earnings outlook balanced against lingering disruption concerns. In this article, we will summarize the bulls’ thesis on BR. Broadridge...