WallStSmart

Broadridge Financial Solutions Inc (BR)vsGartner Inc (IT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Broadridge Financial Solutions Inc generates 16% more annual revenue ($7.48B vs $6.46B). BR leads profitability with a 15.0% profit margin vs 12.0%. IT appears more attractively valued with a PEG of 0.74. IT earns a higher WallStSmart Score of 71/100 (B).

BR

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.7Quality: 5.3
Piotroski: 6/9

IT

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 8.0Quality: 6.0
Piotroski: 3/9Altman Z: 2.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BRSignificantly Overvalued (-18.3%)

Margin of Safety

-18.3%

Fair Value

$141.58

Current Price

$163.01

$21.43 premium

UndervaluedFair: $141.58Overvalued
ITUndervalued (+21.3%)

Margin of Safety

+21.3%

Fair Value

$205.26

Current Price

$178.75

$26.51 discount

UndervaluedFair: $205.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BR3 strengths · Avg: 8.7/10
Return on EquityProfitability
39.6%10/10

Every $100 of equity generates 40 in profit

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
24.6%8/10

Strong operational efficiency at 24.6%

IT6 strengths · Avg: 8.7/10
Return on EquityProfitability
94.9%10/10

Every $100 of equity generates 95 in profit

Debt/EquityHealth
-17.8010/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.748/10

Growing faster than its price suggests

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
22.6%8/10

Strong operational efficiency at 22.6%

EPS GrowthGrowth
33.1%8/10

Earnings expanding 33.1% YoY

Areas to Watch

BR2 concerns · Avg: 3.5/10
PEG RatioValuation
1.904/10

Expensive relative to growth rate

Debt/EquityHealth
1.243/10

Elevated debt levels

IT2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BR

The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.

Bull Case : IT

The strongest argument for IT centers on Return on Equity, Debt/Equity, PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.

Bear Case : BR

The primary concerns for BR are PEG Ratio, Debt/Equity.

Bear Case : IT

The primary concerns for IT are Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

BR profiles as a value stock while IT is a declining play — different risk/reward profiles.

IT carries more volatility with a beta of 0.95 — expect wider price swings.

BR is growing revenue faster at 7.5% — sustainability is the question.

BR generates stronger free cash flow (679M), providing more financial flexibility.

Bottom Line

IT scores higher overall (71/100 vs 64/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Broadridge Financial Solutions Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.

Gartner Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Gartner, Inc, officially known as Gartner, is a global research and advisory firm providing information, advice, and tools for leaders in IT, finance, HR, customer service and support, communications, legal and compliance, marketing, sales, and supply chain functions. Its headquarters are in Stamford, Connecticut, United States.

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