BR
Broadridge Financial Solutions, Inc.
BR's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over BR overall, supported by stronger modeled upside and stronger fundamentals.
BR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
BR's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
BR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $191 | — |
| Current | 21x | $191 | — |
| Cheap | 30x | $266 | +39% |
| Fair | 34x | $308 | +61% |
| Expensive | 37x | $333 | +74% |
Historical ranges are pointers, not guarantees.
BR's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 18x next year's earnings.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over BR in the historical PE scenario, which offers more potential upside but is not a forecast.
BR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
BR has the edge over NVDA on the outlook, with more favorable profitability expectations.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
BR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.65 | +18% |
| Q3 2026 | $9.03 | +15% |
| Q2 2026 | $9.60 | +35% |
| Q1 2026 | $9.35 | +41% |
| Q4 2025 | $9.04 | +41% |
| Q3 2025 | $7.82 | +35% |
| Q2 2025 | $7.10 | +21% |
| Q1 2025 | $6.65 | +13% |
| Q4 2024 | $6.39 | +11% |
BR's earnings per share have climbed steadily: $9.03 over the past year, up 15% from the year before, and higher year over year for 14 quarters in a row.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over BR on earnings, with stronger typical year-over-year growth.
BR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.7B | +5% |
| Q2 2026 | $2.2B | +7.5% |
| Q1 2026 | $2B | +7.8% |
| Q4 2025 | $1.7B | +7.8% |
| Q3 2025 | $1.6B | +12% |
| Q2 2025 | $2.1B | +6.2% |
| Q1 2025 | $1.8B | +4.9% |
| Q4 2024 | $1.6B | +13% |
BR's revenue has grown year over year for eight quarters in a row: $1.7B last quarter, up 5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -1.5 points |
| Q2 2026 | 25% | +0.5 points |
| Q1 2026 | 18% | -0.6 points |
| Q4 2025 | 12% | -1.2 points |
| Q3 2025 | 12% | +2.4 points |
| Q2 2025 | 24% | +1.4 points |
| Q1 2025 | 19% | +1.5 points |
| Q4 2024 | 13% | +4.4 points |
BR's operating margin was 10% last quarter, down 1.5 points from the same quarter a year ago.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over BR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over BR on profitability, with a higher operating margin.
BR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $77.9M | +187% |
| Q2 2026 | $645.3M | -5.7% |
| Q1 2026 | $287.5M | -18% |
| Q4 2025 | $318.5M | +40% |
| Q3 2025 | $27.1M | +$160.5M |
| Q2 2025 | $684.1M | -2.7% |
| Q1 2025 | $348.9M | +89% |
| Q4 2024 | $227.9M | +28% |
BR generated $1.3B in free cash flow over the past year, up 3.2% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over BR on cash flow, with more consistent year-over-year improvement.
BR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.4% | -2.8M shares |
| 1 year | -3.1% | -3.7M shares |
| 3 years | -4.1% | -4.9M shares |
| 5 years | -3.4% | -4M shares |
| Available history | -2.5% | -2.9M shares |
BR has the edge over NVDA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $200.2M |
| Q2 2026 | $250.8M |
| Q1 2026 | $200.4M |
| Q4 2025 | $2M |
| Q3 2025 | $150.5M |
| Q2 2025 | $130.7M |
| Q1 2025 | $300,000 |
| Q4 2024 | $3.6M |
BR spent $653M buying back its own shares over the past year, up 129% from the year before.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has 24.3B diluted shares, down 1% from a year ago, with $55.3B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
BR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.2x | Moderate |
| Q2 2026 | 2.0x | Healthy |
| Q1 2026 | 2.1x | Moderate |
| Q4 2025 | 2.1x | Moderate |
| Q3 2025 | 2.2x | Moderate |
| Q2 2025 | 2.0x | Moderate |
| Q1 2025 | 2.5x | Moderate |
| Q4 2024 | 2.8x | Moderate |
BR's net debt is about 2.1 years of its operating earnings (EBITDA), about the same as a year ago.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA has the edge over BR on leverage, with a lower net debt burden relative to earnings.
BR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.4 | Neutral |
| Stochastic | 85.0 | Overbought |
BR's weekly RSI is 62 (neutral) and its Stochastic is 85 (overbought).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
BR PE vs Technology Sector
| Metric | BR | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 24% below |
| PE % | 11 | 35 | 24 pts below |
BR is trading at 21x earnings, a 24% discount to the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over BR on valuation relative to its sector.
BR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $175.7 | 9% above |
| 20 week MA | $167.8 | 14% above |
| 50 week MA | $174.4 | 9.8% above |
| 100 week MA | $206.0 | 7.1% below |
| 200 week MA | $196.4 | 2.5% below |
BR has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
BR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $123.2 | $150.0 | +22% |
| 2021 | $150.0 | $180.3 | +20% |
| 2022 | $180.3 | $134.5 | -25% |
| 2023 | $134.5 | $205.8 | +53% |
| 2024 | $205.8 | $226.4 | +10% |
| 2025 | $226.4 | $228.2 | +0.8% |
| 2026 YTD | $228.2 | $191.5 | -16% |
BR has finished higher in five of the last six years. It's down 16% so far in 2026.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA has the edge over BR on returns for 2026, with the stronger performance.