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BR vs. ULS: Broadridge Financial vs. UL Stock Comparison

How do Broadridge Financial (BR) and UL (ULS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Broadridge Financial (BR) and UL (ULS) both belong to the Professional Services industry, though BR is classified under Data Processing & Outsourced Services while ULS falls under Research & Consulting Services.

Broadridge Financial (BR) has been public since March 22, 2007, giving it a longer listed trading history, while UL (ULS) listed on April 12, 2024 and still has a shorter public-market record.

Company profile comparison for Broadridge Financial (BR) and UL (ULS)
Profile ItemBRULS
NameBroadridge Financial Solutions, Inc.UL Solutions Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCommercial & Professional ServicesCommercial & Professional Services
GICS IndustryProfessional ServicesProfessional Services
GICS Sub-IndustryData Processing & Outsourced ServicesResearch & Consulting Services
Market Capitalization21.54 billion USD15.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 22, 2007April 12, 2024
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BR
ULS
GSPC
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Broadridge Financial (BR) vs. UL (ULS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Broadridge Financial (BR) and UL (ULS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Broadridge Financial (BR) and UL (ULS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Total Return (1Y)-11.66%-3.81%
Total Return (3Y, Annualized)4.69%--
Total Return (5Y, Annualized)3.28%--

Risk Profile

Drawdown History

BR
ULS
GSPC
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Broadridge Financial (BR) vs. UL (ULS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Broadridge Financial (BR) and UL (ULS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Volatility (1Y, Annualized)30.13%42.88%
Beta (5Y)0.860.52
Max Drawdown (5Y)-48.21%-38.75%
Avg. Volume (3M)1.03M879.46K

Risk-Adjusted Performance

Risk-Return Positioning

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BR and ULS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Sharpe Ratio (1Y)-0.53-0.19
Sortino Ratio (1Y)-0.74-0.28

Profitability

ROE (TTM)

Both Broadridge Financial (BR) at 40.15% and UL (ULS) at 36.51% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

BR

Commercial & Professional Services industry group

40.15%

Max
47.06%
BR
40.15%
Q3
25.43%
Median
14.11%
Q1
3.92%
Min
-20.15%

ULS

Commercial & Professional Services industry group

36.51%

Max
47.06%
ULS
36.51%
Q3
25.43%
Median
14.11%
Q1
3.92%
Min
-20.15%
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their ROE against the Commercial & Professional Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Broadridge Financial (BR) at 13.95% and UL (ULS) at 16.13% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

BR

Commercial & Professional Services industry group

13.95%

Max
23.28%
BR
13.95%
Q3
11.35%
Median
5.65%
Q1
0.87%
Min
-8.60%

ULS

Commercial & Professional Services industry group

16.13%

Max
23.28%
ULS
16.13%
Q3
11.35%
Median
5.65%
Q1
0.87%
Min
-8.60%
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their net margin against the Commercial & Professional Services industry group benchmark.

Operating Margin (TTM)

UL (ULS) at 19.81% operates in the top operating margin quartile, ahead of Broadridge Financial (BR) at 10.40%, which runs around its industry’s norm.

BR

Commercial & Professional Services industry group

10.40%

Max
38.50%
Q3
18.84%
BR
10.40%
Median
10.40%
Q1
5.59%
Min
-12.00%

ULS

Commercial & Professional Services industry group

19.81%

Max
38.50%
ULS
19.81%
Q3
18.84%
Median
10.40%
Q1
5.59%
Min
-12.00%
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their operating margin against the Commercial & Professional Services industry group benchmark.

Profitability Metrics

Profitability metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
ROE (TTM)40.15%36.51%
ROA (TTM)9.50%11.46%
Net Margin (TTM)13.95%16.13%
Operating Margin (TTM)10.40%19.81%
Gross Margin (TTM)31.52%50.69%

Growth

Revenue Growth

Both Broadridge Financial (BR) at 8.53% and UL (ULS) at 6.38% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Broadridge Financial (BR) vs. UL (ULS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Broadridge Financial (BR) at 35.21% sits in the top EPS growth quartile, while UL (ULS) at -1.23% is closer to the peer norm — faster per-share earnings growth for BR.

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Broadridge Financial (BR) vs. UL (ULS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Revenue Growth (YoY)8.53%6.38%
Revenue Growth (3Y CAGR)7.25%6.60%
EPS Growth (YoY)35.21%-1.23%
EPS Growth (3Y CAGR)21.90%2.98%

Financial Strength

Current Ratio (MRQ)

Both Broadridge Financial (BR) at 1.22 and UL (ULS) at 2.09 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

BR

Commercial & Professional Services industry group

1.22

Max
3.63
Q3
2.14
Median
1.55
BR
1.22
Q1
1.09
Min
0.45

ULS

Commercial & Professional Services industry group

2.09

Max
3.63
Q3
2.14
ULS
2.09
Median
1.55
Q1
1.09
Min
0.45
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their current ratio against the Commercial & Professional Services industry group benchmark.

Debt / Equity (MRQ)

UL (ULS) at 0.54 carries an industry-typical debt-to-equity mix, while Broadridge Financial (BR) at 1.39 uses more debt funding than most peers.

BR

Commercial & Professional Services industry group

1.39

Max
2.37
BR
1.39
Q3
1.25
Median
0.88
Q1
0.35
Min
0.00

ULS

Commercial & Professional Services industry group

0.54

Max
2.37
Q3
1.25
Median
0.88
ULS
0.54
Q1
0.35
Min
0.00
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their debt-to-equity ratio against the Commercial & Professional Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Current Ratio (MRQ)1.222.09
Debt / Equity (MRQ)1.390.54
Net Debt / EBITDA1.87-0.11

Dividends

Dividend Yield (TTM)

Broadridge Financial (BR) at 2.07% delivers top-quartile income for its industry, while UL (ULS) at 0.74% pays a more typical yield — both are credible income propositions, BR the richer one.

BR

Commercial & Professional Services industry group

2.07%

Max
4.33%
BR
2.07%
Q3
1.80%
Median
0.60%
Q1
0.00%
Min
0.00%

ULS

Commercial & Professional Services industry group

0.74%

Max
4.33%
Q3
1.80%
ULS
0.74%
Median
0.60%
Q1
0.00%
Min
0.00%
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their dividend yield against the Commercial & Professional Services industry group benchmark.

Dividend Payout Ratio (TTM)

UL (ULS) at 22.42% pays out a band-typical share of earnings, while Broadridge Financial (BR) at 44.46% distributes more than its industry norm — less retained, thinner cover.

BR

Commercial & Professional Services industry group

44.46%

Max
99.58%
BR
44.46%
Q3
41.99%
Median
17.27%
Q1
0.00%
Min
-17.94%

ULS

Commercial & Professional Services industry group

22.42%

Max
99.58%
Q3
41.99%
ULS
22.42%
Median
17.27%
Q1
0.00%
Min
-17.94%
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their payout ratio against the Commercial & Professional Services industry group benchmark.

Dividend Metrics

Dividend metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
Dividend Yield (TTM)2.07%0.74%
Dividend Payout Ratio (TTM)44.46%22.42%

Valuation

P/E Ratio (TTM)

Both Broadridge Financial (BR) at 21.09 and UL (ULS) at 31.21 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BR

Commercial & Professional Services industry group

21.09

Max
49.47
Q3
33.76
Median
24.16
BR
21.09
Q1
16.01
Min
1.89

ULS

Commercial & Professional Services industry group

31.21

Max
49.47
Q3
33.76
ULS
31.21
Median
24.16
Q1
16.01
Min
1.89
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their P/E ratio against the Commercial & Professional Services industry group benchmark.

P/S Ratio (TTM)

Broadridge Financial (BR) at 2.85 is priced about in line with its industry on P/S ratio, while UL (ULS) at 4.98 sits in the pricier quartile — ULS costs more per dollar of sales.

BR

Commercial & Professional Services industry group

2.85

Max
7.17
Q3
3.35
BR
2.85
Median
1.33
Q1
0.69
Min
0.11

ULS

Commercial & Professional Services industry group

4.98

Max
7.17
ULS
4.98
Q3
3.35
Median
1.33
Q1
0.69
Min
0.11
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their P/S ratio against the Commercial & Professional Services industry group benchmark.

P/B Ratio (MRQ)

Both Broadridge Financial (BR) at 8.22 and UL (ULS) at 9.32 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

BR

Commercial & Professional Services industry group

8.22

Max
11.25
BR
8.22
Q3
6.08
Median
2.92
Q1
1.55
Min
-2.78

ULS

Commercial & Professional Services industry group

9.32

Max
11.25
ULS
9.32
Q3
6.08
Median
2.92
Q1
1.55
Min
-2.78
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Broadridge Financial (BR) vs. UL (ULS): A comparison of their P/B ratio against the Commercial & Professional Services industry group benchmark.

Valuation Metrics

Valuation metrics for Broadridge Financial (BR) and UL (ULS)
MetricBRULS
P/E Ratio (TTM)21.0931.21
P/S Ratio (TTM)2.854.98
P/B Ratio (MRQ)8.229.32
Free Cash Flow Yield (TTM)6.25%2.94%