Broadridge Financial SolutionsvsCaterpillar

BR and CAT stock compared: price, dividend, valuation and results, from SEC filings.

BR

Broadridge Financial Solutions, Inc.

$192.45

Value $21.9B

+0.51%
BR's page

Broadridge Financial Solutions (BR) has a market value of $21.9B and Caterpillar (CAT) $279B. Over the last year, with dividends, BR moved -12.0% and CAT +5.6%. The P/E is 20.8 for BR and 23.6 for CAT. Dividend yield: BR 2.09%, CAT 1.02%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    BR$21.9B

    CAT$279B

    CAT is 13 times BR

  • Revenue, 12 months

    BR$7.6B

    CAT$77.8B

    CAT is 10 times BR

  • Net income, 12 months

    BR$1.1B

    CAT$11.8B

    CAT is 11 times BR

  • Operating margin

    BR17.0%

    CAT18.3%

    1.3 points apart

  • ROIC

    BR16.9%

    CAT21.1%

    4.2 points apart

  • P/E

    BR20.8

    CAT23.6

    CAT is 1.1 times BR

  • Dividend yield

    BR2.1%

    CAT1.0%

    1.1 points apart

  • 5-year return

    BR+19.3%

    CAT+211.6%

    192.3 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

BR+19.3%

CAT+211.6%

20040020222023202420252026
Returns by period
PeriodBRWith dividendsCATWith dividends
1 year since November 12, 2025-12.0%Price -14.0%+5.6%Price +4.7%
3 years since November 13, 2023+14.2%+4.5% a yearPrice +8.2%+158.3%+37.2% a yearPrice +148.4%
5 years since November 12, 2021+19.3%+3.6% a yearPrice +9.0%+211.6%+25.5% a yearPrice +186.8%
10 years since November 15, 2016+275.9%+14.2% a yearPrice +215.5%+685.9%+22.9% a yearPrice +535.5%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

BRBroadridge Financial SolutionsCATCaterpillar

Valuation

BRCAT
Valuation
Price$192.45$600.20
Market value$21.9B$279B
Enterprise value (EV)$25.0B$314B
P/E20.823.6
P/E, 5-year median31.317.5
P/B8.413.0
EV/EBIT19.522.0
Free cash flow yield6.1%4.0%

Results and growth

BRCAT
Results and growth
Revenue, 12 months$7.6B$77.8B
Net income, 12 months$1.1B$11.8B
Free cash flow, 12 months$1.3B$11.3B
Earnings per share, 12 months$9.03$25.49
Revenue growth, year on year8.5%4.3%
Revenue growth a year, past+8.4%over 5 years+10.1%over 5 years
EPS growth a year, past+15.6%over 5 years+28.1%over 5 years

Margins and returns on capital

BRCAT
Margins and returns on capital
Gross margin31.5%34.8%
Operating margin17.0%18.3%
Net margin14.0%15.2%
ROIC16.9%21.1%
ROE38.2%58.3%

Balance sheet

BRCAT
Balance sheet
Cash$285M$8.8B
Total debt$3.6B$43.3B
Net debt / EBITDA2.22.1
Interest cover11.3×–

Dividends and buybacks

BRCAT
Dividends and buybacks
Dividend yield2.1%1.0%
Dividend per share, 12 months$4.02$6.13
Dividend growth a year, past+11.1%over 5 years+7.6%over 5 years
Buyback yield2.8%1.9%
Shareholder yield4.8%2.9%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: BR or CAT

Didn't find what you were looking for?

Ask us
Which is bigger, Broadridge Financial Solutions or Caterpillar?

By market value, Caterpillar ($279B) is about 12.7 times Broadridge Financial Solutions ($21.9B), at today's prices.

How did BR and CAT stock do over the last 10 years?

Since November 15, 2016, BR's price moved +215.5% and CAT's +535.5%. With dividends: BR +275.9% (+14.2% a year), CAT +685.9% (+22.9% a year). Past returns do not predict future ones.

Which pays the higher dividend, BR or CAT?

The dividend yield at today's price is 2.09% for Broadridge Financial Solutions and 1.02% for Caterpillar. Over the last twelve months they paid $4.02 and $6.13 per share.

What is the P/E of BR and CAT?

At today's price, the P/E is 20.8 for BR and 23.6 for CAT. The median of the last five years was 31.3 and 17.5, which shows where each stands against its own past.

Which has the higher profit margins, Broadridge Financial Solutions or Caterpillar?

Over the last twelve months, the net margin was 14.0% for Broadridge Financial Solutions and 15.2% for Caterpillar, and the operating margin 17.0% and 18.3%. Revenue was $7.6B and $77.8B.

Which is the better investment, Broadridge Financial Solutions or Caterpillar?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.