Those Who Invested in Broadridge Financial Solutions (NYSE:BR) Five Years Ago Are up 86%
Those Who Invested in Broadridge Financial Solutions (NYSE:BR) Five Years Ago Are up 86%
If you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see the share price rise faster than the market. But Broadridge Financial Solutions, Inc. (NYSE:BR) has fallen short of that second goal, with a share price rise of 71% over five years, which is below the market return. On a brighter note, more newer shareholders are probably rather content with the 20% share price gain over twelve months.
如果您持有股票多年并希望获得盈利,您通常希望股价上涨的速度超过市场。但是,Broadridge金融解决方案公司(NYSE:BR)未能实现这一目标,股价在五年内上涨了71%,低于市场回报。但值得一提的是,在过去的十二个月中,较新的股东可能对股价上涨20%感到满意。
So let's assess the underlying fundamentals over the last 5 years and see if they've moved in lock-step with shareholder returns.
因此,让我们评估过去5年的基本面,看看它们是否和股东的回报率相符。
To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
引用巴菲特的话说,“船只会在世界各地航行,但是持平地球学会会蓬勃发展。在市场上,价格和价值之间将继续存在巨大的差距……”评估公司周围情绪变化的一种有缺陷但合理的方法是将每股收益(EPS)与股价进行比较。
During five years of share price growth, Broadridge Financial Solutions achieved compound earnings per share (EPS) growth of 7.5% per year. This EPS growth is slower than the share price growth of 11% per year, over the same period. So it's fair to assume the market has a higher opinion of the business than it did five years ago. And that's hardly shocking given the track record of growth.
在五年的股价上涨中,Broadridge金融解决方案的每股收益(EPS)年均复合增长率为7.5%。而股票在同期的年均涨幅为11%。因此,公众对这家公司的评价比五年前更高了。鉴于其增长记录,这并不令人震惊。
The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).
该公司的每股收益(随时间的推移)如下图所示(单击可查看确切数字)。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240809/0-e24a7bb36344d0367a0fd49af6ab7d51-0-6c8c6cfa9a870cb33827887bc63cd105.png/big)
We know that Broadridge Financial Solutions has improved its bottom line lately, but is it going to grow revenue? You could check out this free report showing analyst revenue forecasts.
我们知道Broadridge金融解决方案的底线最近有所改善,但它是否会增长营业收入?您可以查看这份免费的分析师收入预测报告。
What About Dividends?
那么分红怎么样呢?
It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. As it happens, Broadridge Financial Solutions' TSR for the last 5 years was 86%, which exceeds the share price return mentioned earlier. And there's no prize for guessing that the dividend payments largely explain the divergence!
对于任何一只股票,考虑到股息再投资的假设,TSR(总股东回报)包括分拆或折价资本募集的价值以及任何股息。可以说,TSR即使对于支付股息的股票也更能反映全貌。巧合的是,Broadridge金融解决方案过去5年的TSR为86%,超过了前面提到的股票回报。没有什么奖励可以猜出,股息支付在很大程度上解释了这种差异!
A Different Perspective
不同的观点
We're pleased to report that Broadridge Financial Solutions shareholders have received a total shareholder return of 22% over one year. Of course, that includes the dividend. That gain is better than the annual TSR over five years, which is 13%. Therefore it seems like sentiment around the company has been positive lately. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with Broadridge Financial Solutions , and understanding them should be part of your investment process.
我们很高兴地报告,Broadridge金融解决方案股东在过去的一年中收到了22%的总股东回报。当然,这包括股息。这一收益比五年的年TSR(13%)要好。因此,现在可能是深入了解该公司的好时机,这在最好的情况下可能暗示着一些真正的业务动能。虽然考虑到市场条件可能对股价产生不同的影响,但还有其他更重要的因素。例如,投资风险的隐现。我们已经发现Broadridge金融解决方案有1个警告信号,并且了解它们应该是你的投资过程的一部分。
But note: Broadridge Financial Solutions may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast).
但请注意:Broadridge金融解决方案可能不是最佳买入的股票。所以看看这个免费的有着过去盈利增长(以及进一步增长预测)的有趣公司列表。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
请注意,本文所引述的市场回报反映了目前在美国交易所上市的股票的市场加权平均回报。
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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。