Compare Stocks › BR vs JPM
Broadridge Financial Solutions, Inc. (BR) vs JPMorgan Chase & Co. (JPM)
BR
Broadridge Financial Solutions, Inc.
$174.38
VS
JPM
JPMorgan Chase & Co.
$287.97
Rewards
BR
- ★Broadridge Financial Solutions, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Broadridge Financial Solutions, Inc. scores 91/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Free cash flow has grown at a 41.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
JPM
- ★Each dollar of retained earnings has created $3.95 of market value — management is an exceptional capital allocator.
Risks
BR
- ⚠FCF yield of 5.9% suggests reasonable valuation assuming continued moderate growth.
JPM
- ⚠Gross margin of 0.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠JPMorgan Chase & Co. scores only 18/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Altman Z-Score of 0.30 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
Key Valuation Metrics
Learn more →BR
JPM
Valuation
$1.20B
Free Cash Flow
N/A
5.88%
FCF Yield
N/A
19.31
Trailing P/E
14.39
16.85
Forward P/E
12.26
Quality & Moat
10.91%
ROIC
5.32%
29.16%
ROE
N/A
31.22%
Gross Margin
0.00%
0.19
PEG Ratio
N/A
Balance Sheet Safety
1.17
Debt / Equity
N/A
N/A
Interest Coverage
N/A
1.72
Net Debt / EBITDA
N/A
2.24%
Dividend Yield
2.08%
BR: 3Ties: 1JPM: 2
BRJPM
Historical Fundamentals
Learn more →BR
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
JPM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →BR
$9.77
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.07B
Δ Market Cap
+$10.42B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
JPM
$3.95
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$120.20B
Δ Market Cap
+$475.31B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →BR
25.0% Overvalued
Price is 25.0% above estimated fair value
Current Price: $174.38
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $139.53
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
JPM
46.5% Margin of Safety
Price is 46.5% below estimated fair value
Current Price: $287.97
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $538.22
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →BR
What growth rate is the market pricing in at $174?
+12.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +7.4%
The market implies +12.2% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +7.4%, reflecting heavy growth investment expected to generate future returns.
JPM
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →BR
91/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
JPM
18/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →BR
-2.66
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
JPM
-2.17
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →BR
Insiders 0.5%Institutions 94.9%Retail & Other 4.6%
No. of Institutional Holders1,556
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
JPM
Insiders 0.4%Institutions 75.0%Retail & Other 24.6%
No. of Institutional Holders6,240
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →BR
1
Buys (3M)
1
Buys (12M)
Total value (12M): $1.03M
GOKEY TIMOTHY C.
Chief Executive Officer
$1.03M
@ $194.49 · 2026-03-06
Open market purchases · includes direct & indirect ownership · excludes option exercises
JPM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →BR
1
Sells (3M)
17
Sells (12M)
Total value (12M): $52.19M
DUELKS ROBERT N
Director
$48,728
@ $192.60 · 2026-02-06
CAREY THOMAS PATRICK
Officer
$2.34M
@ $229.26 · 2025-12-03
PERRY CHRISTOPHER JOHN
President
$900,384
@ $226.00 · 2025-11-18
GOKEY TIMOTHY C.
Chief Executive Officer
$1.47M
@ $258.37 · 2025-08-25
GOKEY TIMOTHY C.
Chief Executive Officer
$1.48M
@ $260.87 · 2025-08-18
GOKEY TIMOTHY C.
Chief Executive Officer
$35.10M
@ $260.36 · 2025-08-15
PERRY CHRISTOPHER JOHN
President
$1.85M
@ $262.72 · 2025-08-12
DUELKS ROBERT N
Director
$122,575
@ $245.15 · 2025-06-06
DESCHUTTER DOUGLAS RICHARD
President
$1.20M
@ $245.76 · 2025-06-06
MARKUS MAURA A
Director
$864,408
@ $243.08 · 2025-06-04
DESCHUTTER DOUGLAS RICHARD
Officer
$1.21M
@ $239.55 · 2025-05-27
CARTER PAMELA LYNN
Director
$1.17M
@ $242.23 · 2025-05-20
JARKOWSKI HOPE M.
Officer
$257,615
@ $240.99 · 2025-05-15
CAREY THOMAS PATRICK
Officer
$855,798
@ $237.26 · 2025-05-13
STINGI RICHARD JOHN
Officer
$187,848
@ $234.81 · 2025-05-07
JARKOWSKI HOPE M.
Officer
$251,220
@ $235.22 · 2025-05-07
GOKEY TIMOTHY C.
Chief Executive Officer
$2.87M
@ $245.07 · 2025-04-02
GOKEY TIMOTHY C.
Chief Executive Officer
$22.59M
@ $235.43 · 2025-03-10
PERRY CHRISTOPHER JOHN
President
$5.26M
@ $235.23 · 2025-03-07
DUELKS ROBERT N
Director
$1.99M
@ $237.15 · 2025-02-26
KELLER BRETT A
Director
$1.31M
@ $240.40 · 2025-02-06
MATLIN LAURA
General Counsel
$124,181
@ $241.60 · 2025-02-04
CAREY THOMAS PATRICK
Officer
$3.62M
@ $230.32 · 2024-12-03
MATLIN LAURA
Officer
$1.55M
@ $227.65 · 2024-11-12
MARKUS MAURA A
Director
$880,836
@ $227.02 · 2024-11-11
CAREY THOMAS PATRICK
Officer
$2.44M
@ $226.82 · 2024-11-11
DESCHUTTER DOUGLAS RICHARD
Officer
$5.33M
@ $220.21 · 2024-11-07
PERRY CHRISTOPHER JOHN
President
$3.74M
@ $213.41 · 2024-09-10
DALY RICHARD J
Officer and Director
$4.56M
@ $207.66 · 2024-09-06
BRUN LESLIE A
Director
$1.21M
@ $210.05 · 2024-08-26
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
JPM
12
Sells (3M)
30
Sells (12M)
Total value (12M): $104.76M
LEOPOLD ROBIN
Officer
$132,684
@ $307.14 · 2026-02-19
ROHRBAUGH TROY L
Officer
$15.36M
@ $307.11 · 2026-02-19
BARNUM JEREMY
Chief Financial Officer
$886,157
@ $306.42 · 2026-02-17
BEER LORI A
Chief Technology Officer
$627,207
@ $306.40 · 2026-02-17
ERDOES MARY E.
Officer
$1.76M
@ $306.41 · 2026-02-17
PETNO DOUGLAS B
Officer
$1.07M
@ $306.40 · 2026-02-17
PIEPSZAK JENNIFER A
Chief Operating Officer
$2.68M
@ $312.79 · 2026-01-16
BARNUM JEREMY
Chief Financial Officer
$904,890
@ $312.79 · 2026-01-16
BEER LORI A
Chief Technology Officer
$640,295
@ $312.80 · 2026-01-16
ERDOES MARY E.
Officer
$1.79M
@ $312.78 · 2026-01-16
PETNO DOUGLAS B
Officer
$1.09M
@ $312.80 · 2026-01-16
BACON ASHLEY
Officer
$2.30M
@ $312.79 · 2026-01-16
LEOPOLD ROBIN
Officer
$301,311
@ $311.92 · 2025-11-07
BAMMANN LINDA B.
Director
$2.83M
@ $297.94 · 2025-09-02
BACON ASHLEY
Officer
$1.39M
@ $267.44 · 2025-06-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.61M
@ $262.47 · 2025-06-05
BEER LORI A
Chief Technology Officer
$1.57M
@ $267.09 · 2025-05-16
LAKE MARIANNE
Officer
$3.28M
@ $267.08 · 2025-05-16
PETNO DOUGLAS B
Officer
$2.71M
@ $266.89 · 2025-05-15
ERDOES MARY E.
Officer
$3.69M
@ $262.54 · 2025-05-13
BACON ASHLEY
Officer
$1.37M
@ $262.53 · 2025-05-13
ROHRBAUGH TROY L
Officer
$3.29M
@ $263.08 · 2025-05-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.54M
@ $250.76 · 2025-05-06
BARNUM JEREMY
Chief Financial Officer
$10.03M
@ $250.77 · 2025-05-06
BAMMANN LINDA B.
Director
$2.38M
@ $250.00 · 2025-05-06
DIMON JAMES
Chief Executive Officer
$31.50M
@ $235.68 · 2025-04-14
LEOPOLD ROBIN
Officer
$308,652
@ $246.92 · 2025-03-24
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.06M
@ $247.03 · 2025-03-24
ROHRBAUGH TROY L
Officer
$6.18M
@ $247.02 · 2025-03-24
BEER LORI A
Chief Technology Officer
$506,698
@ $246.93 · 2025-03-24
LEOPOLD ROBIN
Officer
$337,610
@ $270.09 · 2025-02-20
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.15M
@ $269.85 · 2025-02-20
ROHRBAUGH TROY L
Officer
$10.12M
@ $269.84 · 2025-02-20
BEER LORI A
Chief Technology Officer
$554,054
@ $269.88 · 2025-02-20
FRIEDMAN STACEY R.
General Counsel
$919,371
@ $278.34 · 2025-02-18
ERDOES MARY E.
Officer
$1.47M
@ $278.37 · 2025-02-18
PETNO DOUGLAS B
Officer
$971,646
@ $278.41 · 2025-02-18
FRIEDMAN STACEY R.
General Counsel
$838,778
@ $253.94 · 2025-01-16
ERDOES MARY E.
Officer
$1.34M
@ $253.97 · 2025-01-16
BACON ASHLEY
Officer
$1.81M
@ $253.94 · 2025-01-16
PETNO DOUGLAS B
Officer
$886,565
@ $253.96 · 2025-01-16
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →BR
😨Fear(32/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
JPM
😐Neutral(51/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →BR
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (32)
JPM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (51)