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Broadridge Financial Solutions, Inc. (BR) vs Eli Lilly and Company (LLY): Which Is the Better Buy in 2026?

As of 2026-09-17, BR is undervalued at $165, with a DCF intrinsic value of $259 and a margin of safety of 36%. LLY is undervalued at $1144, with an intrinsic value of $1598 and a margin of safety of 28%. Of the two, BR has the wider margin of safety.

BR
Broadridge Financial Solutions, Inc.
$165.36
VS
LLY
Eli Lilly and Company
$1144.32

Rewards

BR
  • ★Broadridge Financial Solutions, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • ★Broadridge Financial Solutions, Inc. scores 95/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • ★Free cash flow has grown at a 18.1% CAGR over the past 4 years, demonstrating strong earnings power growth.
LLY
  • ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Gross margin of 83.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

Risks

BR
  • ⚠FCF yield of 6.3% suggests reasonable valuation assuming continued moderate growth.
LLY
  • ⚠FCF yield of 1.1% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
  • ⚠Insiders have sold $10.0M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

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BR
LLY
Valuation
$1.19B
Free Cash Flow
$11.07B
6.34%
FCF Yield
1.08%
17.21
Trailing P/E
38.39
14.28
Forward P/E
24.18
Quality & Moat
22.85%
ROIC
38.43%
40.92%
ROE
102.29%
31.78%
Gross Margin
83.40%
1.94
PEG Ratio
1.12
Balance Sheet Safety
1.10
Net Debt / Equity
1.36
N/A
Interest Coverage
N/A
1.72
Net Debt / EBITDA
1.10
2.61%
Dividend Yield
0.61%
BR: 5Ties: 1LLY: 6
BRLLY

Historical Fundamentals

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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. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

LLY

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

$1 Retained Earnings Test

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BR
$-3.76
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$1.45B
Δ Market Cap
$-5.44B
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
LLY
$27.49
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$22.34B
Δ Market Cap
+$614.01B
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

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

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BR
36.2% Margin of Safety
Price is 36.2% below estimated fair value
Current Price: $165.36
Fair Value: $259.20
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
LLY
28.4% Margin of Safety
Price is 28.4% below estimated fair value
Current Price: $1144.32
Fair Value: $1597.97
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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BR

What growth rate is the market pricing in at $165?

+4.9%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.6%

The market implies +4.9% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +6.6%, reflecting heavy growth investment expected to generate future returns.

LLY

What growth rate is the market pricing in at $1144?

+20.6%
Market-Implied Owner Earnings Growth
Standard FCF implies +29.4%

The market implies +20.6% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +29.4%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

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BR
95/100
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.
LLY
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.

Forensic Accounting

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BR
-2.55
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.
LLY
-1.83
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

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BR
Insiders 0.5%Institutions 98.1%Retail & Other 1.3%
No. of Institutional Holders1,445
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.
LLY
Insiders 0.2%Institutions 85.3%Retail & Other 14.5%
No. of Institutional Holders5,890
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

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BR
0
Buys (3M)
2
Buys (12M)
Total value (12M): $1.04M
MARKUS MAURA A
Director
$9,437
@ $157.28 · 2026-03-27
GOKEY TIMOTHY C.
Chief Executive Officer
$1.03M
@ $194.49 · 2026-03-06
Open market purchases · includes direct & indirect ownership · excludes option exercises
LLY
0
Buys (3M)
0
Buys (12M)
MONTARCE LUCAS E
Chief Financial Officer
$494,627
@ $691.79 · 2025-08-15
ALVAREZ RALPH
Director
$500,473
@ $660.25 · 2025-08-13
VAN NAARDEN JACOB S.
Officer
$647,360
@ $647.36 · 2025-08-13
FYRWALD J. ERIK
Director
$1.01M
@ $642.33 · 2025-08-12
RICKS DAVID A
Chief Executive Officer
$1.05M
@ $644.77 · 2025-08-12
SKOVRONSKY DANIEL
Officer
$634,405
@ $634.40 · 2025-08-12
SULZBERGER GABRIELLE
Director
$75,018
@ $641.18 · 2025-08-12
JACKSON JAMERE
Director
$127,913
@ $639.57 · 2025-08-08
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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BR
0
Sells (3M)
4
Sells (12M)
Total value (12M): $3.60M
JARKOWSKI HOPE M.
Officer
$304,720
@ $154.99 · 2026-06-04
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
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
LLY
2
Sells (3M)
40
Sells (12M)
Total value (12M): $3.64B
JONSSON PATRIK
Officer
$7.64M
@ $1175.10 · 2026-08-17
ZAKROWSKI DONALD A
Officer
$2.37M
@ $1185.01 · 2026-08-10
YUFFA ILYA
Officer
$2.88M
@ $1150.77 · 2026-06-10
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$15.75M
@ $995.36 · 2026-05-06
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$322.38M
@ $1103.48 · 2026-01-07
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$1.51M
@ $1085.01 · 2026-01-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$3.90M
@ $1085.04 · 2025-12-29
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$2.85M
@ $1085.17 · 2025-12-24
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$260,409
@ $1085.04 · 2025-12-23
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$161.08M
@ $1095.35 · 2025-11-25
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$17.34M
@ $1109.30 · 2025-11-25
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$152.06M
@ $1068.52 · 2025-11-24
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$111.50M
@ $1058.66 · 2025-11-21
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$39.07M
@ $1051.66 · 2025-11-20
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$176.10M
@ $1051.17 · 2025-11-19
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$62.31M
@ $1034.78 · 2025-11-18
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$10.19M
@ $1030.68 · 2025-11-17
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$183.80M
@ $1030.87 · 2025-11-14
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$48.02M
@ $1030.26 · 2025-11-13
ZAKROWSKI DONALD A
Officer
$1.01M
@ $1010.50 · 2025-11-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$308.41M
@ $1011.18 · 2025-11-12
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$279.35M
@ $986.64 · 2025-11-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$16.41M
@ $972.52 · 2025-11-10
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$167.09M
@ $933.26 · 2025-11-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$38.47M
@ $951.56 · 2025-11-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$479,038
@ $910.72 · 2025-11-04
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$266.65M
@ $888.83 · 2025-11-03
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$260.17M
@ $863.35 · 2025-10-31
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$3.16M
@ $863.24 · 2025-10-10
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$9.04M
@ $852.49 · 2025-10-09
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$86.23M
@ $850.27 · 2025-10-08
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$22.72M
@ $848.01 · 2025-10-07
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$137.04M
@ $850.22 · 2025-10-06
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$161.22M
@ $837.93 · 2025-10-03
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$92.50M
@ $821.55 · 2025-10-02
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$107.36M
@ $794.15 · 2025-10-01
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$177.29M
@ $821.47 · 2025-10-01
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$86.79M
@ $763.39 · 2025-09-30
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$18.06M
@ $763.09 · 2025-09-19
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$81.53M
@ $764.65 · 2025-09-18
ZAKROWSKI DONALD A
Officer
$734,930
@ $734.93 · 2025-08-28
YUFFA ILYA
Officer
$783,762
@ $627.01 · 2025-08-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$225.42M
@ $805.07 · 2025-07-24
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

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BR
FearGreed
😨Fear(35/100)

"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.
LLY
FearGreed
😐Neutral(56/100)

"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

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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 (35)
LLY
⚪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 (56)
View BR Full AnalysisView LLY Full Analysis

Frequently Asked Questions: BR vs LLY

Is Broadridge Financial Solutions, Inc. or Eli Lilly and Company more undervalued in 2026?▼

Based on our discounted cash flow model, BR trades at a 36.2% margin of safety (intrinsic value $259 vs. price $165), compared to LLY's 28.4% margin of safety (intrinsic $1598 vs. $1144).

Which stock has a wider economic moat, Broadridge Financial Solutions, Inc. or Eli Lilly and Company?▼

BR scores 95/100 (Wide moat), while LLY scores 73/100 (Wide moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Which company has better free cash flow, Broadridge Financial Solutions, Inc. or Eli Lilly and Company?▼

Broadridge Financial Solutions, Inc. (BR) generates a 6.3% free cash flow yield, compared to Eli Lilly and Company's 1.1%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

Which stock has higher return on invested capital, Broadridge Financial Solutions, Inc. or Eli Lilly and Company?▼

LLY earns 38.4% ROIC versus BR's 22.9%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

Which dividend is safer, Broadridge Financial Solutions, Inc.'s or Eli Lilly and Company's?▼

BR's dividend earns a safety score of 94/100 (Very Safe), compared to LLY's 64/100 (Safe). BR has raised its dividend for 3 consecutive years.