Broadridge Financial Solutions
Broadridge Financial Solutions returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q4 | Jun 30, 2026 | 18.32% | 18.3% | 19.87% | 40.92% | 12.86% | 10.6 pp |
| FY 2026 Q3 | Mar 31, 2026 | — | 18.02% | — | 42.32% | 12.89% | — |
| FY 2026 Q2 | Dec 31, 2025 | — | 17.68% | — | 41.79% | 12.65% | — |
| FY 2026 Q1 | Sep 30, 2025 | — | 18.05% | — | 38.22% | 11.34% | — |
| FY 2025 Q4 | Jun 30, 2025 | 17.84% | 17.6% | 104.92% | 34.81% | 10% | 10.1 pp |
| FY 2025 Q3 | Mar 31, 2025 | — | 16.02% | — | 33.92% | 9.55% | — |
| FY 2025 Q2 | Dec 31, 2024 | — | 15.4% | — | 35.34% | 9.35% | — |
| FY 2025 Q1 | Sep 30, 2024 | — | 14.14% | — | 31.81% | 8.54% | — |
| FY 2024 Q4 | Jun 30, 2024 | 15.24% | 16.07% | — | 31.67% | 8.47% | 7.5 pp |
| FY 2024 Q3 | Mar 31, 2024 | — | 14.34% | — | 32.77% | 8.4% | — |
| FY 2024 Q2 | Dec 31, 2023 | — | 14.42% | — | 35.48% | 8.52% | — |
| FY 2024 Q1 | Sep 30, 2023 | — | 14% | — | 33.41% | 8.3% | — |
| FY 2023 Q4 | Jun 30, 2023 | 13.64% | 14.76% | — | 30.32% | 7.69% | 5.9 pp |
| FY 2023 Q3 | Mar 31, 2023 | — | 11.41% | — | 29.03% | 6.61% | — |
| FY 2023 Q2 | Dec 31, 2022 | — | 11.14% | — | 30.14% | 6.59% | — |
| FY 2023 Q1 | Sep 30, 2022 | — | 10.51% | — | 28.56% | 6.48% | — |
| FY 2022 Q4 | Jun 30, 2022 | 11.17% | 11.1% | 116.1% | 28.92% | 6.62% | 3.5 pp |
| FY 2022 Q3 | Mar 31, 2022 | — | 12.32% | — | 32.34% | 8.15% | — |
| FY 2022 Q2 | Dec 31, 2021 | — | 12.54% | — | 33.93% | 8.32% | — |
| FY 2022 Q1 | Sep 30, 2021 | — | 12.71% | — | 34.66% | 8.59% | — |
| FY 2021 Q4 | Jun 30, 2021 | 13.21% | 13.08% | 1.27% | 34.7% | 8.42% | 5.5 pp |
| FY 2021 Q3 | Mar 31, 2021 | — | 17.75% | — | 37.02% | 10.23% | — |
| FY 2021 Q2 | Dec 31, 2020 | — | 18.77% | — | 40.53% | 11.22% | — |
| FY 2021 Q1 | Sep 30, 2020 | — | 17.55% | — | 36.95% | 10.53% | — |
| FY 2020 Q4 | Jun 30, 2020 | 20.02% | 18.86% | -5.83% | 37.39% | 10.55% | 12.3 pp |
| FY 2020 Q3 | Mar 31, 2020 | — | 17.3% | — | 33.71% | 9.77% | — |
| FY 2020 Q2 | Dec 31, 2019 | — | 19.08% | — | 37.49% | 10.89% | — |
| FY 2020 Q1 | Sep 30, 2019 | — | 20.9% | — | 38.8% | 12.13% | — |
| FY 2019 Q4 | Jun 30, 2019 | — | 23.29% | — | 43.4% | 13.42% | — |
| FY 2019 Q3 | Mar 31, 2019 | — | 24.13% | — | 41.66% | 14.27% | — |
| FY 2019 Q2 | Dec 31, 2018 | — | 21.16% | — | 40.29% | 13.4% | — |
| FY 2019 Q1 | Sep 30, 2018 | — | 22.52% | — | 40.03% | 13.77% | — |
| FY 2018 Q4 | Jun 30, 2018 | — | 24.12% | — | 40.79% | 13.26% | — |
| FY 2018 Q3 | Mar 31, 2018 | — | 24.7% | — | — | 12.14% | — |
| FY 2018 Q2 | Dec 31, 2017 | — | 24.28% | — | — | 12.06% | — |
| FY 2018 Q1 | Sep 30, 2017 | — | 22.37% | — | — | 11.12% | — |
| FY 2017 Q4 | Jun 30, 2017 | 22.41% | 23.15% | 9.77% | — | 10.84% | 14.7 pp |
| FY 2017 Q3 | Mar 31, 2017 | 20.28% | 23.49% | 2.16% | — | 10.75% | 12.6 pp |
| FY 2017 Q2 | Dec 31, 2016 | 19.44% | 23.3% | 2.16% | — | 11.19% | 11.7 pp |
| FY 2017 Q1 | Sep 30, 2016 | 20.03% | 24.22% | 4.49% | — | 11.74% | 12.3 pp |
| FY 2016 Q4 | Jun 30, 2016 | 23.35% | 23.18% | 43.22% | — | 11.72% | 15.7 pp |
| FY 2016 Q3 | Mar 31, 2016 | 24.99% | 26.63% | — | — | 12.62% | 17.3 pp |
| FY 2016 Q2 | Dec 31, 2015 | 24.24% | 26.2% | — | — | 13.19% | 16.5 pp |
| FY 2016 Q1 | Sep 30, 2015 | 24.19% | 26.05% | — | — | 13.16% | 16.5 pp |
| FY 2015 Q4 | Jun 30, 2015 | 23.62% | 24.61% | 15.56% | — | 12.59% | 15.9 pp |
| FY 2015 Q3 | Mar 31, 2015 | — | — | — | — | 11.85% | — |
| FY 2015 Q2 | Dec 31, 2014 | — | — | — | — | 12.79% | — |
| FY 2015 Q1 | Sep 30, 2014 | — | — | — | — | 12.6% | — |
| FY 2014 Q4 | Jun 30, 2014 | 23.77% | 24.29% | 79.91% | — | 12.49% | 16.1 pp |
| FY 2014 Q3 | Mar 31, 2014 | — | — | — | 30.83% | 12.71% | — |
| FY 2014 Q2 | Dec 31, 2013 | — | — | — | 30.47% | 13.17% | — |
| FY 2014 Q1 | Sep 30, 2013 | — | — | — | 29.27% | 12.75% | — |
| FY 2013 Q4 | Jun 30, 2013 | 19.93% | 20.68% | 433.33% | 25.45% | 10.59% | 12.2 pp |
| FY 2013 Q3 | Mar 31, 2013 | — | — | — | 20.47% | — | — |
| FY 2013 Q2 | Dec 31, 2012 | — | — | — | 17.13% | — | — |
| FY 2013 Q1 | Sep 30, 2012 | — | — | — | 15.83% | 6.66% | — |
| FY 2012 Q4 | Jun 30, 2012 | 11.71% | 14.89% | — | 15% | 6.35% | 4 pp |
| FY 2012 Q3 | Mar 31, 2012 | 13.94% | 19.17% | — | 20.95% | 8.09% | 6.2 pp |
| FY 2012 Q2 | Dec 31, 2011 | 17.1% | 19.06% | — | 22.4% | 9.93% | 9.4 pp |
| FY 2012 Q1 | Sep 30, 2011 | 17.33% | 19.23% | — | 22.81% | 10.04% | 9.6 pp |
| FY 2011 Q4 | Jun 30, 2011 | — | — | — | — | — | — |
| FY 2011 Q3 | Mar 31, 2011 | — | — | — | — | — | — |
| FY 2011 Q2 | Dec 31, 2010 | — | — | — | — | — | — |
| FY 2011 Q1 | Sep 30, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · BR, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.