BR
ACCE-researchedOverview
ACCE thesis
Broadridge processes proxy voting, regulatory communications, and trade settlements for 90% of North American public companies, creating a quasi-monopolistic position in financial infrastructure that's both sticky and regulated. The company benefits from structural growth in trading volumes, increased regulatory complexity, and the ongoing shift from paper to digital communications across capital markets. Management expects their investor communication platform to capture more wallet share as asset managers face mounting pressure to improve shareholder engagement and ESG reporting. Trading revenue jumped 23% last quarter on higher retail activity, while recurring revenue now represents 85% of total sales, providing visibility into the $6.8 billion revenue base. The stock trades at 13.8x forward earnings despite operating margins expanding 180 basis points over the past two years.
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Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| FIS | Fidelity National Information Services Inc. Common Stock | $18.4B | 5.5 | 22.4% | 0.94 | 4.6% | - | Compare |
| CDW | CDW Corporation Common Stock | $18.3B | 17.6 | 44.0% | 2.16 | 1.7% | - | Compare |
| CAP.PA | Capgemini | $19.9B | 13.3 | 12.2% | 0.72 | 3.2% | - | Compare |
| WIPRO.NS | Wipro Limited | $16.9B | 13.0 | 16.1% | 27.40 | 4.8% | - | Compare |
| WIT | Wipro Limited Common Stock | $16.4B | 12.8 | 16.1% | 0.19 | 5.2% | - | Compare |
| LDOS | Leidos Holdings Inc. Common Stock | $16.0B | 11.9 | 27.8% | 0.95 | 1.3% | - | Compare |
Sector report card
Where BR ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 15, 2026One Year, $330 Million: TappAlpha's TDAQ Triples a Threshold Nearly 90% of Active ETFs Never Reach
- Business Wire•Sep 14, 2026Zelis® Names Jim Young Chief Financial & Administrative Officer, Succeeding Retiring Brian Gladden
- PR Newswire•Sep 2, 202666degrees Appoints Subhashini Panyam as Chief People Officer to Lead People Strategy and Scale AI-Native Forward Deployed Engineering Model
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