Broadridge Financial Solutions Inc (BR) is undervalued and Fidelity National Information Services Inc (FIS) is undervalued.
Against our estimates of intrinsic value, FIS trades at the wider discount: a margin of safety of +71%, against +67% for BR.
Values as of the 22 Sept 2026 close.
A 8.0x revenue multiple, adjusted for growth and margin, values the shares at $499.58; the price of $163.02 is 67% below that value.
Leak Score 95/100 on 10 of 12 signals
Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $121.43; the price of $34.96 is 71% below that value, and 81% of that value comes from beyond year five.
Leak Score 58/100 on 8 of 12 signals
| Metric | BR | FIS |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $163.02 | $34.96 |
| Intrinsic value | $499.58 | $121.43 |
| Margin of safety | +67% | +71% |
| Leak Score | 95/100 (10/12) | 58/100 (8/12) |
| Market cap | $18.6B | $18.0B |
| Revenue growth, 5 years | 7.8% | -3.2% |
| Operating margin | 17.6% | 23.0% |
| Net margin | 15.0% | 27.6% |
| Return on equity | 40.9% | 22.3% |
| Debt to equity | 1.24 | 1.33 |
| P/E | 16.9x | 5.4x |
| Forward P/E | 14.1x | 5.2x |
| P/B | 6.5x | 1.1x |
| Dividend yield | 2.6% | 5.2% |