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Broadridge Financial Solutions vs Shift4 Payments: BR and FOUR compared
Broadridge Financial Solutions is the larger company: $1.7B of revenue in its latest quarter (Q1 FY27) against $1.3B for Shift4 Payments (Q3 2026). Shift4 Payments is growing faster (+12% against +5% a year earlier). Broadridge Financial Solutions is more profitable, with an operating margin of 10.4% against 9.9%.
Where the money goes: BR and FOUR
Broadridge Financial Solutions (BR) · Q1 FY27
Broadridge Financial Solutions, Q1 FY27: revenue $1.7B (+5% year over year), operating margin 10.4%, net earnings $94.8M, operating cash flow $93.2M. The chart follows the revenue to costs, profit and cash.
Shift4 Payments (FOUR) · Q3 2026
Shift4 Payments, Q3 2026: revenue $1.3B (+12% year over year), operating margin 9.9%, net earnings $38.0M, operating cash flow $221M. The chart follows the revenue to costs, profit and cash.
| Broadridge Financial Solutions (BR) | Shift4 Payments (FOUR) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q3 2026 |
| Revenue | $1.7B | $1.3B |
| Revenue growth, Y/Y | +5% | +12% |
| Operating margin | 10.4% | 9.9% |
| Net earnings | $94.8M | $38.0M |
| Net margin | 5.7% | 2.9% |
| Operating cash flow | $93.2M | $221M |
| Free cash flow | $77.9M | $216M |
| Market value | $21.6B | $3.3B |
| P/E | 21.0× | 25.5× |
| Analysts’ mean target | $209.25 | $50.50 |
Where the revenue comes from
Broadridge Financial Solutions
- Recurring revenues: $1.1B (65%)
- Distribution revenues: $518M (31%)
- Event-driven revenues: $67.4M (4%)
Shift4 Payments
- Payments-based revenue: $1.1B (81%)
- TFS revenue: $139M (11%)
- Subscription and other revenue: $107M (8%)
Questions
Which is bigger, Broadridge Financial Solutions or Shift4 Payments?
Broadridge Financial Solutions is the larger company: $1.7B of revenue in its latest quarter (Q1 FY27) against $1.3B for Shift4 Payments (Q3 2026).
Is Broadridge Financial Solutions or Shift4 Payments growing faster?
Shift4 Payments is growing faster (+12% against +5% a year earlier).
Which is more profitable, Broadridge Financial Solutions or Shift4 Payments?
Broadridge Financial Solutions is more profitable, with an operating margin of 10.4% against 9.9%.
More: Broadridge Financial Solutions earnings · how Broadridge Financial Solutions makes money · Shift4 Payments earnings · how Shift4 Payments makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 3, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.