AIEQ · Exit · 1d
weight 0.890% → 0 (exited)·stock up 14.6% in the 30 days before
Sep 1·entry $180.39·now $178.91
-0.82%
since Sep 1
BR
GrowthBroadridge Financial Solutions,
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions.
Close · 3M
+15.37%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate69% (9/13)
Avg buy return+8.56%
AIEQ · Accumulation · 5d
weight 0.800% → 0.900% (+0.100 pp)·stock up 14.8% in the 30 days before
Aug 26·entry $181.60·now $178.91Fresh
-1.48%
since Aug 26
AIEQ · Accumulation · 5d
weight 0.810% → 0.900% (+0.090 pp)·stock up 21.0% in the 30 days before
Aug 25·entry $184.82·now $178.91Fresh
-3.20%
since Aug 25
AIEQ · Weight increase · 4d
weight 0.800% → 0.880% (+0.080 pp)·stock up 26.2% in the 30 days before
Aug 23·entry $185.45·now $178.91Fresh
-3.53%
since Aug 23
AIEQ · Weight increase · 3d
weight 0.800% → 0.870% (+0.070 pp)·stock up 26.2% in the 30 days before
Aug 21·entry $182.18·now $178.91Fresh
-1.79%
since Aug 21
AIEQ · Weight increase · 2d
weight 0.800% → 0.860% (+0.060 pp)·stock up 23.9% in the 30 days before
Aug 20·entry $178.50·now $178.91Fresh
+0.23%
since Aug 20
AIEQ · Weight increase · 3d
weight 0.750% → 0.810% (+0.060 pp)·stock up 13.0% in the 30 days before
Aug 8·entry $173.40·now $178.91Drifting
+3.18%
since Aug 8
AIEQ · Weight increase · 2d
weight 0.750% → 0.800% (+0.050 pp)·stock up 13.0% in the 30 days before
Aug 7·entry $166.50·now $178.91Drifting
+7.45%
since Aug 7
AIEQ · Sudden change · 1d
weight 0.080% → 0.750% (+0.670 pp)·stock up 9.2% in the 30 days before
Aug 2·entry $157.34·now $178.91
+13.71%
since Aug 2
+16.29%
since May 3
PQUS · Exit · 1d
weight 0.100% → 0 (exited)·stock up 18.7% in the 30 days before
Aug 28·entry $183.64·now $178.91
-2.58%
since Aug 28
PQUS · Weight decrease · 2d
weight 0.700% → 0.260% (-0.440 pp)·stock up 13.0% in the 30 days before
Aug 7·entry $166.50·now $178.91
+7.45%
since Aug 7
PQUS · Weight decrease · 2d
weight 0.740% → 0.700% (-0.040 pp)·stock up 9.2% in the 30 days before
Aug 2·entry $157.34·now $178.91
+13.71%
since Aug 2
PQUS · Weight increase · 2d
weight 0.640% → 0.740% (+0.100 pp)·stock up 9.2% in the 30 days before
Jul 31·entry $153.95·now $178.91Chased
+16.21%
since Jul 31
PQUS · Weight increase · 2d
weight 0.600% → 0.640% (+0.040 pp)·stock up 6.3% in the 30 days before
Jul 26·entry $152.78·now $178.91Chased
+17.10%
since Jul 26
PQUS · Weight increase · 2d
weight 0.560% → 0.630% (+0.070 pp)·stock up 4.2% in the 30 days before
Jul 18·entry $150.02·now $178.91Chased
+19.26%
since Jul 18
PQUS · Weight decrease · 2d
weight 0.550% → 0.530% (-0.020 pp)·stock down 7.0% in the 30 days before
Jul 2·entry $143.95·now $178.91
+24.29%
since Jul 2
PQUS · Weight increase · 2d
weight 0.420% → 0.550% (+0.130 pp)·stock down 6.2% in the 30 days before
Jun 26·entry $137.93·now $178.91Chased
+29.71%
since Jun 26
PQUS · Weight increase · 2d
weight 0.610% → 0.630% (+0.020 pp)·stock down 4.4% in the 30 days before
May 31·entry $159.96·now $178.91Chased
+11.85%
since May 31
PQUS · Weight decrease · 2d
weight 0.540% → 0.520% (-0.020 pp)·stock down 3.4% in the 30 days before
May 8·entry $149.50·now $178.91
+19.67%
since May 8
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 23
The AI ETFs, AIEQ and PQUS, currently hold Broadridge, with AIEQ showing a consistent weight increase trend, suggesting a positive outlook. In contrast, the Buffett-style framework, while recognizing potential business strengths, cannot issue a 'Pass' verdict due to insufficient financial data for a comprehensive assessment of financial health, management quality, and margin of safety.
- Circle of CompetenceBroadridge provides essential, recurring, and often regulatory-driven technology and outsourcing services to the financial industry, suggesting stable and predictable unit economics.
- Economic MoatThe company benefits from high switching costs due to its embedded role in clients' critical financial infrastructure and compliance processes, alongside scale advantages in a specialized sector.
- ManagementThe provided data does not offer sufficient information to assess management's candidness in communications, capital allocation discipline, or extent of skin in the game.
- Financial HealthWhile the most recent ROE is high, the framework requires a 10-year average ROE, stable operating margins, manageable debt, and consistent owner earnings, none of which can be fully assessed from the limited data provided.
- Margin of SafetyWithout a clear intrinsic value estimate based on detailed financial projections, it is impossible to determine if the current price offers a defensible margin of safety.
Broadridge appears to operate within a predictable industry and possesses a strong economic moat due to high switching costs and regulatory importance. However, the available financial data is insufficient to fully evaluate management quality, long-term financial health metrics, and whether the current price offers a margin of safety as required by the framework. Without this crucial information, a confident 'Pass' cannot be achieved, resulting in a 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.