BR vs LDOS

Broadridge Financial Solutions and Leidos, both Technology

Broadridge Financial Solutions is the larger company at $16B against $13B. On trailing earnings LDOS is the cheaper of the two at a P/E of 12.6 against 19.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year LDOS returned -20% against -31% for BR. Ryufin's sector-relative Smart Score puts BR ahead, 9/10 against 8/10.

Broadridge Financial Solutions and Leidoscompared on valuation, return and Ryufin’s Smart Score
FigureBRLDOS
Last close$182$137
Market cap$16B$13B
Trailing P/Elower is cheaper for the same earnings, not automatically better19.412.6
Dividend yield1.9%1.2%
1-year return-31%-20%
5-year return+14%+38%
Ryufin Smart Scoresector-relative, 1–109/108/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Broadridge Financial Solutions

Revenue of $2.0B in Q3 2026, net income $276M. Its largest reported line is Recurring Fee Revenue Global Technology And Operations, 24% of the disclosed total.

Leidos

Revenue of $4.4B in Q1 2026, net income $328M. Its largest reported line is Intelligence And Digital, 49% of the disclosed total.

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