Verdict: Side-by-side breakdown using the Bull Rankings model. IBM scored 58.3, BR scored 73.4 — BR leads.
Compare another set
IBM
International Business Machines Corporation
Information Technology Services · Quality-Growth
58.3
$227.13 · $214.0B
fundamentals as of
Score gap
15.1
BR leads
BR
Broadridge Financial Solutions, Inc.
Information Technology Services · Quality-Growth
73.4
$165.45 · $18.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestBR17.2x
Fastest growthBR+8.5%
Strongest balance sheetBR1.24
Highest qualityBR82 / 100
Largest discount to fair valueIBM-20%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
IBM
stronger →← stronger
BR
70
Qualityreturns · margins · balance sheet
82
60
Growthrevenue & earnings expansion
69
47
Valuevaluation vs sector peers
70
BR is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
IBM
BR
$13.1bA-
FCF
$1.2bC+
+7.6%B
Rev
+8.5%B
1.89D
D/E
1.24C
20.2xB+
P/E
17.2xA-
2.14C
PEG
1.80C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
IBM
BR
20% below
Price vs fair valuelower is cheaper
13% below
~0%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~3%/yr
+20%
1-yr DCF upside
+8%
+25%
5-yr DCF upside
+15%
+32%
10-yr DCF upside
+26%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IBM
No notable signals flagged.
BR
Why this score
Buying back stock
Raising its dividend
Durable high returns
The companies
IBMInternational Business Machines Corporation
Information Technology Services · $227.13 · beta 0.72
Why now
Information Technology Services · market cap $214.0b. Down 32% from 52-week high of $332.46 — deep drawdown territory. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $240.56 (implying +6% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 123% of net income — earnings translate cleanly into cash.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
BRBroadridge Financial Solutions, Inc.
Information Technology Services · $165.45 · beta 0.93
Why now
Information Technology Services · market cap $18.7b. Down 30% from 52-week high of $236.02 — deep drawdown territory. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $213.38 (implying +29% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 41% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 110% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where IBM and BR diverge
On the headline score the gap is 15.1 points in favor of BR. The widest single difference is Value, where BR leads by 22.9 points.
ValueIBM 47.0 · BR 69.9BR +22.9
QualityIBM 70.2 · BR 81.6BR +11.4
GrowthIBM 59.9 · BR 69.2BR +9.3
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is BR or IBM the better stock?
BR scores higher: BR 73.4, IBM 58.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do BR and IBM differ most?
The widest gap is value, where BR leads by 23 points on the 0–100 pillar scale. BR leads all three pillars, so the gap is broad rather than a single-measure difference.
How are BR and IBM scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.