BLK vs. BR
BLK (BlackRock, Inc.) and BR (Broadridge Financial Solutions, Inc.) are both stocks. BLK operates in Asset Management (Financial Services), while BR operates in Information Technology Services (Technology). Over the past 10 years, BLK returned 14.55%/yr vs 10.42%/yr for BR. At a 0.47 correlation, their price movements are largely independent.
Performance
BLK vs. BR - Performance Comparison
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Returns By Period
In the year-to-date period, BLK achieves a -2.50% return, which is significantly higher than BR's -34.29% return. Over the past 10 years, BLK has outperformed BR with an annualized return of 14.55%, while BR has yielded a comparatively lower 10.42% annualized return.
BLK
- 1D
- 1.52%
- 1M
- -5.14%
- YTD
- -2.50%
- 6M
- -4.18%
- 1Y
- 6.62%
- 3Y*
- 17.07%
- 5Y*
- 5.74%
- 10Y*
- 14.55%
BR
- 1D
- 0.68%
- 1M
- 1.34%
- YTD
- -34.29%
- 6M
- -36.25%
- 1Y
- -38.35%
- 3Y*
- -0.94%
- 5Y*
- -0.50%
- 10Y*
- 10.42%
BLK vs. BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | -2.50% | 6.55% | 29.29% | 17.86% | -20.40% | 29.39% | 47.21% | 31.87% | -21.59% | 38.20% |
BR Broadridge Financial Solutions, Inc. | -34.29% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
Correlation
The correlation between BLK and BR is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.47 |
Over the past year, the correlation between BLK and BR has dropped to 0.18 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
Fundamentals
BLK:
$170.28B
BR:
$16.95B
BLK:
$38.89
BR:
$9.35
BLK:
26.53
BR:
15.50
BLK:
6.46
BR:
2.33
BLK:
3.00
BR:
6.01
BLK:
$25.71B
BR:
$7.32B
BLK:
$15.21B
BR:
$2.29B
BLK:
$9.79B
BR:
$1.98B
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Return for Risk
BLK vs. BR — Risk / Return Rank
BLK
BR
BLK vs. BR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and Broadridge Financial Solutions, Inc. (BR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLK | BR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.76 | ||
| Sortino ratioReturn per unit of downside risk | +2.77 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.73 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | -0.84 | +1.14 |
| Martin ratioReturn relative to average drawdown | 0.66 | -1.55 | +2.21 |
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Drawdowns
BLK vs. BR - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, roughly equal to the maximum BR drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for BLK and BR.
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Drawdown Indicators
| BLK | BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.36% | -59.02% | -1.34% |
Max Drawdown (1Y)Largest decline over 1 year | -22.45% | -45.55% | +23.10% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -45.55% | +21.81% |
Max Drawdown (5Y)Largest decline over 5 years | -43.90% | -45.55% | +1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.90% | -45.55% | +1.65% |
Current DrawdownCurrent decline from peak | -12.80% | -44.60% | +31.80% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -9.04% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.05% | 24.78% | -14.73% |
Volatility
BLK vs. BR - Volatility Comparison
BlackRock, Inc. (BLK) and Broadridge Financial Solutions, Inc. (BR) have volatilities of 8.55% and 8.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLK | BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 8.82% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 20.59% | 21.61% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.90% | 25.53% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.76% | 23.44% | +3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.75% | 23.90% | +3.85% |
Dividends
BLK vs. BR - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.12%, less than BR's 2.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.12% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
BR Broadridge Financial Solutions, Inc. | 2.69% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
Financials
BLK vs. BR - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, Inc. and Broadridge Financial Solutions, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BLK vs. BR - Profitability Comparison
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported a gross profit of 626.90M and revenue of 1.95B. Therefore, the gross margin over that period was 32.1%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported an operating income of 359.50M and revenue of 1.95B, resulting in an operating margin of 18.4%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported a net income of 276.30M and revenue of 1.95B, resulting in a net margin of 14.1%.
Frequently Asked Questions
BLK and BR have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BR has higher volatility (8.82%) compared to BLK (8.55%). In terms of maximum drawdown, BLK dropped -60.36% vs BR's -59.02%.
BLK currently has the higher Sharpe Ratio (0.26 vs -1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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