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BR vs. ACN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


BRACN
YTD Return-0.47%-5.22%
1Y Return20.72%5.16%
3Y Return (Ann)7.48%2.54%
5Y Return (Ann)10.55%12.47%
10Y Return (Ann)19.43%17.19%
Sharpe Ratio1.190.29
Daily Std Dev18.18%22.41%
Max Drawdown-59.02%-59.20%
Current Drawdown-3.14%-17.55%

Fundamentals


BRACN
Market Cap$24.29B$205.88B
EPS$5.86$10.93
PE Ratio35.0830.07
PEG Ratio1.682.19
Total Revenue (TTM)$4.56B$64.48B
Gross Profit (TTM)$1.24B$21.02B
EBITDA (TTM)$857.80M$11.60B

Correlation

-0.50.00.51.00.5

The correlation between BR and ACN is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

BR vs. ACN - Performance Comparison

In the year-to-date period, BR achieves a -0.47% return, which is significantly higher than ACN's -5.22% return. Over the past 10 years, BR has outperformed ACN with an annualized return of 19.43%, while ACN has yielded a comparatively lower 17.19% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%FebruaryMarchAprilMayJuneJuly
1,333.84%
1,128.10%
BR
ACN

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Broadridge Financial Solutions, Inc.

Accenture plc

Risk-Adjusted Performance

BR vs. ACN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and Accenture plc (ACN). 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.


BR
Sharpe ratio
The chart of Sharpe ratio for BR, currently valued at 1.19, compared to the broader market-2.00-1.000.001.002.003.001.19
Sortino ratio
The chart of Sortino ratio for BR, currently valued at 1.78, compared to the broader market-4.00-2.000.002.004.001.78
Omega ratio
The chart of Omega ratio for BR, currently valued at 1.22, compared to the broader market0.501.001.502.001.22
Calmar ratio
The chart of Calmar ratio for BR, currently valued at 1.95, compared to the broader market0.001.002.003.004.005.001.95
Martin ratio
The chart of Martin ratio for BR, currently valued at 5.37, compared to the broader market-30.00-20.00-10.000.0010.0020.005.37
ACN
Sharpe ratio
The chart of Sharpe ratio for ACN, currently valued at 0.29, compared to the broader market-2.00-1.000.001.002.003.000.29
Sortino ratio
The chart of Sortino ratio for ACN, currently valued at 0.55, compared to the broader market-4.00-2.000.002.004.000.55
Omega ratio
The chart of Omega ratio for ACN, currently valued at 1.07, compared to the broader market0.501.001.502.001.07
Calmar ratio
The chart of Calmar ratio for ACN, currently valued at 0.22, compared to the broader market0.001.002.003.004.005.000.22
Martin ratio
The chart of Martin ratio for ACN, currently valued at 0.55, compared to the broader market-30.00-20.00-10.000.0010.0020.000.55

BR vs. ACN - Sharpe Ratio Comparison

The current BR Sharpe Ratio is 1.19, which is higher than the ACN Sharpe Ratio of 0.29. The chart below compares the 12-month rolling Sharpe Ratio of BR and ACN.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
1.19
0.29
BR
ACN

Dividends

BR vs. ACN - Dividend Comparison

BR's dividend yield for the trailing twelve months is around 1.58%, which matches ACN's 1.57% yield.


TTM20232022202120202019201820172016201520142013
BR
Broadridge Financial Solutions, Inc.
1.58%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%2.08%1.97%
ACN
Accenture plc
1.57%1.33%1.51%0.87%1.26%1.07%1.98%1.66%1.97%2.03%2.18%2.12%

Drawdowns

BR vs. ACN - Drawdown Comparison

The maximum BR drawdown since its inception was -59.02%, roughly equal to the maximum ACN drawdown of -59.20%. Use the drawdown chart below to compare losses from any high point for BR and ACN. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-3.14%
-17.55%
BR
ACN

Volatility

BR vs. ACN - Volatility Comparison

The current volatility for Broadridge Financial Solutions, Inc. (BR) is 4.55%, while Accenture plc (ACN) has a volatility of 6.12%. This indicates that BR experiences smaller price fluctuations and is considered to be less risky than ACN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%FebruaryMarchAprilMayJuneJuly
4.55%
6.12%
BR
ACN

Financials

BR vs. ACN - Financials Comparison

This section allows you to compare key financial metrics between Broadridge Financial Solutions, Inc. and Accenture plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items