BR vs. FDS
Compare and contrast key facts about Broadridge Financial Solutions, Inc. (BR) and FactSet Research Systems Inc. (FDS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BR or FDS.
Correlation
The correlation between BR and FDS is 0.61, 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. FDS - Performance Comparison
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Key characteristics
BR:
1.16
FDS:
0.24
BR:
1.28
FDS:
0.51
BR:
1.18
FDS:
1.06
BR:
1.66
FDS:
0.28
BR:
6.14
FDS:
0.70
BR:
3.19%
FDS:
7.65%
BR:
21.52%
FDS:
22.30%
BR:
-59.02%
FDS:
-58.96%
BR:
-3.76%
FDS:
-7.89%
Fundamentals
BR:
$27.84B
FDS:
$17.25B
BR:
$6.66
FDS:
$14.09
BR:
35.59
FDS:
32.27
BR:
1.68
FDS:
2.18
BR:
4.11
FDS:
7.65
BR:
11.64
FDS:
8.12
BR:
$6.77B
FDS:
$2.25B
BR:
$2.06B
FDS:
$1.22B
BR:
$1.56B
FDS:
$891.51M
Returns By Period
In the year-to-date period, BR achieves a 5.24% return, which is significantly higher than FDS's -5.13% return. Over the past 10 years, BR has outperformed FDS with an annualized return of 18.61%, while FDS has yielded a comparatively lower 11.99% annualized return.
BR
5.24%
3.77%
6.04%
23.05%
16.73%
18.61%
FDS
-5.13%
9.10%
-4.36%
4.51%
10.77%
11.99%
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Risk-Adjusted Performance
BR vs. FDS — Risk-Adjusted Performance Rank
BR
FDS
BR vs. FDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and FactSet Research Systems Inc. (FDS). 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.
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Dividends
BR vs. FDS - Dividend Comparison
BR's dividend yield for the trailing twelve months is around 1.45%, more than FDS's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 1.45% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% | 2.08% |
FDS FactSet Research Systems Inc. | 0.92% | 0.85% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% | 1.08% |
Drawdowns
BR vs. FDS - Drawdown Comparison
The maximum BR drawdown since its inception was -59.02%, roughly equal to the maximum FDS drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for BR and FDS. For additional features, visit the drawdowns tool.
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Volatility
BR vs. FDS - Volatility Comparison
Broadridge Financial Solutions, Inc. (BR) has a higher volatility of 8.97% compared to FactSet Research Systems Inc. (FDS) at 7.34%. This indicates that BR's price experiences larger fluctuations and is considered to be riskier than FDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BR vs. FDS - Financials Comparison
This section allows you to compare key financial metrics between Broadridge Financial Solutions, Inc. and FactSet Research Systems 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
BR vs. FDS - Profitability Comparison
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported a gross profit of 575.80M and revenue of 1.81B. Therefore, the gross margin over that period was 31.8%.
FDS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a gross profit of 301.06M and revenue of 570.66M. Therefore, the gross margin over that period was 52.8%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported an operating income of 344.90M and revenue of 1.81B, resulting in an operating margin of 19.0%.
FDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported an operating income of 185.49M and revenue of 570.66M, resulting in an operating margin of 32.5%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported a net income of 243.10M and revenue of 1.81B, resulting in a net margin of 13.4%.
FDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a net income of 144.86M and revenue of 570.66M, resulting in a net margin of 25.4%.