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 0.51, 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
Key characteristics
BR:
1.26
FDS:
0.06
BR:
1.79
FDS:
0.22
BR:
1.23
FDS:
1.03
BR:
2.65
FDS:
0.06
BR:
7.16
FDS:
0.12
BR:
3.15%
FDS:
9.99%
BR:
17.93%
FDS:
20.92%
BR:
-59.02%
FDS:
-58.96%
BR:
-0.63%
FDS:
-6.44%
Fundamentals
BR:
$27.78B
FDS:
$17.29B
BR:
$6.39
FDS:
$13.97
BR:
37.15
FDS:
32.55
BR:
2.20
FDS:
2.45
BR:
$6.68B
FDS:
$2.23B
BR:
$2.02B
FDS:
$1.21B
BR:
$1.52B
FDS:
$884.87M
Returns By Period
In the year-to-date period, BR achieves a 6.69% return, which is significantly higher than FDS's -3.64% return. Over the past 10 years, BR has outperformed FDS with an annualized return of 18.42%, while FDS has yielded a comparatively lower 12.89% annualized return.
BR
6.69%
0.88%
14.22%
20.30%
19.93%
18.42%
FDS
-3.64%
-1.97%
9.68%
1.04%
11.46%
12.89%
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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.
Dividends
BR vs. FDS - Dividend Comparison
BR's dividend yield for the trailing twelve months is around 1.39%, more than FDS's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 1.39% | 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. | 0.90% | 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.
Volatility
BR vs. FDS - Volatility Comparison
The current volatility for Broadridge Financial Solutions, Inc. (BR) is 3.14%, while FactSet Research Systems Inc. (FDS) has a volatility of 4.67%. This indicates that BR experiences smaller price fluctuations and is considered to be less risky than FDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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