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.
Key characteristics
| BR | FDS | |
|---|---|---|
| YTD Return | 7.40% | -1.20% |
| 1Y Return | 25.13% | 5.77% |
| 3Y Return (Ann) | 9.84% | 2.46% |
| 5Y Return (Ann) | 14.64% | 14.20% |
| 10Y Return (Ann) | 19.43% | 14.50% |
| Sharpe Ratio | 1.41 | 0.31 |
| Sortino Ratio | 1.99 | 0.54 |
| Omega Ratio | 1.26 | 1.07 |
| Calmar Ratio | 2.98 | 0.34 |
| Martin Ratio | 7.21 | 0.66 |
| Ulcer Index | 3.50% | 9.80% |
| Daily Std Dev | 17.94% | 20.82% |
| Max Drawdown | -59.02% | -58.96% |
| Current Drawdown | -1.56% | -3.60% |
Fundamentals
| BR | FDS | |
|---|---|---|
| Market Cap | $24.50B | $17.54B |
| EPS | $5.87 | $13.90 |
| PE Ratio | 35.71 | 33.22 |
| PEG Ratio | 1.77 | 2.33 |
| Total Revenue (TTM) | $5.08B | $2.20B |
| Gross Profit (TTM) | $1.58B | $1.19B |
| EBITDA (TTM) | $1.24B | $867.01M |
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
In the year-to-date period, BR achieves a 7.40% return, which is significantly higher than FDS's -1.20% return. Over the past 10 years, BR has outperformed FDS with an annualized return of 19.43%, while FDS has yielded a comparatively lower 14.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 1.50%, more than FDS's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 1.50% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% | 2.08% | 1.97% |
FDS FactSet Research Systems Inc. | 0.86% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% | 1.08% | 1.25% |
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
Broadridge Financial Solutions, Inc. (BR) has a higher volatility of 5.51% compared to FactSet Research Systems Inc. (FDS) at 4.09%. 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.
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