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BR vs. FIS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BR vs. FIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadridge Financial Solutions, Inc. (BR) and Fidelity National Information Services, Inc. (FIS). The values are adjusted to include any dividend payments, if applicable.

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BR vs. FIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BR
Broadridge Financial Solutions, Inc.
-26.79%0.27%11.65%56.23%-25.26%21.12%26.28%30.59%7.86%39.10%
FIS
Fidelity National Information Services, Inc.
-28.81%-15.85%36.96%-8.21%-36.46%-21.90%2.71%37.19%10.32%26.04%

Fundamentals

Market Cap

BR:

$19.12B

FIS:

$24.35B

EPS

BR:

$9.04

FIS:

$0.41

PE Ratio

BR:

17.96

FIS:

113.06

PEG Ratio

BR:

1.59

FIS:

2.74

PS Ratio

BR:

2.67

FIS:

2.25

PB Ratio

BR:

6.64

FIS:

1.75

Total Revenue (TTM)

BR:

$7.18B

FIS:

$10.90B

Gross Profit (TTM)

BR:

$2.24B

FIS:

$4.15B

EBITDA (TTM)

BR:

$1.54B

FIS:

$162.00M

Returns By Period

In the year-to-date period, BR achieves a -26.79% return, which is significantly higher than FIS's -28.81% return. Over the past 10 years, BR has outperformed FIS with an annualized return of 12.50%, while FIS has yielded a comparatively lower -1.49% annualized return.


BR

1D
-0.59%
1M
-12.10%
YTD
-26.79%
6M
-31.11%
1Y
-31.82%
3Y*
5.24%
5Y*
2.68%
10Y*
12.50%

FIS

1D
-1.14%
1M
-7.16%
YTD
-28.81%
6M
-27.81%
1Y
-35.57%
3Y*
-2.29%
5Y*
-18.21%
10Y*
-1.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BR vs. FIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BR
BR Risk / Return Rank: 55
Overall Rank
BR Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BR Sortino Ratio Rank: 44
Sortino Ratio Rank
BR Omega Ratio Rank: 44
Omega Ratio Rank
BR Calmar Ratio Rank: 1515
Calmar Ratio Rank
BR Martin Ratio Rank: 33
Martin Ratio Rank

FIS
FIS Risk / Return Rank: 66
Overall Rank
FIS Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FIS Sortino Ratio Rank: 44
Sortino Ratio Rank
FIS Omega Ratio Rank: 55
Omega Ratio Rank
FIS Calmar Ratio Rank: 1212
Calmar Ratio Rank
FIS Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BR vs. FIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and Fidelity National Information Services, Inc. (FIS). 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.


BRFISDifference

Sharpe ratio

Return per unit of total volatility

-1.24

-1.20

-0.04

Sortino ratio

Return per unit of downside risk

-1.74

-1.69

-0.05

Omega ratio

Gain probability vs. loss probability

0.77

0.79

-0.01

Calmar ratio

Return relative to maximum drawdown

-0.76

-0.82

+0.06

Martin ratio

Return relative to average drawdown

-1.86

-1.66

-0.20

BR vs. FIS - Sharpe Ratio Comparison

The current BR Sharpe Ratio is -1.24, which is comparable to the FIS Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of BR and FIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BRFISDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.24

-1.20

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

-0.56

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

-0.05

+0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.23

+0.31

Correlation

The correlation between BR and FIS is 0.50, 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.


Dividends

BR vs. FIS - Dividend Comparison

BR's dividend yield for the trailing twelve months is around 2.34%, less than FIS's 3.50% yield.


TTM20252024202320222021202020192018201720162015
BR
Broadridge Financial Solutions, Inc.
2.34%1.66%1.49%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%
FIS
Fidelity National Information Services, Inc.
3.50%2.41%1.78%3.46%2.77%1.43%0.99%1.01%1.25%1.23%1.37%1.72%

Drawdowns

BR vs. FIS - Drawdown Comparison

The maximum BR drawdown since its inception was -59.02%, smaller than the maximum FIS drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for BR and FIS.


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Drawdown Indicators


BRFISDifference

Max Drawdown

Largest peak-to-trough decline

-59.02%

-67.88%

+8.86%

Max Drawdown (1Y)

Largest decline over 1 year

-40.21%

-42.49%

+2.28%

Max Drawdown (5Y)

Largest decline over 5 years

-40.21%

-67.88%

+27.67%

Max Drawdown (10Y)

Largest decline over 10 years

-40.21%

-67.88%

+27.67%

Current Drawdown

Current decline from peak

-38.29%

-66.13%

+27.84%

Average Drawdown

Average peak-to-trough decline

-8.69%

-19.34%

+10.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.34%

20.90%

-4.56%

Volatility

BR vs. FIS - Volatility Comparison

Broadridge Financial Solutions, Inc. (BR) has a higher volatility of 9.13% compared to Fidelity National Information Services, Inc. (FIS) at 5.89%. This indicates that BR's price experiences larger fluctuations and is considered to be riskier than FIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRFISDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.13%

5.89%

+3.24%

Volatility (6M)

Calculated over the trailing 6-month period

18.66%

20.45%

-1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

25.85%

29.90%

-4.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.91%

32.71%

-9.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.64%

29.55%

-5.91%

Financials

BR vs. FIS - Financials Comparison

This section allows you to compare key financial metrics between Broadridge Financial Solutions, Inc. and Fidelity National Information Services, 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.


Quarterly
Annual

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


1.00B1.50B2.00B2.50B3.00B3.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.71B
2.81B
(BR) Total Revenue
(FIS) Total Revenue
Values in USD except per share items

BR vs. FIS - Profitability Comparison

The chart below illustrates the profitability comparison between Broadridge Financial Solutions, Inc. and Fidelity National Information Services, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
27.6%
38.3%
Portfolio components
BR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported a gross profit of 473.60M and revenue of 1.71B. Therefore, the gross margin over that period was 27.6%.

FIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fidelity National Information Services, Inc. reported a gross profit of 1.08B and revenue of 2.81B. Therefore, the gross margin over that period was 38.3%.

BR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported an operating income of 206.00M and revenue of 1.71B, resulting in an operating margin of 12.0%.

FIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fidelity National Information Services, Inc. reported an operating income of 529.00M and revenue of 2.81B, resulting in an operating margin of 18.8%.

BR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported a net income of 284.60M and revenue of 1.71B, resulting in a net margin of 16.6%.

FIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fidelity National Information Services, Inc. reported a net income of 346.00M and revenue of 2.81B, resulting in a net margin of 12.3%.