BR vs. FIS
BR (Broadridge Financial Solutions, Inc.) and FIS (Fidelity National Information Services, Inc.) are both stocks. Both operate in the Information Technology Services industry within the Technology sector. Over the past 10 years, BR returned 9.84%/yr vs -4.51%/yr for FIS. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
BR vs. FIS - Performance Comparison
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Returns By Period
In the year-to-date period, BR achieves a -37.58% return, which is significantly higher than FIS's -41.35% return. Over the past 10 years, BR has outperformed FIS with an annualized return of 9.84%, while FIS has yielded a comparatively lower -4.51% annualized return.
BR
- 1D
- -1.45%
- 1M
- -7.29%
- YTD
- -37.58%
- 6M
- -38.53%
- 1Y
- -40.94%
- 3Y*
- -3.39%
- 5Y*
- -1.04%
- 10Y*
- 9.84%
FIS
- 1D
- -0.96%
- 1M
- -11.16%
- YTD
- -41.35%
- 6M
- -40.85%
- 1Y
- -50.96%
- 3Y*
- -8.94%
- 5Y*
- -21.34%
- 10Y*
- -4.51%
BR vs. FIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | -37.58% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
FIS Fidelity National Information Services, Inc. | -41.35% | -15.85% | 36.96% | -8.21% | -36.46% | -21.90% | 2.71% | 37.19% | 10.32% | 26.04% |
Correlation
The correlation between BR and FIS is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.50 |
The correlation between BR and FIS has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.
Fundamentals
BR:
$16.10B
FIS:
$19.75B
BR:
$9.35
FIS:
$5.12
BR:
14.72
FIS:
7.46
BR:
1.30
FIS:
0.18
BR:
2.21
FIS:
1.71
BR:
5.71
FIS:
1.24
BR:
$7.32B
FIS:
$11.66B
BR:
$2.29B
FIS:
$4.38B
BR:
$1.98B
FIS:
$3.25B
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Return for Risk
BR vs. FIS — Risk / Return Rank
BR
FIS
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BR | FIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 0.71 | 0.68 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | -0.98 | +0.11 |
| Martin ratioReturn relative to average drawdown | -1.61 | -1.71 | +0.10 |
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Drawdowns
BR vs. FIS - Drawdown Comparison
The maximum BR drawdown since its inception was -59.02%, smaller than the maximum FIS drawdown of -72.10%. Use the drawdown chart below to compare losses from any high point for BR and FIS.
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Drawdown Indicators
| BR | FIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -72.10% | +13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -47.38% | -52.10% | +4.72% |
Max Drawdown (3Y)Largest decline over 3 years | -47.38% | -55.98% | +8.60% |
Max Drawdown (5Y)Largest decline over 5 years | -47.38% | -71.28% | +23.90% |
Max Drawdown (10Y)Largest decline over 10 years | -47.38% | -72.10% | +24.72% |
Current DrawdownCurrent decline from peak | -47.38% | -72.10% | +24.72% |
Average DrawdownAverage peak-to-trough decline | -9.07% | -19.76% | +10.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.45% | 29.82% | -4.37% |
Volatility
BR vs. FIS - Volatility Comparison
Broadridge Financial Solutions, Inc. (BR) and Fidelity National Information Services, Inc. (FIS) have volatilities of 8.61% and 8.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BR | FIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.61% | 8.98% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 21.72% | 24.68% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 30.32% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 33.49% | -10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 29.95% | -6.03% |
Dividends
BR vs. FIS - Dividend Comparison
BR's dividend yield for the trailing twelve months is around 2.83%, less than FIS's 4.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 2.83% | 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. | 4.40% | 2.41% | 1.78% | 3.46% | 2.77% | 1.43% | 0.99% | 1.01% | 1.25% | 1.23% | 1.37% | 1.72% |
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.
Total Revenue: Total amount of money received from sales and other business activities
BR vs. FIS - Profitability Comparison
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported a gross profit of 626.90M and revenue of 1.95B. Therefore, the gross margin over that period was 32.1%.
FIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported a gross profit of 1.11B and revenue of 3.30B. Therefore, the gross margin over that period was 33.6%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported an operating income of 359.50M and revenue of 1.95B, resulting in an operating margin of 18.4%.
FIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported an operating income of 423.00M and revenue of 3.30B, resulting in an operating margin of 12.8%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadridge Financial Solutions, Inc. reported a net income of 276.30M and revenue of 1.95B, resulting in a net margin of 14.1%.
FIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported a net income of 2.37B and revenue of 3.30B, resulting in a net margin of 71.8%.
Frequently Asked Questions
BR and FIS have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIS has higher volatility (8.98%) compared to BR (8.61%). In terms of maximum drawdown, BR dropped -59.02% vs FIS's -72.10%.
BR currently has the higher Sharpe Ratio (-1.60 vs -1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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