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BR vs. IT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

BR vs. IT - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
15.76%
18.39%
BR
IT

Returns By Period

In the year-to-date period, BR achieves a 13.28% return, which is significantly lower than IT's 15.22% return. Both investments have delivered pretty close results over the past 10 years, with BR having a 19.85% annualized return and IT not far ahead at 19.94%.


BR

YTD

13.28%

1M

6.42%

6M

15.76%

1Y

25.35%

5Y (annualized)

15.71%

10Y (annualized)

19.85%

IT

YTD

15.22%

1M

-0.21%

6M

18.39%

1Y

21.35%

5Y (annualized)

27.10%

10Y (annualized)

19.94%

Fundamentals


BRIT
Market Cap$26.59B$39.96B
EPS$5.78$13.56
PE Ratio39.3538.20
PEG Ratio2.111.99
Total Revenue (TTM)$6.50B$6.14B
Gross Profit (TTM)$1.93B$4.11B
EBITDA (TTM)$1.55B$1.62B

Key characteristics


BRIT
Sharpe Ratio1.410.95
Sortino Ratio1.991.36
Omega Ratio1.261.18
Calmar Ratio2.991.46
Martin Ratio7.234.08
Ulcer Index3.51%5.24%
Daily Std Dev17.98%22.55%
Max Drawdown-59.02%-85.09%
Current Drawdown0.00%-5.80%

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Correlation

-0.50.00.51.00.5

The correlation between BR and IT 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.

Risk-Adjusted Performance

BR vs. IT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and Gartner, Inc. (IT). 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.


Sharpe ratio
The chart of Sharpe ratio for BR, currently valued at 1.41, compared to the broader market-4.00-2.000.002.004.001.410.95
The chart of Sortino ratio for BR, currently valued at 1.99, compared to the broader market-4.00-2.000.002.004.001.991.36
The chart of Omega ratio for BR, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.18
The chart of Calmar ratio for BR, currently valued at 2.99, compared to the broader market0.002.004.006.002.991.46
The chart of Martin ratio for BR, currently valued at 7.23, compared to the broader market0.0010.0020.0030.007.234.08
BR
IT

The current BR Sharpe Ratio is 1.41, which is higher than the IT Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of BR and IT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio1.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.41
0.95
BR
IT

Dividends

BR vs. IT - Dividend Comparison

BR's dividend yield for the trailing twelve months is around 1.42%, while IT has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BR
Broadridge Financial Solutions, Inc.
1.42%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%2.08%1.97%
IT
Gartner, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BR vs. IT - Drawdown Comparison

The maximum BR drawdown since its inception was -59.02%, smaller than the maximum IT drawdown of -85.09%. Use the drawdown chart below to compare losses from any high point for BR and IT. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-5.80%
BR
IT

Volatility

BR vs. IT - Volatility Comparison

The current volatility for Broadridge Financial Solutions, Inc. (BR) is 5.27%, while Gartner, Inc. (IT) has a volatility of 7.29%. This indicates that BR experiences smaller price fluctuations and is considered to be less risky than IT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.27%
7.29%
BR
IT

Financials

BR vs. IT - Financials Comparison

This section allows you to compare key financial metrics between Broadridge Financial Solutions, Inc. and Gartner, 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


Values in USD except per share items