BR vs. RIO
BR (Broadridge Financial Solutions, Inc.) and RIO (Rio Tinto Group) are both stocks. BR operates in Information Technology Services (Technology), while RIO operates in Other Industrial Metals & Mining (Basic Materials). Over the past 10 years, BR returned 10.12%/yr vs 18.86%/yr for RIO. At a 0.31 correlation, their price movements are largely independent.
Performance
BR vs. RIO - Performance Comparison
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Returns By Period
In the year-to-date period, BR achieves a -31.95% return, which is significantly lower than RIO's 14.41% return. Over the past 10 years, BR has underperformed RIO with an annualized return of 10.12%, while RIO has yielded a comparatively higher 18.86% annualized return.
BR
- 1D
- 0.07%
- 1M
- 9.03%
- 6M
- -30.54%
- YTD
- -31.95%
- 1Y
- -35.97%
- 3Y*
- -2.36%
- 5Y*
- -0.70%
- 10Y*
- 10.12%
- ALL TIME*
- 13.42%
RIO
- 1D
- -1.20%
- 1M
- -11.00%
- 6M
- 7.55%
- YTD
- 14.41%
- 1Y
- 54.91%
- 3Y*
- 17.24%
- 5Y*
- 9.21%
- 10Y*
- 18.86%
- ALL TIME*
- 11.71%
BR vs. RIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | -31.95% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
RIO Rio Tinto Group | 14.41% | 44.47% | -15.36% | 11.06% | 18.48% | -3.67% | 36.22% | 33.18% | -2.93% | 44.87% |
Correlation
The correlation between BR and RIO is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.31 |
The correlation between BR and RIO shifts across timeframes, from -0.15 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BR:
$17.35B
RIO:
$144.65B
BR:
$9.36
RIO:
$13.11
BR:
16.03
RIO:
6.79
BR:
2.41
RIO:
1.31
BR:
6.23
RIO:
2.35
BR:
$7.32B
RIO:
$111.41B
BR:
$2.29B
RIO:
$31.10B
BR:
$1.98B
RIO:
$40.42B
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Return for Risk
BR vs. RIO — Risk / Return Rank
BR
RIO
BR vs. RIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and Rio Tinto Group (RIO). 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 | RIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.21 | ||
| Sortino ratioReturn per unit of downside risk | -4.39 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.31 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.66 | -3.41 |
| Martin ratioReturn relative to average drawdown | -1.27 | 8.59 | -9.86 |
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Drawdowns
BR vs. RIO - Drawdown Comparison
The maximum BR drawdown since its inception was -59.02%, smaller than the maximum RIO drawdown of -88.97%. Use the drawdown chart below to compare losses from any high point for BR and RIO.
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Drawdown Indicators
| BR | RIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -88.97% | +29.95% |
Max Drawdown (1Y)Largest decline over 1 year | -48.21% | -20.74% | -27.47% |
Max Drawdown (3Y)Largest decline over 3 years | -48.21% | -24.19% | -24.02% |
Max Drawdown (5Y)Largest decline over 5 years | -48.21% | -35.25% | -12.96% |
Max Drawdown (10Y)Largest decline over 10 years | -48.21% | -37.47% | -10.74% |
Current DrawdownCurrent decline from peak | -42.63% | -20.50% | -22.13% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -23.74% | +14.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.43% | 6.41% | +22.02% |
Volatility
BR vs. RIO - Volatility Comparison
Broadridge Financial Solutions, Inc. (BR) has a higher volatility of 9.13% compared to Rio Tinto Group (RIO) at 8.38%. This indicates that BR's price experiences larger fluctuations and is considered to be riskier than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BR | RIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.13% | 8.38% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 23.42% | 24.96% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.87% | 29.72% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 29.33% | -5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.02% | 30.42% | -6.40% |
Dividends
BR vs. RIO - Dividend Comparison
BR's dividend yield for the trailing twelve months is around 2.60%, less than RIO's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 2.60% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
RIO Rio Tinto Group | 4.51% | 4.66% | 7.40% | 5.40% | 10.48% | 10.23% | 5.13% | 7.68% | 6.32% | 4.47% | 3.93% | 7.58% |
Financials
BR vs. RIO - Financials Comparison
This section allows you to compare key financial metrics between Broadridge Financial Solutions, Inc. and Rio Tinto Group. 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. RIO - Profitability Comparison
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
RIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.
RIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.
RIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.
Frequently Asked Questions
BR and RIO have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BR has higher volatility (9.13%) compared to RIO (8.38%). In terms of maximum drawdown, BR dropped -59.02% vs RIO's -88.97%.
RIO currently has the higher Sharpe Ratio (1.86 vs -1.35), 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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