FDS vs. BR
Compare and contrast key facts about FactSet Research Systems Inc. (FDS) and Broadridge Financial Solutions, Inc. (BR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDS or BR.
Correlation
The correlation between FDS and BR 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
FDS vs. BR - Performance Comparison
Key characteristics
FDS:
0.06
BR:
1.26
FDS:
0.22
BR:
1.79
FDS:
1.03
BR:
1.23
FDS:
0.06
BR:
2.65
FDS:
0.12
BR:
7.16
FDS:
9.99%
BR:
3.15%
FDS:
20.92%
BR:
17.93%
FDS:
-58.96%
BR:
-59.02%
FDS:
-6.44%
BR:
-0.63%
Fundamentals
FDS:
$17.29B
BR:
$27.78B
FDS:
$13.97
BR:
$6.39
FDS:
32.55
BR:
37.15
FDS:
2.45
BR:
2.20
FDS:
$2.23B
BR:
$6.68B
FDS:
$1.21B
BR:
$2.02B
FDS:
$884.87M
BR:
$1.52B
Returns By Period
In the year-to-date period, FDS achieves a -3.64% return, which is significantly lower than BR's 6.69% return. Over the past 10 years, FDS has underperformed BR with an annualized return of 12.89%, while BR has yielded a comparatively higher 18.42% annualized return.
FDS
-3.64%
-1.97%
9.68%
1.04%
11.46%
12.89%
BR
6.69%
0.88%
14.22%
20.30%
19.93%
18.42%
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Risk-Adjusted Performance
FDS vs. BR — Risk-Adjusted Performance Rank
FDS
BR
FDS vs. BR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FactSet Research Systems Inc. (FDS) and Broadridge Financial Solutions, Inc. (BR). 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
FDS vs. BR - Dividend Comparison
FDS's dividend yield for the trailing twelve months is around 0.90%, less than BR's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | 0.90% | 0.85% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% | 1.08% |
BR Broadridge Financial Solutions, Inc. | 1.39% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% | 2.08% |
Drawdowns
FDS vs. BR - Drawdown Comparison
The maximum FDS drawdown since its inception was -58.96%, roughly equal to the maximum BR drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for FDS and BR. For additional features, visit the drawdowns tool.
Volatility
FDS vs. BR - Volatility Comparison
FactSet Research Systems Inc. (FDS) has a higher volatility of 4.67% compared to Broadridge Financial Solutions, Inc. (BR) at 3.14%. This indicates that FDS's price experiences larger fluctuations and is considered to be riskier than BR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FDS vs. BR - Financials Comparison
This section allows you to compare key financial metrics between FactSet Research Systems Inc. and Broadridge Financial Solutions, 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