FDS vs. BR
Compare and contrast key facts about FactSet Research Systems Inc. (FDS) and Broadridge Financial Solutions, Inc. (BR).
Performance
FDS vs. BR - Performance Comparison
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FDS vs. BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | -22.11% | -38.88% | 1.62% | 19.99% | -16.75% | 47.49% | 25.13% | 35.51% | 5.02% | 19.44% |
BR Broadridge Financial Solutions, Inc. | -27.92% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
Fundamentals
FDS:
$8.40B
BR:
$18.83B
FDS:
$15.51
BR:
$9.04
FDS:
14.50
BR:
17.69
FDS:
1.35
BR:
1.56
FDS:
3.55
BR:
2.63
FDS:
3.94
BR:
6.54
FDS:
$2.40B
BR:
$7.18B
FDS:
$1.25B
BR:
$2.24B
FDS:
$821.05M
BR:
$1.54B
Returns By Period
In the year-to-date period, FDS achieves a -22.11% return, which is significantly higher than BR's -27.92% return. Over the past 10 years, FDS has underperformed BR with an annualized return of 5.05%, while BR has yielded a comparatively higher 12.32% annualized return.
FDS
- 1D
- 3.63%
- 1M
- 2.24%
- YTD
- -22.11%
- 6M
- -20.86%
- 1Y
- -50.08%
- 3Y*
- -17.58%
- 5Y*
- -5.70%
- 10Y*
- 5.05%
BR
- 1D
- -1.54%
- 1M
- -13.75%
- YTD
- -27.92%
- 6M
- -31.14%
- 1Y
- -33.49%
- 3Y*
- 4.70%
- 5Y*
- 2.37%
- 10Y*
- 12.32%
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Return for Risk
FDS vs. BR — Risk / Return Rank
FDS
BR
FDS vs. BR - Risk-Adjusted Trends 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.
| FDS | BR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.36 | -1.30 | -0.06 |
Sortino ratioReturn per unit of downside risk | -2.06 | -1.86 | -0.20 |
Omega ratioGain probability vs. loss probability | 0.73 | 0.76 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.84 | -0.82 | -0.02 |
Martin ratioReturn relative to average drawdown | -1.45 | -1.99 | +0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDS | BR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.36 | -1.30 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.10 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.52 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.09 |
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.
Dividends
FDS vs. BR - Dividend Comparison
FDS's dividend yield for the trailing twelve months is around 1.96%, less than BR's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | 1.96% | 1.50% | 0.85% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% |
BR Broadridge Financial Solutions, Inc. | 2.38% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
Drawdowns
FDS vs. BR - Drawdown Comparison
The maximum FDS drawdown since its inception was -61.13%, 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.
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Drawdown Indicators
| FDS | BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.13% | -59.02% | -2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -59.47% | -40.21% | -19.26% |
Max Drawdown (5Y)Largest decline over 5 years | -61.13% | -40.21% | -20.92% |
Max Drawdown (10Y)Largest decline over 10 years | -61.13% | -40.21% | -20.92% |
Current DrawdownCurrent decline from peak | -53.78% | -39.24% | -14.54% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -8.70% | -4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.29% | 16.52% | +17.77% |
Volatility
FDS vs. BR - Volatility Comparison
FactSet Research Systems Inc. (FDS) has a higher volatility of 11.67% compared to Broadridge Financial Solutions, Inc. (BR) at 9.09%. 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.
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Volatility by Period
| FDS | BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 9.09% | +2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 30.45% | 18.69% | +11.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.88% | 25.79% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.30% | 22.91% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.84% | 23.64% | +3.20% |
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
FDS vs. BR - Profitability Comparison
FDS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, FactSet Research Systems Inc. reported a gross profit of 314.28M and revenue of 611.02M. Therefore, the gross margin over that period was 51.4%.
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%.
FDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, FactSet Research Systems Inc. reported an operating income of 184.96M and revenue of 611.02M, resulting in an operating margin of 30.3%.
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%.
FDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, FactSet Research Systems Inc. reported a net income of 133.06M and revenue of 611.02M, resulting in a net margin of 21.8%.
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%.