Correlation
The correlation between FDS and BR is 0.61, 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.
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.
Performance
FDS vs. BR - Performance Comparison
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Key characteristics
FDS:
0.64
BR:
1.24
FDS:
0.71
BR:
1.71
FDS:
1.08
BR:
1.25
FDS:
0.45
BR:
2.18
FDS:
1.25
BR:
8.18
FDS:
6.85%
BR:
3.15%
FDS:
22.21%
BR:
21.18%
FDS:
-58.96%
BR:
-59.02%
FDS:
-6.93%
BR:
-1.39%
Fundamentals
FDS:
$17.67B
BR:
$28.16B
FDS:
$14.25
BR:
$6.64
FDS:
32.67
BR:
36.10
FDS:
2.31
BR:
1.71
FDS:
7.84
BR:
4.16
FDS:
8.49
BR:
11.82
FDS:
$2.25B
BR:
$6.77B
FDS:
$1.22B
BR:
$2.06B
FDS:
$891.51M
BR:
$1.56B
Returns By Period
In the year-to-date period, FDS achieves a -4.14% return, which is significantly lower than BR's 7.83% return. Over the past 10 years, FDS has underperformed BR with an annualized return of 11.80%, while BR has yielded a comparatively higher 18.33% annualized return.
FDS
-4.14%
6.28%
-6.17%
14.08%
7.24%
9.29%
11.80%
BR
7.83%
0.18%
3.68%
26.07%
20.50%
16.88%
18.33%
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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.
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Dividends
FDS vs. BR - Dividend Comparison
FDS's dividend yield for the trailing twelve months is around 1.15%, less than BR's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | 1.15% | 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. | 1.42% | 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.
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Volatility
FDS vs. BR - Volatility Comparison
The current volatility for FactSet Research Systems Inc. (FDS) is 5.28%, while Broadridge Financial Solutions, Inc. (BR) has a volatility of 7.37%. This indicates that FDS experiences smaller price fluctuations and is considered to be less risky than BR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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 May 2025, FactSet Research Systems Inc. reported a gross profit of 301.06M and revenue of 570.66M. Therefore, the gross margin over that period was 52.8%.
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported a gross profit of 575.80M and revenue of 1.81B. Therefore, the gross margin over that period was 31.8%.
FDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported an operating income of 185.49M and revenue of 570.66M, resulting in an operating margin of 32.5%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported an operating income of 344.90M and revenue of 1.81B, resulting in an operating margin of 19.0%.
FDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a net income of 144.86M and revenue of 570.66M, resulting in a net margin of 25.4%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Broadridge Financial Solutions, Inc. reported a net income of 243.10M and revenue of 1.81B, resulting in a net margin of 13.4%.