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

Correlation

The correlation between FIS and BR 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.


-0.50.00.51.00.5

Performance

FIS vs. BR - Performance Comparison

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

500.00%1,000.00%1,500.00%JulyAugustSeptemberOctoberNovemberDecember
298.71%
1,535.09%
FIS
BR

Key characteristics

Sharpe Ratio

FIS:

1.75

BR:

0.84

Sortino Ratio

FIS:

2.58

BR:

1.26

Omega Ratio

FIS:

1.31

BR:

1.16

Calmar Ratio

FIS:

0.61

BR:

1.79

Martin Ratio

FIS:

11.34

BR:

4.32

Ulcer Index

FIS:

3.20%

BR:

3.52%

Daily Std Dev

FIS:

20.75%

BR:

18.18%

Max Drawdown

FIS:

-67.65%

BR:

-59.02%

Current Drawdown

FIS:

-43.37%

BR:

-5.29%

Fundamentals

Market Cap

FIS:

$44.77B

BR:

$26.85B

EPS

FIS:

$0.97

BR:

$5.79

PE Ratio

FIS:

85.74

BR:

39.67

PEG Ratio

FIS:

0.63

BR:

2.15

Total Revenue (TTM)

FIS:

$10.04B

BR:

$6.50B

Gross Profit (TTM)

FIS:

$3.82B

BR:

$1.93B

EBITDA (TTM)

FIS:

$2.97B

BR:

$1.55B

Returns By Period

In the year-to-date period, FIS achieves a 36.23% return, which is significantly higher than BR's 10.17% return. Over the past 10 years, FIS has underperformed BR with an annualized return of 4.24%, while BR has yielded a comparatively higher 19.37% annualized return.


FIS

YTD

36.23%

1M

-8.75%

6M

5.17%

1Y

36.57%

5Y*

-8.47%

10Y*

4.24%

BR

YTD

10.17%

1M

-1.39%

6M

12.86%

1Y

15.05%

5Y*

14.53%

10Y*

19.37%

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Risk-Adjusted Performance

FIS vs. BR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity National Information Services, Inc. (FIS) 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.


Sharpe ratio
The chart of Sharpe ratio for FIS, currently valued at 1.75, compared to the broader market-4.00-2.000.002.001.750.84
The chart of Sortino ratio for FIS, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.002.581.26
The chart of Omega ratio for FIS, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.16
The chart of Calmar ratio for FIS, currently valued at 0.61, compared to the broader market0.002.004.006.000.611.79
The chart of Martin ratio for FIS, currently valued at 11.34, compared to the broader market0.0010.0020.0011.344.32
FIS
BR

The current FIS Sharpe Ratio is 1.75, which is higher than the BR Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of FIS and BR, 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 Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.75
0.84
FIS
BR

Dividends

FIS vs. BR - Dividend Comparison

FIS's dividend yield for the trailing twelve months is around 1.79%, more than BR's 1.51% yield.


TTM20232022202120202019201820172016201520142013
FIS
Fidelity National Information Services, Inc.
1.79%4.33%2.77%1.43%0.99%1.01%1.25%1.23%1.37%1.72%1.54%1.64%
BR
Broadridge Financial Solutions, Inc.
1.51%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%2.08%1.97%

Drawdowns

FIS vs. BR - Drawdown Comparison

The maximum FIS drawdown since its inception was -67.65%, which is greater than BR's maximum drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for FIS and BR. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-43.37%
-5.29%
FIS
BR

Volatility

FIS vs. BR - Volatility Comparison

Fidelity National Information Services, Inc. (FIS) has a higher volatility of 5.37% compared to Broadridge Financial Solutions, Inc. (BR) at 4.80%. This indicates that FIS'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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
5.37%
4.80%
FIS
BR

Financials

FIS vs. BR - Financials Comparison

This section allows you to compare key financial metrics between Fidelity National Information Services, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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