FIS vs. BR
FIS (Fidelity National Information Services, Inc.) and BR (Broadridge Financial Solutions, Inc.) are both stocks. Both operate in the Information Technology Services industry within the Technology sector. Over the past 10 years, FIS returned -4.34%/yr vs 9.96%/yr for BR. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
FIS vs. BR - Performance Comparison
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Returns By Period
In the year-to-date period, FIS achieves a -42.10% return, which is significantly lower than BR's -38.21% return. Over the past 10 years, FIS has underperformed BR with an annualized return of -4.34%, while BR has yielded a comparatively higher 9.96% annualized return.
FIS
- 1D
- -1.28%
- 1M
- -12.42%
- YTD
- -42.10%
- 6M
- -42.47%
- 1Y
- -51.43%
- 3Y*
- -8.19%
- 5Y*
- -21.70%
- 10Y*
- -4.34%
BR
- 1D
- -1.00%
- 1M
- -8.87%
- YTD
- -38.21%
- 6M
- -39.58%
- 1Y
- -41.22%
- 3Y*
- -3.15%
- 5Y*
- -1.41%
- 10Y*
- 9.96%
FIS vs. BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIS Fidelity National Information Services, Inc. | -42.10% | -15.85% | 36.96% | -8.21% | -36.46% | -21.90% | 2.71% | 37.19% | 10.32% | 26.04% |
BR Broadridge Financial Solutions, Inc. | -38.21% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
Correlation
The correlation between FIS and BR is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.50 |
The correlation between FIS and BR has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.
Fundamentals
FIS:
$19.50B
BR:
$15.94B
FIS:
$5.12
BR:
$9.35
FIS:
7.36
BR:
14.58
FIS:
0.18
BR:
1.29
FIS:
1.69
BR:
2.19
FIS:
1.22
BR:
5.65
FIS:
$11.66B
BR:
$7.32B
FIS:
$4.38B
BR:
$2.29B
FIS:
$3.25B
BR:
$1.98B
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Return for Risk
FIS vs. BR — Risk / Return Rank
FIS
BR
FIS vs. BR - Risk-Adjusted Trends 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.
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.
| FIS | BR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 0.67 | 0.71 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.98 | -0.86 | -0.12 |
| Martin ratioReturn relative to average drawdown | -1.72 | -1.61 | -0.11 |
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Drawdowns
FIS vs. BR - Drawdown Comparison
The maximum FIS drawdown since its inception was -72.46%, 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.
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Drawdown Indicators
| FIS | BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -59.02% | -13.44% |
Max Drawdown (1Y)Largest decline over 1 year | -52.71% | -47.91% | -4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -56.55% | -47.91% | -8.64% |
Max Drawdown (5Y)Largest decline over 5 years | -71.65% | -47.91% | -23.74% |
Max Drawdown (10Y)Largest decline over 10 years | -72.46% | -47.91% | -24.55% |
Current DrawdownCurrent decline from peak | -72.46% | -47.91% | -24.55% |
Average DrawdownAverage peak-to-trough decline | -19.77% | -9.08% | -10.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.01% | 25.63% | +4.38% |
Volatility
FIS vs. BR - Volatility Comparison
Fidelity National Information Services, Inc. (FIS) and Broadridge Financial Solutions, Inc. (BR) have volatilities of 8.91% and 8.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIS | BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.91% | 8.63% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 24.69% | 21.71% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.40% | 25.79% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.51% | 23.50% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.97% | 23.93% | +6.04% |
Dividends
FIS vs. BR - Dividend Comparison
FIS's dividend yield for the trailing twelve months is around 4.45%, more than BR's 2.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 2.86% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
FIS Fidelity National Information Services, Inc. | 4.45% | 2.41% | 1.78% | 3.46% | 2.77% | 1.43% | 0.99% | 1.01% | 1.25% | 1.23% | 1.37% | 1.72% |
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.
Total Revenue: Total amount of money received from sales and other business activities
FIS vs. BR - Profitability Comparison
FIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported a gross profit of 1.11B and revenue of 3.30B. Therefore, the gross margin over that period was 33.6%.
BR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
FIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported an operating income of 423.00M and revenue of 3.30B, resulting in an operating margin of 12.8%.
BR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
FIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidelity National Information Services, Inc. reported a net income of 2.37B and revenue of 3.30B, resulting in a net margin of 71.8%.
BR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
Frequently Asked Questions
FIS and BR have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIS has higher volatility (8.91%) compared to BR (8.63%). In terms of maximum drawdown, FIS dropped -72.46% vs BR's -59.02%.
BR currently has the higher Sharpe Ratio (-1.61 vs -1.70), 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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