JKHY vs. BR
Compare and contrast key facts about Jack Henry & Associates, Inc. (JKHY) and Broadridge Financial Solutions, Inc. (BR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JKHY or BR.
Key characteristics
| JKHY | BR | |
|---|---|---|
| YTD Return | 9.44% | 11.61% |
| 1Y Return | 19.37% | 29.70% |
| 3Y Return (Ann) | 5.24% | 10.67% |
| 5Y Return (Ann) | 4.88% | 15.74% |
| 10Y Return (Ann) | 12.78% | 19.72% |
| Sharpe Ratio | 1.19 | 1.68 |
| Sortino Ratio | 1.76 | 2.32 |
| Omega Ratio | 1.21 | 1.30 |
| Calmar Ratio | 0.77 | 3.56 |
| Martin Ratio | 5.79 | 8.62 |
| Ulcer Index | 3.67% | 3.50% |
| Daily Std Dev | 17.86% | 18.00% |
| Max Drawdown | -84.74% | -59.02% |
| Current Drawdown | -13.68% | 0.00% |
Fundamentals
| JKHY | BR | |
|---|---|---|
| Market Cap | $12.92B | $26.52B |
| EPS | $5.47 | $5.78 |
| PE Ratio | 32.38 | 39.25 |
| PEG Ratio | 3.21 | 2.06 |
| Total Revenue (TTM) | $2.25B | $6.50B |
| Gross Profit (TTM) | $925.25M | $1.93B |
| EBITDA (TTM) | $666.57M | $1.38B |
Correlation
The correlation between JKHY and BR is 0.55, 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
JKHY vs. BR - Performance Comparison
In the year-to-date period, JKHY achieves a 9.44% return, which is significantly lower than BR's 11.61% return. Over the past 10 years, JKHY has underperformed BR with an annualized return of 12.78%, while BR has yielded a comparatively higher 19.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JKHY vs. BR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jack Henry & Associates, Inc. (JKHY) 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
JKHY vs. BR - Dividend Comparison
JKHY's dividend yield for the trailing twelve months is around 1.23%, less than BR's 1.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKHY Jack Henry & Associates, Inc. | 1.23% | 1.27% | 1.12% | 1.10% | 1.06% | 1.10% | 1.17% | 1.06% | 1.26% | 1.28% | 1.42% | 1.23% |
BR Broadridge Financial Solutions, Inc. | 1.45% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% | 2.08% | 1.97% |
Drawdowns
JKHY vs. BR - Drawdown Comparison
The maximum JKHY drawdown since its inception was -84.74%, which is greater than BR's maximum drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for JKHY and BR. For additional features, visit the drawdowns tool.
Volatility
JKHY vs. BR - Volatility Comparison
The current volatility for Jack Henry & Associates, Inc. (JKHY) is 3.96%, while Broadridge Financial Solutions, Inc. (BR) has a volatility of 5.20%. This indicates that JKHY 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.
Financials
JKHY vs. BR - Financials Comparison
This section allows you to compare key financial metrics between Jack Henry & Associates, 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