JKHY vs. BR
JKHY (Jack Henry & Associates, 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, JKHY returned 5.67%/yr vs 11.00%/yr for BR. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
JKHY vs. BR - Performance Comparison
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Returns By Period
In the year-to-date period, JKHY achieves a -27.78% return, which is significantly higher than BR's -30.57% return. Over the past 10 years, JKHY has underperformed BR with an annualized return of 5.67%, while BR has yielded a comparatively higher 11.00% annualized return.
JKHY
- 1D
- -1.80%
- 1M
- -12.07%
- YTD
- -27.78%
- 6M
- -26.92%
- 1Y
- -26.89%
- 3Y*
- -4.27%
- 5Y*
- -2.45%
- 10Y*
- 5.67%
BR
- 1D
- 0.99%
- 1M
- 1.29%
- YTD
- -30.57%
- 6M
- -32.60%
- 1Y
- -35.78%
- 3Y*
- 1.81%
- 5Y*
- 0.84%
- 10Y*
- 11.00%
JKHY vs. BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JKHY Jack Henry & Associates, Inc. | -27.78% | 5.50% | 8.65% | -5.66% | 6.24% | 4.32% | 12.37% | 16.44% | 9.38% | 33.35% |
BR Broadridge Financial Solutions, Inc. | -30.57% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
Correlation
The correlation between JKHY 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 | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2007 | 0.55 |
The correlation between JKHY and BR has been stable across timeframes, ranging from 0.49 to 0.56 - a consistent structural relationship.
Fundamentals
JKHY:
$9.41B
BR:
$18.03B
JKHY:
$7.15
BR:
$9.35
JKHY:
18.28
BR:
16.49
JKHY:
1.62
BR:
1.46
JKHY:
3.77
BR:
2.48
JKHY:
4.41
BR:
6.40
JKHY:
$2.52B
BR:
$7.32B
JKHY:
$1.11B
BR:
$2.29B
JKHY:
$830.17M
BR:
$1.98B
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Return for Risk
JKHY vs. BR — Risk / Return Rank
JKHY
BR
JKHY vs. BR - Risk-Adjusted Trends 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.
| JKHY | BR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 0.75 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | -0.79 | -0.07 |
| Martin ratioReturn relative to average drawdown | -1.92 | -1.50 | -0.42 |
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
| JKHY | BR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.10 | -1.42 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.04 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.46 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.06 |
Drawdowns
JKHY vs. BR - Drawdown Comparison
The maximum JKHY drawdown since its inception was -73.42%, 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.
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Drawdown Indicators
| JKHY | BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.42% | -59.02% | -14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -31.57% | -45.55% | +13.98% |
Max Drawdown (3Y)Largest decline over 3 years | -31.57% | -45.55% | +13.98% |
Max Drawdown (5Y)Largest decline over 5 years | -34.70% | -45.55% | +10.85% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -45.55% | +10.85% |
Current DrawdownCurrent decline from peak | -34.70% | -41.47% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -16.28% | -9.00% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.04% | 23.84% | -9.80% |
Volatility
JKHY vs. BR - Volatility Comparison
Jack Henry & Associates, Inc. (JKHY) has a higher volatility of 9.96% compared to Broadridge Financial Solutions, Inc. (BR) at 9.18%. This indicates that JKHY'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
| JKHY | BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 9.18% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 20.28% | 21.53% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.63% | 25.32% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 23.41% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 23.88% | -0.26% |
Dividends
JKHY vs. BR - Dividend Comparison
JKHY's dividend yield for the trailing twelve months is around 1.82%, less than BR's 2.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 2.47% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
JKHY Jack Henry & Associates, Inc. | 1.82% | 1.27% | 1.25% | 1.27% | 1.12% | 1.10% | 1.06% | 1.10% | 1.17% | 1.06% | 1.26% | 1.28% |
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
JKHY vs. BR - Profitability Comparison
JKHY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported a gross profit of 272.32M and revenue of 636.25M. Therefore, the gross margin over that period was 42.8%.
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%.
JKHY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported an operating income of 155.05M and revenue of 636.25M, resulting in an operating margin of 24.4%.
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%.
JKHY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported a net income of 122.89M and revenue of 636.25M, resulting in a net margin of 19.3%.
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
JKHY 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.
JKHY has higher volatility (9.96%) compared to BR (9.18%). In terms of maximum drawdown, JKHY dropped -73.42% vs BR's -59.02%.
JKHY currently has the higher Sharpe Ratio (-1.10 vs -1.42), 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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