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

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.


-0.50.00.51.00.5

Performance

JKHY vs. BR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jack Henry & Associates, Inc. (JKHY) and Broadridge Financial Solutions, Inc. (BR). The values are adjusted to include any dividend payments, if applicable.

800.00%1,000.00%1,200.00%1,400.00%1,600.00%OctoberNovemberDecember2025FebruaryMarch
835.10%
1,694.43%
JKHY
BR

Key characteristics

Sharpe Ratio

JKHY:

0.24

BR:

1.31

Sortino Ratio

JKHY:

0.45

BR:

1.86

Omega Ratio

JKHY:

1.05

BR:

1.24

Calmar Ratio

JKHY:

0.18

BR:

2.77

Martin Ratio

JKHY:

0.83

BR:

7.46

Ulcer Index

JKHY:

4.85%

BR:

3.15%

Daily Std Dev

JKHY:

17.13%

BR:

17.99%

Max Drawdown

JKHY:

-84.74%

BR:

-59.02%

Current Drawdown

JKHY:

-12.97%

BR:

0.00%

Fundamentals

Market Cap

JKHY:

$12.53B

BR:

$28.65B

EPS

JKHY:

$5.55

BR:

$6.39

PE Ratio

JKHY:

30.97

BR:

38.31

PEG Ratio

JKHY:

2.90

BR:

2.24

Total Revenue (TTM)

JKHY:

$2.27B

BR:

$6.68B

Gross Profit (TTM)

JKHY:

$941.53M

BR:

$2.02B

EBITDA (TTM)

JKHY:

$636.41M

BR:

$1.52B

Returns By Period

In the year-to-date period, JKHY achieves a 1.54% return, which is significantly lower than BR's 8.29% return. Over the past 10 years, JKHY has underperformed BR with an annualized return of 11.71%, while BR has yielded a comparatively higher 18.70% annualized return.


JKHY

YTD

1.54%

1M

2.25%

6M

3.52%

1Y

4.85%

5Y*

2.64%

10Y*

11.71%

BR

YTD

8.29%

1M

2.77%

6M

15.93%

1Y

22.10%

5Y*

20.33%

10Y*

18.70%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

JKHY vs. BR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JKHY
The Risk-Adjusted Performance Rank of JKHY is 5353
Overall Rank
The Sharpe Ratio Rank of JKHY is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of JKHY is 4747
Sortino Ratio Rank
The Omega Ratio Rank of JKHY is 4545
Omega Ratio Rank
The Calmar Ratio Rank of JKHY is 5757
Calmar Ratio Rank
The Martin Ratio Rank of JKHY is 5858
Martin Ratio Rank

BR
The Risk-Adjusted Performance Rank of BR is 8585
Overall Rank
The Sharpe Ratio Rank of BR is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BR is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BR is 7777
Omega Ratio Rank
The Calmar Ratio Rank of BR is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BR is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for JKHY, currently valued at 0.24, compared to the broader market-3.00-2.00-1.000.001.002.003.000.241.31
The chart of Sortino ratio for JKHY, currently valued at 0.45, compared to the broader market-4.00-2.000.002.004.000.451.86
The chart of Omega ratio for JKHY, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.24
The chart of Calmar ratio for JKHY, currently valued at 0.18, compared to the broader market0.002.004.006.000.182.77
The chart of Martin ratio for JKHY, currently valued at 0.83, compared to the broader market-10.000.0010.0020.000.837.46
JKHY
BR

The current JKHY Sharpe Ratio is 0.24, which is lower than the BR Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of JKHY 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 Ratio0.000.501.001.502.00OctoberNovemberDecember2025FebruaryMarch
0.24
1.31
JKHY
BR

Dividends

JKHY vs. BR - Dividend Comparison

JKHY's dividend yield for the trailing twelve months is around 1.24%, less than BR's 1.37% yield.


TTM20242023202220212020201920182017201620152014
JKHY
Jack Henry & Associates, Inc.
1.24%1.25%1.27%1.12%1.10%1.06%1.10%1.17%1.06%1.26%1.28%1.42%
BR
Broadridge Financial Solutions, Inc.
1.37%1.49%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%2.08%

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.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-12.97%
0
JKHY
BR

Volatility

JKHY vs. BR - Volatility Comparison

Jack Henry & Associates, Inc. (JKHY) has a higher volatility of 4.94% compared to Broadridge Financial Solutions, Inc. (BR) at 3.14%. 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.


3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2025FebruaryMarch
4.94%
3.14%
JKHY
BR

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.


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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