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RIO vs. BR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RIO vs. BR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rio Tinto Group (RIO) and Broadridge Financial Solutions, Inc. (BR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RIO achieves a 35.32% return, which is significantly higher than BR's -34.29% return. Over the past 10 years, RIO has outperformed BR with an annualized return of 22.54%, while BR has yielded a comparatively lower 10.42% annualized return.


RIO

1D
1.65%
1M
-5.97%
YTD
35.32%
6M
43.14%
1Y
89.03%
3Y*
24.54%
5Y*
11.74%
10Y*
22.54%

BR

1D
0.68%
1M
1.34%
YTD
-34.29%
6M
-36.25%
1Y
-38.35%
3Y*
-0.94%
5Y*
-0.50%
10Y*
10.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIO vs. BR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RIO
Rio Tinto Group
35.32%44.47%-15.36%11.06%18.48%-3.67%36.22%33.18%-2.93%44.87%
BR
Broadridge Financial Solutions, Inc.
-34.29%0.27%11.65%56.23%-25.26%21.12%26.28%30.59%7.86%39.10%

Correlation

The correlation between RIO and BR is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Apr 2, 2007

0.31

The correlation between RIO and BR shifts across timeframes, from -0.11 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RIO:

$172.61B

BR:

$16.95B

EPS

RIO:

$13.11

BR:

$9.35

PE Ratio

RIO:

8.03

BR:

15.50

PS Ratio

RIO:

1.55

BR:

2.33

PB Ratio

RIO:

2.77

BR:

6.01

Total Revenue (TTM)

RIO:

$111.41B

BR:

$7.32B

Gross Profit (TTM)

RIO:

$31.10B

BR:

$2.29B

EBITDA (TTM)

RIO:

$40.42B

BR:

$1.98B

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Return for Risk

RIO vs. BR — Risk / Return Rank

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

RIO
RIO Risk / Return Rank: 9595
Overall Rank
RIO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9494
Sortino Ratio Rank
RIO Omega Ratio Rank: 9393
Omega Ratio Rank
RIO Calmar Ratio Rank: 9494
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
Martin Ratio Rank

BR
BR Risk / Return Rank: 44
Overall Rank
BR Sharpe Ratio Rank: 00
Sharpe Ratio Rank
BR Sortino Ratio Rank: 22
Sortino Ratio Rank
BR Omega Ratio Rank: 22
Omega Ratio Rank
BR Calmar Ratio Rank: 1010
Calmar Ratio Rank
BR Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIO vs. BR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rio Tinto Group (RIO) 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.


RIOBRDifference
Sharpe ratioReturn per unit of total volatility

+4.56

Sortino ratioReturn per unit of downside risk

+5.81

Omega ratioGain probability vs. loss probability

1.46

0.73

+0.73

Calmar ratioReturn relative to maximum drawdown

5.89

-0.84

+6.74

Martin ratioReturn relative to average drawdown

21.91

-1.55

+23.46

RIO vs. BR - Sharpe Ratio Comparison

The current RIO Sharpe Ratio is 3.05, which is higher than the BR Sharpe Ratio of -1.51. The chart below compares the historical Sharpe Ratios of RIO and BR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RIO vs. BR - Drawdown Comparison

The maximum RIO drawdown since its inception was -88.97%, which is greater than BR's maximum drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for RIO and BR.


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Drawdown Indicators


RIOBRDifference

Max Drawdown

Largest peak-to-trough decline

-88.97%

-59.02%

-29.95%

Max Drawdown (1Y)

Largest decline over 1 year

-15.19%

-45.55%

+30.36%

Max Drawdown (3Y)

Largest decline over 3 years

-24.19%

-45.55%

+21.36%

Max Drawdown (5Y)

Largest decline over 5 years

-35.25%

-45.55%

+10.30%

Max Drawdown (10Y)

Largest decline over 10 years

-37.47%

-45.55%

+8.08%

Current Drawdown

Current decline from peak

-5.97%

-44.60%

+38.63%

Average Drawdown

Average peak-to-trough decline

-23.76%

-9.04%

-14.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.09%

24.78%

-20.69%

Volatility

RIO vs. BR - Volatility Comparison

Rio Tinto Group (RIO) has a higher volatility of 11.81% compared to Broadridge Financial Solutions, Inc. (BR) at 8.82%. This indicates that RIO'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


RIOBRDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.81%

8.82%

+2.99%

Volatility (6M)

Calculated over the trailing 6-month period

24.27%

21.61%

+2.66%

Volatility (1Y)

Calculated over the trailing 1-year period

29.32%

25.53%

+3.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.30%

23.44%

+5.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.65%

23.90%

+6.75%

Dividends

RIO vs. BR - Dividend Comparison

RIO's dividend yield for the trailing twelve months is around 3.82%, more than BR's 2.69% yield.


PositionTTM20252024202320222021202020192018201720162015
BR
Broadridge Financial Solutions, Inc.
2.69%1.66%1.49%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%
RIO
Rio Tinto Group
3.82%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

RIO vs. BR - Financials Comparison

This section allows you to compare key financial metrics between Rio Tinto Group 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B202120222023202420252026
30.65B
1.95B
(RIO) Total Revenue
(BR) Total Revenue
Values in USD except per share items

RIO vs. BR - Profitability Comparison

The chart below illustrates the profitability comparison between Rio Tinto Group and Broadridge Financial Solutions, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%50.0%55.0%202120222023202420252026
26.6%
32.1%
Portfolio components
RIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.

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%.

RIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.

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%.

RIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.

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


RIO and BR have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RIO has higher volatility (11.81%) compared to BR (8.82%). In terms of maximum drawdown, RIO dropped -88.97% vs BR's -59.02%.

RIO currently has the higher Sharpe Ratio (3.05 vs -1.51), 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.

Portfolio Optimizer

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