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

Performance

SSNC vs. BR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SS&C Technologies Holdings, Inc. (SSNC) and Broadridge Financial Solutions, Inc. (BR). The values are adjusted to include any dividend payments, if applicable.

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SSNC vs. BR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSNC
SS&C Technologies Holdings, Inc.
-22.43%16.77%25.78%19.21%-35.65%13.73%19.51%37.15%12.09%42.53%
BR
Broadridge Financial Solutions, Inc.
-26.79%0.27%11.65%56.23%-25.26%21.12%26.28%30.59%7.86%39.10%

Fundamentals

Market Cap

SSNC:

$16.99B

BR:

$19.12B

EPS

SSNC:

$3.16

BR:

$9.04

PE Ratio

SSNC:

21.39

BR:

17.96

PEG Ratio

SSNC:

9.39

BR:

1.59

PS Ratio

SSNC:

2.72

BR:

2.67

PB Ratio

SSNC:

2.47

BR:

6.64

Total Revenue (TTM)

SSNC:

$6.27B

BR:

$7.18B

Gross Profit (TTM)

SSNC:

$3.02B

BR:

$2.24B

EBITDA (TTM)

SSNC:

$1.96B

BR:

$1.54B

Returns By Period

In the year-to-date period, SSNC achieves a -22.43% return, which is significantly higher than BR's -26.79% return. Over the past 10 years, SSNC has underperformed BR with an annualized return of 8.84%, while BR has yielded a comparatively higher 12.50% annualized return.


SSNC

1D
1.38%
1M
-9.93%
YTD
-22.43%
6M
-23.36%
1Y
-18.06%
3Y*
7.66%
5Y*
0.32%
10Y*
8.84%

BR

1D
-0.59%
1M
-12.10%
YTD
-26.79%
6M
-31.11%
1Y
-31.82%
3Y*
5.24%
5Y*
2.68%
10Y*
12.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SSNC vs. BR — Risk / Return Rank

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

SSNC
SSNC Risk / Return Rank: 1313
Overall Rank
SSNC Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SSNC Sortino Ratio Rank: 1515
Sortino Ratio Rank
SSNC Omega Ratio Rank: 1414
Omega Ratio Rank
SSNC Calmar Ratio Rank: 2121
Calmar Ratio Rank
SSNC Martin Ratio Rank: 44
Martin Ratio Rank

BR
BR Risk / Return Rank: 55
Overall Rank
BR Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BR Sortino Ratio Rank: 44
Sortino Ratio Rank
BR Omega Ratio Rank: 44
Omega Ratio Rank
BR Calmar Ratio Rank: 1515
Calmar Ratio Rank
BR Martin Ratio Rank: 33
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.

SSNC vs. BR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SS&C Technologies Holdings, Inc. (SSNC) 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.


SSNCBRDifference

Sharpe ratio

Return per unit of total volatility

-0.67

-1.24

+0.57

Sortino ratio

Return per unit of downside risk

-0.77

-1.74

+0.97

Omega ratio

Gain probability vs. loss probability

0.89

0.77

+0.12

Calmar ratio

Return relative to maximum drawdown

-0.61

-0.76

+0.14

Martin ratio

Return relative to average drawdown

-1.81

-1.86

+0.06

SSNC vs. BR - Sharpe Ratio Comparison

The current SSNC Sharpe Ratio is -0.67, which is higher than the BR Sharpe Ratio of -1.24. The chart below compares the historical Sharpe Ratios of SSNC 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.


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Sharpe Ratios by Period


SSNCBRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.67

-1.24

+0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.12

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.53

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.54

0.00

Correlation

The correlation between SSNC and BR is 0.50, 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.


Dividends

SSNC vs. BR - Dividend Comparison

SSNC's dividend yield for the trailing twelve months is around 1.57%, less than BR's 2.34% yield.


TTM20252024202320222021202020192018201720162015
SSNC
SS&C Technologies Holdings, Inc.
1.57%1.19%1.29%1.44%1.54%0.83%0.73%0.69%0.67%0.65%0.87%0.73%
BR
Broadridge Financial Solutions, Inc.
2.34%1.66%1.49%1.48%2.04%1.33%1.46%1.66%1.77%1.53%1.90%2.12%

Drawdowns

SSNC vs. BR - Drawdown Comparison

The maximum SSNC drawdown since its inception was -48.86%, smaller than the maximum BR drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for SSNC and BR.


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Drawdown Indicators


SSNCBRDifference

Max Drawdown

Largest peak-to-trough decline

-48.86%

-59.02%

+10.16%

Max Drawdown (1Y)

Largest decline over 1 year

-26.89%

-40.21%

+13.32%

Max Drawdown (5Y)

Largest decline over 5 years

-44.33%

-40.21%

-4.12%

Max Drawdown (10Y)

Largest decline over 10 years

-48.86%

-40.21%

-8.65%

Current Drawdown

Current decline from peak

-24.49%

-38.29%

+13.80%

Average Drawdown

Average peak-to-trough decline

-11.59%

-8.69%

-2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.15%

16.34%

-7.19%

Volatility

SSNC vs. BR - Volatility Comparison

The current volatility for SS&C Technologies Holdings, Inc. (SSNC) is 7.18%, while Broadridge Financial Solutions, Inc. (BR) has a volatility of 9.13%. This indicates that SSNC 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.


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Volatility by Period


SSNCBRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

9.13%

-1.95%

Volatility (6M)

Calculated over the trailing 6-month period

20.04%

18.66%

+1.38%

Volatility (1Y)

Calculated over the trailing 1-year period

27.05%

25.85%

+1.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.00%

22.91%

+1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.16%

23.64%

+4.52%

Financials

SSNC vs. BR - Financials Comparison

This section allows you to compare key financial metrics between SS&C Technologies Holdings, 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


1.20B1.40B1.60B1.80B2.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.65B
1.71B
(SSNC) Total Revenue
(BR) Total Revenue
Values in USD except per share items

SSNC vs. BR - Profitability Comparison

The chart below illustrates the profitability comparison between SS&C Technologies Holdings, Inc. 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

25.0%30.0%35.0%40.0%45.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
47.8%
27.6%
Portfolio components
SSNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SS&C Technologies Holdings, Inc. reported a gross profit of 789.80M and revenue of 1.65B. Therefore, the gross margin over that period was 47.8%.

BR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported a gross profit of 473.60M and revenue of 1.71B. Therefore, the gross margin over that period was 27.6%.

SSNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SS&C Technologies Holdings, Inc. reported an operating income of 368.60M and revenue of 1.65B, resulting in an operating margin of 22.3%.

BR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported an operating income of 206.00M and revenue of 1.71B, resulting in an operating margin of 12.0%.

SSNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SS&C Technologies Holdings, Inc. reported a net income of 193.10M and revenue of 1.65B, resulting in a net margin of 11.7%.

BR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Broadridge Financial Solutions, Inc. reported a net income of 284.60M and revenue of 1.71B, resulting in a net margin of 16.6%.