SSNC vs. BR
SSNC (SS&C Technologies Holdings, Inc.) and BR (Broadridge Financial Solutions, Inc.) are both stocks. Both are in the Technology sector — SSNC in Software - Application, BR in Information Technology Services. Over the past 10 years, SSNC returned 9.49%/yr vs 10.91%/yr for BR. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
SSNC vs. BR - Performance Comparison
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Returns By Period
In the year-to-date period, SSNC achieves a -21.66% return, which is significantly higher than BR's -31.25% return. Over the past 10 years, SSNC has underperformed BR with an annualized return of 9.49%, while BR has yielded a comparatively higher 10.91% annualized return.
SSNC
- 1D
- -0.37%
- 1M
- -1.43%
- YTD
- -21.66%
- 6M
- -20.83%
- 1Y
- -13.58%
- 3Y*
- 7.80%
- 5Y*
- -0.15%
- 10Y*
- 9.49%
BR
- 1D
- -1.45%
- 1M
- -0.82%
- YTD
- -31.25%
- 6M
- -33.14%
- 1Y
- -36.38%
- 3Y*
- 1.54%
- 5Y*
- 0.64%
- 10Y*
- 10.91%
SSNC vs. BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSNC SS&C Technologies Holdings, Inc. | -21.66% | 16.77% | 25.78% | 19.21% | -35.65% | 13.73% | 19.51% | 37.15% | 12.09% | 42.53% |
BR Broadridge Financial Solutions, Inc. | -31.25% | 0.27% | 11.65% | 56.23% | -25.26% | 21.12% | 26.28% | 30.59% | 7.86% | 39.10% |
Correlation
The correlation between SSNC and BR is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2010 | 0.51 |
The correlation between SSNC and BR shifts across timeframes, from 0.51 (all time) to 0.63 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SSNC:
$16.83B
BR:
$17.85B
SSNC:
$3.23
BR:
$9.35
SSNC:
21.07
BR:
16.33
SSNC:
9.25
BR:
1.44
SSNC:
2.66
BR:
2.45
SSNC:
2.44
BR:
6.33
SSNC:
$6.41B
BR:
$7.32B
SSNC:
$3.08B
BR:
$2.29B
SSNC:
$1.97B
BR:
$1.98B
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Return for Risk
SSNC vs. BR — Risk / Return Rank
SSNC
BR
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.
| SSNC | BR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 0.74 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | -0.80 | +0.31 |
| Martin ratioReturn relative to average drawdown | -1.04 | -1.54 | +0.49 |
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
| SSNC | BR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.57 | -1.44 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.03 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.46 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.52 | +0.02 |
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
| SSNC | BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.86% | -59.02% | +10.16% |
Max Drawdown (1Y)Largest decline over 1 year | -27.83% | -45.55% | +17.72% |
Max Drawdown (3Y)Largest decline over 3 years | -27.83% | -45.55% | +17.72% |
Max Drawdown (5Y)Largest decline over 5 years | -44.33% | -45.55% | +1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -48.86% | -45.55% | -3.31% |
Current DrawdownCurrent decline from peak | -23.74% | -42.04% | +18.30% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -8.99% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.04% | 23.70% | -10.66% |
Volatility
SSNC vs. BR - Volatility Comparison
The current volatility for SS&C Technologies Holdings, Inc. (SSNC) is 7.71%, while Broadridge Financial Solutions, Inc. (BR) has a volatility of 9.19%. 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
| SSNC | BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 9.19% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 20.48% | 21.50% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.11% | 25.30% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 23.42% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.20% | 23.88% | +4.32% |
Dividends
SSNC vs. BR - Dividend Comparison
SSNC's dividend yield for the trailing twelve months is around 1.59%, less than BR's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BR Broadridge Financial Solutions, Inc. | 2.49% | 1.66% | 1.49% | 1.48% | 2.04% | 1.33% | 1.46% | 1.66% | 1.77% | 1.53% | 1.90% | 2.12% |
SSNC SS&C Technologies Holdings, Inc. | 1.59% | 1.19% | 1.29% | 1.44% | 1.54% | 0.83% | 0.73% | 0.69% | 0.67% | 0.65% | 0.87% | 0.73% |
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.
Total Revenue: Total amount of money received from sales and other business activities
SSNC vs. BR - Profitability Comparison
SSNC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SS&C Technologies Holdings, Inc. reported a gross profit of 801.80M and revenue of 1.65B. Therefore, the gross margin over that period was 48.7%.
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%.
SSNC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SS&C Technologies Holdings, Inc. reported an operating income of 398.20M and revenue of 1.65B, resulting in an operating margin of 24.2%.
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%.
SSNC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SS&C Technologies Holdings, Inc. reported a net income of 226.10M and revenue of 1.65B, resulting in a net margin of 13.7%.
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
SSNC and BR have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BR has higher volatility (9.19%) compared to SSNC (7.71%). In terms of maximum drawdown, SSNC dropped -48.86% vs BR's -59.02%.
SSNC currently has the higher Sharpe Ratio (-0.57 vs -1.44), 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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