BR vs EFX: Correlation
Measured on weekly returns over the past three years, Broadridge Financial Solutions (BR) and Equifax (EFX) carry a correlation of 0.57, a moderate link.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are BR and EFX?
On 3 years of weekly data the BR/EFX correlation comes out at 0.57, moderate. The past 12 months show a tighter link (0.71) than the 3-year average (0.57). The 5-year figure is 0.60, and annualized covariance runs at 429.0 %².
Among the 45 assets we track against BR, EFX ranks #13 by 3-year correlation. Over the last 12 months EFX came out ahead by 5.8 percentage points (-27.6% against -21.8%). Across three years, the rolling one-year figure varied moderately, from 0.37 to 0.70.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
BR vs EFX: side by side
| BR (Broadridge Financial Solutions) | EFX (Equifax) | |
|---|---|---|
| 1-year return | -27.6% | -21.8% |
| 5-year return | +16.0% | -26.0% |
| Volatility (ann.) | 22.6% | 33.3% |
| Beta vs S&P 500 | 0.65 | 1.25 |
| Max drawdown (3Y) | -48.2% | -49.7% |
| Market cap | $20.9B | $22.4B |
| P/E (trailing) | 18.9 | 33.5 |
| Dividend yield | 2.15% | 1.11% |
| Sector / category | Industrials | Industrials |
Year-by-year returns
| Year | BR | EFX |
|---|---|---|
| 2022 | -25.3% | -33.1% |
| 2023 | +56.2% | +28.2% |
| 2024 | +11.7% | +3.7% |
| 2025 | +0.3% | -14.2% |
| 2026 | -17.0% | -11.7% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are BR and EFX good diversifiers for each other?
Somewhat, no more. With 0.57 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between BR and EFX?
As of 2026-08-27, the correlation of weekly returns between BR and EFX is 0.57 over 3 years, 0.71 over 1 year and 0.60 over 5 years.
Is EFX a good diversifier for BR?
Somewhat, no more. With 0.57 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.57 mean?
On the −1 to +1 scale, 0.57 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
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Embed this badge (it refreshes with the data), with attribution:
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Related comparisons
Hubs: BR correlations · EFX correlations
