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BR vs JKHY
Which Stock Would AI Choose? Broadridge Financial Solutions (BR) vs. Jack Henry & Associates (JKHY) Stock Comparison
Key Takeaways
- Both BR and JKHY are established financial-technology providers, but they serve different core audiences: BR targets capital-markets firms, issuers, and asset managers, while JKHY focuses on banks and credit unions.
- BR has shown stronger recent earnings momentum after a steep one-year decline, while JKHY has posted steady revenue growth but faces near-term margin pressure from higher costs.
- Both stocks trade well below their 52-week highs and have underperformed the broader market over the past year, reflecting cautious sentiment toward fintech infrastructure names.
- BR's catalysts center on tokenization, agentic AI (AI that can act autonomously on tasks), and a new share-buyback program; JKHY's center on competitive core wins, cloud migration, and faster-payments growth.
- Analysts broadly favor both names, though JKHY carries a somewhat more enthusiastic consensus rating and price-target profile.
Introduction
This stock comparison examines two well-known financial-technology companies that rarely trade in the same conversation yet share meaningful overlap. BR (Broadridge Financial Solutions) operates a "toll booth" across investor communications, proxy voting, and post-trade processing, while JKHY (Jack Henry & Associates) supplies core banking, payments, and digital solutions to community and regional financial institutions. Both generate highly recurring revenue, pay dividends, and are considered durable franchises. Investors weighing relative performance, market positioning, and growth catalysts may find this comparison useful for distinguishing two quality fintech names that have each faced recent valuation resets despite solid fundamentals.
BR Overview and Recent Performance
Broadridge Financial Solutions provides investor communications, regulatory, governance, and capital-markets technology to banks, broker-dealers, asset managers, and corporate issuers. The company processes proxy materials and shareholder votes for a large share of U.S. equities, giving it a highly recurring, infrastructure-like revenue base. In recent weeks, BR has shown improving momentum off a low base. The company reported fiscal fourth-quarter results that beat analyst expectations, with full-year revenue up roughly 8% and adjusted earnings per share (EPS, a measure of profit divided by shares outstanding) up about 12%. Management also announced a dividend increase and a new share-repurchase authorization.
Despite this, the stock remains well below its prior-year levels, having declined sharply over the trailing 12 months on concerns that tokenization of financial assets and the digitization of regulatory communications could disrupt its traditional print-and-mail franchise. Broader sentiment has since shifted as Broadridge highlighted its distributed-ledger repo platform, tokenized-asset governance initiatives, and agentic AI applications. Recent partnerships, including efforts to modernize proxy voting in international markets, have reinforced the view that Broadridge is repositioning rather than being displaced.
JKHY Overview and Recent Performance
Jack Henry & Associates delivers technology and payment-processing services primarily to banks and credit unions across the United States. Its platform spans core banking, payments, and complementary digital solutions, and it benefits from a customer base with core-client retention above 99%. In recent weeks, JKHY posted fiscal fourth-quarter results that topped consensus estimates, with revenue rising modestly and management citing a record number of competitive core wins for the full fiscal year. Growth has been led by cloud data processing and hosting, digital transactions, and faster payments, the latter growing sharply.
However, higher personnel and technology costs pressured operating margins in the most recent quarter, and the company guided to conservative margin expansion for the coming fiscal year. The stock has declined on a year-to-date basis and now sits roughly 23% below its 52-week high, even as longer-term returns remain roughly flat to slightly positive. Sentiment has been mixed: analysts have issued upgrades citing an improved risk-reward profile, while the stock's above-peer valuation multiple has kept some investors cautious. New cloud and tokenization collaborations have added a forward-looking catalyst layer.
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Head-to-Head Comparison
Although both companies operate in fintech, their business models diverge meaningfully. BR is oriented toward capital-markets infrastructure, with heavy exposure to the securities industry and equity-position growth, while JKHY is a banking-and-payments utility concentrated on regional financial institutions. This difference shapes their growth drivers: Broadridge's narrative now leans on tokenization, distributed-ledger settlement, and agentic AI, whereas Jack Henry's story emphasizes cloud migration, competitive conversions, and faster-payments adoption.
On recent momentum, both stocks are recovering from multi-month drawdowns, but their paths differ. Broadridge has reported accelerating earnings growth and returning capital aggressively, yet carries a lower earnings multiple. Jack Henry offers steadier, more diversified revenue across segments but faces near-term margin compression. Risk profiles also diverge: Broadridge is more sensitive to trading volumes and disruption in communications technology, while Jack Henry is more exposed to bank technology budgets and competitive core-banking share. In market positioning, Jack Henry's premium valuation reflects its near-100% retention and defensive qualities, whereas Broadridge's discounted multiple reflects lingering disruption fears that management is actively working to counter.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron's AI would likely lean toward BR in the current environment. Broadridge's recent combination of an earnings beat, rising earnings guidance, a dividend increase, a new buyback, and a clearer tokenization and AI narrative provides a more concentrated set of near-term catalysts. Jack Henry remains a highly stable franchise with durable retention, but its higher relative valuation and softer near-term margin trajectory suggest more tempered upside potential. This is a probabilistic assessment rather than a definitive claim, and relative performance could shift as either company's catalysts develop.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BR is a Hold and JKHY is a Hold.
BR's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for BR turned positive on October 09, 2026. Looking at past instances where BR's MACD turned positive, the stock continued to rise in 30 of 43 cases over the following month. The odds of a continued upward trend are 70%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BR as a result. In 45 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 59%.
BR moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BR crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 62%.
The 50-day moving average for BR moved above the 200-day moving average on October 07, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +3.41% 3-day Advance, the price is estimated to grow further. Considering data from situations where BR advanced for three days, in 177 of 332 cases, the price rose further within the following month. The odds of a continued upward trend are 53%.
The Aroon Indicator entered an Uptrend today. In 128 of 273 cases where BR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 47%.
Bearish Trend Analysis
The 10-day RSI Indicator for BR moved out of overbought territory on October 26, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 36 similar instances where the indicator moved out of overbought territory. In 21 of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at 58%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 33 of 62 cases where BR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 53%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
BR broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 25 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. BR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 73 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.395) is normal, around the industry mean (2.802). P/E Ratio (19.051) is within average values for comparable stocks, (18.164). Projected Growth (PEG Ratio) (1.771) is also within normal values, averaging (2.284). Dividend Yield (0.024) settles around the average of (0.195) among similar stocks. P/S Ratio (2.617) is also within normal values, averaging (139.965).
The Tickeron Profit vs. Risk Rating rating for this company is 81 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BR’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 84 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
JKHY in upward trend: 10-day moving average crossed above 50-day moving average on October 27, 2026
The 10-day moving average for JKHY crossed bullishly above the 50-day moving average on October 27, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on JKHY as a result. In 46 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 53%.
The Moving Average Convergence Divergence (MACD) for JKHY just turned positive on October 09, 2026. Looking at past instances where JKHY's MACD turned positive, the stock continued to rise in 26 of 43 cases over the following month. The odds of a continued upward trend are 60%.
JKHY moved above its 50-day moving average on October 22, 2026 date and that indicates a change from a downward trend to an upward trend.
The 50-day moving average for JKHY moved above the 200-day moving average on September 28, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +2.38% 3-day Advance, the price is estimated to grow further. Considering data from situations where JKHY advanced for three days, in 171 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 53%.
The Aroon Indicator entered an Uptrend today. In 102 of 198 cases where JKHY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 52%.
Bearish Trend Analysis
The 10-day RSI Indicator for JKHY moved out of overbought territory on October 27, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 27 similar instances where the indicator moved out of overbought territory. In 13 of the 27 cases, the stock moved lower in the following days. This puts the odds of a move lower at 48%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where JKHY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
JKHY broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 36 (best 1 - 100 worst), indicating steady price growth. JKHY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 40 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 50 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 76 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.524) is normal, around the industry mean (2.802). P/E Ratio (23.094) is within average values for comparable stocks, (18.164). Projected Growth (PEG Ratio) (1.801) is also within normal values, averaging (2.284). Dividend Yield (0.015) settles around the average of (0.195) among similar stocks. P/S Ratio (4.500) is also within normal values, averaging (139.965).
The Tickeron Profit vs. Risk Rating rating for this company is 89 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. JKHY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock better than average.
BR | JKHY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 81 | 89 | |
SMR RATING 1..100 | 25 | 40 | |
PRICE GROWTH RATING 1..100 | 43 | 36 | |
P/E GROWTH RATING 1..100 | 84 | 50 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BR's Valuation (73) in the Miscellaneous Commercial Services industry is in the same range as JKHY (76) in the Information Technology Services industry. This means that BR’s stock grew similarly to JKHY’s over the last 12 months.
BR's Profit vs Risk Rating (81) in the Miscellaneous Commercial Services industry is in the same range as JKHY (89) in the Information Technology Services industry. This means that BR’s stock grew similarly to JKHY’s over the last 12 months.
BR's SMR Rating (25) in the Miscellaneous Commercial Services industry is in the same range as JKHY (40) in the Information Technology Services industry. This means that BR’s stock grew similarly to JKHY’s over the last 12 months.
JKHY's Price Growth Rating (36) in the Information Technology Services industry is in the same range as BR (43) in the Miscellaneous Commercial Services industry. This means that JKHY’s stock grew similarly to BR’s over the last 12 months.
JKHY's P/E Growth Rating (50) in the Information Technology Services industry is somewhat better than the same rating for BR (84) in the Miscellaneous Commercial Services industry. This means that JKHY’s stock grew somewhat faster than BR’s over the last 12 months.
| BR | JKHY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 48% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 53% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 51% | 2 days ago 51% |
| Advances ODDS (%) | 2 days ago 53% | 2 days ago 53% |
| Declines ODDS (%) | 7 days ago 57% | 7 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 52% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 52% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BR’s FA Score shows that 1 FA rating(s) are green while JKHY’s FA Score has 0 green FA rating(s).
- BR’s FA Score: 1 green, 4 red.
- JKHY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BR’s TA Score shows that 7 TA indicator(s) are bullish while JKHY’s TA Score has 7 bullish TA indicator(s).
- BR’s TA Score: 7 bullish, 4 bearish.
- JKHY’s TA Score: 7 bullish, 4 bearish.
Price Growth
BR (@Information Technology Services) experienced а +1.73% price change this week, while JKHY (@Information Technology Services) price change was +0.66% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -0.64%. For the same industry, the average monthly price growth was -3.52%, and the average quarterly price growth was -13.63%.
Reported Earning Dates
BR is expected to report earnings on Nov 03, 2026.
JKHY is expected to report earnings on Nov 03, 2026.
Industries' Descriptions
@Information Technology Services (-0.64% weekly)The industry, whose total market cap runs into trillions, makes hardware/software that allows data to be stored, retrieved, transmitted, and manipulated on computers. With the ever-increasing relevance of data, the information technology (IT) industry has gained momentous growth over the years, and continues to thrive on innovation. Some of the behemoths in the industry are International Business Machines Corporation, Accenture, and VMware, Inc.
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BR and
Correlation & Price change
A.I.dvisor indicates that over the last year, BR has been loosely correlated with IT. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if BR jumps, then IT could also see price increases.
JKHY and
Correlation & Price change
A.I.dvisor indicates that over the last year, JKHY has been loosely correlated with FIS. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if JKHY jumps, then FIS could also see price increases.
| Ticker / NAME | Correlation To JKHY | 1D Price Change % | ||
|---|---|---|---|---|
| JKHY | 100% | -1.08% | ||
| FIS - JKHY | 61% Loosely correlated | -2.89% | ||
| BR - JKHY | 58% Loosely correlated | -0.25% | ||
| EXLS - JKHY | 56% Loosely correlated | -0.94% | ||
| CTSH - JKHY | 53% Loosely correlated | -1.94% | ||
| IT - JKHY | 51% Loosely correlated | -13.19% | ||
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