BLBD vs. HRB

Last updated Aug 1, 2026

BLBD (Blue Bird Corporation) and HRB (H&R Block, Inc.) are both stocks. Both are in the Consumer Cyclical sector — BLBD in Auto Manufacturers, HRB in Personal Services. Over the past 10 years, BLBD returned 17.69%/yr vs 10.77%/yr for HRB. Their 0.16 correlation means their historical movements had little consistent relationship.

Performance

BLBD vs. HRB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Bird Corporation (BLBD) and H&R Block, Inc. (HRB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLBD achieves a 58.28% return, which is significantly higher than HRB's 3.52% return. Over the past 10 years, BLBD has outperformed HRB with an annualized return of 17.69%, while HRB has yielded a comparatively lower 10.77% annualized return.

BLBD

• 1D: -0.28%
• 1M: -2.22%
• 6M: 47.86%
• YTD: 58.28%
• 1Y: 71.68%
• 3Y*: 52.13%
• 5Y*: 24.37%
• 10Y*: 17.69%
• ALL TIME*: 18.01%

HRB

• 1D: -0.59%
• 1M: 9.97%
• 6M: 14.36%
• YTD: 3.52%
• 1Y: -15.67%
• 3Y*: 12.84%
• 5Y*: 16.21%
• 10Y*: 10.77%
• ALL TIME*: 10.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BLBD Blue Bird Corporation	$39.21M	$34.12M	$35.39M
HRB H&R Block, Inc.	$79.64M	$78.55M	$89.93M

BLBD vs. HRB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BLBD Blue Bird Corporation	58.28%	21.67%	43.29%	151.73%	-31.52%	-14.35%	-20.33%	26.00%	-8.59%	28.80%
HRB H&R Block, Inc.	3.52%	-14.88%	12.03%	36.87%	59.94%	55.43%	-27.97%	-3.55%	0.49%	18.22%

Correlation

The correlation between BLBD and HRB is -0.13, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.13
Correlation (3Y) Balances recent behavior with more history.	0.10
Correlation (5Y) Shows whether the relationship held over a longer period.	0.13
Correlation (10Y) Provides a long-term view across more market conditions.	0.18
Correlation (All Time) Calculated using the full available price history since Mar 20, 2014	0.16

The correlation between BLBD and HRB shifts across timeframes, from -0.13 (1 year) to 0.17 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BLBD : $2.35B HRB : $5.58B
EPS BLBD : $4.07 HRB : $2.32
PE Ratio BLBD : 18.27 HRB : 18.97
PEG Ratio BLBD : 0.17 HRB : 1.74
PS Ratio BLBD : 1.63 HRB : 3.75
Total Revenue (TTM) BLBD : $1.49B HRB : $1.52B
Gross Profit (TTM) BLBD : $314.22M HRB : $766.04M
EBITDA (TTM) BLBD : $181.06M HRB : -$21.81M

Return for Risk

BLBD vs. HRB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BLBD

BLBD Risk / Return Rank: 84
BLBD Sharpe Ratio Rank: 86
BLBD Sortino Ratio Rank: 84
BLBD Omega Ratio Rank: 83
BLBD Calmar Ratio Rank: 86
BLBD Martin Ratio Rank: 83

HRB

HRB Risk / Return Rank: 30
HRB Sharpe Ratio Rank: 28
HRB Sortino Ratio Rank: 26
HRB Omega Ratio Rank: 27
HRB Calmar Ratio Rank: 33
HRB Martin Ratio Rank: 34

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BLBD vs. HRB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Bird Corporation (BLBD) and H&R Block, Inc. (HRB). 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.

	BLBD	HRB	Difference
Sharpe ratio: Return per unit of total volatility	1.52	-0.36	+1.88
Sortino ratio: Return per unit of downside risk	2.28	-0.29	+2.58
Omega ratio: Gain probability vs. loss probability	1.28	0.97	+0.32
Calmar ratio: Return relative to maximum drawdown	2.83	-0.32	+3.16
Martin ratio: Return relative to average drawdown	6.36	-0.56	+6.92

BLBD vs. HRB - Sharpe Ratio Comparison

The current BLBD Sharpe Ratio is 1.52, which is higher than the HRB Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of BLBD and HRB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BLBD vs. HRB - Drawdown Comparison

The maximum BLBD drawdown since its inception was -74.16%, which is greater than HRB's maximum drawdown of -62.08%. Use the drawdown chart below to compare losses from any high point for BLBD and HRB.

Drawdown Indicators

	BLBD	HRB	Difference
Max Drawdown Largest peak-to-trough decline	-74.16%	-62.08%	-12.08%
Max Drawdown (1Y) Largest decline over 1 year	-23.45%	-47.86%	+24.41%
Max Drawdown (3Y) Largest decline over 3 years	-45.95%	-55.54%	+9.59%
Max Drawdown (5Y) Largest decline over 5 years	-71.03%	-55.54%	-15.49%
Max Drawdown (10Y) Largest decline over 10 years	-74.16%	-57.72%	-16.44%
Current Drawdown Current decline from peak	-8.72%	-29.22%	+20.50%
Average Drawdown Average peak-to-trough decline	-20.39%	-18.70%	-1.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.43%	27.50%	-17.07%

Volatility

BLBD vs. HRB - Volatility Comparison

The current volatility for Blue Bird Corporation (BLBD) is 9.08%, while H&R Block, Inc. (HRB) has a volatility of 13.01%. This indicates that BLBD experiences smaller price fluctuations and is considered to be less risky than HRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLBD	HRB	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.08%	13.01%	-3.93%
Volatility (6M) Calculated over the trailing 6-month period	32.22%	37.36%	-5.14%
Volatility (1Y) Calculated over the trailing 1-year period	43.63%	43.21%	+0.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.47%	33.50%	+22.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	51.34%	36.07%	+15.27%

Dividends

BLBD vs. HRB - Dividend Comparison

BLBD has not paid dividends to shareholders, while HRB's dividend yield for the trailing twelve months is around 3.82%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLBD Blue Bird Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HRB H&R Block, Inc.	3.82%	3.65%	2.63%	2.52%	3.07%	4.54%	6.56%	4.39%	3.90%	3.59%	3.74%	2.40%

Financials

Frequently Asked Questions

Can I hold both BLBD and HRB in my portfolio?

BLBD and HRB have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BLBD or HRB?

HRB has higher volatility (13.01%) compared to BLBD (9.08%). In terms of maximum drawdown, BLBD dropped -74.16% vs HRB's -62.08%.

Which has better risk-adjusted returns?

BLBD currently has the higher Sharpe Ratio (1.52 vs -0.36), 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.