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HRB vs. BLBD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HRB vs. BLBD - Performance Comparison

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

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HRB vs. BLBD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HRB
H&R Block, Inc.
-26.18%-14.88%12.03%36.87%59.94%55.43%-27.97%-3.55%0.49%18.22%
BLBD
Blue Bird Corporation
20.83%21.67%43.29%151.73%-31.52%-14.35%-20.33%26.00%-8.59%28.80%

Fundamentals

Market Cap

HRB:

$4.02B

BLBD:

$1.85B

EPS

HRB:

$4.68

BLBD:

$3.97

PE Ratio

HRB:

6.78

BLBD:

14.30

PEG Ratio

HRB:

0.69

BLBD:

0.13

PS Ratio

HRB:

1.10

BLBD:

1.24

Total Revenue (TTM)

HRB:

$3.79B

BLBD:

$1.50B

Gross Profit (TTM)

HRB:

$2.07B

BLBD:

$314.43M

EBITDA (TTM)

HRB:

$989.43M

BLBD:

$188.65M

Returns By Period

In the year-to-date period, HRB achieves a -26.18% return, which is significantly lower than BLBD's 20.83% return. Over the past 10 years, HRB has underperformed BLBD with an annualized return of 5.96%, while BLBD has yielded a comparatively higher 18.06% annualized return.


HRB

1D
0.32%
1M
5.06%
YTD
-26.18%
6M
-35.76%
1Y
-39.96%
3Y*
-0.34%
5Y*
10.97%
10Y*
5.96%

BLBD

1D
4.36%
1M
-2.54%
YTD
20.83%
6M
-1.32%
1Y
75.44%
3Y*
40.61%
5Y*
16.25%
10Y*
18.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HRB vs. BLBD — Risk / Return Rank

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

HRB
HRB Risk / Return Rank: 77
Overall Rank
HRB Sharpe Ratio Rank: 11
Sharpe Ratio Rank
HRB Sortino Ratio Rank: 33
Sortino Ratio Rank
HRB Omega Ratio Rank: 44
Omega Ratio Rank
HRB Calmar Ratio Rank: 1717
Calmar Ratio Rank
HRB Martin Ratio Rank: 1111
Martin Ratio Rank

BLBD
BLBD Risk / Return Rank: 8787
Overall Rank
BLBD Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BLBD Sortino Ratio Rank: 9090
Sortino Ratio Rank
BLBD Omega Ratio Rank: 8686
Omega Ratio Rank
BLBD Calmar Ratio Rank: 8787
Calmar Ratio Rank
BLBD Martin Ratio Rank: 8383
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.

HRB vs. BLBD - Risk-Adjusted Trends Comparison

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


HRBBLBDDifference

Sharpe ratio

Return per unit of total volatility

-1.27

1.86

-3.13

Sortino ratio

Return per unit of downside risk

-1.85

2.76

-4.61

Omega ratio

Gain probability vs. loss probability

0.77

1.34

-0.56

Calmar ratio

Return relative to maximum drawdown

-0.72

3.09

-3.81

Martin ratio

Return relative to average drawdown

-1.47

7.03

-8.50

HRB vs. BLBD - Sharpe Ratio Comparison

The current HRB Sharpe Ratio is -1.27, which is lower than the BLBD Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of HRB and BLBD, 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


HRBBLBDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.27

1.86

-3.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.29

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.36

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.34

-0.05

Correlation

The correlation between HRB and BLBD is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

HRB vs. BLBD - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 5.15%, while BLBD has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
HRB
H&R Block, Inc.
5.15%3.65%2.63%2.52%3.07%4.54%6.56%4.39%3.90%3.59%3.74%2.40%
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%

Drawdowns

HRB vs. BLBD - Drawdown Comparison

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


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Drawdown Indicators


HRBBLBDDifference

Max Drawdown

Largest peak-to-trough decline

-62.08%

-74.16%

+12.08%

Max Drawdown (1Y)

Largest decline over 1 year

-53.93%

-23.45%

-30.48%

Max Drawdown (5Y)

Largest decline over 5 years

-55.54%

-74.16%

+18.62%

Max Drawdown (10Y)

Largest decline over 10 years

-57.72%

-74.16%

+16.44%

Current Drawdown

Current decline from peak

-49.53%

-8.89%

-40.64%

Average Drawdown

Average peak-to-trough decline

-18.51%

-20.88%

+2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.64%

10.31%

+16.33%

Volatility

HRB vs. BLBD - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 8.56%, while Blue Bird Corporation (BLBD) has a volatility of 10.12%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky than BLBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HRBBLBDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.56%

10.12%

-1.56%

Volatility (6M)

Calculated over the trailing 6-month period

25.96%

27.65%

-1.69%

Volatility (1Y)

Calculated over the trailing 1-year period

31.54%

40.82%

-9.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.92%

56.67%

-25.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.31%

50.91%

-15.60%

Financials

HRB vs. BLBD - Financials Comparison

This section allows you to compare key financial metrics between H&R Block, Inc. and Blue Bird Corporation. 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


0.00500.00M1.00B1.50B2.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
198.87M
333.08M
(HRB) Total Revenue
(BLBD) Total Revenue
Values in USD except per share items