HRB vs. BLBD
Compare and contrast key facts about H&R Block, Inc. (HRB) and Blue Bird Corporation (BLBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRB or BLBD.
Key characteristics
| HRB | BLBD | |
|---|---|---|
| YTD Return | 26.31% | 50.89% |
| 1Y Return | 36.17% | 125.37% |
| 3Y Return (Ann) | 39.31% | 17.63% |
| 5Y Return (Ann) | 24.42% | 15.19% |
| 10Y Return (Ann) | 10.38% | 15.51% |
| Sharpe Ratio | 1.32 | 2.47 |
| Sortino Ratio | 2.12 | 3.29 |
| Omega Ratio | 1.25 | 1.39 |
| Calmar Ratio | 3.47 | 3.41 |
| Martin Ratio | 7.55 | 10.04 |
| Ulcer Index | 4.87% | 12.57% |
| Daily Std Dev | 27.80% | 51.11% |
| Max Drawdown | -62.08% | -74.16% |
| Current Drawdown | -9.44% | -29.70% |
Fundamentals
| HRB | BLBD | |
|---|---|---|
| Market Cap | $8.22B | $1.32B |
| EPS | $4.02 | $3.01 |
| PE Ratio | 14.92 | 13.52 |
| PEG Ratio | 0.26 | 1.13 |
| Total Revenue (TTM) | $3.43B | $996.94M |
| Gross Profit (TTM) | $1.69B | $195.95M |
| EBITDA (TTM) | $1.13B | $124.53M |
Correlation
The correlation between HRB and BLBD is 0.19, 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.
Performance
HRB vs. BLBD - Performance Comparison
In the year-to-date period, HRB achieves a 26.31% return, which is significantly lower than BLBD's 50.89% return. Over the past 10 years, HRB has underperformed BLBD with an annualized return of 10.38%, while BLBD has yielded a comparatively higher 15.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HRB vs. BLBD - Risk-Adjusted Performance 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.
Dividends
HRB vs. BLBD - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.23%, while BLBD has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.23% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% | 2.75% |
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. For additional features, visit the drawdowns tool.
Volatility
HRB vs. BLBD - Volatility Comparison
H&R Block, Inc. (HRB) and Blue Bird Corporation (BLBD) have volatilities of 9.19% and 8.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities