HRB vs. BLBD
HRB (H&R Block, Inc.) and BLBD (Blue Bird Corporation) are both stocks. Both are in the Consumer Cyclical sector — HRB in Personal Services, BLBD in Auto Manufacturers. Over the past 10 years, HRB returned 10.08%/yr vs 20.74%/yr for BLBD. At a 0.17 correlation, their price movements are largely independent.
Performance
HRB vs. BLBD - Performance Comparison
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Returns By Period
In the year-to-date period, HRB achieves a -10.75% return, which is significantly lower than BLBD's 54.11% return. Over the past 10 years, HRB has underperformed BLBD with an annualized return of 10.08%, while BLBD has yielded a comparatively higher 20.74% annualized return.
HRB
- 1D
- -0.52%
- 1M
- 23.48%
- YTD
- -10.75%
- 6M
- -8.07%
- 1Y
- -32.33%
- 3Y*
- 11.13%
- 5Y*
- 12.40%
- 10Y*
- 10.08%
BLBD
- 1D
- 0.12%
- 1M
- 15.17%
- YTD
- 54.11%
- 6M
- 41.94%
- 1Y
- 87.01%
- 3Y*
- 40.67%
- 5Y*
- 21.95%
- 10Y*
- 20.74%
HRB vs. BLBD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | -10.75% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
BLBD Blue Bird Corporation | 54.11% | 21.67% | 43.29% | 151.73% | -31.52% | -14.35% | -20.33% | 26.00% | -8.59% | 28.80% |
Correlation
The correlation between HRB and BLBD is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Mar 21, 2014 | 0.17 |
The correlation between HRB and BLBD shifts across timeframes, from -0.03 (1 year) to 0.18 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
HRB:
$4.92B
BLBD:
$2.36B
HRB:
$2.29
BLBD:
$4.07
HRB:
16.55
BLBD:
17.78
HRB:
1.52
BLBD:
0.17
HRB:
3.27
BLBD:
1.58
HRB:
$1.52B
BLBD:
$1.49B
HRB:
$766.04M
BLBD:
$314.22M
HRB:
-$21.81M
BLBD:
$181.06M
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Return for Risk
HRB vs. BLBD — Risk / Return Rank
HRB
BLBD
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.
| HRB | BLBD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.86 | ||
| Sortino ratioReturn per unit of downside risk | -4.05 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.37 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | 3.73 | -4.37 |
| Martin ratioReturn relative to average drawdown | -1.15 | 8.41 | -9.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRB | BLBD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.80 | 2.06 | -2.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.39 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.41 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.38 | -0.09 |
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
| HRB | BLBD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -74.16% | +12.08% |
Max Drawdown (1Y)Largest decline over 1 year | -50.47% | -23.45% | -27.02% |
Max Drawdown (3Y)Largest decline over 3 years | -55.54% | -45.95% | -9.59% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -73.24% | +17.70% |
Max Drawdown (10Y)Largest decline over 10 years | -57.72% | -74.16% | +16.44% |
Current DrawdownCurrent decline from peak | -38.98% | -0.43% | -38.55% |
Average DrawdownAverage peak-to-trough decline | -18.63% | -20.63% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.42% | 10.38% | +18.04% |
Volatility
HRB vs. BLBD - Volatility Comparison
H&R Block, Inc. (HRB) has a higher volatility of 24.10% compared to Blue Bird Corporation (BLBD) at 17.51%. This indicates that HRB's price experiences larger fluctuations and is considered to be riskier 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
| HRB | BLBD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.10% | 17.51% | +6.59% |
Volatility (6M)Calculated over the trailing 6-month period | 34.99% | 31.11% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.38% | 42.59% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.02% | 56.71% | -23.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.99% | 51.28% | -15.29% |
Dividends
HRB vs. BLBD - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 5.41%, while BLBD has not paid dividends to shareholders.
| 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. | 5.41% | 3.65% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% |
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
Frequently Asked Questions
HRB and BLBD have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HRB has higher volatility (24.10%) compared to BLBD (17.51%). In terms of maximum drawdown, HRB dropped -62.08% vs BLBD's -74.16%.
BLBD currently has the higher Sharpe Ratio (2.06 vs -0.80), 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.
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