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HRB vs. BLBD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HRB and BLBD is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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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Key characteristics

Sharpe Ratio

HRB:

0.66

BLBD:

-0.70

Sortino Ratio

HRB:

1.11

BLBD:

-0.76

Omega Ratio

HRB:

1.15

BLBD:

0.92

Calmar Ratio

HRB:

0.83

BLBD:

-0.65

Martin Ratio

HRB:

1.63

BLBD:

-1.04

Ulcer Index

HRB:

11.90%

BLBD:

28.62%

Daily Std Dev

HRB:

29.07%

BLBD:

45.73%

Max Drawdown

HRB:

-62.08%

BLBD:

-74.16%

Current Drawdown

HRB:

-12.82%

BLBD:

-33.13%

Fundamentals

Market Cap

HRB:

$7.62B

BLBD:

$1.24B

EPS

HRB:

$4.04

BLBD:

$3.22

PE Ratio

HRB:

14.10

BLBD:

12.02

PEG Ratio

HRB:

0.89

BLBD:

1.13

PS Ratio

HRB:

2.05

BLBD:

0.91

PB Ratio

HRB:

98.12

BLBD:

6.42

Total Revenue (TTM)

HRB:

$3.71B

BLBD:

$1.36B

Gross Profit (TTM)

HRB:

$1.65B

BLBD:

$260.13M

EBITDA (TTM)

HRB:

$959.91M

BLBD:

$148.75M

Returns By Period

In the year-to-date period, HRB achieves a 8.54% return, which is significantly higher than BLBD's 0.18% return. Over the past 10 years, HRB has underperformed BLBD with an annualized return of 10.00%, while BLBD has yielded a comparatively higher 11.19% annualized return.


HRB

YTD

8.54%

1M

-8.28%

6M

-2.63%

1Y

17.70%

3Y*

20.75%

5Y*

32.31%

10Y*

10.00%

BLBD

YTD

0.18%

1M

7.47%

6M

-4.80%

1Y

-32.12%

3Y*

46.89%

5Y*

21.95%

10Y*

11.19%

*Annualized

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H&R Block, Inc.

Blue Bird Corporation

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

HRB vs. BLBD — Risk-Adjusted Performance Rank

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

HRB
The Risk-Adjusted Performance Rank of HRB is 7171
Overall Rank
The Sharpe Ratio Rank of HRB is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of HRB is 6767
Sortino Ratio Rank
The Omega Ratio Rank of HRB is 6767
Omega Ratio Rank
The Calmar Ratio Rank of HRB is 8080
Calmar Ratio Rank
The Martin Ratio Rank of HRB is 6969
Martin Ratio Rank

BLBD
The Risk-Adjusted Performance Rank of BLBD is 1717
Overall Rank
The Sharpe Ratio Rank of BLBD is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of BLBD is 1717
Sortino Ratio Rank
The Omega Ratio Rank of BLBD is 1919
Omega Ratio Rank
The Calmar Ratio Rank of BLBD is 1111
Calmar Ratio Rank
The Martin Ratio Rank of BLBD is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current HRB Sharpe Ratio is 0.66, which is higher than the BLBD Sharpe Ratio of -0.70. 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

HRB vs. BLBD - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 2.54%, while BLBD has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
HRB
H&R Block, Inc.
2.54%2.63%2.52%3.07%4.54%6.56%4.39%3.90%3.59%3.74%2.40%2.38%
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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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

HRB vs. BLBD - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 7.48%, while Blue Bird Corporation (BLBD) has a volatility of 10.93%. 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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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


0.00500.00M1.00B1.50B2.00B20212022202320242025
2.28B
358.85M
(HRB) Total Revenue
(BLBD) Total Revenue
Values in USD except per share items

HRB vs. BLBD - Profitability Comparison

The chart below illustrates the profitability comparison between H&R Block, Inc. and Blue Bird Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20212022202320242025
57.4%
19.7%
(HRB) Gross Margin
(BLBD) Gross Margin
HRB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, H&R Block, Inc. reported a gross profit of 1.31B and revenue of 2.28B. Therefore, the gross margin over that period was 57.4%.

BLBD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Blue Bird Corporation reported a gross profit of 70.85M and revenue of 358.85M. Therefore, the gross margin over that period was 19.7%.

HRB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, H&R Block, Inc. reported an operating income of 978.31M and revenue of 2.28B, resulting in an operating margin of 43.0%.

BLBD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Blue Bird Corporation reported an operating income of 33.71M and revenue of 358.85M, resulting in an operating margin of 9.4%.

HRB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, H&R Block, Inc. reported a net income of 722.33M and revenue of 2.28B, resulting in a net margin of 31.7%.

BLBD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Blue Bird Corporation reported a net income of 26.05M and revenue of 358.85M, resulting in a net margin of 7.3%.