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

Performance

HRB vs. INTC - Performance Comparison

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

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Returns By Period

In the year-to-date period, HRB achieves a 3.52% return, which is significantly lower than INTC's 144.44% return. Over the past 10 years, HRB has underperformed INTC with an annualized return of 10.77%, while INTC has yielded a comparatively higher 12.49% annualized return.


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%

INTC

1D
-1.02%
1M
-25.05%
6M
94.10%
YTD
144.44%
1Y
367.12%
3Y*
36.99%
5Y*
12.91%
10Y*
12.49%
ALL TIME*
14.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$79.64M$78.55M$89.93M
$11.93B$11.73B$14.62B

HRB vs. INTC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
INTC
Intel Corporation
144.44%84.04%-59.57%94.56%-46.64%6.05%-14.69%30.71%4.23%30.87%

Correlation

The correlation between HRB and INTC is -0.30, 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.

-0.30

Correlation (3Y)
Balances recent behavior with more history.

-0.07

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.06

Correlation (10Y)
Provides a long-term view across more market conditions.

0.13

Correlation (All Time)
Calculated using the full available price history since Nov 12, 1986

0.24

The correlation between HRB and INTC shifts across timeframes, from -0.30 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HRB:

$5.58B

INTC:

$454.97B

EPS

HRB:

$2.32

INTC:

-$2.31

PS Ratio

HRB:

3.75

INTC:

7.74

Total Revenue (TTM)

HRB:

$1.52B

INTC:

$57.03B

Gross Profit (TTM)

HRB:

$766.04M

INTC:

$22.02B

EBITDA (TTM)

HRB:

-$21.81M

INTC:

$12.73B

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Return for Risk

HRB vs. INTC — Risk / Return Rank

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

HRB
HRB Risk / Return Rank: 3030
Overall Rank
HRB Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
HRB Sortino Ratio Rank: 2626
Sortino Ratio Rank
HRB Omega Ratio Rank: 2727
Omega Ratio Rank
HRB Calmar Ratio Rank: 3333
Calmar Ratio Rank
HRB Martin Ratio Rank: 3434
Martin Ratio Rank

INTC
INTC Risk / Return Rank: 9898
Overall Rank
INTC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
INTC Sortino Ratio Rank: 9797
Sortino Ratio Rank
INTC Omega Ratio Rank: 9696
Omega Ratio Rank
INTC Calmar Ratio Rank: 9898
Calmar Ratio Rank
INTC Martin Ratio Rank: 9999
Martin Ratio Rank
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.

HRB vs. INTC - Risk-Adjusted Trends Comparison

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


HRBINTCDifference
Sharpe ratioReturn per unit of total volatility

-4.91

Sortino ratioReturn per unit of downside risk

-4.44

Omega ratioGain probability vs. loss probability

0.97

1.51

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.32

8.55

-8.87

Martin ratioReturn relative to average drawdown

-0.56

27.80

-28.36

HRB vs. INTC - Sharpe Ratio Comparison

The current HRB Sharpe Ratio is -0.36, which is lower than the INTC Sharpe Ratio of 4.55. The chart below compares the historical Sharpe Ratios of HRB and INTC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HRB vs. INTC - Drawdown Comparison

The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum INTC drawdown of -82.25%. Use the drawdown chart below to compare losses from any high point for HRB and INTC.


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Drawdown Indicators


HRBINTCDifference

Max Drawdown

Largest peak-to-trough decline

-62.08%

-82.25%

+20.17%

Max Drawdown (1Y)

Largest decline over 1 year

-47.86%

-41.90%

-5.96%

Max Drawdown (3Y)

Largest decline over 3 years

-55.54%

-63.80%

+8.26%

Max Drawdown (5Y)

Largest decline over 5 years

-55.54%

-65.04%

+9.50%

Max Drawdown (10Y)

Largest decline over 10 years

-57.72%

-70.80%

+13.08%

Current Drawdown

Current decline from peak

-29.22%

-36.00%

+6.78%

Average Drawdown

Average peak-to-trough decline

-18.70%

-36.61%

+17.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.50%

12.87%

+14.63%

Volatility

HRB vs. INTC - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 13.01%, while Intel Corporation (INTC) has a volatility of 23.88%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky than INTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HRBINTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.01%

23.88%

-10.87%

Volatility (6M)

Calculated over the trailing 6-month period

37.36%

59.36%

-22.00%

Volatility (1Y)

Calculated over the trailing 1-year period

43.21%

78.77%

-35.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.50%

54.05%

-20.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.07%

45.24%

-9.17%

Dividends

HRB vs. INTC - Dividend Comparison

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


PositionTTM20252024202320222021202020192018201720162015
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%
INTC
Intel Corporation
0.00%0.00%1.87%1.47%5.52%2.70%2.65%2.11%2.56%2.33%2.87%2.79%

Financials

HRB vs. INTC - Financials Comparison

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


Values in USD except per share items

Frequently Asked Questions


HRB and INTC have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INTC has higher volatility (23.88%) compared to HRB (13.01%). In terms of maximum drawdown, HRB dropped -62.08% vs INTC's -82.25%.

INTC currently has the higher Sharpe Ratio (4.55 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.

Portfolio Optimizer

Find the right allocation for HRB and INTC

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