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

Correlation

The correlation between HRB and INTU is 0.45, 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. INTU - Performance Comparison

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

0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%December2025FebruaryMarchAprilMay
1,762.48%
27,855.17%
HRB
INTU

Key characteristics

Sharpe Ratio

HRB:

0.76

INTU:

0.13

Sortino Ratio

HRB:

1.23

INTU:

0.42

Omega Ratio

HRB:

1.16

INTU:

1.05

Calmar Ratio

HRB:

0.97

INTU:

0.18

Martin Ratio

HRB:

1.96

INTU:

0.38

Ulcer Index

HRB:

11.62%

INTU:

10.62%

Daily Std Dev

HRB:

30.91%

INTU:

33.64%

Max Drawdown

HRB:

-62.08%

INTU:

-75.29%

Current Drawdown

HRB:

-10.65%

INTU:

-6.79%

Fundamentals

Market Cap

HRB:

$8.23B

INTU:

$172.83B

EPS

HRB:

$3.56

INTU:

$10.67

PE Ratio

HRB:

17.28

INTU:

57.94

PEG Ratio

HRB:

0.94

INTU:

1.91

PS Ratio

HRB:

2.30

INTU:

10.30

PB Ratio

HRB:

98.12

INTU:

9.84

Total Revenue (TTM)

HRB:

$1.44B

INTU:

$10.43B

Gross Profit (TTM)

HRB:

$345.35M

INTU:

$8.00B

EBITDA (TTM)

HRB:

$197.25M

INTU:

$1.23B

Returns By Period

In the year-to-date period, HRB achieves a 11.24% return, which is significantly higher than INTU's 4.75% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 10.41%, while INTU has yielded a comparatively higher 21.43% annualized return.


HRB

YTD

11.24%

1M

6.61%

6M

-6.63%

1Y

23.39%

5Y*

34.37%

10Y*

10.41%

INTU

YTD

4.75%

1M

20.80%

6M

-2.35%

1Y

4.41%

5Y*

19.31%

10Y*

21.43%

*Annualized

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Risk-Adjusted Performance

HRB vs. INTU — 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 7575
Overall Rank
The Sharpe Ratio Rank of HRB is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of HRB is 7272
Sortino Ratio Rank
The Omega Ratio Rank of HRB is 7171
Omega Ratio Rank
The Calmar Ratio Rank of HRB is 8484
Calmar Ratio Rank
The Martin Ratio Rank of HRB is 7373
Martin Ratio Rank

INTU
The Risk-Adjusted Performance Rank of INTU is 5454
Overall Rank
The Sharpe Ratio Rank of INTU is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of INTU is 4949
Sortino Ratio Rank
The Omega Ratio Rank of INTU is 4848
Omega Ratio Rank
The Calmar Ratio Rank of INTU is 6060
Calmar Ratio Rank
The Martin Ratio Rank of INTU is 5757
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. INTU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) and Intuit Inc. (INTU). 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 0.76, which is higher than the INTU Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of HRB and INTU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2025FebruaryMarchAprilMay
0.76
0.13
HRB
INTU

Dividends

HRB vs. INTU - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 2.48%, more than INTU's 0.61% yield.


TTM20242023202220212020201920182017201620152014
HRB
H&R Block, Inc.
2.48%2.63%2.52%3.07%4.54%6.56%4.39%3.90%3.59%3.74%2.40%2.38%
INTU
Intuit Inc.
0.61%0.60%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%

Drawdowns

HRB vs. INTU - Drawdown Comparison

The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum INTU drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for HRB and INTU. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-10.65%
-6.79%
HRB
INTU

Volatility

HRB vs. INTU - Volatility Comparison

H&R Block, Inc. (HRB) and Intuit Inc. (INTU) have volatilities of 11.10% and 11.64%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
11.10%
11.64%
HRB
INTU

Financials

HRB vs. INTU - Financials Comparison

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


0.001.00B2.00B3.00B4.00B5.00B6.00B7.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
179.07M
3.96B
(HRB) Total Revenue
(INTU) Total Revenue
Values in USD except per share items