HRB vs. INTU
Compare and contrast key facts about H&R Block, Inc. (HRB) and Intuit Inc. (INTU).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRB or INTU.
Key characteristics
| HRB | INTU | |
|---|---|---|
| YTD Return | -0.25% | 1.97% |
| 1Y Return | 45.95% | 52.34% |
| 3Y Return (Ann) | 33.97% | 16.01% |
| 5Y Return (Ann) | 17.22% | 20.98% |
| 10Y Return (Ann) | 9.71% | 24.85% |
| Sharpe Ratio | 1.81 | 1.70 |
| Daily Std Dev | 25.10% | 26.29% |
| Max Drawdown | -62.08% | -75.29% |
| Current Drawdown | -5.07% | -7.02% |
Fundamentals
| HRB | INTU | |
|---|---|---|
| Market Cap | $6.54B | $169.43B |
| EPS | $3.60 | $9.81 |
| PE Ratio | 13.01 | 61.69 |
| PEG Ratio | 0.79 | 1.82 |
| Revenue (TTM) | $3.49B | $15.09B |
| Gross Profit (TTM) | $2.14B | $11.39B |
| EBITDA (TTM) | $891.74M | $4.09B |
Correlation
The correlation between HRB and INTU is 0.26, 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. INTU - Performance Comparison
In the year-to-date period, HRB achieves a -0.25% return, which is significantly lower than INTU's 1.97% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 9.71%, while INTU has yielded a comparatively higher 24.85% 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. 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.
Dividends
HRB vs. INTU - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.61%, more than INTU's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.61% | 2.52% | 3.07% | 4.53% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% | 2.75% |
INTU Intuit Inc. | 0.55% | 0.52% | 0.72% | 0.38% | 0.42% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% | 0.89% | 0.92% |
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.
Volatility
HRB vs. INTU - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 5.73%, while Intuit Inc. (INTU) has a volatility of 6.46%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky than INTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities