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

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.


-0.50.00.51.00.3

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%JulyAugustSeptemberOctoberNovemberDecember
1,594.81%
27,493.95%
HRB
INTU

Key characteristics

Sharpe Ratio

HRB:

0.57

INTU:

0.20

Sortino Ratio

HRB:

1.06

INTU:

0.45

Omega Ratio

HRB:

1.13

INTU:

1.06

Calmar Ratio

HRB:

0.89

INTU:

0.32

Martin Ratio

HRB:

2.60

INTU:

0.90

Ulcer Index

HRB:

6.37%

INTU:

6.34%

Daily Std Dev

HRB:

28.84%

INTU:

28.06%

Max Drawdown

HRB:

-62.08%

INTU:

-75.29%

Current Drawdown

HRB:

-18.69%

INTU:

-7.99%

Fundamentals

Market Cap

HRB:

$7.49B

INTU:

$189.72B

EPS

HRB:

$4.02

INTU:

$10.27

PE Ratio

HRB:

13.59

INTU:

66.00

PEG Ratio

HRB:

0.54

INTU:

2.02

Total Revenue (TTM)

HRB:

$3.62B

INTU:

$16.59B

Gross Profit (TTM)

HRB:

$1.62B

INTU:

$12.99B

EBITDA (TTM)

HRB:

$929.95M

INTU:

$4.31B

Returns By Period

In the year-to-date period, HRB achieves a 13.41% return, which is significantly higher than INTU's 4.59% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 8.49%, while INTU has yielded a comparatively higher 22.38% annualized return.


HRB

YTD

13.41%

1M

-10.80%

6M

1.98%

1Y

16.02%

5Y*

22.61%

10Y*

8.49%

INTU

YTD

4.59%

1M

-4.27%

6M

6.91%

1Y

5.19%

5Y*

20.26%

10Y*

22.38%

Compare stocks, funds, or ETFs

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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.


Sharpe ratio
The chart of Sharpe ratio for HRB, currently valued at 0.57, compared to the broader market-4.00-2.000.002.000.570.20
The chart of Sortino ratio for HRB, currently valued at 1.06, compared to the broader market-4.00-2.000.002.004.001.060.45
The chart of Omega ratio for HRB, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.06
The chart of Calmar ratio for HRB, currently valued at 0.89, compared to the broader market0.002.004.006.000.890.32
The chart of Martin ratio for HRB, currently valued at 2.60, compared to the broader market0.0010.0020.002.600.90
HRB
INTU

The current HRB Sharpe Ratio is 0.57, which is higher than the INTU Sharpe Ratio of 0.20. 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.57
0.20
HRB
INTU

Dividends

HRB vs. INTU - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 2.60%, more than INTU's 0.58% yield.


TTM20232022202120202019201820172016201520142013
HRB
H&R Block, Inc.
2.60%2.52%3.07%4.54%6.56%4.39%3.90%3.59%3.74%2.40%2.38%2.75%
INTU
Intuit Inc.
0.58%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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.69%
-7.99%
HRB
INTU

Volatility

HRB vs. INTU - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 10.25%, while Intuit Inc. (INTU) has a volatility of 11.90%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
10.25%
11.90%
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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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