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.
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
Key characteristics
HRB:
0.82
INTU:
0.01
HRB:
1.40
INTU:
0.20
HRB:
1.18
INTU:
1.03
HRB:
1.13
INTU:
0.02
HRB:
2.95
INTU:
0.04
HRB:
7.97%
INTU:
7.03%
HRB:
28.55%
INTU:
28.07%
HRB:
-62.08%
INTU:
-75.29%
HRB:
-16.49%
INTU:
-13.57%
Fundamentals
HRB:
$7.53B
INTU:
$170.58B
HRB:
$4.02
INTU:
$10.27
HRB:
13.67
INTU:
59.34
HRB:
0.86
INTU:
1.81
HRB:
$3.44B
INTU:
$16.59B
HRB:
$1.74B
INTU:
$12.99B
HRB:
$1.16B
INTU:
$4.31B
Returns By Period
In the year-to-date period, HRB achieves a 3.97% return, which is significantly higher than INTU's -2.88% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 8.87%, while INTU has yielded a comparatively higher 22.22% annualized return.
HRB
3.97%
0.40%
-1.47%
19.70%
22.53%
8.87%
INTU
-2.88%
-5.12%
-4.03%
-2.77%
16.95%
22.22%
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Risk-Adjusted Performance
HRB vs. INTU — Risk-Adjusted Performance Rank
HRB
INTU
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 2.53%, more than INTU's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.53% | 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. | 0.64% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 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.
Volatility
HRB vs. INTU - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 5.65%, while Intuit Inc. (INTU) has a volatility of 6.72%. 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