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.
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.
Performance
HRB vs. INTU - Performance Comparison
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Key characteristics
HRB:
0.58
INTU:
0.82
HRB:
0.91
INTU:
1.33
HRB:
1.12
INTU:
1.17
HRB:
0.64
INTU:
1.12
HRB:
1.27
INTU:
2.52
HRB:
11.87%
INTU:
10.12%
HRB:
29.14%
INTU:
33.66%
HRB:
-62.08%
INTU:
-75.29%
HRB:
-13.02%
INTU:
0.00%
Fundamentals
HRB:
$7.67B
INTU:
$210.45B
HRB:
$3.96
INTU:
$12.30
HRB:
14.19
INTU:
61.34
HRB:
0.89
INTU:
1.98
HRB:
2.06
INTU:
11.57
HRB:
98.12
INTU:
10.46
HRB:
$3.71B
INTU:
$10.43B
HRB:
$1.65B
INTU:
$8.00B
HRB:
$959.91M
INTU:
$1.23B
Returns By Period
In the year-to-date period, HRB achieves a 8.29% return, which is significantly lower than INTU's 20.89% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 10.01%, while INTU has yielded a comparatively higher 22.65% annualized return.
HRB
8.29%
-6.52%
-2.93%
16.72%
20.36%
32.25%
10.01%
INTU
20.89%
21.51%
19.44%
27.39%
22.29%
21.86%
22.65%
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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.
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Dividends
HRB vs. INTU - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.54%, more than INTU's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.54% | 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. | 0.53% | 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.
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Volatility
HRB vs. INTU - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 7.47%, while Intuit Inc. (INTU) has a volatility of 9.50%. 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.
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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
HRB vs. INTU - Profitability Comparison
HRB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, H&R Block, Inc. reported a gross profit of 1.31B and revenue of 2.28B. Therefore, the gross margin over that period was 57.4%.
INTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Intuit Inc. reported a gross profit of 3.08B and revenue of 3.96B. Therefore, the gross margin over that period was 77.8%.
HRB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, H&R Block, Inc. reported an operating income of 978.31M and revenue of 2.28B, resulting in an operating margin of 43.0%.
INTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Intuit Inc. reported an operating income of 593.00M and revenue of 3.96B, resulting in an operating margin of 15.0%.
HRB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, H&R Block, Inc. reported a net income of 722.33M and revenue of 2.28B, resulting in a net margin of 31.7%.
INTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Intuit Inc. reported a net income of 471.00M and revenue of 3.96B, resulting in a net margin of 11.9%.