HRB vs. INTU
HRB (H&R Block, Inc.) and INTU (Intuit Inc.) are both stocks. HRB operates in Personal Services (Consumer Cyclical), while INTU operates in Software - Application (Technology). Over the past 10 years, HRB returned 9.49%/yr vs 9.85%/yr for INTU. At a 0.26 correlation, their price movements are largely independent.
Performance
HRB vs. INTU - Performance Comparison
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Returns By Period
In the year-to-date period, HRB achieves a -6.91% return, which is significantly higher than INTU's -58.10% return. Both investments have delivered pretty close results over the past 10 years, with HRB having a 9.49% annualized return and INTU not far ahead at 9.85%.
HRB
- 1D
- 2.41%
- 1M
- 8.41%
- 6M
- -10.01%
- YTD
- -6.91%
- 1Y
- -26.40%
- 3Y*
- 10.74%
- 5Y*
- 14.21%
- 10Y*
- 9.49%
INTU
- 1D
- 0.58%
- 1M
- -0.20%
- 6M
- -57.18%
- YTD
- -58.10%
- 1Y
- -62.82%
- 3Y*
- -15.32%
- 5Y*
- -10.76%
- 10Y*
- 9.85%
HRB vs. INTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | -6.91% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
INTU Intuit Inc. | -58.10% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
Correlation
The correlation between HRB and INTU is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 1993 | 0.26 |
The correlation between HRB and INTU shifts across timeframes, from 0.25 (10 years) to 0.38 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HRB:
$5.02B
INTU:
$75.21B
HRB:
$2.32
INTU:
$16.37
HRB:
17.06
INTU:
16.80
HRB:
1.57
INTU:
1.00
HRB:
3.38
INTU:
3.68
HRB:
$1.52B
INTU:
$20.93B
HRB:
$766.04M
INTU:
$16.97B
HRB:
-$21.81M
INTU:
$6.65B
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Return for Risk
HRB vs. INTU — Risk / Return Rank
HRB
INTU
HRB vs. INTU - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HRB | INTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.70 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | -0.92 | +0.37 |
| Martin ratioReturn relative to average drawdown | -0.96 | -1.64 | +0.68 |
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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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Drawdown Indicators
| HRB | INTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -75.29% | +13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -49.05% | -68.19% | +19.14% |
Max Drawdown (3Y)Largest decline over 3 years | -55.54% | -68.19% | +12.65% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -68.19% | +12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -57.72% | -68.19% | +10.47% |
Current DrawdownCurrent decline from peak | -36.36% | -65.56% | +29.20% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -24.23% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.47% | 38.28% | -9.81% |
Volatility
HRB vs. INTU - Volatility Comparison
H&R Block, Inc. (HRB) and Intuit Inc. (INTU) have volatilities of 11.39% and 11.58%, 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.
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Volatility by Period
| HRB | INTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.39% | 11.58% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 36.32% | 43.23% | -6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.62% | 45.43% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.14% | 37.82% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.88% | 34.09% | +1.79% |
Dividends
HRB vs. INTU - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 4.24%, more than INTU's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 4.24% | 3.65% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% |
INTU Intuit Inc. | 1.75% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
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
Frequently Asked Questions
HRB and INTU have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTU has higher volatility (11.58%) compared to HRB (11.39%). In terms of maximum drawdown, HRB dropped -62.08% vs INTU's -75.29%.
HRB currently has the higher Sharpe Ratio (-0.66 vs -1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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