HRB vs. INTU

Last updated Jun 23, 2026

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 8.50%/yr vs 10.21%/yr for INTU. At a 0.26 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, HRB achieves a -19.96% return, which is significantly higher than INTU's -60.89% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 8.50%, while INTU has yielded a comparatively higher 10.21% annualized return.

HRB

• 1D: -0.99%
• 1M: -11.51%
• YTD: -19.96%
• 6M: -18.73%
• 1Y: -35.28%
• 3Y*: 4.76%
• 5Y*: 10.74%
• 10Y*: 8.50%

INTU

• 1D: -3.46%
• 1M: -19.43%
• YTD: -60.89%
• 6M: -61.63%
• 1Y: -65.86%
• 3Y*: -16.53%
• 5Y*: -11.05%
• 10Y*: 10.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HRB vs. INTU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HRB H&R Block, Inc.	-19.96%	-14.88%	12.03%	36.87%	59.94%	55.43%	-27.97%	-3.55%	0.49%	18.22%
INTU Intuit Inc.	-60.89%	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 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.30
Correlation (5Y) Calculated over the trailing 5-year period	0.28
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

Fundamentals

Market Cap HRB : $4.41B INTU : $71.14B
EPS HRB : $2.29 INTU : $16.37
PE Ratio HRB : 14.84 INTU : 15.75
PEG Ratio HRB : 1.36 INTU : 0.94
PS Ratio HRB : 2.94 INTU : 3.45
Total Revenue (TTM) HRB : $1.52B INTU : $20.93B
Gross Profit (TTM) HRB : $766.04M INTU : $16.97B
EBITDA (TTM) HRB : -$21.81M INTU : $6.65B

Return for Risk

HRB vs. INTU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HRB

HRB Risk / Return Rank: 10
HRB Sharpe Ratio Rank: 7
HRB Sortino Ratio Rank: 7
HRB Omega Ratio Rank: 9
HRB Calmar Ratio Rank: 15
HRB Martin Ratio Rank: 12

INTU

INTU Risk / Return Rank: 1
INTU Sharpe Ratio Rank: 1
INTU Sortino Ratio Rank: 1
INTU Omega Ratio Rank: 1
INTU Calmar Ratio Rank: 3
INTU Martin Ratio Rank: 2

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio: Return per unit of total volatility	-0.87	-1.48	+0.61
Sortino ratio: Return per unit of downside risk	-1.38	-2.56	+1.18
Omega ratio: Gain probability vs. loss probability	0.84	0.67	+0.18
Calmar ratio: Return relative to maximum drawdown	-0.72	-0.97	+0.25
Martin ratio: Return relative to average drawdown	-1.28	-1.87	+0.60

HRB vs. INTU - Sharpe Ratio Comparison

The current HRB Sharpe Ratio is -0.87, which is higher than the INTU Sharpe Ratio of -1.48. The chart below compares the historical Sharpe Ratios of HRB and INTU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	HRB	INTU	Difference
Max Drawdown Largest peak-to-trough decline	-62.08%	-75.29%	+13.21%
Max Drawdown (1Y) Largest decline over 1 year	-49.16%	-67.86%	+18.70%
Max Drawdown (3Y) Largest decline over 3 years	-55.54%	-67.86%	+12.32%
Max Drawdown (5Y) Largest decline over 5 years	-55.54%	-67.86%	+12.32%
Max Drawdown (10Y) Largest decline over 10 years	-57.72%	-67.86%	+10.14%
Current Drawdown Current decline from peak	-45.28%	-67.86%	+22.58%
Average Drawdown Average peak-to-trough decline	-18.66%	-24.17%	+5.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	27.66%	35.18%	-7.52%

Volatility

HRB vs. INTU - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 9.52%, while Intuit Inc. (INTU) has a volatility of 27.74%. 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.

Volatility by Period

	HRB	INTU	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.52%	27.74%	-18.22%
Volatility (6M) Calculated over the trailing 6-month period	35.36%	42.61%	-7.25%
Volatility (1Y) Calculated over the trailing 1-year period	40.72%	44.72%	-4.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.96%	37.65%	-4.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.82%	34.04%	+1.78%

Dividends

HRB vs. INTU - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 4.94%, more than INTU's 1.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HRB H&R Block, Inc.	4.94%	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.	1.80%	0.65%	0.60%	0.52%	0.72%	0.38%	0.57%	0.74%	0.83%	0.89%	1.08%	1.09%

Financials

Frequently Asked Questions

Can I hold both HRB and INTU in my portfolio?

HRB and INTU have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HRB or INTU?

INTU has higher volatility (27.74%) compared to HRB (9.52%). In terms of maximum drawdown, HRB dropped -62.08% vs INTU's -75.29%.

Which has better risk-adjusted returns?

HRB currently has the higher Sharpe Ratio (-0.87 vs -1.48), 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.