HRB vs. INTU
Compare and contrast key facts about H&R Block, Inc. (HRB) and Intuit Inc. (INTU).
Performance
HRB vs. INTU - Performance Comparison
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HRB vs. INTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | -26.18% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
INTU Intuit Inc. | -34.61% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
Fundamentals
HRB:
$4.02B
INTU:
$121.50B
HRB:
$4.68
INTU:
$15.42
HRB:
6.78
INTU:
28.04
HRB:
0.69
INTU:
1.68
HRB:
1.10
INTU:
6.05
HRB:
$3.79B
INTU:
$20.12B
HRB:
$2.07B
INTU:
$16.34B
HRB:
$989.43M
INTU:
$5.82B
Returns By Period
In the year-to-date period, HRB achieves a -26.18% return, which is significantly higher than INTU's -34.61% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 5.96%, while INTU has yielded a comparatively higher 16.13% annualized return.
HRB
- 1D
- 0.32%
- 1M
- 5.06%
- YTD
- -26.18%
- 6M
- -35.76%
- 1Y
- -39.96%
- 3Y*
- -0.34%
- 5Y*
- 10.97%
- 10Y*
- 5.96%
INTU
- 1D
- 0.78%
- 1M
- 5.71%
- YTD
- -34.61%
- 6M
- -36.45%
- 1Y
- -29.10%
- 3Y*
- -0.37%
- 5Y*
- 2.46%
- 10Y*
- 16.13%
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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.
| HRB | INTU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.27 | -0.81 | -0.46 |
Sortino ratioReturn per unit of downside risk | -1.85 | -1.02 | -0.83 |
Omega ratioGain probability vs. loss probability | 0.77 | 0.87 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | -0.49 | -0.23 |
Martin ratioReturn relative to average drawdown | -1.47 | -1.17 | -0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRB | INTU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.27 | -0.81 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.07 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.50 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.38 | -0.10 |
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.
Dividends
HRB vs. INTU - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 5.15%, more than INTU's 1.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 5.15% | 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. | 1.04% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
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 | -53.93% | -55.41% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -55.41% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -57.72% | -55.41% | -2.31% |
Current DrawdownCurrent decline from peak | -49.53% | -46.25% | -3.28% |
Average DrawdownAverage peak-to-trough decline | -18.51% | -23.96% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.64% | 23.43% | +3.21% |
Volatility
HRB vs. INTU - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 8.56%, while Intuit Inc. (INTU) has a volatility of 13.30%. 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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Volatility by Period
| HRB | INTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 13.30% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 25.96% | 28.96% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.54% | 36.12% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.92% | 35.09% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.31% | 32.53% | +2.78% |
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