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.
Key characteristics
| HRB | INTU | |
|---|---|---|
| YTD Return | 26.31% | 12.58% |
| 1Y Return | 36.17% | 32.22% |
| 3Y Return (Ann) | 39.31% | 4.40% |
| 5Y Return (Ann) | 24.42% | 22.27% |
| 10Y Return (Ann) | 10.38% | 23.73% |
| Sharpe Ratio | 1.32 | 1.25 |
| Sortino Ratio | 2.12 | 1.68 |
| Omega Ratio | 1.25 | 1.23 |
| Calmar Ratio | 3.47 | 1.48 |
| Martin Ratio | 7.55 | 5.61 |
| Ulcer Index | 4.87% | 5.89% |
| Daily Std Dev | 27.80% | 26.34% |
| Max Drawdown | -62.08% | -75.29% |
| Current Drawdown | -9.44% | 0.00% |
Fundamentals
| HRB | INTU | |
|---|---|---|
| Market Cap | $8.22B | $196.06B |
| EPS | $4.02 | $10.46 |
| PE Ratio | 14.92 | 66.87 |
| PEG Ratio | 0.26 | 2.13 |
| Total Revenue (TTM) | $3.43B | $13.31B |
| Gross Profit (TTM) | $1.69B | $10.36B |
| EBITDA (TTM) | $1.13B | $4.19B |
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
In the year-to-date period, HRB achieves a 26.31% return, which is significantly higher than INTU's 12.58% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 10.38%, while INTU has yielded a comparatively higher 23.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 2.23%, more than INTU's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.23% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% | 2.75% |
INTU Intuit Inc. | 0.53% | 0.52% | 0.72% | 0.38% | 0.42% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% | 0.89% | 0.92% |
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
H&R Block, Inc. (HRB) has a higher volatility of 9.19% compared to Intuit Inc. (INTU) at 7.34%. This indicates that HRB's price experiences larger fluctuations and is considered to be riskier 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