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 10.77%/yr vs 12.10%/yr for INTU. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
HRB vs. INTU - Performance Comparison
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Returns By Period
In the year-to-date period, HRB achieves a 3.52% return, which is significantly higher than INTU's -51.84% return. Over the past 10 years, HRB has underperformed INTU with an annualized return of 10.77%, while INTU has yielded a comparatively higher 12.10% annualized return.
HRB
- 1D
- -0.59%
- 1M
- 9.97%
- 6M
- 14.36%
- YTD
- 3.52%
- 1Y
- -15.67%
- 3Y*
- 12.84%
- 5Y*
- 16.21%
- 10Y*
- 10.77%
- ALL TIME*
- 10.27%
INTU
- 1D
- 0.18%
- 1M
- 15.30%
- 6M
- -36.17%
- YTD
- -51.84%
- 1Y
- -58.82%
- 3Y*
- -13.98%
- 5Y*
- -9.16%
- 10Y*
- 12.10%
- ALL TIME*
- 16.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $79.64M | $78.55M | $89.93M | |
INTU Intuit Inc. | $1.23B | $1.26B | $1.61B |
HRB vs. INTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 3.52% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
INTU Intuit Inc. | -51.84% | 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 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 1993 | 0.27 |
The correlation between HRB and INTU shifts across timeframes, from 0.26 (10 years) to 0.43 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HRB:
$5.58B
INTU:
$86.46B
HRB:
$2.32
INTU:
$16.41
HRB:
18.97
INTU:
19.26
HRB:
1.74
INTU:
1.15
HRB:
3.75
INTU:
4.22
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 | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.74 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.88 | +0.56 |
| Martin ratioReturn relative to average drawdown | -0.56 | -1.49 | +0.92 |
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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 | -47.86% | -67.28% | +19.42% |
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 | -29.22% | -60.41% | +31.19% |
Average DrawdownAverage peak-to-trough decline | -18.70% | -24.30% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.50% | 39.92% | -12.42% |
Volatility
HRB vs. INTU - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 13.01%, while Intuit Inc. (INTU) has a volatility of 14.50%. 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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Volatility by Period
| HRB | INTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.01% | 14.50% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 37.36% | 43.81% | -6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.21% | 47.33% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.50% | 38.29% | -4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.07% | 34.35% | +1.72% |
Dividends
HRB vs. INTU - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 3.82%, more than INTU's 1.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 3.82% | 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. | 1.52% | 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 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTU has higher volatility (14.50%) compared to HRB (13.01%). In terms of maximum drawdown, HRB dropped -62.08% vs INTU's -75.29%.
HRB currently has the higher Sharpe Ratio (-0.36 vs -1.26), 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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