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HRB vs. SBLK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HRB and SBLK is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

HRB vs. SBLK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in H&R Block, Inc. (HRB) and Star Bulk Carriers Corp. (SBLK). The values are adjusted to include any dividend payments, if applicable.

-100.00%0.00%100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
413.37%
-93.91%
HRB
SBLK

Key characteristics

Sharpe Ratio

HRB:

0.76

SBLK:

-0.96

Sortino Ratio

HRB:

1.23

SBLK:

-1.16

Omega Ratio

HRB:

1.16

SBLK:

0.86

Calmar Ratio

HRB:

0.97

SBLK:

-0.33

Martin Ratio

HRB:

1.96

SBLK:

-1.15

Ulcer Index

HRB:

11.62%

SBLK:

27.97%

Daily Std Dev

HRB:

30.91%

SBLK:

36.45%

Max Drawdown

HRB:

-62.08%

SBLK:

-99.74%

Current Drawdown

HRB:

-10.65%

SBLK:

-96.14%

Fundamentals

Market Cap

HRB:

$8.23B

SBLK:

$1.77B

EPS

HRB:

$3.56

SBLK:

$2.80

PE Ratio

HRB:

17.28

SBLK:

5.39

PEG Ratio

HRB:

0.94

SBLK:

1.95

PS Ratio

HRB:

2.30

SBLK:

1.40

PB Ratio

HRB:

98.12

SBLK:

0.71

Total Revenue (TTM)

HRB:

$1.44B

SBLK:

$1.01B

Gross Profit (TTM)

HRB:

$345.35M

SBLK:

$324.01M

EBITDA (TTM)

HRB:

$197.25M

SBLK:

$413.20M

Returns By Period

In the year-to-date period, HRB achieves a 11.24% return, which is significantly higher than SBLK's 2.95% return. Over the past 10 years, HRB has outperformed SBLK with an annualized return of 10.41%, while SBLK has yielded a comparatively lower 3.53% annualized return.


HRB

YTD

11.24%

1M

6.61%

6M

-6.63%

1Y

23.39%

5Y*

34.37%

10Y*

10.41%

SBLK

YTD

2.95%

1M

20.85%

6M

-20.92%

1Y

-34.86%

5Y*

39.90%

10Y*

3.53%

*Annualized

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Risk-Adjusted Performance

HRB vs. SBLK — Risk-Adjusted Performance Rank

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

HRB
The Risk-Adjusted Performance Rank of HRB is 7575
Overall Rank
The Sharpe Ratio Rank of HRB is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of HRB is 7272
Sortino Ratio Rank
The Omega Ratio Rank of HRB is 7171
Omega Ratio Rank
The Calmar Ratio Rank of HRB is 8484
Calmar Ratio Rank
The Martin Ratio Rank of HRB is 7373
Martin Ratio Rank

SBLK
The Risk-Adjusted Performance Rank of SBLK is 1616
Overall Rank
The Sharpe Ratio Rank of SBLK is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of SBLK is 1111
Sortino Ratio Rank
The Omega Ratio Rank of SBLK is 1212
Omega Ratio Rank
The Calmar Ratio Rank of SBLK is 3131
Calmar Ratio Rank
The Martin Ratio Rank of SBLK is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HRB vs. SBLK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) and Star Bulk Carriers Corp. (SBLK). 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.


The current HRB Sharpe Ratio is 0.76, which is higher than the SBLK Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of HRB and SBLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50December2025FebruaryMarchAprilMay
0.76
-0.96
HRB
SBLK

Dividends

HRB vs. SBLK - Dividend Comparison

HRB's dividend yield for the trailing twelve months is around 2.48%, less than SBLK's 13.99% yield.


TTM20242023202220212020201920182017201620152014
HRB
H&R Block, Inc.
2.48%2.63%2.52%3.07%4.54%6.56%4.39%3.90%3.59%3.74%2.40%2.38%
SBLK
Star Bulk Carriers Corp.
13.99%16.72%7.38%33.80%9.93%0.57%0.42%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HRB vs. SBLK - Drawdown Comparison

The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum SBLK drawdown of -99.74%. Use the drawdown chart below to compare losses from any high point for HRB and SBLK. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-10.65%
-96.14%
HRB
SBLK

Volatility

HRB vs. SBLK - Volatility Comparison

The current volatility for H&R Block, Inc. (HRB) is 11.10%, while Star Bulk Carriers Corp. (SBLK) has a volatility of 12.59%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky than SBLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
11.10%
12.59%
HRB
SBLK

Financials

HRB vs. SBLK - Financials Comparison

This section allows you to compare key financial metrics between H&R Block, Inc. and Star Bulk Carriers Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
179.07M
308.92M
(HRB) Total Revenue
(SBLK) Total Revenue
Values in USD except per share items