HRB vs. TJX
Compare and contrast key facts about H&R Block, Inc. (HRB) and The TJX Companies, Inc. (TJX).
Performance
HRB vs. TJX - Performance Comparison
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HRB vs. TJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | -26.07% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
TJX The TJX Companies, Inc. | 5.78% | 28.73% | 30.56% | 19.69% | 6.73% | 12.83% | 12.25% | 38.76% | 18.94% | 3.46% |
Fundamentals
HRB:
$4.02B
TJX:
$182.28B
HRB:
$4.68
TJX:
$4.87
HRB:
6.79
TJX:
33.26
HRB:
0.69
TJX:
2.10
HRB:
1.10
TJX:
3.03
HRB:
$3.79B
TJX:
$60.37B
HRB:
$2.07B
TJX:
$13.27B
HRB:
$989.43M
TJX:
$8.32B
Returns By Period
In the year-to-date period, HRB achieves a -26.07% return, which is significantly lower than TJX's 5.78% return. Over the past 10 years, HRB has underperformed TJX with an annualized return of 5.98%, while TJX has yielded a comparatively higher 16.81% annualized return.
HRB
- 1D
- 0.16%
- 1M
- 4.14%
- YTD
- -26.07%
- 6M
- -36.35%
- 1Y
- -41.38%
- 3Y*
- -0.29%
- 5Y*
- 11.01%
- 10Y*
- 5.98%
TJX
- 1D
- 1.46%
- 1M
- 1.31%
- YTD
- 5.78%
- 6M
- 12.91%
- 1Y
- 33.64%
- 3Y*
- 29.14%
- 5Y*
- 21.45%
- 10Y*
- 16.81%
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Return for Risk
HRB vs. TJX — Risk / Return Rank
HRB
TJX
HRB vs. TJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) and The TJX Companies, Inc. (TJX). 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 | TJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.32 | 1.89 | -3.22 |
Sortino ratioReturn per unit of downside risk | -1.95 | 2.71 | -4.66 |
Omega ratioGain probability vs. loss probability | 0.76 | 1.33 | -0.57 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | 3.42 | -4.16 |
Martin ratioReturn relative to average drawdown | -1.49 | 9.08 | -10.57 |
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 | TJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.32 | 1.89 | -3.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.97 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.65 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.54 | -0.26 |
Correlation
The correlation between HRB and TJX is 0.28, 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. TJX - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 5.14%, more than TJX's 1.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 5.14% | 3.65% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% |
TJX The TJX Companies, Inc. | 1.05% | 1.07% | 1.21% | 1.38% | 1.44% | 1.37% | 0.34% | 1.45% | 1.66% | 1.57% | 1.32% | 1.14% |
Drawdowns
HRB vs. TJX - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, roughly equal to the maximum TJX drawdown of -64.59%. Use the drawdown chart below to compare losses from any high point for HRB and TJX.
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Drawdown Indicators
| HRB | TJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -64.59% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -53.93% | -10.13% | -43.80% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -27.68% | -27.86% |
Max Drawdown (10Y)Largest decline over 10 years | -57.72% | -42.55% | -15.17% |
Current DrawdownCurrent decline from peak | -49.45% | 0.00% | -49.45% |
Average DrawdownAverage peak-to-trough decline | -18.51% | -13.12% | -5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.81% | 3.82% | +22.99% |
Volatility
HRB vs. TJX - Volatility Comparison
H&R Block, Inc. (HRB) has a higher volatility of 8.39% compared to The TJX Companies, Inc. (TJX) at 5.35%. This indicates that HRB's price experiences larger fluctuations and is considered to be riskier than TJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRB | TJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 5.35% | +3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 25.96% | 12.06% | +13.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.50% | 17.86% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.91% | 22.31% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.30% | 25.96% | +9.34% |
Financials
HRB vs. TJX - Financials Comparison
This section allows you to compare key financial metrics between H&R Block, Inc. and The TJX Companies, 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