HRB vs. UNH
Compare and contrast key facts about H&R Block, Inc. (HRB) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRB or UNH.
Key characteristics
| HRB | UNH | |
|---|---|---|
| YTD Return | 25.05% | 16.44% |
| 1Y Return | 33.13% | 13.81% |
| 3Y Return (Ann) | 38.78% | 11.30% |
| 5Y Return (Ann) | 23.98% | 19.40% |
| 10Y Return (Ann) | 10.26% | 22.23% |
| Sharpe Ratio | 1.25 | 0.55 |
| Sortino Ratio | 2.03 | 0.91 |
| Omega Ratio | 1.24 | 1.13 |
| Calmar Ratio | 3.28 | 0.67 |
| Martin Ratio | 7.08 | 1.76 |
| Ulcer Index | 4.92% | 7.59% |
| Daily Std Dev | 27.83% | 24.31% |
| Max Drawdown | -62.08% | -82.67% |
| Current Drawdown | -10.35% | -3.10% |
Fundamentals
| HRB | UNH | |
|---|---|---|
| Market Cap | $8.22B | $575.41B |
| EPS | $4.02 | $15.38 |
| PE Ratio | 14.92 | 40.65 |
| PEG Ratio | 0.26 | 1.70 |
| Total Revenue (TTM) | $3.43B | $392.72B |
| Gross Profit (TTM) | $1.69B | $88.91B |
| EBITDA (TTM) | $1.13B | $27.22B |
Correlation
The correlation between HRB and UNH is 0.24, 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. UNH - Performance Comparison
In the year-to-date period, HRB achieves a 25.05% return, which is significantly higher than UNH's 16.44% return. Over the past 10 years, HRB has underperformed UNH with an annualized return of 10.26%, while UNH has yielded a comparatively higher 22.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HRB vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) and UnitedHealth Group Incorporated (UNH). 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. UNH - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.25%, more than UNH's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.25% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% | 2.75% |
UNH UnitedHealth Group Incorporated | 1.31% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
HRB vs. UNH - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum UNH drawdown of -82.67%. Use the drawdown chart below to compare losses from any high point for HRB and UNH. For additional features, visit the drawdowns tool.
Volatility
HRB vs. UNH - Volatility Comparison
H&R Block, Inc. (HRB) has a higher volatility of 9.23% compared to UnitedHealth Group Incorporated (UNH) at 7.36%. This indicates that HRB's price experiences larger fluctuations and is considered to be riskier than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HRB vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between H&R Block, Inc. and UnitedHealth Group Incorporated. 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