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.
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
Key characteristics
HRB:
0.82
UNH:
0.12
HRB:
1.40
UNH:
0.35
HRB:
1.18
UNH:
1.05
HRB:
1.13
UNH:
0.15
HRB:
2.95
UNH:
0.42
HRB:
7.97%
UNH:
7.75%
HRB:
28.55%
UNH:
28.04%
HRB:
-62.08%
UNH:
-82.68%
HRB:
-16.49%
UNH:
-15.71%
Fundamentals
HRB:
$7.53B
UNH:
$483.14B
HRB:
$4.02
UNH:
$15.96
HRB:
13.67
UNH:
32.89
HRB:
0.86
UNH:
1.41
HRB:
$3.44B
UNH:
$398.27B
HRB:
$1.74B
UNH:
$87.39B
HRB:
$1.16B
UNH:
$23.82B
Returns By Period
The year-to-date returns for both stocks are quite close, with HRB having a 3.97% return and UNH slightly lower at 3.78%. Over the past 10 years, HRB has underperformed UNH with an annualized return of 8.87%, while UNH has yielded a comparatively higher 18.60% annualized return.
HRB
3.97%
0.40%
-1.47%
19.70%
22.53%
8.87%
UNH
3.78%
4.97%
-4.66%
3.94%
13.69%
18.60%
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Risk-Adjusted Performance
HRB vs. UNH — Risk-Adjusted Performance Rank
HRB
UNH
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 2.53%, more than UNH's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.53% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% |
UNH UnitedHealth Group Incorporated | 1.56% | 1.62% | 1.74% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
HRB vs. UNH - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum UNH drawdown of -82.68%. 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
The current volatility for H&R Block, Inc. (HRB) is 5.65%, while UnitedHealth Group Incorporated (UNH) has a volatility of 9.59%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky 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