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 0.38, 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:
0.76
UNH:
-0.59
HRB:
1.23
UNH:
-0.50
HRB:
1.16
UNH:
0.91
HRB:
0.97
UNH:
-0.55
HRB:
1.96
UNH:
-1.53
HRB:
11.62%
UNH:
13.53%
HRB:
30.91%
UNH:
37.47%
HRB:
-62.08%
UNH:
-82.68%
HRB:
-10.65%
UNH:
-37.84%
Fundamentals
HRB:
$8.23B
UNH:
$368.47B
HRB:
$3.56
UNH:
$23.88
HRB:
17.28
UNH:
16.95
HRB:
0.94
UNH:
0.86
HRB:
2.30
UNH:
0.90
HRB:
98.12
UNH:
3.61
HRB:
$1.44B
UNH:
$407.42B
HRB:
$345.35M
UNH:
$87.53B
HRB:
$197.25M
UNH:
$31.08B
Returns By Period
In the year-to-date period, HRB achieves a 11.24% return, which is significantly higher than UNH's -23.46% return. Over the past 10 years, HRB has underperformed UNH with an annualized return of 10.41%, while UNH has yielded a comparatively higher 14.66% annualized return.
HRB
11.24%
6.61%
-6.63%
23.39%
34.37%
10.41%
UNH
-23.46%
-30.29%
-35.80%
-22.16%
7.68%
14.66%
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 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 2.48%, more than UNH's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UNH UnitedHealth Group Incorporated | 2.18% | 1.62% | 1.38% | 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 11.10%, while UnitedHealth Group Incorporated (UNH) has a volatility of 26.79%. 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