HRB vs. UNH
Compare and contrast key facts about H&R Block, Inc. (HRB) and UnitedHealth Group Incorporated (UNH).
Performance
HRB vs. UNH - Performance Comparison
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HRB vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | -26.18% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
UNH UnitedHealth Group Incorporated | -17.39% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Fundamentals
HRB:
$4.02B
UNH:
$246.24B
HRB:
$4.68
UNH:
$15.62
HRB:
6.78
UNH:
17.32
HRB:
1.10
UNH:
0.55
HRB:
$3.79B
UNH:
$447.57B
HRB:
$2.07B
UNH:
$82.92B
HRB:
$989.43M
UNH:
$23.19B
Returns By Period
In the year-to-date period, HRB achieves a -26.18% return, which is significantly lower than UNH's -17.39% return. Over the past 10 years, HRB has underperformed UNH with an annualized return of 5.96%, while UNH has yielded a comparatively higher 9.39% annualized return.
HRB
- 1D
- 0.32%
- 1M
- 5.06%
- YTD
- -26.18%
- 6M
- -35.76%
- 1Y
- -39.96%
- 3Y*
- -0.34%
- 5Y*
- 10.97%
- 10Y*
- 5.96%
UNH
- 1D
- 3.36%
- 1M
- -7.02%
- YTD
- -17.39%
- 6M
- -20.50%
- 1Y
- -46.88%
- 3Y*
- -15.31%
- 5Y*
- -4.29%
- 10Y*
- 9.39%
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Return for Risk
HRB vs. UNH — Risk / Return Rank
HRB
UNH
HRB vs. UNH - Risk-Adjusted Trends 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.
| HRB | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.27 | -0.92 | -0.35 |
Sortino ratioReturn per unit of downside risk | -1.85 | -1.15 | -0.70 |
Omega ratioGain probability vs. loss probability | 0.77 | 0.81 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | -0.77 | +0.04 |
Martin ratioReturn relative to average drawdown | -1.47 | -1.02 | -0.45 |
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 | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.27 | -0.92 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.14 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.32 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.60 | -0.32 |
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.
Dividends
HRB vs. UNH - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 5.15%, more than UNH's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 5.15% | 3.65% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% |
UNH UnitedHealth Group Incorporated | 3.27% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
HRB vs. UNH - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for HRB and UNH.
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Drawdown Indicators
| HRB | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -74.37% | +12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -53.93% | -60.06% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -61.39% | +5.85% |
Max Drawdown (10Y)Largest decline over 10 years | -57.72% | -61.39% | +3.67% |
Current DrawdownCurrent decline from peak | -49.53% | -55.14% | +5.61% |
Average DrawdownAverage peak-to-trough decline | -18.51% | -14.63% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.64% | 45.40% | -18.76% |
Volatility
HRB vs. UNH - Volatility Comparison
H&R Block, Inc. (HRB) has a higher volatility of 8.56% compared to UnitedHealth Group Incorporated (UNH) at 7.72%. 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.
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Volatility by Period
| HRB | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 7.72% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 25.96% | 29.34% | -3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.54% | 51.10% | -19.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.92% | 31.26% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.31% | 29.84% | +5.47% |
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