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 | -0.25% | -7.08% |
1Y Return | 45.95% | 0.58% |
3Y Return (Ann) | 33.97% | 8.29% |
5Y Return (Ann) | 17.22% | 17.29% |
10Y Return (Ann) | 9.71% | 22.37% |
Sharpe Ratio | 1.81 | 0.06 |
Daily Std Dev | 25.10% | 21.80% |
Max Drawdown | -62.08% | -82.68% |
Current Drawdown | -5.07% | -11.23% |
Fundamentals
HRB | UNH | |
---|---|---|
Market Cap | $6.54B | $462.01B |
EPS | $3.60 | $16.39 |
PE Ratio | 13.01 | 30.58 |
PEG Ratio | 0.79 | 1.24 |
Revenue (TTM) | $3.49B | $379.49B |
Gross Profit (TTM) | $2.14B | $79.62B |
EBITDA (TTM) | $891.74M | $35.00B |
Correlation
The correlation between HRB and UNH is 0.23, 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 -0.25% return, which is significantly higher than UNH's -7.08% return. Over the past 10 years, HRB has underperformed UNH with an annualized return of 9.71%, while UNH has yielded a comparatively higher 22.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 2.61%, more than UNH's 1.54% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
H&R Block, Inc. | 2.61% | 2.52% | 3.07% | 4.53% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% | 2.75% |
UnitedHealth Group Incorporated | 1.54% | 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 -82.68%. 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 5.73%, while UnitedHealth Group Incorporated (UNH) has a volatility of 10.55%. 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