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:
0.57
UNH:
-0.13
HRB:
1.06
UNH:
0.00
HRB:
1.13
UNH:
1.00
HRB:
0.89
UNH:
-0.16
HRB:
2.60
UNH:
-0.47
HRB:
6.37%
UNH:
7.66%
HRB:
28.84%
UNH:
27.14%
HRB:
-62.08%
UNH:
-82.68%
HRB:
-18.69%
UNH:
-19.77%
Fundamentals
HRB:
$7.49B
UNH:
$446.82B
HRB:
$4.02
UNH:
$15.39
HRB:
13.59
UNH:
31.55
HRB:
0.54
UNH:
1.34
HRB:
$3.62B
UNH:
$390.71B
HRB:
$1.62B
UNH:
$86.91B
HRB:
$929.95M
UNH:
$26.73B
Returns By Period
In the year-to-date period, HRB achieves a 13.41% return, which is significantly higher than UNH's -3.59% return. Over the past 10 years, HRB has underperformed UNH with an annualized return of 8.49%, while UNH has yielded a comparatively higher 19.00% annualized return.
HRB
13.41%
-10.80%
1.98%
16.02%
22.61%
8.49%
UNH
-3.59%
-14.93%
4.65%
-3.15%
12.99%
19.00%
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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 2.60%, more than UNH's 1.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.60% | 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 | 1.64% | 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 10.25%, while UnitedHealth Group Incorporated (UNH) has a volatility of 12.91%. 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