INTU vs. HRB
INTU (Intuit Inc.) and HRB (H&R Block, Inc.) are both stocks. INTU operates in Software - Application (Technology), while HRB operates in Personal Services (Consumer Cyclical). Over the past 10 years, INTU returned 10.56%/yr vs 9.53%/yr for HRB. At a 0.26 correlation, their price movements are largely independent.
Performance
INTU vs. HRB - Performance Comparison
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Returns By Period
In the year-to-date period, INTU achieves a -55.85% return, which is significantly lower than HRB's -3.93% return. Over the past 10 years, INTU has outperformed HRB with an annualized return of 10.56%, while HRB has yielded a comparatively lower 9.53% annualized return.
INTU
- 1D
- 5.38%
- 1M
- 5.17%
- 6M
- -54.06%
- YTD
- -55.85%
- 1Y
- -60.82%
- 3Y*
- -15.05%
- 5Y*
- -9.88%
- 10Y*
- 10.56%
HRB
- 1D
- 3.21%
- 1M
- 11.88%
- 6M
- -4.67%
- YTD
- -3.93%
- 1Y
- -24.04%
- 3Y*
- 11.39%
- 5Y*
- 15.05%
- 10Y*
- 9.53%
INTU vs. HRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | -55.85% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
HRB H&R Block, Inc. | -3.93% | -14.88% | 12.03% | 36.87% | 59.94% | 55.43% | -27.97% | -3.55% | 0.49% | 18.22% |
Correlation
The correlation between INTU and HRB is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 1993 | 0.26 |
The correlation between INTU and HRB shifts across timeframes, from 0.26 (10 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
INTU:
$79.26B
HRB:
$5.18B
INTU:
$16.37
HRB:
$2.32
INTU:
17.70
HRB:
17.61
INTU:
1.06
HRB:
1.62
INTU:
3.88
HRB:
3.48
INTU:
$20.93B
HRB:
$1.52B
INTU:
$16.97B
HRB:
$766.04M
INTU:
$6.65B
HRB:
-$21.81M
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Return for Risk
INTU vs. HRB — Risk / Return Rank
INTU
HRB
INTU vs. HRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and H&R Block, Inc. (HRB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INTU | HRB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 0.72 | 0.92 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | -0.49 | -0.40 |
| Martin ratioReturn relative to average drawdown | -1.58 | -0.85 | -0.73 |
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Drawdowns
INTU vs. HRB - Drawdown Comparison
The maximum INTU drawdown since its inception was -75.29%, which is greater than HRB's maximum drawdown of -62.08%. Use the drawdown chart below to compare losses from any high point for INTU and HRB.
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Drawdown Indicators
| INTU | HRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.29% | -62.08% | -13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -68.19% | -49.05% | -19.14% |
Max Drawdown (3Y)Largest decline over 3 years | -68.19% | -55.54% | -12.65% |
Max Drawdown (5Y)Largest decline over 5 years | -68.19% | -55.54% | -12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -68.19% | -57.72% | -10.47% |
Current DrawdownCurrent decline from peak | -63.71% | -34.32% | -29.39% |
Average DrawdownAverage peak-to-trough decline | -24.24% | -18.68% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.49% | 28.39% | +10.10% |
Volatility
INTU vs. HRB - Volatility Comparison
Intuit Inc. (INTU) has a higher volatility of 12.37% compared to H&R Block, Inc. (HRB) at 11.33%. This indicates that INTU's price experiences larger fluctuations and is considered to be riskier than HRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INTU | HRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.37% | 11.33% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 43.63% | 36.31% | +7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.82% | 41.77% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.92% | 33.16% | +4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.14% | 35.91% | -1.77% |
Dividends
INTU vs. HRB - Dividend Comparison
INTU's dividend yield for the trailing twelve months is around 1.66%, less than HRB's 4.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 4.11% | 3.65% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% |
INTU Intuit Inc. | 1.66% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
Financials
INTU vs. HRB - Financials Comparison
This section allows you to compare key financial metrics between Intuit Inc. and H&R Block, Inc.. 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
Frequently Asked Questions
INTU and HRB have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTU has higher volatility (12.37%) compared to HRB (11.33%). In terms of maximum drawdown, INTU dropped -75.29% vs HRB's -62.08%.
HRB currently has the higher Sharpe Ratio (-0.58 vs -1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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