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 10.22%/yr vs 9.07%/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 -60.85% return, which is significantly lower than HRB's -15.66% return. Over the past 10 years, INTU has outperformed HRB with an annualized return of 10.22%, while HRB has yielded a comparatively lower 9.07% annualized return.
INTU
- 1D
- 0.11%
- 1M
- -19.34%
- YTD
- -60.85%
- 6M
- -61.53%
- 1Y
- -65.88%
- 3Y*
- -16.50%
- 5Y*
- -11.18%
- 10Y*
- 10.22%
HRB
- 1D
- 5.38%
- 1M
- -6.75%
- YTD
- -15.66%
- 6M
- -15.12%
- 1Y
- -32.36%
- 3Y*
- 6.60%
- 5Y*
- 11.86%
- 10Y*
- 9.07%
INTU vs. HRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | -60.85% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
HRB H&R Block, Inc. | -15.66% | -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 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 1993 | 0.26 |
Fundamentals
INTU:
$71.22B
HRB:
$4.64B
INTU:
$16.37
HRB:
$2.29
INTU:
15.76
HRB:
15.64
INTU:
0.94
HRB:
1.44
INTU:
3.45
HRB:
3.09
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 | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 0.67 | 0.86 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.97 | -0.66 | -0.31 |
| Martin ratioReturn relative to average drawdown | -1.86 | -1.17 | -0.69 |
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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 | -67.86% | -49.16% | -18.70% |
Max Drawdown (3Y)Largest decline over 3 years | -67.86% | -55.54% | -12.32% |
Max Drawdown (5Y)Largest decline over 5 years | -67.86% | -55.54% | -12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -67.86% | -57.72% | -10.14% |
Current DrawdownCurrent decline from peak | -67.82% | -42.34% | -25.48% |
Average DrawdownAverage peak-to-trough decline | -24.17% | -18.66% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.43% | 27.74% | +7.69% |
Volatility
INTU vs. HRB - Volatility Comparison
Intuit Inc. (INTU) has a higher volatility of 17.60% compared to H&R Block, Inc. (HRB) at 10.18%. 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 | 17.60% | 10.18% | +7.42% |
Volatility (6M)Calculated over the trailing 6-month period | 42.57% | 35.74% | +6.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.63% | 41.01% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.65% | 33.05% | +4.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.02% | 35.85% | -1.83% |
Dividends
INTU vs. HRB - Dividend Comparison
INTU's dividend yield for the trailing twelve months is around 1.80%, less than HRB's 4.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 4.68% | 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. | 1.80% | 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 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTU has higher volatility (17.60%) compared to HRB (10.18%). In terms of maximum drawdown, INTU dropped -75.29% vs HRB's -62.08%.
HRB currently has the higher Sharpe Ratio (-0.79 vs -1.48), 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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