INTU vs. HRB
Compare and contrast key facts about Intuit Inc. (INTU) and H&R Block, Inc. (HRB).
Performance
INTU vs. HRB - Performance Comparison
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INTU vs. HRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | -34.61% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
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% |
Fundamentals
INTU:
$121.50B
HRB:
$4.02B
INTU:
$15.42
HRB:
$4.68
INTU:
28.04
HRB:
6.78
INTU:
1.68
HRB:
0.69
INTU:
6.05
HRB:
1.10
INTU:
$20.12B
HRB:
$3.79B
INTU:
$16.34B
HRB:
$2.07B
INTU:
$5.82B
HRB:
$989.43M
Returns By Period
In the year-to-date period, INTU achieves a -34.61% return, which is significantly lower than HRB's -26.18% return. Over the past 10 years, INTU has outperformed HRB with an annualized return of 16.13%, while HRB has yielded a comparatively lower 5.96% annualized return.
INTU
- 1D
- 0.78%
- 1M
- 5.71%
- YTD
- -34.61%
- 6M
- -36.45%
- 1Y
- -29.10%
- 3Y*
- -0.37%
- 5Y*
- 2.46%
- 10Y*
- 16.13%
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%
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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.
| INTU | HRB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | -1.27 | +0.46 |
Sortino ratioReturn per unit of downside risk | -1.02 | -1.85 | +0.83 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.77 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.49 | -0.72 | +0.23 |
Martin ratioReturn relative to average drawdown | -1.17 | -1.47 | +0.30 |
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
| INTU | HRB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | -1.27 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.36 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.17 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.28 | +0.10 |
Correlation
The correlation between INTU and HRB is 0.26, 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
INTU vs. HRB - Dividend Comparison
INTU's dividend yield for the trailing twelve months is around 1.04%, less than HRB's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | 1.04% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
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% |
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 | -55.41% | -53.93% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -55.41% | -55.54% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -55.41% | -57.72% | +2.31% |
Current DrawdownCurrent decline from peak | -46.25% | -49.53% | +3.28% |
Average DrawdownAverage peak-to-trough decline | -23.96% | -18.51% | -5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.43% | 26.64% | -3.21% |
Volatility
INTU vs. HRB - Volatility Comparison
Intuit Inc. (INTU) has a higher volatility of 13.30% compared to H&R Block, Inc. (HRB) at 8.56%. 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 | 13.30% | 8.56% | +4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 28.96% | 25.96% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.12% | 31.54% | +4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.09% | 30.92% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.53% | 35.31% | -2.78% |
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