HIG-P-G vs HRB

Comparison between Hartford Financial Services Group Inc (HIG-P-G, Company) and H&R Block Inc (HRB, Company).

5-Year PerformanceHRB has outperformed HIG-P-G, delivering a return of +19.7% compared to +3.1%

HIG-P-G vs HRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIG-P-G(COMPANY)	HRB(COMPANY)
Market Cap	$6.86B	$6.87B
Max Drawdown	33.10%	68.07%
Sharpe Ratio	0.08	0.22
5Y Beta	0.10	0.10
Industry	Other	Personal Services
P/E Ratio	1.96	6.08
Forward P/E	N/A	7.73
PEG Ratio	0.07	0.00
Dividend Yield	N/A	3.56%
5Y Dividends CAGR	0.00%	14.59%
5Y EPS CAGR	17.67%	N/A
Debt to Equity	23.15%	-6117.40%
Free Cash Flow Yield	84.83%	11.08%

Market Cap

HIG-P-G

$6.86B

Winner

HRB

$6.87B

Max Drawdown

Winner

HIG-P-G

33.10%

HRB

68.07%

Sharpe Ratio

HIG-P-G

0.08

Winner

HRB

0.22

5Y Beta

Winner

HIG-P-G

0.10

HRB

0.10

Industry

HIG-P-G

Other

HRB

Personal Services

P/E Ratio

Winner

HIG-P-G

1.96

HRB

6.08

Forward P/E

HIG-P-G

N/A

HRB

7.73

PEG Ratio

HIG-P-G

0.07

Winner

HRB

0.00

Dividend Yield

HIG-P-G

N/A

HRB

3.56%

5Y Dividends CAGR

HIG-P-G

0.00%

Winner

HRB

14.59%

5Y EPS CAGR

HIG-P-G

17.67%

HRB

N/A

Debt to Equity

HIG-P-G

23.15%

Winner

HRB

-6117.40%

Free Cash Flow Yield

Winner

HIG-P-G

84.83%

HRB

11.08%

HIG-P-G vs HRB - Historical Returns

Returns include dividend reinvestment.

Period	HIG-P-G	HRB
1 month	+1.08%	+30.54%
3 months	+0.34%	+49.64%
6 months	+0.96%	+76.05%
1 year	+4.14%	+11.50%
5 years(CAGR)	+3.14%	+19.70%
10 years(CAGR)	N/A	+12.38%
Max(CAGR)	+5.68%	+9.74%

HIG-P-G

+1.08%

Winner

HRB

+30.54%

HIG-P-G

+0.34%

Winner

HRB

+49.64%

HIG-P-G

+0.96%

Winner

HRB

+76.05%

HIG-P-G

+4.14%

Winner

HRB

+11.50%

5Y(CAGR)

HIG-P-G

+3.14%

Winner

HRB

+19.70%

10Y(CAGR)

HIG-P-G

N/A

HRB

+12.38%

Max(CAGR)

HIG-P-G

+5.68%

Winner

HRB

+9.74%

HIG-P-G vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HIG-P-G	HRB
2026	+2.14%	+28.29%
2025	+5.03%	-15.28%
2024	+5.98%	+10.56%
2023	+5.38%	+42.46%
2022	-0.53%	+54.27%
2021	-0.84%	+57.47%
2020	+9.09%	-27.82%
2019	+14.75%	-4.35%
2018	+1.08%	-1.51%
2017	N/A	+18.55%
2016	N/A	-27.65%
2015	N/A	+3.13%
2014	N/A	+17.52%
2013	N/A	+56.75%
2012	N/A	+20.01%
2011	N/A	+36.59%
2010	N/A	-45.21%
2009	N/A	+4.01%
2008	N/A	+25.50%
2007	N/A	-17.80%
2006	N/A	-3.56%
2005	N/A	+2.74%
2004	N/A	-10.56%
2003	N/A	+36.56%
2002	N/A	-6.58%
2001	N/A	+126.24%
2000	N/A	+2.14%
1999	N/A	+5.72%

HIG-P-G vs HRB Drawdown Comparison

The maximum drawdown for HIG-P-G was -31.63%, occurring on Mar 18, 2020. Recovery took 109 trading sessions.

The maximum drawdown for HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 1630 trading sessions.

The current HIG-P-G drawdown is -0.30%. The current HRB drawdown is -14.23%.

Rank	HIG-P-G	HRB
#1	-31.63% Feb 11, 2020 - Jul 17, 2020	-62.06% Nov 2, 2015 - Apr 25, 2022
#2	-10.32% Jul 30, 2021 - Nov 29, 2023	-58.52% Jul 15, 2005 - Feb 4, 2013
#3	-7.57% Dec 18, 2020 - Jun 22, 2021	-55.53% Aug 20, 2024 - Feb 12, 2026
#4	-5.95% Aug 26, 2020 - Nov 16, 2020	-41.96% Aug 20, 2002 - Nov 26, 2003
#5	-5.94% Oct 14, 2019 - Feb 10, 2020	-40.99% Nov 17, 1999 - Feb 28, 2001
#6	-3.97% Aug 28, 2019 - Sep 23, 2019	-39.12% Aug 18, 2022 - Nov 22, 2023
#7	-3.68% Feb 25, 2025 - May 15, 2025	-25.99% Feb 11, 2004 - Jun 16, 2005
#8	-3.50% Jun 19, 2019 - Jul 11, 2019	-22.48% Feb 25, 2002 - Aug 16, 2002
#9	-2.85% Sep 25, 2019 - Oct 14, 2019	-20.24% Oct 3, 2001 - Dec 6, 2001
#10	-2.68% Jan 9, 2019 - Jan 30, 2019	-17.96% Aug 1, 2013 - Feb 24, 2014
#11	-2.57% Jul 31, 2020 - Aug 20, 2020	-17.82% Aug 27, 2014 - Nov 28, 2014
#12	-2.47% Nov 8, 2024 - Jan 27, 2025	-16.27% Apr 25, 2022 - May 11, 2022
#13	-2.47% Mar 29, 2019 - Jun 6, 2019	-16.14% Feb 5, 2015 - Aug 5, 2015
#14	-2.44% Mar 27, 2024 - May 3, 2024	-14.31% Feb 25, 2014 - Jun 11, 2014
#15	-2.37% Jan 31, 2019 - Mar 15, 2019	-11.76% Sep 6, 2001 - Oct 1, 2001

Correlation

Correlation between HIG-P-G and HRB is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (1999 - 2026)

HIG-P-G vs HRB dividend yield comparison.

Year	HIG-P-G	HRB
2026	4.58%	1.57%
2025	5.99%	3.65%
2024	6.01%	2.63%
2023	6.00%	2.52%
2022	5.96%	3.07%
2021	5.57%	4.54%
2020	5.17%	6.56%
2019	5.56%	4.39%
2018	0.00%	3.90%
2017	0.00%	3.59%
2016	0.00%	3.74%
2015	0.00%	2.40%
2014	0.00%	2.38%
2013	0.00%	2.75%
2012	0.00%	4.31%
2011	0.00%	3.98%
2010	0.00%	5.04%
2009	0.00%	2.65%
2008	0.00%	2.57%
2007	0.00%	2.99%
2006	0.00%	2.26%
2005	0.00%	1.91%
2004	0.00%	1.71%
2003	0.00%	1.37%
2002	0.00%	1.69%
2001	0.00%	1.39%
2000	0.00%	2.78%
1999	0.00%	0.63%