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HRB vs BCPC

Comparison between H&R Block Inc (HRB, Company) and Balchem Corp (BCPC, Company).

HRB is from the Consumer Cyclical sector, while BCPC is from the Basic Materials sector.

5-Year PerformanceHRB has outperformed BCPC, delivering a return of +14.8% compared to +5.0%

HRB vs BCPC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HRB
$5.22B
Winner
BCPC
$5.23B
Max Drawdown
HRB
68.07%
Winner
BCPC
42.98%
Sharpe Ratio
HRB
-0.55
Winner
BCPC
0.21
5Y Beta
Winner
HRB
0.16
BCPC
0.54
Industry
HRB
Personal Services
BCPC
Specialty Chemicals
P/E Ratio
Winner
HRB
4.62
BCPC
125.67
Forward P/E
Winner
HRB
7.39
BCPC
30.03
PEG Ratio
Winner
HRB
0.00
BCPC
117.54
Dividend Yield
Winner
HRB
3.89%
BCPC
0.59%
5Y Dividends CAGR
HRB
14.59%
Winner
BCPC
28.61%
5Y EPS CAGR
HRB
N/A
BCPC
-13.84%
Debt to Equity
Winner
HRB
-6117.40%
BCPC
0.00%
Free Cash Flow Yield
Winner
HRB
14.58%
BCPC
4.21%
P/S Ratio
Winner
HRB
1.36
BCPC
4.89
P/B Ratio
HRB
73.56
Winner
BCPC
4.04

HRB vs BCPC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HRB
+18.77%
BCPC
-2.69%
3M
Winner
HRB
+26.56%
BCPC
-8.29%
6M
Winner
HRB
+2.26%
BCPC
-4.63%
1Y
HRB
-23.91%
Winner
BCPC
+5.94%
5Y(CAGR)
Winner
HRB
+14.78%
BCPC
+4.96%
10Y(CAGR)
HRB
+9.66%
Winner
BCPC
+10.48%
Max(CAGR)
HRB
+8.63%
Winner
BCPC
+19.91%

HRB vs BCPC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHRBBCPC
2026-2.76%+4.61%
2025-15.28%-2.70%
2024+10.56%+12.07%
2023+42.46%+23.13%
2022+54.27%-26.46%
2021+57.47%+46.74%
2020-27.82%+12.86%
2019-4.35%+29.99%
2018-1.51%-3.30%
2017+18.55%-2.68%
2016-27.65%+45.07%
2015+3.13%-4.75%
2014+17.52%+17.09%
2013+56.75%+57.28%
2012+20.01%-9.71%
2011+36.59%+16.98%
2010-45.21%+49.66%
2009+4.01%+36.99%
2008+25.50%+15.73%
2007-17.80%+36.21%
2006-3.56%+23.41%
2005+2.74%+31.41%
2004-10.56%+49.91%
2003+36.56%-5.11%
2002-6.58%+17.21%
2001+126.24%+58.63%
2000+2.14%+71.83%
1999+5.72%+11.03%

HRB vs BCPC Drawdown Comparison

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

The maximum drawdown for BCPC was -42.73%, occurring on Mar 6, 2012. Recovery took 459 trading sessions.

The current HRB drawdown is -34.99%. The current BCPC drawdown is -12.08%.

RankHRBBCPC
#1-62.06%
Nov 2, 2015 - Apr 25, 2022
-42.73%
Jul 19, 2011 - May 16, 2013
#2-58.52%
Jul 15, 2005 - Feb 4, 2013
-36.70%
Sep 18, 2018 - Dec 31, 2020
#3-55.53%
Aug 20, 2024 - Feb 12, 2026
-35.65%
Sep 19, 2008 - Nov 6, 2009
#4-41.96%
Aug 20, 2002 - Nov 26, 2003
-33.89%
Nov 22, 2021 - Jul 16, 2024
#5-40.99%
Nov 17, 1999 - Feb 28, 2001
-33.00%
Jan 7, 2003 - Jul 9, 2003
#6-39.12%
Aug 18, 2022 - Nov 22, 2023
-26.76%
Jul 9, 2003 - Mar 23, 2004
#7-25.99%
Feb 11, 2004 - Jun 16, 2005
-26.54%
Dec 13, 2006 - Aug 8, 2007
#8-22.48%
Feb 25, 2002 - Aug 16, 2002
-23.29%
Apr 1, 2014 - Oct 31, 2014
#9-20.24%
Oct 3, 2001 - Dec 6, 2001
-23.11%
Nov 6, 2024 - Feb 27, 2026
#10-17.96%
Aug 1, 2013 - Feb 24, 2014
-23.09%
Nov 12, 2014 - Oct 19, 2015
#11-17.82%
Aug 27, 2014 - Nov 28, 2014
-23.00%
Oct 29, 2015 - Aug 25, 2016
#12-16.27%
Apr 25, 2022 - May 11, 2022
-20.63%
Dec 26, 2007 - Apr 16, 2008
#13-16.14%
Feb 5, 2015 - Aug 5, 2015
-20.27%
Aug 22, 2001 - Apr 19, 2002
#14-14.31%
Feb 25, 2014 - Jun 11, 2014
-20.19%
Mar 1, 2017 - Apr 17, 2018
#15-11.76%
Sep 6, 2001 - Oct 1, 2001
-19.97%
Mar 20, 2006 - Nov 14, 2006

Correlation

Correlation between HRB and BCPC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

HRB vs BCPC dividend yield comparison.

YearHRBBCPC
20262.08%0.00%
20253.65%0.63%
20242.63%0.53%
20232.52%0.80%
20223.07%0.58%
20214.54%0.38%
20206.56%0.50%
20194.39%0.51%
20183.90%0.60%
20173.59%0.52%
20163.74%0.45%
20152.40%0.56%
20142.38%0.45%
20132.75%0.44%
20124.31%0.60%
20113.98%0.44%
20105.04%0.44%
20092.65%0.33%
20082.57%0.44%
20072.99%0.49%
20062.26%0.35%
20051.91%0.30%
20041.71%0.26%
20031.37%0.35%
20021.69%0.33%
20011.39%0.30%
20002.78%0.45%
19990.63%0.63%

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