HRB vs HIG-P-G

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

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

HRB vs HIG-P-G - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HRB

$6.87B

HIG-P-G

$6.86B

Max Drawdown

HRB

68.07%

Winner

HIG-P-G

33.10%

Sharpe Ratio

Winner

HRB

0.22

HIG-P-G

0.08

5Y Beta

HRB

0.10

Winner

HIG-P-G

0.10

Industry

HRB

Personal Services

HIG-P-G

Other

P/E Ratio

HRB

6.08

Winner

HIG-P-G

1.96

Forward P/E

HRB

7.73

HIG-P-G

N/A

PEG Ratio

Winner

HRB

0.00

HIG-P-G

0.07

Dividend Yield

HRB

3.56%

HIG-P-G

N/A

5Y Dividends CAGR

Winner

HRB

14.59%

HIG-P-G

0.00%

5Y EPS CAGR

HRB

N/A

HIG-P-G

17.67%

Debt to Equity

Winner

HRB

-6117.40%

HIG-P-G

23.15%

Free Cash Flow Yield

HRB

11.08%

Winner

HIG-P-G

84.83%

HRB vs HIG-P-G - Historical Returns

Returns include dividend reinvestment.

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

Winner

HRB

+30.54%

HIG-P-G

+1.08%

Winner

HRB

+49.64%

HIG-P-G

+0.34%

Winner

HRB

+76.05%

HIG-P-G

+0.96%

Winner

HRB

+11.50%

HIG-P-G

+4.14%

5Y(CAGR)

Winner

HRB

+19.70%

HIG-P-G

+3.14%

10Y(CAGR)

HRB

+12.38%

HIG-P-G

N/A

Max(CAGR)

Winner

HRB

+9.74%

HIG-P-G

+5.68%

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

Returns include dividend reinvestment.

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

HRB vs HIG-P-G Drawdown Comparison

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

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

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

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

Correlation

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

0.71

-101

Dividend Comparison (1999 - 2026)

HRB vs HIG-P-G dividend yield comparison.

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