HRB vs HRI

Comparison between H&R Block Inc (HRB, Company) and Herc Holdings Inc (HRI, Company).

HRB is from the Consumer Cyclical sector, while HRI is from the Industrials sector.

5-Year PerformanceHRB has outperformed HRI, delivering a return of +10.8% compared to +8.3%

HRB vs HRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	HRI(COMPANY)
Market Cap	$4.72B	$4.72B
Max Drawdown	68.07%	94.21%
Sharpe Ratio	-0.85	0.52
5Y Beta	0.20	1.60
Industry	Personal Services	Rental & Leasing Services
P/E Ratio	4.18	-952.41
Forward P/E	6.53	18.21
PEG Ratio	0.00	0.07
Dividend Yield	4.39%	1.87%
5Y Dividends CAGR	14.59%	N/A
Debt to Equity	-6117.40%	0.00%
Free Cash Flow Yield	16.13%	21.73%
P/S Ratio	1.16	1.09
P/B Ratio	73.56	2.64

Market Cap

HRB

$4.72B

Winner

HRI

$4.72B

Max Drawdown

Winner

HRB

68.07%

HRI

94.21%

Sharpe Ratio

HRB

-0.85

Winner

HRI

0.52

5Y Beta

Winner

HRB

0.20

HRI

1.60

Industry

HRB

Personal Services

HRI

Rental & Leasing Services

P/E Ratio

HRB

4.18

Winner

HRI

-952.41

Forward P/E

Winner

HRB

6.53

HRI

18.21

PEG Ratio

Winner

HRB

0.00

HRI

0.07

Dividend Yield

Winner

HRB

4.39%

HRI

1.87%

5Y Dividends CAGR

HRB

14.59%

HRI

N/A

Debt to Equity

Winner

HRB

-6117.40%

HRI

0.00%

Free Cash Flow Yield

HRB

16.13%

Winner

HRI

21.73%

P/S Ratio

HRB

1.16

Winner

HRI

1.09

P/B Ratio

HRB

73.56

Winner

HRI

2.64

HRB vs HRI - Historical Returns

Returns include dividend reinvestment.

Period	HRB	HRI
1 month	+0.69%	+4.35%
3 months	+22.18%	+30.94%
6 months	-13.58%	-5.10%
1 year	-32.03%	+23.59%
5 years(CAGR)	+10.76%	+8.25%
10 years(CAGR)	+8.67%	+31.13%
Max(CAGR)	+8.25%	+12.50%

HRB

+0.69%

Winner

HRI

+4.35%

HRB

+22.18%

Winner

HRI

+30.94%

HRB

-13.58%

Winner

HRI

-5.10%

HRB

-32.03%

Winner

HRI

+23.59%

5Y(CAGR)

Winner

HRB

+10.76%

HRI

+8.25%

10Y(CAGR)

HRB

+8.67%

Winner

HRI

+31.13%

Max(CAGR)

HRB

+8.25%

Winner

HRI

+12.50%

HRB vs HRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	HRI
2026	-12.16%	-4.20%
2025	-15.28%	-18.68%
2024	+10.56%	+30.24%
2023	+42.46%	+15.22%
2022	+54.27%	-13.15%
2021	+57.47%	+147.76%
2020	-27.82%	+34.60%
2019	-4.35%	+77.51%
2018	-1.51%	-58.98%
2017	+18.55%	+55.90%
2016	-27.65%	+186.65%
2015	+3.13%	-43.13%
2014	+17.52%	-13.04%
2013	+56.75%	+70.36%
2012	+20.01%	+36.15%
2011	+36.59%	-20.27%
2010	-45.21%	+21.97%
2009	+4.01%	+124.48%
2008	+25.50%	-66.78%
2007	-17.80%	-8.04%
2006	-3.56%	+10.62%
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 HRI Drawdown Comparison

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

The maximum drawdown for HRI was -94.21%, occurring on Nov 21, 2008. Recovery took 1519 trading sessions.

The current HRB drawdown is -41.27%. The current HRI drawdown is -37.61%.

Rank	HRB	HRI
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-94.21% Jun 28, 2007 - Jul 11, 2013
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-82.20% Mar 9, 2018 - Jan 12, 2021
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-77.50% Aug 19, 2014 - Jul 1, 2016
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-60.90% Nov 6, 2024 - Apr 2, 2026
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-55.56% Nov 9, 2021 - Oct 22, 2024
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-33.67% Feb 1, 2017 - Nov 8, 2017
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-22.99% Jul 18, 2013 - Dec 31, 2013
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	-22.02% Aug 5, 2016 - Nov 10, 2016
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	-18.69% Jan 24, 2018 - Mar 6, 2018
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	-17.73% Apr 10, 2007 - Jun 13, 2007
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	-15.21% Mar 17, 2021 - May 6, 2021
#12	-16.27% Apr 25, 2022 - May 11, 2022	-13.05% Jun 5, 2014 - Aug 18, 2014
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	-12.69% Jan 2, 2014 - Feb 27, 2014
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	-12.62% Jun 1, 2021 - Jul 21, 2021
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	-12.12% Aug 12, 2021 - Sep 22, 2021

Correlation

Correlation between HRB and HRI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

HRB vs HRI dividend yield comparison.

Year	HRB	HRI
2026	2.30%	0.97%
2025	3.65%	1.89%
2024	2.63%	1.40%
2023	2.52%	1.70%
2022	3.07%	1.75%
2021	4.54%	0.32%
2020	6.56%	0.00%
2019	4.39%	0.00%
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%