HRB vs MTH

Comparison between H&R Block Inc (HRB, Company) and Meritage Homes Corp (MTH, Company).

Both HRB and MTH are from the Consumer Cyclical sector.

5-Year PerformanceHRB has outperformed MTH, delivering a return of +13.7% compared to +11.5%

HRB vs MTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	MTH(COMPANY)
Market Cap	$4.96B	$4.97B
Max Drawdown	68.07%	93.22%
Sharpe Ratio	-0.61	0.37
5Y Beta	0.17	0.87
Industry	Personal Services	Residential Construction
P/E Ratio	4.39	13.47
Forward P/E	7.03	12.48
PEG Ratio	0.00	N/A
Dividend Yield	4.10%	2.22%
5Y Dividends CAGR	14.59%	N/A
5Y EPS CAGR	N/A	-2.95%
Debt to Equity	-6117.40%	0.00%
Free Cash Flow Yield	15.34%	4.78%

Market Cap

HRB

$4.96B

Winner

MTH

$4.97B

Max Drawdown

Winner

HRB

68.07%

MTH

93.22%

Sharpe Ratio

HRB

-0.61

Winner

MTH

0.37

5Y Beta

Winner

HRB

0.17

MTH

0.87

Industry

HRB

Personal Services

MTH

Residential Construction

P/E Ratio

Winner

HRB

4.39

MTH

13.47

Forward P/E

Winner

HRB

7.03

MTH

12.48

PEG Ratio

HRB

0.00

MTH

N/A

Dividend Yield

Winner

HRB

4.10%

MTH

2.22%

5Y Dividends CAGR

HRB

14.59%

MTH

N/A

5Y EPS CAGR

HRB

N/A

MTH

-2.95%

Debt to Equity

Winner

HRB

-6117.40%

MTH

0.00%

Free Cash Flow Yield

Winner

HRB

15.34%

MTH

4.78%

HRB vs MTH - Historical Returns

Returns include dividend reinvestment.

Period	HRB	MTH
1 month	+1.03%	+4.58%
3 months	+26.60%	+13.05%
6 months	-12.12%	+0.67%
1 year	-27.46%	+3.87%
5 years(CAGR)	+13.67%	+11.53%
10 years(CAGR)	+9.26%	+14.88%
Max(CAGR)	+8.46%	+16.86%

HRB

+1.03%

Winner

MTH

+4.58%

Winner

HRB

+26.60%

MTH

+13.05%

HRB

-12.12%

Winner

MTH

+0.67%

HRB

-27.46%

Winner

MTH

+3.87%

5Y(CAGR)

Winner

HRB

+13.67%

MTH

+11.53%

10Y(CAGR)

HRB

+9.26%

Winner

MTH

+14.88%

Max(CAGR)

HRB

+8.46%

Winner

MTH

+16.86%

HRB vs MTH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	MTH
2026	-7.03%	+14.69%
2025	-15.28%	-11.27%
2024	+10.56%	-8.31%
2023	+42.46%	+88.24%
2022	+54.27%	-22.28%
2021	+57.47%	+48.67%
2020	-27.82%	+34.69%
2019	-4.35%	+62.18%
2018	-1.51%	-30.06%
2017	+18.55%	+44.43%
2016	-27.65%	+5.84%
2015	+3.13%	-4.71%
2014	+17.52%	-23.73%
2013	+56.75%	+25.83%
2012	+20.01%	+57.06%
2011	+36.59%	+0.96%
2010	-45.21%	+11.90%
2009	+4.01%	+60.95%
2008	+25.50%	-11.10%
2007	-17.80%	-67.66%
2006	-3.56%	-24.89%
2005	+2.74%	+12.52%
2004	-10.56%	+73.46%
2003	+36.56%	+87.63%
2002	-6.58%	+31.75%
2001	+126.24%	+40.55%
2000	+2.14%	+263.40%
1999	+5.72%	+8.74%

HRB vs MTH Drawdown Comparison

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

The maximum drawdown for MTH was -93.22%, occurring on Nov 21, 2008. Recovery took 3772 trading sessions.

The current HRB drawdown is -37.84%. The current MTH drawdown is -26.80%.

Rank	HRB	MTH
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-93.22% Aug 1, 2005 - Jul 27, 2020
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-51.15% Jul 19, 2001 - Feb 27, 2002
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-46.77% Dec 31, 2021 - Apr 17, 2023
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-44.56% Feb 6, 2001 - May 8, 2001
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-42.95% Sep 19, 2024 - Mar 20, 2026
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-41.25% Apr 25, 2002 - May 30, 2003
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-30.30% Oct 2, 2020 - May 7, 2021
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	-30.12% Nov 6, 2000 - Dec 11, 2000
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	-26.86% Jul 28, 2023 - Dec 6, 2023
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	-26.64% Jan 11, 2001 - Feb 6, 2001
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	-25.39% May 15, 2001 - Jul 17, 2001
#12	-16.27% Apr 25, 2022 - May 11, 2022	-25.26% May 10, 2021 - Nov 17, 2021
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	-24.28% Feb 25, 2005 - Jun 1, 2005
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	-23.17% Mar 5, 2004 - Sep 22, 2004
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	-20.06% Jun 17, 2003 - Oct 8, 2003

Correlation

Correlation between HRB and MTH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

HRB vs MTH dividend yield comparison.

Year	HRB	MTH
2026	2.17%	1.28%
2025	3.65%	2.61%
2024	2.63%	1.95%
2023	2.52%	0.62%
2022	3.07%	0.00%
2021	4.54%	0.00%
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%	4.60%