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HRB vs NNI

Comparison between H&R Block Inc (HRB, Company) and Nelnet Inc - Class A (NNI, Company).

HRB is from the Consumer Cyclical sector, while NNI is from the Financial Services sector.

5-Year PerformanceNNI has outperformed HRB, delivering a return of +12.1% compared to +10.8%

HRB vs NNI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HRB
$4.72B
NNI
$4.72B
Max Drawdown
Winner
HRB
68.07%
NNI
90.16%
Sharpe Ratio
HRB
-0.80
Winner
NNI
0.50
5Y Beta
Winner
HRB
0.20
NNI
0.63
Industry
HRB
Personal Services
NNI
Credit Services
P/E Ratio
Winner
HRB
4.18
NNI
10.76
Forward P/E
Winner
HRB
6.53
NNI
16.29
PEG Ratio
Winner
HRB
0.00
NNI
0.06
Dividend Yield
Winner
HRB
4.56%
NNI
0.96%
5Y Dividends CAGR
Winner
HRB
14.59%
NNI
12.79%
5Y EPS CAGR
HRB
N/A
NNI
27.91%
Debt to Equity
Winner
HRB
-6117.40%
NNI
206.35%
Free Cash Flow Yield
Winner
HRB
16.13%
NNI
7.86%
P/S Ratio
Winner
HRB
1.16
NNI
2.81
P/B Ratio
HRB
73.56
Winner
NNI
1.24

HRB vs NNI - Historical Returns

Returns include dividend reinvestment.

1M
HRB
+0.69%
Winner
NNI
+6.90%
3M
Winner
HRB
+22.18%
NNI
+0.51%
6M
HRB
-13.58%
Winner
NNI
-1.52%
1Y
HRB
-32.03%
Winner
NNI
+14.33%
5Y(CAGR)
HRB
+10.76%
Winner
NNI
+12.10%
10Y(CAGR)
HRB
+8.67%
Winner
NNI
+15.75%
Max(CAGR)
HRB
+8.25%
Winner
NNI
+9.68%

HRB vs NNI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHRBNNI
2026-12.16%+1.53%
2025-15.28%+27.01%
2024+10.56%+22.85%
2023+42.46%-0.75%
2022+54.27%-5.64%
2021+57.47%+42.49%
2020-27.82%+23.22%
2019-4.35%+10.71%
2018-1.51%-3.17%
2017+18.55%+7.62%
2016-27.65%+55.47%
2015+3.13%-26.03%
2014+17.52%+14.26%
2013+56.75%+40.86%
2012+20.01%+27.05%
2011+36.59%+3.78%
2010-45.21%+38.45%
2009+4.01%+25.92%
2008+25.50%+19.46%
2007-17.80%-52.21%
2006-3.56%-32.64%
2005+2.74%+52.70%
2004-10.56%+22.41%
2003+36.56%+3.46%
2002-6.58%N/A
2001+126.24%N/A
2000+2.14%N/A
1999+5.72%N/A

HRB vs NNI Drawdown Comparison

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

The maximum drawdown for NNI was -89.95%, occurring on Mar 2, 2009. Recovery took 1845 trading sessions.

The current HRB drawdown is -41.27%. The current NNI drawdown is -9.43%.

RankHRBNNI
#1-62.06%
Nov 2, 2015 - Apr 25, 2022
-89.95%
Jan 20, 2006 - May 21, 2013
#2-58.52%
Jul 15, 2005 - Feb 4, 2013
-44.04%
Sep 17, 2019 - Nov 10, 2020
#3-55.53%
Aug 20, 2024 - Feb 12, 2026
-40.12%
Mar 24, 2015 - Nov 14, 2016
#4-41.96%
Aug 20, 2002 - Nov 26, 2003
-34.06%
Apr 2, 2004 - Dec 10, 2004
#5-40.99%
Nov 17, 1999 - Feb 28, 2001
-28.53%
Dec 8, 2016 - Oct 19, 2017
#6-39.12%
Aug 18, 2022 - Nov 22, 2023
-25.06%
Dec 14, 2021 - Nov 16, 2022
#7-25.99%
Feb 11, 2004 - Jun 16, 2005
-23.70%
Jun 6, 2018 - May 9, 2019
#8-22.48%
Feb 25, 2002 - Aug 16, 2002
-21.02%
Nov 29, 2013 - Aug 11, 2014
#9-20.24%
Oct 3, 2001 - Dec 6, 2001
-18.68%
May 23, 2005 - Oct 3, 2005
#10-17.96%
Aug 1, 2013 - Feb 24, 2014
-18.54%
Nov 6, 2024 - Jul 9, 2025
#11-17.82%
Aug 27, 2014 - Nov 28, 2014
-17.92%
Jun 15, 2023 - May 10, 2024
#12-16.27%
Apr 25, 2022 - May 11, 2022
-16.64%
Oct 20, 2017 - May 9, 2018
#13-16.14%
Feb 5, 2015 - Aug 5, 2015
-15.27%
Apr 28, 2026 - May 12, 2026
#14-14.31%
Feb 25, 2014 - Jun 11, 2014
-11.37%
May 15, 2024 - Jul 16, 2024
#15-11.76%
Sep 6, 2001 - Oct 1, 2001
-10.71%
Mar 8, 2005 - May 5, 2005

Correlation

Correlation between HRB and NNI 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 NNI dividend yield comparison.

YearHRBNNI
20262.30%0.51%
20253.65%0.90%
20242.63%1.05%
20232.52%1.20%
20223.07%1.08%
20214.54%0.92%
20206.56%1.15%
20194.39%1.27%
20183.90%1.26%
20173.59%1.06%
20163.74%0.99%
20152.40%1.25%
20142.38%0.86%
20132.75%0.95%
20124.31%4.70%
20113.98%1.51%
20105.04%2.95%
20092.65%0.41%
20082.57%0.49%
20072.99%2.20%
20062.26%0.00%
20051.91%0.00%
20041.71%0.00%
20031.37%0.00%
20021.69%0.00%
20011.39%0.00%
20002.78%0.00%
19990.63%0.00%

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