HRB vs NVTS

Comparison between H&R Block Inc (HRB, Company) and Navitas Semiconductor Corp (NVTS, Company).

HRB is from the Consumer Cyclical sector, while NVTS is from the Technology sector.

5-Year PerformanceNVTS has outperformed HRB, delivering a return of +18.5% compared to +10.8%

HRB vs NVTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	NVTS(COMPANY)
Market Cap	$4.72B	$4.71B
Max Drawdown	68.07%	92.04%
Sharpe Ratio	-0.80	1.43
5Y Beta	0.20	2.82
Industry	Personal Services	Semiconductors
P/E Ratio	4.18	-35.74
Forward P/E	6.53	N/A
PEG Ratio	0.00	-1.02
Dividend Yield	4.56%	N/A
5Y Dividends CAGR	14.59%	N/A
Debt to Equity	-6117.40%	0.00%
Free Cash Flow Yield	16.13%	-1.01%
P/S Ratio	1.16	123.71
P/B Ratio	73.56	11.71

Market Cap

Winner

HRB

$4.72B

NVTS

$4.71B

Max Drawdown

Winner

HRB

68.07%

NVTS

92.04%

Sharpe Ratio

HRB

-0.80

Winner

NVTS

1.43

5Y Beta

Winner

HRB

0.20

NVTS

2.82

Industry

HRB

Personal Services

NVTS

Semiconductors

P/E Ratio

HRB

4.18

Winner

NVTS

-35.74

Forward P/E

HRB

6.53

NVTS

N/A

PEG Ratio

HRB

0.00

Winner

NVTS

-1.02

Dividend Yield

HRB

4.56%

NVTS

N/A

5Y Dividends CAGR

HRB

14.59%

NVTS

N/A

Debt to Equity

Winner

HRB

-6117.40%

NVTS

0.00%

Free Cash Flow Yield

Winner

HRB

16.13%

NVTS

-1.01%

P/S Ratio

Winner

HRB

1.16

NVTS

123.71

P/B Ratio

HRB

73.56

Winner

NVTS

11.71

HRB vs NVTS - Historical Returns

Returns include dividend reinvestment.

Period	HRB	NVTS
1 month	+0.69%	+21.51%
3 months	+22.18%	+134.37%
6 months	-13.58%	+172.29%
1 year	-32.03%	+199.49%
5 years(CAGR)	+10.76%	+18.54%
10 years(CAGR)	+8.67%	N/A
Max(CAGR)	+8.25%	+15.30%

HRB

+0.69%

Winner

NVTS

+21.51%

HRB

+22.18%

Winner

NVTS

+134.37%

HRB

-13.58%

Winner

NVTS

+172.29%

HRB

-32.03%

Winner

NVTS

+199.49%

5Y(CAGR)

HRB

+10.76%

Winner

NVTS

+18.54%

10Y(CAGR)

HRB

+8.67%

NVTS

N/A

Max(CAGR)

HRB

+8.25%

Winner

NVTS

+15.30%

HRB vs NVTS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	NVTS
2026	-12.16%	+179.12%
2025	-15.28%	+104.58%
2024	+10.56%	-53.21%
2023	+42.46%	+123.55%
2022	+54.27%	-78.41%
2021	+57.47%	+56.34%
2020	-27.82%	N/A
2019	-4.35%	N/A
2018	-1.51%	N/A
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 NVTS Drawdown Comparison

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

The maximum drawdown for NVTS was -92.04%, occurring on Apr 3, 2025. Recovery took 1124 trading sessions.

The current HRB drawdown is -41.27%. The current NVTS drawdown is -26.42%.

Rank	HRB	NVTS
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-92.04% Nov 15, 2021 - May 11, 2026
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-35.51% May 26, 2026 - Jun 10, 2026
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-18.02% Feb 8, 2021 - Oct 15, 2021
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-15.01% May 11, 2026 - May 20, 2026
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-11.38% Oct 18, 2021 - Nov 2, 2021
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-5.15% Jan 25, 2021 - Feb 2, 2021
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-0.07% Nov 4, 2021 - Nov 8, 2021
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	N/A
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	N/A
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	N/A
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	N/A
#12	-16.27% Apr 25, 2022 - May 11, 2022	N/A
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	N/A
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	N/A
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	N/A

Correlation

Correlation between HRB and NVTS is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101