HRB vs OLLI

Comparison between H&R Block Inc (HRB, Company) and Ollies Bargain Outlet Holdings Inc (OLLI, Company).

HRB is from the Consumer Cyclical sector, while OLLI is from the Consumer Defensive sector.

5-Year PerformanceHRB has outperformed OLLI, delivering a return of +14.0% compared to +1.0%

HRB vs OLLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	OLLI(COMPANY)
Market Cap	$5.05B	$5.04B
Max Drawdown	68.07%	66.23%
Sharpe Ratio	-0.75	-0.97
5Y Beta	0.22	0.80
Industry	Personal Services	Discount Stores
P/E Ratio	4.47	20.97
Forward P/E	6.54	17.86
PEG Ratio	0.00	0.44
Dividend Yield	4.39%	N/A
5Y Dividends CAGR	14.09%	N/A
5Y EPS CAGR	N/A	15.82%
Debt to Equity	-6117.40%	0.00%
Free Cash Flow Yield	15.08%	3.86%

Market Cap

Winner

HRB

$5.05B

OLLI

$5.04B

Max Drawdown

HRB

68.07%

Winner

OLLI

66.23%

Sharpe Ratio

Winner

HRB

-0.75

OLLI

-0.97

5Y Beta

Winner

HRB

0.22

OLLI

0.80

Industry

HRB

Personal Services

OLLI

Discount Stores

P/E Ratio

Winner

HRB

4.47

OLLI

20.97

Forward P/E

Winner

HRB

6.54

OLLI

17.86

PEG Ratio

Winner

HRB

0.00

OLLI

0.44

Dividend Yield

HRB

4.39%

OLLI

N/A

5Y Dividends CAGR

HRB

14.09%

OLLI

N/A

5Y EPS CAGR

HRB

N/A

OLLI

15.82%

Debt to Equity

Winner

HRB

-6117.40%

OLLI

0.00%

Free Cash Flow Yield

Winner

HRB

15.08%

OLLI

3.86%

HRB vs OLLI - Historical Returns

Returns include dividend reinvestment.

Period	HRB	OLLI
1 month	+25.54%	-12.20%
3 months	+32.78%	-24.34%
6 months	-5.94%	-31.94%
1 year	-28.71%	-29.63%
5 years(CAGR)	+13.96%	+1.00%
10 years(CAGR)	+11.08%	+13.48%
Max(CAGR)	+8.58%	+13.34%

Winner

HRB

+25.54%

OLLI

-12.20%

Winner

HRB

+32.78%

OLLI

-24.34%

Winner

HRB

-5.94%

OLLI

-31.94%

Winner

HRB

-28.71%

OLLI

-29.63%

5Y(CAGR)

Winner

HRB

+13.96%

OLLI

+1.00%

10Y(CAGR)

HRB

+11.08%

Winner

OLLI

+13.48%

Max(CAGR)

HRB

+8.58%

Winner

OLLI

+13.34%

HRB vs OLLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	OLLI
2026	-5.30%	-26.11%
2025	-15.28%	+1.24%
2024	+10.56%	+46.05%
2023	+42.46%	+62.26%
2022	+54.27%	-10.63%
2021	+57.47%	-37.52%
2020	-27.82%	+30.81%
2019	-4.35%	-1.42%
2018	-1.51%	+28.03%
2017	+18.55%	+87.17%
2016	-27.65%	+64.17%
2015	+3.13%	-19.57%
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 OLLI Drawdown Comparison

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

The maximum drawdown for OLLI was -66.23%, occurring on Mar 18, 2020. Recovery took 269 trading sessions.

The current HRB drawdown is -36.68%. The current OLLI drawdown is -41.58%.

Rank	HRB	OLLI
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-66.23% May 24, 2019 - Jun 18, 2020
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-65.59% Aug 26, 2020 - Dec 10, 2024
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-47.29% Aug 6, 2025 - May 13, 2026
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-36.12% Oct 1, 2018 - Apr 24, 2019
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-27.75% Jul 16, 2015 - Jan 28, 2016
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-19.64% Dec 26, 2024 - May 19, 2025
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-16.58% Apr 27, 2016 - Aug 12, 2016
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	-14.05% Jan 29, 2016 - Mar 18, 2016
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	-13.78% Nov 22, 2016 - Feb 14, 2017
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	-12.70% Aug 23, 2016 - Nov 10, 2016
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	-12.16% Jun 21, 2018 - Aug 20, 2018
#12	-16.27% Apr 25, 2022 - May 11, 2022	-10.31% Jun 1, 2017 - Jul 17, 2017
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	-10.15% Jun 22, 2020 - Jul 22, 2020
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	-9.69% Jan 29, 2018 - Feb 23, 2018
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	-8.98% May 19, 2025 - Jun 16, 2025