HRB vs OTF

Comparison between H&R Block Inc (HRB, Company) and Blue Owl Technology Finance Corp (OTF, Company).

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

HRB vs OTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	OTF(COMPANY)
Market Cap	$5.05B	$5.04B
Max Drawdown	68.07%	35.27%
Sharpe Ratio	-0.75	-0.99
5Y Beta	0.22	0.77
Industry	Personal Services	Asset Management
P/E Ratio	4.47	12.09
Forward P/E	6.54	8.25
PEG Ratio	0.00	N/A
Dividend Yield	4.39%	12.40%
5Y Dividends CAGR	14.09%	N/A
Debt to Equity	-6117.40%	90.78%
Free Cash Flow Yield	15.08%	-32.88%

Market Cap

Winner

HRB

$5.05B

OTF

$5.04B

Max Drawdown

HRB

68.07%

Winner

OTF

35.27%

Sharpe Ratio

Winner

HRB

-0.75

OTF

-0.99

5Y Beta

Winner

HRB

0.22

OTF

0.77

Industry

HRB

Personal Services

OTF

Asset Management

P/E Ratio

Winner

HRB

4.47

OTF

12.09

Forward P/E

Winner

HRB

6.54

OTF

8.25

PEG Ratio

HRB

0.00

OTF

N/A

Dividend Yield

HRB

4.39%

Winner

OTF

12.40%

5Y Dividends CAGR

HRB

14.09%

OTF

N/A

Debt to Equity

Winner

HRB

-6117.40%

OTF

90.78%

Free Cash Flow Yield

Winner

HRB

15.08%

OTF

-32.88%

HRB vs OTF - Historical Returns

Returns include dividend reinvestment.

Period	HRB	OTF
1 month	+25.54%	-10.20%
3 months	+32.78%	-2.98%
6 months	-5.94%	-11.82%
1 year	-28.71%	-26.36%
5 years(CAGR)	+13.96%	N/A
10 years(CAGR)	+11.08%	N/A
Max(CAGR)	+8.58%	-27.87%

Winner

HRB

+25.54%

OTF

-10.20%

Winner

HRB

+32.78%

OTF

-2.98%

Winner

HRB

-5.94%

OTF

-11.82%

HRB

-28.71%

Winner

OTF

-26.36%

5Y(CAGR)

HRB

+13.96%

OTF

N/A

10Y(CAGR)

HRB

+11.08%

OTF

N/A

Max(CAGR)

Winner

HRB

+8.58%

OTF

-27.87%

HRB vs OTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	OTF
2026	-5.30%	-20.60%
2025	-15.28%	-5.02%
2024	+10.56%	N/A
2023	+42.46%	N/A
2022	+54.27%	N/A
2021	+57.47%	N/A
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 OTF Drawdown Comparison

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

The maximum drawdown for OTF was -27.70%, occurring on May 12, 2026. This drawdown has not yet recovered.

The current HRB drawdown is -36.68%. The current OTF drawdown is -26.36%.

Rank	HRB	OTF
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-27.70% Jun 12, 2025 - May 12, 2026
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	N/A
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	N/A
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	N/A
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	N/A
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	N/A
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	N/A
#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 OTF is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

HRB vs OTF dividend yield comparison.

Year	HRB	OTF
2026	1.06%	3.66%
2025	3.65%	7.91%
2024	2.63%	0.00%
2023	2.52%	0.00%
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%	0.00%