HRB vs PECO

Comparison between H&R Block Inc (HRB, Company) and Phillips Edison & Company Inc - New (PECO, Company).

HRB is from the Consumer Cyclical sector, while PECO is from the Real Estate sector.

5-Year PerformanceHRB has outperformed PECO, delivering a return of +14.0% compared to +11.5%

HRB vs PECO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	PECO(COMPANY)
Market Cap	$5.05B	$5.03B
Max Drawdown	68.07%	24.17%
Sharpe Ratio	-0.75	0.71
5Y Beta	0.22	0.37
Industry	Personal Services	Reit - Retail
P/E Ratio	4.47	22.54
Forward P/E	6.54	72.46
PEG Ratio	0.00	0.11
Dividend Yield	4.39%	3.21%
5Y Dividends CAGR	14.09%	N/A
Debt to Equity	-6117.40%	109.24%
Free Cash Flow Yield	15.08%	6.82%

Market Cap

Winner

HRB

$5.05B

PECO

$5.03B

Max Drawdown

HRB

68.07%

Winner

PECO

24.17%

Sharpe Ratio

HRB

-0.75

Winner

PECO

0.71

5Y Beta

Winner

HRB

0.22

PECO

0.37

Industry

HRB

Personal Services

PECO

Reit - Retail

P/E Ratio

Winner

HRB

4.47

PECO

22.54

Forward P/E

Winner

HRB

6.54

PECO

72.46

PEG Ratio

Winner

HRB

0.00

PECO

0.11

Dividend Yield

Winner

HRB

4.39%

PECO

3.21%

5Y Dividends CAGR

HRB

14.09%

PECO

N/A

Debt to Equity

Winner

HRB

-6117.40%

PECO

109.24%

Free Cash Flow Yield

Winner

HRB

15.08%

PECO

6.82%

HRB vs PECO - Historical Returns

Returns include dividend reinvestment.

Period	HRB	PECO
1 month	+25.54%	+1.96%
3 months	+32.78%	+2.74%
6 months	-5.94%	+17.27%
1 year	-28.71%	+16.93%
5 years(CAGR)	+13.96%	+11.51%
10 years(CAGR)	+11.08%	N/A
Max(CAGR)	+8.58%	+11.51%

Winner

HRB

+25.54%

PECO

+1.96%

Winner

HRB

+32.78%

PECO

+2.74%

HRB

-5.94%

Winner

PECO

+17.27%

HRB

-28.71%

Winner

PECO

+16.93%

5Y(CAGR)

Winner

HRB

+13.96%

PECO

+11.51%

10Y(CAGR)

HRB

+11.08%

PECO

N/A

Max(CAGR)

HRB

+8.58%

Winner

PECO

+11.51%

HRB vs PECO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	PECO
2026	-5.30%	+15.01%
2025	-15.28%	-0.23%
2024	+10.56%	+5.73%
2023	+42.46%	+18.90%
2022	+54.27%	-2.16%
2021	+57.47%	+20.41%
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 PECO Drawdown Comparison

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

The maximum drawdown for PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 311 trading sessions.

The current HRB drawdown is -36.68%. The current PECO drawdown is -0.62%.

Rank	HRB	PECO
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-23.13% Apr 21, 2022 - Jul 19, 2023
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-15.77% Dec 14, 2023 - Aug 23, 2024
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-15.06% Nov 27, 2024 - Feb 13, 2026
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-12.31% Jan 13, 2022 - Mar 7, 2022
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-9.82% Aug 10, 2023 - Dec 4, 2023
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-9.23% Nov 18, 2021 - Jan 5, 2022
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-7.96% Mar 8, 2022 - Mar 29, 2022
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	-7.51% Sep 16, 2024 - Nov 6, 2024
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	-7.18% Mar 2, 2026 - Apr 17, 2026
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	-5.81% Oct 12, 2021 - Nov 3, 2021
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	-5.17% Aug 11, 2021 - Sep 28, 2021
#12	-16.27% Apr 25, 2022 - May 11, 2022	-3.41% Apr 17, 2026 - Apr 27, 2026
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	-2.99% Dec 4, 2023 - Dec 13, 2023
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	-2.88% Nov 5, 2021 - Nov 10, 2021
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	-2.86% Jul 16, 2021 - Jul 20, 2021

Correlation

Correlation between HRB and PECO is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (1999 - 2026)

HRB vs PECO dividend yield comparison.

Year	HRB	PECO
2026	1.06%	1.35%
2025	3.65%	3.52%
2024	2.63%	3.18%
2023	2.52%	3.12%
2022	3.07%	3.43%
2021	4.54%	1.33%
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%