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HRB vs SON

Comparison between H&R Block Inc (HRB, Company) and Sonoco Products Company (SON, Company).

Both HRB and SON are from the Consumer Cyclical sector.

5-Year PerformanceHRB has outperformed SON, delivering a return of +12.5% compared to -3.2%

HRB vs SON - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HRB
$4.90B
Winner
SON
$4.92B
Max Drawdown
HRB
68.07%
Winner
SON
62.24%
Sharpe Ratio
HRB
-0.85
Winner
SON
0.38
5Y Beta
Winner
HRB
0.21
SON
0.60
Industry
HRB
Personal Services
SON
Packaging & Containers
P/E Ratio
Winner
HRB
4.34
SON
4.83
Forward P/E
Winner
HRB
6.78
SON
8.51
PEG Ratio
Winner
HRB
0.00
SON
0.01
Dividend Yield
HRB
4.36%
Winner
SON
4.43%
5Y Dividends CAGR
Winner
HRB
14.59%
SON
8.61%
5Y EPS CAGR
HRB
N/A
SON
31.39%
Debt to Equity
Winner
HRB
-6117.40%
SON
131.41%
Free Cash Flow Yield
Winner
HRB
15.51%
SON
4.40%
P/S Ratio
HRB
1.25
Winner
SON
0.66
P/B Ratio
HRB
73.56
Winner
SON
1.38

HRB vs SON - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HRB
+28.22%
SON
-4.94%
3M
Winner
HRB
+21.54%
SON
-10.69%
6M
HRB
-7.35%
Winner
SON
+16.93%
1Y
HRB
-31.21%
Winner
SON
+10.16%
5Y(CAGR)
Winner
HRB
+12.46%
SON
-3.19%
10Y(CAGR)
Winner
HRB
+10.17%
SON
+3.36%
Max(CAGR)
Winner
HRB
+8.43%
SON
+6.22%

HRB vs SON - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHRBSON
2026-8.44%+9.18%
2025-15.28%-4.68%
2024+10.56%-10.91%
2023+42.46%-4.04%
2022+54.27%+9.07%
2021+57.47%+1.99%
2020-27.82%+0.61%
2019-4.35%+21.51%
2018-1.51%+1.65%
2017+18.55%+2.69%
2016-27.65%+34.99%
2015+3.13%-3.00%
2014+17.52%+8.26%
2013+56.75%+42.21%
2012+20.01%-6.86%
2011+36.59%-1.39%
2010-45.21%+16.04%
2009+4.01%+27.11%
2008+25.50%-26.85%
2007-17.80%-12.64%
2006-3.56%+33.93%
2005+2.74%+3.89%
2004-10.56%+24.79%
2003+36.56%+9.93%
2002-6.58%-9.98%
2001+126.24%+28.88%
2000+2.14%+2.83%
1999+5.72%-4.25%

HRB vs SON Drawdown Comparison

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

The maximum drawdown for SON was -59.58%, occurring on Mar 9, 2009. Recovery took 1535 trading sessions.

The current HRB drawdown is -38.78%. The current SON drawdown is -17.06%.

RankHRBSON
#1-62.06%
Nov 2, 2015 - Apr 25, 2022
-59.58%
Jun 4, 2007 - Jul 9, 2013
#2-58.52%
Jul 15, 2005 - Feb 4, 2013
-41.55%
Jul 5, 2019 - Mar 8, 2021
#3-55.53%
Aug 20, 2024 - Feb 12, 2026
-33.64%
May 17, 2021 - Oct 30, 2025
#4-41.96%
Aug 20, 2002 - Nov 26, 2003
-32.23%
Apr 10, 2002 - Nov 4, 2004
#5-40.99%
Nov 17, 1999 - Feb 28, 2001
-30.66%
Nov 16, 1999 - Jan 29, 2001
#6-39.12%
Aug 18, 2022 - Nov 22, 2023
-21.71%
Sep 4, 2001 - Dec 21, 2001
#7-25.99%
Feb 11, 2004 - Jun 16, 2005
-19.76%
Feb 26, 2015 - Mar 9, 2016
#8-22.48%
Feb 25, 2002 - Aug 16, 2002
-19.39%
Jan 30, 2001 - May 16, 2001
#9-20.24%
Oct 3, 2001 - Dec 6, 2001
-15.29%
Dec 4, 2017 - Jul 19, 2018
#10-17.96%
Aug 1, 2013 - Feb 24, 2014
-14.45%
Jul 1, 2014 - Dec 11, 2014
#11-17.82%
Aug 27, 2014 - Nov 28, 2014
-13.70%
Mar 4, 2005 - Dec 2, 2005
#12-16.27%
Apr 25, 2022 - May 11, 2022
-13.25%
Apr 6, 2006 - Sep 12, 2006
#13-16.14%
Feb 5, 2015 - Aug 5, 2015
-13.20%
Dec 3, 2018 - Feb 5, 2019
#14-14.31%
Feb 25, 2014 - Jun 11, 2014
-13.00%
Dec 30, 2004 - Mar 1, 2005
#15-11.76%
Sep 6, 2001 - Oct 1, 2001
-12.72%
Nov 29, 2016 - Dec 1, 2017

Correlation

Correlation between HRB and SON is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

HRB vs SON dividend yield comparison.

YearHRBSON
20262.21%2.25%
20253.65%4.84%
20242.63%4.24%
20232.52%3.62%
20223.07%3.16%
20214.54%3.11%
20206.56%2.90%
20194.39%2.75%
20183.90%3.05%
20173.59%2.90%
20163.74%2.77%
20152.40%3.35%
20142.38%2.91%
20132.75%2.95%
20124.31%4.00%
20113.98%3.49%
20105.04%3.30%
20092.65%3.69%
20082.57%4.62%
20072.99%3.12%
20062.26%2.50%
20051.91%3.10%
20041.71%2.93%
20031.37%3.41%
20021.69%3.62%
20011.39%3.01%
20002.78%3.65%
19990.63%0.84%

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