OTF vs HRB

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

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

OTF vs HRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

OTF

$5.04B

Winner

HRB

$5.05B

Max Drawdown

Winner

OTF

35.27%

HRB

68.07%

Sharpe Ratio

OTF

-0.99

Winner

HRB

-0.75

5Y Beta

OTF

0.77

Winner

HRB

0.22

Industry

OTF

Asset Management

HRB

Personal Services

P/E Ratio

OTF

12.09

Winner

HRB

4.47

Forward P/E

OTF

8.25

Winner

HRB

6.54

PEG Ratio

OTF

N/A

HRB

0.00

Dividend Yield

Winner

OTF

12.40%

HRB

4.39%

5Y Dividends CAGR

OTF

N/A

HRB

14.09%

Debt to Equity

OTF

90.78%

Winner

HRB

-6117.40%

Free Cash Flow Yield

OTF

-32.88%

Winner

HRB

15.08%

OTF vs HRB - Historical Returns

Returns include dividend reinvestment.

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

OTF

-10.20%

Winner

HRB

+25.54%

OTF

-2.98%

Winner

HRB

+32.78%

OTF

-11.82%

Winner

HRB

-5.94%

Winner

OTF

-26.36%

HRB

-28.71%

5Y(CAGR)

OTF

N/A

HRB

+13.96%

10Y(CAGR)

OTF

N/A

HRB

+11.08%

Max(CAGR)

OTF

-27.87%

Winner

HRB

+8.58%

OTF vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OTF	HRB
2026	-20.60%	-5.30%
2025	-5.02%	-15.28%
2024	N/A	+10.56%
2023	N/A	+42.46%
2022	N/A	+54.27%
2021	N/A	+57.47%
2020	N/A	-27.82%
2019	N/A	-4.35%
2018	N/A	-1.51%
2017	N/A	+18.55%
2016	N/A	-27.65%
2015	N/A	+3.13%
2014	N/A	+17.52%
2013	N/A	+56.75%
2012	N/A	+20.01%
2011	N/A	+36.59%
2010	N/A	-45.21%
2009	N/A	+4.01%
2008	N/A	+25.50%
2007	N/A	-17.80%
2006	N/A	-3.56%
2005	N/A	+2.74%
2004	N/A	-10.56%
2003	N/A	+36.56%
2002	N/A	-6.58%
2001	N/A	+126.24%
2000	N/A	+2.14%
1999	N/A	+5.72%

OTF vs HRB Drawdown Comparison

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

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

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

Rank	OTF	HRB
#1	-27.70% Jun 12, 2025 - May 12, 2026	-62.06% Nov 2, 2015 - Apr 25, 2022
#2	N/A	-58.52% Jul 15, 2005 - Feb 4, 2013
#3	N/A	-55.53% Aug 20, 2024 - Feb 12, 2026
#4	N/A	-41.96% Aug 20, 2002 - Nov 26, 2003
#5	N/A	-40.99% Nov 17, 1999 - Feb 28, 2001
#6	N/A	-39.12% Aug 18, 2022 - Nov 22, 2023
#7	N/A	-25.99% Feb 11, 2004 - Jun 16, 2005
#8	N/A	-22.48% Feb 25, 2002 - Aug 16, 2002
#9	N/A	-20.24% Oct 3, 2001 - Dec 6, 2001
#10	N/A	-17.96% Aug 1, 2013 - Feb 24, 2014
#11	N/A	-17.82% Aug 27, 2014 - Nov 28, 2014
#12	N/A	-16.27% Apr 25, 2022 - May 11, 2022
#13	N/A	-16.14% Feb 5, 2015 - Aug 5, 2015
#14	N/A	-14.31% Feb 25, 2014 - Jun 11, 2014
#15	N/A	-11.76% Sep 6, 2001 - Oct 1, 2001

Correlation

Correlation between OTF and HRB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

OTF vs HRB dividend yield comparison.

Year	OTF	HRB
2026	3.66%	1.06%
2025	7.91%	3.65%
2024	0.00%	2.63%
2023	0.00%	2.52%
2022	0.00%	3.07%
2021	0.00%	4.54%
2020	0.00%	6.56%
2019	0.00%	4.39%
2018	0.00%	3.90%
2017	0.00%	3.59%
2016	0.00%	3.74%
2015	0.00%	2.40%
2014	0.00%	2.38%
2013	0.00%	2.75%
2012	0.00%	4.31%
2011	0.00%	3.98%
2010	0.00%	5.04%
2009	0.00%	2.65%
2008	0.00%	2.57%
2007	0.00%	2.99%
2006	0.00%	2.26%
2005	0.00%	1.91%
2004	0.00%	1.71%
2003	0.00%	1.37%
2002	0.00%	1.69%
2001	0.00%	1.39%
2000	0.00%	2.78%
1999	0.00%	0.63%