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PBF vs HRB

Comparison between PBF Energy Inc - Class A (PBF, Company) and H&R Block Inc (HRB, Company).

PBF is from the Energy sector, while HRB is from the Consumer Cyclical sector.

5-Year PerformancePBF has outperformed HRB, delivering a return of +22.5% compared to +11.8%

PBF vs HRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PBF
$4.37B
HRB
$4.36B
Max Drawdown
PBF
92.01%
Winner
HRB
68.07%
Sharpe Ratio
Winner
PBF
0.98
HRB
-0.95
5Y Beta
PBF
0.72
Winner
HRB
0.19
Industry
PBF
Oil & Gas Refining & Marketing
HRB
Personal Services
P/E Ratio
Winner
PBF
-108.57
HRB
3.86
Forward P/E
PBF
11.99
Winner
HRB
6.20
PEG Ratio
PBF
N/A
HRB
0.00
Dividend Yield
PBF
2.81%
Winner
HRB
4.51%
5Y Dividends CAGR
PBF
N/A
HRB
14.59%
5Y EPS CAGR
PBF
-50.45%
HRB
N/A
Debt to Equity
PBF
50.76%
Winner
HRB
-6117.40%
Free Cash Flow Yield
PBF
-15.65%
Winner
HRB
17.46%

PBF vs HRB - Historical Returns

Returns include dividend reinvestment.

1M
PBF
-11.51%
Winner
HRB
-10.20%
3M
PBF
-20.28%
Winner
HRB
+14.01%
6M
Winner
PBF
+45.42%
HRB
-18.59%
1Y
Winner
PBF
+66.45%
HRB
-34.91%
5Y(CAGR)
Winner
PBF
+22.47%
HRB
+11.77%
10Y(CAGR)
PBF
+7.29%
Winner
HRB
+8.16%
Max(CAGR)
PBF
+5.83%
Winner
HRB
+8.00%

PBF vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBFHRB
2026+32.62%-17.31%
2025+5.87%-15.28%
2024-38.60%+10.56%
2023+19.40%+42.46%
2022+192.12%+54.27%
2021+89.62%+57.47%
2020-77.40%-27.82%
2019-2.52%-4.35%
2018-7.09%-1.51%
2017+30.89%+18.55%
2016-17.48%-27.65%
2015+44.65%+3.13%
2014-10.54%+17.52%
2013+11.55%+56.75%
2012+10.67%+20.01%
2011N/A+36.59%
2010N/A-45.21%
2009N/A+4.01%
2008N/A+25.50%
2007N/A-17.80%
2006N/A-3.56%
2005N/A+2.74%
2004N/A-10.56%
2003N/A+36.56%
2002N/A-6.58%
2001N/A+126.24%
2000N/A+2.14%
1999N/A+5.72%

PBF vs HRB Drawdown Comparison

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

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

The current PBF drawdown is -34.92%. The current HRB drawdown is -44.72%.

RankPBFHRB
#1-91.50%
Oct 3, 2018 - Aug 11, 2023
-62.06%
Nov 2, 2015 - Apr 25, 2022
#2-76.04%
Apr 5, 2024 - Apr 8, 2025
-58.52%
Jul 15, 2005 - Feb 4, 2013
#3-50.54%
Nov 27, 2015 - Apr 17, 2018
-55.53%
Aug 20, 2024 - Feb 12, 2026
#4-48.92%
Mar 4, 2013 - Nov 18, 2015
-41.96%
Aug 20, 2002 - Nov 26, 2003
#5-26.53%
Sep 28, 2023 - Mar 13, 2024
-40.99%
Nov 17, 1999 - Feb 28, 2001
#6-17.78%
Jun 4, 2018 - Aug 7, 2018
-39.12%
Aug 18, 2022 - Nov 22, 2023
#7-11.40%
Sep 4, 2018 - Oct 3, 2018
-25.99%
Feb 11, 2004 - Jun 16, 2005
#8-9.70%
Aug 7, 2018 - Aug 29, 2018
-22.48%
Feb 25, 2002 - Aug 16, 2002
#9-7.97%
Aug 11, 2023 - Sep 7, 2023
-20.24%
Oct 3, 2001 - Dec 6, 2001
#10-6.81%
Jan 2, 2013 - Jan 17, 2013
-17.96%
Aug 1, 2013 - Feb 24, 2014
#11-3.64%
Mar 20, 2024 - Mar 28, 2024
-17.82%
Aug 27, 2014 - Nov 28, 2014
#12-3.50%
Sep 14, 2023 - Sep 28, 2023
-16.27%
Apr 25, 2022 - May 11, 2022
#13-3.30%
Apr 26, 2018 - May 2, 2018
-16.14%
Feb 5, 2015 - Aug 5, 2015
#14-3.13%
Jan 17, 2013 - Jan 24, 2013
-14.31%
Feb 25, 2014 - Jun 11, 2014
#15-3.05%
May 21, 2018 - May 30, 2018
-11.76%
Sep 6, 2001 - Oct 1, 2001

Correlation

Correlation between PBF and HRB is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

Dividend Comparison (1999 - 2026)

PBF vs HRB dividend yield comparison.

YearPBFHRB
20261.47%2.44%
20254.06%3.65%
20243.86%2.63%
20231.93%2.52%
20220.49%3.07%
20210.00%4.54%
20204.23%6.56%
20193.83%4.39%
20183.67%3.90%
20173.39%3.59%
20164.30%3.74%
20153.26%2.40%
20144.50%2.38%
20133.81%2.75%
20120.00%4.31%
20110.00%3.98%
20100.00%5.04%
20090.00%2.65%
20080.00%2.57%
20070.00%2.99%
20060.00%2.26%
20050.00%1.91%
20040.00%1.71%
20030.00%1.37%
20020.00%1.69%
20010.00%1.39%
20000.00%2.78%
19990.00%0.63%

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