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SLMBP vs HRB

Comparison between SLM Corp (SLMBP, Company) and H&R Block Inc (HRB, Company).

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

5-Year PerformanceSLMBP has outperformed HRB, delivering a return of +13.5% compared to +12.5%

SLMBP vs HRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SLMBP
$4.92B
HRB
$4.90B
Max Drawdown
SLMBP
90.83%
Winner
HRB
68.07%
Sharpe Ratio
Winner
SLMBP
0.04
HRB
-0.85
5Y Beta
Winner
SLMBP
0.15
HRB
0.21
Industry
SLMBP
Credit Services
HRB
Personal Services
P/E Ratio
SLMBP
35.14
Winner
HRB
4.34
Forward P/E
SLMBP
N/A
HRB
6.78
PEG Ratio
Winner
SLMBP
0.00
HRB
0.00
Dividend Yield
SLMBP
0.70%
Winner
HRB
4.36%
5Y Dividends CAGR
Winner
SLMBP
23.62%
HRB
14.59%
Debt to Equity
SLMBP
N/A
HRB
-6117.40%
Free Cash Flow Yield
SLMBP
N/A
HRB
15.51%
P/S Ratio
SLMBP
2.98
Winner
HRB
1.25
P/B Ratio
SLMBP
N/A
HRB
73.56

SLMBP vs HRB - Historical Returns

Returns include dividend reinvestment.

1M
SLMBP
+1.85%
Winner
HRB
+28.22%
3M
SLMBP
+1.40%
Winner
HRB
+21.54%
6M
Winner
SLMBP
+5.15%
HRB
-7.35%
1Y
Winner
SLMBP
+3.07%
HRB
-31.21%
5Y(CAGR)
Winner
SLMBP
+13.54%
HRB
+12.46%
10Y(CAGR)
Winner
SLMBP
+11.39%
HRB
+10.17%
Max(CAGR)
SLMBP
+4.64%
Winner
HRB
+8.43%

SLMBP vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSLMBPHRB
2026+4.69%-8.44%
2025+6.92%-15.28%
2024+20.83%+10.56%
2023+27.82%+42.46%
2022+1.71%+54.27%
2021+11.48%+57.47%
2020+1.32%-27.82%
2019-2.25%-4.35%
2018-8.85%-1.51%
2017+26.16%+18.55%
2016+46.15%-27.65%
2015-38.31%+3.13%
2014+2.06%+17.52%
2013+30.38%+56.75%
2012+40.54%+20.01%
2011-7.99%+36.59%
2010-3.41%-45.21%
2009+161.60%+4.01%
2008-68.56%+25.50%
2007-37.74%-17.80%
2006+9.23%-3.56%
2005+3.49%+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%

SLMBP vs HRB Drawdown Comparison

The maximum drawdown for SLMBP was -88.54%, occurring on Mar 9, 2009. Recovery took 1625 trading sessions.

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

The current HRB drawdown is -38.78%.

RankSLMBPHRB
#1-88.54%
Mar 1, 2007 - Aug 13, 2013
-62.06%
Nov 2, 2015 - Apr 25, 2022
#2-63.71%
Sep 6, 2018 - Jun 28, 2021
-58.52%
Jul 15, 2005 - Feb 4, 2013
#3-51.46%
Aug 29, 2014 - Apr 3, 2017
-55.53%
Aug 20, 2024 - Feb 12, 2026
#4-19.08%
Mar 7, 2023 - Oct 9, 2023
-41.96%
Aug 20, 2002 - Nov 26, 2003
#5-12.93%
Nov 1, 2021 - Jan 10, 2023
-40.99%
Nov 17, 1999 - Feb 28, 2001
#6-10.41%
Mar 24, 2025 - May 21, 2025
-39.12%
Aug 18, 2022 - Nov 22, 2023
#7-10.21%
Jul 6, 2017 - Jun 5, 2018
-25.99%
Feb 11, 2004 - Jun 16, 2005
#8-8.49%
Jun 6, 2025 - Mar 5, 2026
-22.48%
Feb 25, 2002 - Aug 16, 2002
#9-8.22%
Aug 15, 2013 - Apr 23, 2014
-20.24%
Oct 3, 2001 - Dec 6, 2001
#10-7.08%
Jun 30, 2014 - Aug 29, 2014
-17.96%
Aug 1, 2013 - Feb 24, 2014
#11-6.01%
Dec 19, 2023 - Jan 26, 2024
-17.82%
Aug 27, 2014 - Nov 28, 2014
#12-5.77%
Apr 30, 2024 - Sep 13, 2024
-16.27%
Apr 25, 2022 - May 11, 2022
#13-5.34%
Apr 6, 2017 - May 11, 2017
-16.14%
Feb 5, 2015 - Aug 5, 2015
#14-4.65%
Sep 18, 2024 - Feb 6, 2025
-14.31%
Feb 25, 2014 - Jun 11, 2014
#15-3.61%
Feb 2, 2023 - Mar 6, 2023
-11.76%
Sep 6, 2001 - Oct 1, 2001

Correlation

Correlation between SLMBP and HRB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

SLMBP vs HRB dividend yield comparison.

YearSLMBPHRB
20263.83%2.21%
20258.61%3.65%
20249.93%2.63%
202310.60%2.52%
20225.90%3.07%
20213.23%4.54%
20204.83%6.56%
20197.88%4.39%
20186.58%3.90%
20174.23%3.59%
20164.27%3.74%
20155.01%2.40%
20142.92%2.38%
20132.96%2.75%
20124.19%4.31%
20113.91%3.98%
20102.40%5.04%
20093.79%2.65%
200823.21%2.57%
200710.41%2.99%
20065.57%2.26%
20052.25%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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