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SON vs HRB

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

Both SON and HRB are from the Consumer Cyclical sector.

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

SON vs HRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SON vs HRB - Historical Returns

Returns include dividend reinvestment.

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

SON vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SON vs HRB Drawdown Comparison

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

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

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

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

Correlation

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

0.73
-101

Dividend Comparison (1999 - 2026)

SON vs HRB dividend yield comparison.

YearSONHRB
20262.25%2.21%
20254.84%3.65%
20244.24%2.63%
20233.62%2.52%
20223.16%3.07%
20213.11%4.54%
20202.90%6.56%
20192.75%4.39%
20183.05%3.90%
20172.90%3.59%
20162.77%3.74%
20153.35%2.40%
20142.91%2.38%
20132.95%2.75%
20124.00%4.31%
20113.49%3.98%
20103.30%5.04%
20093.69%2.65%
20084.62%2.57%
20073.12%2.99%
20062.50%2.26%
20053.10%1.91%
20042.93%1.71%
20033.41%1.37%
20023.62%1.69%
20013.01%1.39%
20003.65%2.78%
19990.84%0.63%

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