Overview Performance Dividends Peer Group Options

(HRB) H&R Block - Performance 23.4% in 12m

Compare HRB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 78.21%
#3 in Group
Rel. Strength 83.52%
#1312 in Universe
Total Return 12m 23.39%
#7 in Group
Total Return 5y 339.86%
#1 in Group
P/E 16.8
46th Percentile in Group
P/E Forward 11.5
27th Percentile in Group
PEG 0.92
20th Percentile in Group
FCF Yield 7.16%
82th Percentile in Group

12m Total Return: HRB (23.4%) vs SPY (10.7%)

Compare overall performance (total returns) of H&R Block with its related sector ETF SPY

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HRB) H&R Block - Performance 23.4% in 12m

Top Performers in Specialized Consumer Services

Short Term
Symbol 1w 1m 3m
HRB -5.99% 6.61% 11.8%
JUNE 3.70% 11.0% 167%
FTDR 14.9% 43.2% -7.57%
DAO 2.42% 35.8% -20.0%
Long Term
Symbol 6m 12m 5y
HRB -0.03% 23.4% 340%
JUNE 117% 128% 163%
DAO 66.6% 141% -61.4%
CSV 4.59% 62.3% 177%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
HRB NYSE
H&R Block		 6.61% 23.4% 340% 16.8 11.5 0.92 18.7% 0.6%
SCI NYSE
Service International		 2.61% 10.6% 108% 21.2 20.8 1.73 -28.4% 1.07%
CSV NYSE
Carriage		 13.3% 62.3% 177% 13.5 12.6 0.84 -1.40% 57.3%

Performance Comparison: HRB vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HRB
Total Return (including Dividends) HRB SPY S&P 500
1 Month 6.61% 13.81% 13.81%
3 Months 11.77% -6.30% -6.30%
12 Months 23.39% 10.65% 10.65%
5 Years 339.86% 107.77% 107.77%
Trend Score (consistency of price movement) HRB SPY S&P 500
1 Month 32.3% 83% 83%
3 Months 84.7% -75.3% -75.3%
12 Months 17.7% 50.1% 50.1%
5 Years 95.9% 84.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month #3 -6.33% -6.33%
3 Month #2 19.3% 19.3%
12 Month #7 11.5% 11.5%
5 Years #2 112% 112%

FAQs

Does HRB H&R Block outperforms the market?

Yes, over the last 12 months HRB made 23.39%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months HRB made 11.77%, while SPY made -6.30%.

Performance Comparison HRB vs Indeces and Sectors

HRB vs. Indices HRB is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -7.17% -7.20% 4.91% 12.7%
US NASDAQ 100 QQQ -7.36% -10.8% 4.70% 11.8%
US Dow Jones Industrial 30 DIA -7.58% -3.38% 5.20% 15.7%
German DAX 40 DAX -7.15% -8.35% -21.4% -2.31%
Shanghai Shenzhen CSI 300 CSI 300 -9.35% -5.22% 4.14% 16.0%
Hongkong Hang Seng HSI -10.3% -13.3% -3.45% 9.71%
India NIFTY 50 INDA -2.25% 1.77% 4.47% 23.6%
Brasil Bovespa EWZ -8.22% -10.6% -3.79% 31.7%

HRB vs. Sectors HRB is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -7.81% -6.80% -2.15% 1.83%
Consumer Discretionary XLY -7.55% -7.62% 5.89% 9.12%
Consumer Staples XLP -6.31% 0.02% -2.02% 14.3%
Energy XLE -6.99% -0.15% 11.5% 32.9%
Financial XLF -8.27% -6.91% -2.19% 0.96%
Health Care XLV -4.16% 5.74% 9.90% 27.5%
Industrial XLI -8.86% -10.2% 3.48% 12.4%
Materials XLB -6.97% -6.95% 9.80% 28.6%
Real Estate XLRE -5.85% -4.93% 4.16% 7.94%
Technology XLK -8.25% -14.6% 7.79% 16.3%
Utilities XLU -7.22% -2.98% -2.75% 5.92%
Aerospace & Defense XAR -9.15% -14.6% -6.59% -3.94%
Biotech XBI -0.58% -5.20% 25.1% 35.7%
Homebuilder XHB -7.64% -4.87% 18.1% 30.9%
Retail XRT -9.07% -8.04% 9.15% 24.9%

HRB vs. Commodities HRB is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -7.66% 3.04% 10.3% 37.2%
Natural Gas UNG -10.3% 7.76% -44.2% 10.1%
Gold GLD -8.40% -4.08% -22.9% -19.2%
Silver SLV -6.23% -1.94% -3.47% 5.31%
Copper CPER -5.16% -4.51% -5.45% 22.5%

HRB vs. Yields & Bonds HRB is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.99% 7.87% 3.97% 23.0%
iShares High Yield Corp. Bond HYG -6.25% 2.45% -1.28% 15.3%