HRB Competitors
| HRB Stock | USD 31.05 2.71 9.56% |
HR Block vs Frontdoor Correlation
Very good diversification
The correlation between HR Block and FTDR is -0.22 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding HR Block and FTDR in the same portfolio, assuming nothing else is changed.
Moving against HRB Stock
| 0.79 | 8KS | LUMI GRUPPEN AS | PairCorr |
| 0.72 | EWCZ | European Wax Center Trending | PairCorr |
| 0.69 | 3YT | BOYD GROUP SERVICES | PairCorr |
| 0.57 | 7FW | TELLUSGRUPPEN AB | PairCorr |
| 0.45 | ELL | Everybody Loves Languages | PairCorr |
HR Block Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between HR Block and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of HRB and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of HR Block does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between HRB Stock performing well and HR Block Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze HR Block's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BFAM | 1.65 | (0.58) | 0.00 | (1.39) | 0.00 | 3.40 | 7.99 | |||
| ALSN | 1.24 | 0.49 | 0.40 | 0.57 | 0.66 | 3.31 | 7.29 | |||
| KMX | 2.05 | 0.26 | 0.10 | 0.22 | 2.89 | 5.33 | 16.15 | |||
| BYD | 1.09 | (0.06) | (0.06) | (0.01) | 1.19 | 2.56 | 6.83 | |||
| MHK | 1.52 | 0.23 | 0.15 | 0.21 | 1.35 | 4.54 | 10.72 | |||
| CHDN | 1.16 | (0.18) | 0.00 | (0.65) | 0.00 | 2.22 | 8.89 | |||
| MNSO | 1.37 | (0.21) | 0.00 | (0.29) | 0.00 | 3.27 | 8.30 | |||
| LNW | 1.62 | 0.22 | 0.10 | 0.77 | 1.62 | 3.55 | 14.31 | |||
| IBP | 2.02 | 0.37 | 0.20 | 0.28 | 1.73 | 6.20 | 13.12 | |||
| FTDR | 1.33 | 0.15 | 0.09 | 0.26 | 1.31 | 3.10 | 7.42 |
Cross Equities Net Income Analysis
Compare HR Block and related stocks such as Bright Horizons Family, Allison Transmission, and CarMax Inc Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BFAM | 474 K | 4.8 M | 8.2 M | 12.6 M | 72 M | 93.9 M | 94.8 M | 157 M | 158 M | 180.4 M | 27 M | 70.5 M | 80.6 M | 74 M | 140.2 M | 193.1 M | 202.8 M |
| ALSN | 29.6 M | 103 M | 514.2 M | 165.4 M | 228.6 M | 182 M | 215 M | 504 M | 639 M | 604 M | 299 M | 442 M | 531 M | 673 M | 731 M | 840.6 M | 429.8 M |
| KMX | (9.3 M) | 434.3 M | 434.3 M | 492.6 M | 597.4 M | 627 M | 627 M | 664.1 M | 842.4 M | 746.9 M | 746.9 M | 1.2 B | 484.8 M | 500.6 M | 500.6 M | 479.2 M | 401.7 M |
| BYD | 12.7 M | (3.9 M) | (908.9 M) | (80.3 M) | (53 M) | 47.2 M | 418 M | 189.4 M | 115 M | 157.6 M | (134.7 M) | 463.8 M | 639.4 M | 620 M | 578 M | 1.8 B | 1.9 B |
| MHK | 6.4 M | 173.9 M | 250.3 M | 348.8 M | 532 M | 615.3 M | 930.4 M | 971.6 M | 861.7 M | 744.2 M | 515.6 M | 1 B | 25.2 M | (439.5 M) | 517.7 M | 369.9 M | 297.5 M |
| CHDN | 5.9 M | 64.4 M | 58.3 M | 54.9 M | 46.4 M | 65.2 M | 108.1 M | 140.5 M | 352.8 M | 137.5 M | (81.9 M) | 249.1 M | 439.4 M | 417.3 M | 426.8 M | 490.8 M | 515.4 M |
| MNSO | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (290.6 M) | (262.3 M) | (1.4 B) | (1.4 B) | 638.2 M | 2.3 B | 2.6 B | 3 B | 3.2 B |
| IBP | (9 M) | (9 M) | (1.9 M) | 6 M | 13.9 M | 26.5 M | 38.4 M | 41.1 M | 54.7 M | 68.2 M | 97.2 M | 118.8 M | 223.4 M | 243.7 M | 256.6 M | 295.1 M | 309.8 M |
| FTDR | 120 M | 120 M | 120 M | 120 M | 120 M | 120 M | 124 M | 160 M | 125 M | 153 M | 112 M | 128 M | 71 M | 171 M | 235 M | 270.2 M | 153.9 M |
HR Block and related stocks such as Bright Horizons Family, Allison Transmission, and CarMax Inc Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in HR Block financial statement analysis. It represents the amount of money remaining after all of HR Block operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.HR Block Competitive Analysis
The better you understand HR Block competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, HR Block's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across HR Block's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
HR Block Competition Performance Charts
Five steps to successful analysis of HR Block Competition
HR Block's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by HR Block in relation to its competition. HR Block's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of HR Block in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact HR Block's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to HR Block, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out HR Block Correlation with its peers. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Diversified Consumer Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. Market participants price HRB higher when confident in its future expansion prospects. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive HR Block assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.216 | Dividend Share 1.59 | Earnings Share 4.28 | Revenue Per Share | Quarterly Revenue Growth 0.111 |
Understanding HR Block requires distinguishing between market price and book value, where the latter reflects HRB's accounting equity. The concept of intrinsic value - what HR Block's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push HR Block's price substantially above or below its fundamental value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine if HR Block is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, HR Block's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.