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H&R Block LSE:0HOB Stock Report

Last Price

US$52.53

Market Cap

US$7.2b

7D

-5.3%

1Y

9.9%

Updated

24 Jan, 2025

Data

Company Financials +

0HOB Stock Overview

Through its subsidiaries, engages in the provision of assisted and do-it-yourself (DIY) tax return preparation services to the general-public primarily in the United States, Canada, and Australia. More details

0HOB fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance2/6
Financial Health2/6
Dividends5/6

My Notes

Capture your thoughts, links and company narrative

H&R Block, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for H&R Block
Historical stock prices
Current Share PriceUS$52.53
52 Week HighUS$68.43
52 Week LowUS$42.59
Beta0.71
1 Month Change-3.03%
3 Month Change-12.30%
1 Year Change9.93%
3 Year Change139.96%
5 Year Change122.57%
Change since IPO96.58%

Recent News & Updates

Recent updates

Shareholder Returns

0HOBGB Consumer ServicesGB Market
7D-5.3%1.2%1.6%
1Y9.9%35.2%10.2%

Return vs Industry: 0HOB underperformed the UK Consumer Services industry which returned 35.2% over the past year.

Return vs Market: 0HOB matched the UK Market which returned 10.2% over the past year.

Price Volatility

Is 0HOB's price volatile compared to industry and market?
0HOB volatility
0HOB Average Weekly Movement4.2%
Consumer Services Industry Average Movement4.5%
Market Average Movement4.9%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market2.7%

Stable Share Price: 0HOB has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0HOB's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19554,200Jeff Joneswww.hrblock.com

H&R Block, Inc., through its subsidiaries, engages in the provision of assisted and do-it-yourself (DIY) tax return preparation services to the general-public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through in-person via a system of retail offices operated directly by the company or its franchisees, as well as online and mobile applications, and virtual and desktop software. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost resulting from errors; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases, bill payments, and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund.

H&R Block, Inc. Fundamentals Summary

How do H&R Block's earnings and revenue compare to its market cap?
0HOB fundamental statistics
Market capUS$7.17b
Earnings (TTM)US$586.97m
Revenue (TTM)US$3.62b

12.2x

P/E Ratio

2.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0HOB income statement (TTM)
RevenueUS$3.62b
Cost of RevenueUS$2.00b
Gross ProfitUS$1.62b
Other ExpensesUS$1.03b
EarningsUS$586.97m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 04, 2025

Earnings per share (EPS)4.28
Gross Margin44.71%
Net Profit Margin16.21%
Debt/Equity Ratio-405.3%

How did 0HOB perform over the long term?

See historical performance and comparison

Dividends

2.9%

Current Dividend Yield

32%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/24 20:27
End of Day Share Price 2025/01/24 00:00
Earnings2024/09/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

H&R Block, Inc. is covered by 19 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander ParisBarrington Research Associates, Inc.
Jeffrey SilberBMO Capital Markets Equity Research
Mark PalmerBTIG