H&R Block Valuation

Is HRB * undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of HRB * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: HRB * (MX$1255.61) is trading below our estimate of fair value (MX$1885.84)

Significantly Below Fair Value: HRB * is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for HRB *?

Other financial metrics that can be useful for relative valuation.

HRB * key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue2.7x
Enterprise Value/EBITDA10.6x
PEG Ratio4.4x

Price to Earnings Ratio vs Peers

How does HRB *'s PE Ratio compare to its peers?

The above table shows the PE ratio for HRB * vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average39.9x
ALSEA * Alsea. de
17.7x24.8%Mex$45.1b
SCI Service Corporation International
22.1x5.6%US$11.2b
RLH A RLH Properties. de
30.9xn/aMex$18.4b
POSADAS A Grupo Posadas. de
88.7xn/aMex$13.5b
HRB * H&R Block
15.2x3.4%Mex$8.9b

Price-To-Earnings vs Peers: HRB * is good value based on its Price-To-Earnings Ratio (15.2x) compared to the peer average (39.9x).


Price to Earnings Ratio vs Industry

How does HRB *'s PE Ratio compare vs other companies in the Global Consumer Services Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a0%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a0%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: HRB * is good value based on its Price-To-Earnings Ratio (15.2x) compared to the Global Consumer Services industry average (17x).


Price to Earnings Ratio vs Fair Ratio

What is HRB *'s PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

HRB * PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio15.2x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate HRB *'s Price-To-Earnings Fair Ratio for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst HRB * forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentMex$1,255.61
Mex$1,130.29
-10.0%
19.5%Mex$1,304.18Mex$819.77n/a3
Aug ’25n/a
Mex$898.73
0%
18.7%Mex$1,017.43Mex$661.33n/a3
Jul ’25n/a
Mex$898.73
0%
18.7%Mex$1,017.43Mex$661.33n/a3
Jun ’25n/a
Mex$898.73
0%
18.7%Mex$1,017.43Mex$661.33n/a3
May ’25n/a
Mex$847.62
0%
16.6%Mex$955.70Mex$648.51n/a3
Apr ’25n/a
Mex$847.62
0%
16.6%Mex$955.70Mex$648.51n/a3
Mar ’25n/a
Mex$847.62
0%
16.6%Mex$955.70Mex$648.51n/a3
Feb ’25n/a
Mex$792.38
0%
16.7%Mex$911.54Mex$607.69n/a3
Jan ’25n/a
Mex$792.38
0%
16.7%Mex$911.54Mex$607.69n/a3
Dec ’24n/a
Mex$792.38
0%
16.7%Mex$911.54Mex$607.69n/a3
Nov ’24n/a
Mex$674.33
0%
13.3%Mex$754.34Mex$548.61n/a3
Oct ’24n/a
Mex$674.33
0%
13.3%Mex$754.34Mex$548.61n/a3
Sep ’24n/a
Mex$674.33
0%
13.3%Mex$754.34Mex$548.61n/a3
Aug ’24n/a
Mex$654.18
0%
16.9%Mex$749.33Mex$499.56n/a3
Jul ’24n/a
Mex$654.18
0%
16.9%Mex$749.33Mex$499.56n/a3
Jun ’24n/a
Mex$654.18
0%
16.9%Mex$749.33Mex$499.56n/a3
May ’24n/a
Mex$802.27
0%
25.1%Mex$988.85Mex$522.41n/a3
Apr ’24n/a
Mex$802.27
0%
25.1%Mex$988.85Mex$522.41n/a3
Mar ’24n/a
Mex$802.27
0%
25.1%Mex$988.85Mex$522.41n/a3
Feb ’24n/a
Mex$825.27
0%
29.0%Mex$1,041.41Mex$491.23n/a3
Jan ’24n/a
Mex$825.27
0%
29.0%Mex$1,041.41Mex$491.23n/a3
Dec ’23n/a
Mex$825.27
0%
29.0%Mex$1,041.41Mex$491.23n/a3
Nov ’23n/a
Mex$820.77
0%
32.3%Mex$1,055.85Mex$450.23n/a3
Oct ’23n/a
Mex$829.62
0%
27.9%Mex$1,062.07Mex$452.88n/a4
Sep ’23n/a
Mex$794.30
0%
25.4%Mex$961.57Mex$452.74n/a4
Aug ’23n/a
Mex$702.63
0%
24.8%Mex$853.56Mex$416.37n/a4

Analyst Forecast: Target price is lower than the current share price.


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