HRB 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
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 5/6 |
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H&R Block, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$54.29 |
| 52 Week High | US$68.45 |
| 52 Week Low | US$42.28 |
| Beta | 0.68 |
| 1 Month Change | -6.88% |
| 3 Month Change | -13.98% |
| 1 Year Change | 11.36% |
| 3 Year Change | 130.04% |
| 5 Year Change | 131.22% |
| Change since IPO | 6,455.77% |
Recent News & Updates
H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate
Dec 04
Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings
Nov 16H&R Block: Attractive Entry Point, Buy The Dip
Nov 10Recent updates
H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate
Dec 04Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings
Nov 16H&R Block: Attractive Entry Point, Buy The Dip
Nov 10Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention
Oct 29H&R Block: This Boring Buyback King Still Has Room To Run
Oct 16Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?
Sep 29Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?
Sep 08H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375
Aug 22H&R Block: Still A Good Investment For The Long Run, But I'd Like A Pullback
Aug 13H&R Block, Inc.'s (NYSE:HRB) Earnings Are Not Doing Enough For Some Investors
Jul 31H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate
Jun 18H&R Block: Q3 Earnings Beat Both Top And Bottom Lines
May 27We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease
May 26H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward
Apr 20H&R Block: Adding Value To The Stable Volume
Mar 26Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)
Mar 15We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease
Feb 26H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares
Feb 02H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns
Jan 12H&R Block: Upward Trajectory In Progress With Value Likely Ahead
Dec 21H&R Block: A Defensive Blue Chip Buy
Oct 18H&R Block A Buy Opportunity, And Today More Than Just Tax Prep
Oct 10H&R Block: Time To Reload
Aug 03H&R Block: An Attractive Dividend And Growth Stock
Jul 05Shareholder Returns
| HRB | US Consumer Services | US Market | |
|---|---|---|---|
| 7D | -0.7% | -1.4% | -0.4% |
| 1Y | 11.4% | 7.7% | 24.8% |
Return vs Industry: HRB exceeded the US Consumer Services industry which returned 7.1% over the past year.
Return vs Market: HRB underperformed the US Market which returned 23.9% over the past year.
Price Volatility
| HRB volatility | |
|---|---|
| HRB Average Weekly Movement | 3.9% |
| Consumer Services Industry Average Movement | 9.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: HRB has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: HRB's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1955 | 4,200 | Jeff Jones | www.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
| HRB fundamental statistics | |
|---|---|
| Market cap | US$7.44b |
| Earnings (TTM) | US$586.97m |
| Revenue (TTM) | US$3.62b |
12.7x
P/E Ratio2.1x
P/S RatioIs HRB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HRB income statement (TTM) | |
|---|---|
| Revenue | US$3.62b |
| Cost of Revenue | US$2.00b |
| Gross Profit | US$1.62b |
| Other Expenses | US$1.03b |
| Earnings | US$586.97m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.28 |
| Gross Margin | 44.71% |
| Net Profit Margin | 16.21% |
| Debt/Equity Ratio | -405.3% |
How did HRB perform over the long term?
See historical performance and comparisonDividends
2.8%
Current Dividend Yield32%
Payout RatioDoes HRB pay a reliable dividends?
See HRB dividend history and benchmarks| H&R Block dividend dates | |
|---|---|
| Ex Dividend Date | Dec 05 2024 |
| Dividend Pay Date | Jan 06 2025 |
| Days until Ex dividend | 20 days |
| Days until Dividend pay date | 12 days |
Does HRB pay a reliable dividends?
See HRB dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/24 09:07 |
| End of Day Share Price | 2024/12/24 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/06/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |