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HRB

H&R Block NYSE:HRB Stock Report

Last Price

US$39.52

Market Cap

US$6.1b

7D

1.4%

1Y

61.2%

Updated

07 Feb, 2023

Data

Company Financials +

H&R Block, Inc.

NYSE:HRB Stock Report

Mkt Cap: US$6.1b

HRB Stock Overview

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia.

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

Rewards

Trading at 53.5% below our estimate of its fair value

Earnings are forecast to grow 8.34% per year

Pays a reliable dividend of 2.94%

Risk Analysis

Has a high level of debt

Negative shareholders equity


My Notes

New

Notes are coming soon

H&R Block, Inc. Competitors

Service Corporation International

NYSE:SCI

US$11.1b

Mister Car Wash

NYSE:MCW

US$3.1b

Frontdoor

NasdaqGS:FTDR

US$2.2b

European Wax Center

NasdaqGS:EWCZ

US$1.2b

Price History & Performance

Summary of all time highs, changes and price drops for H&R Block
Historical stock prices
Current Share PriceUS$39.52
52 Week HighUS$48.76
52 Week LowUS$23.03
Beta0.68
1 Month Change7.74%
3 Month Change-1.59%
1 Year Change61.24%
3 Year Change79.39%
5 Year Change52.53%
Change since IPO757.38%

Recent News & Updates

H&R Block posts Q2 earnings beat on strong end to 2022 tax season

Feb 07

There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

Jan 27
There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

H&R Block: Put This Recession-Resistant Stock On Your Balance Sheet

Jan 20

Recent updates

H&R Block posts Q2 earnings beat on strong end to 2022 tax season

Feb 07

There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

Jan 27
There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

H&R Block: Put This Recession-Resistant Stock On Your Balance Sheet

Jan 20

If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

Nov 24
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

H&R Block: Overvalued And Risky

Oct 31

There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

Oct 24
There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

H&R Block's (NYSE:HRB) Dividend Will Be Increased To $0.29

Aug 19
H&R Block's (NYSE:HRB) Dividend Will Be Increased To $0.29

H&R Block: The Investment Case Has Played Out

Aug 17

Is H&R Block (NYSE:HRB) A Risky Investment?

Aug 12
Is H&R Block (NYSE:HRB) A Risky Investment?

H&R Block Non-GAAP EPS of $1.43 beats by $0.19, revenue of $1.05B beats by $55.24M; plans $1.25B stock buyback

Aug 09

Returns At H&R Block (NYSE:HRB) Appear To Be Weighed Down

Jul 25
Returns At H&R Block (NYSE:HRB) Appear To Be Weighed Down

H&R Block Is Rewarding Patient Investors

Jun 10

H&R Block: Crypto Trading Could Enhance Demand For Its Products

May 12

Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?

May 12
Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?

Taking Profits In H&R Block

May 05

H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward

Apr 24
H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward

H&R Block: More Pesky Distractions - Focus On What Matters

Feb 11

H&R Block Still A Buy

Jan 26

Capital Allocation Trends At H&R Block (NYSE:HRB) Aren't Ideal

Jan 21
Capital Allocation Trends At H&R Block (NYSE:HRB) Aren't Ideal

H&R Block: Revisiting The Thesis, Still A Buy

Nov 28

H&R Block: Substantially Undervalued

Nov 04

H&R Block (NYSE:HRB) Seems To Use Debt Quite Sensibly

Oct 28
H&R Block (NYSE:HRB) Seems To Use Debt Quite Sensibly

H&R Block (NYSE:HRB) Is Reinvesting At Lower Rates Of Return

Oct 06
H&R Block (NYSE:HRB) Is Reinvesting At Lower Rates Of Return

Shareholders May Not Be So Generous With H&R Block, Inc.'s (NYSE:HRB) CEO Compensation And Here's Why

Sep 03
Shareholders May Not Be So Generous With H&R Block, Inc.'s (NYSE:HRB) CEO Compensation And Here's Why

When Should You Buy H&R Block, Inc. (NYSE:HRB)?

Aug 28
When Should You Buy H&R Block, Inc. (NYSE:HRB)?

H&R Block - Wave Is Off To A Slow Start

Aug 19

Here's Why H&R Block (NYSE:HRB) Can Manage Its Debt Responsibly

Jul 26
Here's Why H&R Block (NYSE:HRB) Can Manage Its Debt Responsibly

H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

Jun 19
H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

H&R Block, Inc. Just Missed Revenue By 15%: Here's What Analysts Think Will Happen Next

Jun 18
H&R Block, Inc. Just Missed Revenue By 15%: Here's What Analysts Think Will Happen Next

H&R Block fiscal Q4 results beat estimates in another unusual year

Jun 15

Is Now The Time To Look At Buying H&R Block, Inc. (NYSE:HRB)?

May 18
Is Now The Time To Look At Buying H&R Block, Inc. (NYSE:HRB)?

Buybacks Will Slowly Push H&R Block Higher

May 07

H&R Block (NYSE:HRB) May Have Issues Allocating Its Capital

Apr 30
H&R Block (NYSE:HRB) May Have Issues Allocating Its Capital

H&R Block, Inc.'s (NYSE:HRB) Intrinsic Value Is Potentially 84% Above Its Share Price

Apr 13
H&R Block, Inc.'s (NYSE:HRB) Intrinsic Value Is Potentially 84% Above Its Share Price

Do These 3 Checks Before Buying H&R Block, Inc. (NYSE:HRB) For Its Upcoming Dividend

Mar 10
Do These 3 Checks Before Buying H&R Block, Inc. (NYSE:HRB) For Its Upcoming Dividend

H&R Block's (NYSE:HRB) Stock Price Has Reduced 40% In The Past Five Years

Feb 25
H&R Block's (NYSE:HRB) Stock Price Has Reduced 40% In The Past Five Years

Here's Why We Think H&R Block's (NYSE:HRB) Statutory Earnings Might Be Conservative

Feb 08
Here's Why We Think H&R Block's (NYSE:HRB) Statutory Earnings Might Be Conservative

How Does H&R Block, Inc. (NYSE:HRB) Fare As A Dividend Stock?

Jan 24
How Does H&R Block, Inc. (NYSE:HRB) Fare As A Dividend Stock?

These Metrics Don't Make H&R Block (NYSE:HRB) Look Too Strong

Dec 30
These Metrics Don't Make H&R Block (NYSE:HRB) Look Too Strong

H&R Block: Great Quarter, Questionable Pivot, Still A Buy

Dec 16

H&R Block, Inc. (NYSE:HRB) Insiders Increased Their Holdings

Dec 15
H&R Block, Inc. (NYSE:HRB) Insiders Increased Their Holdings

Shareholder Returns

HRBUS Consumer ServicesUS Market
7D1.4%-2.2%0.9%
1Y61.2%-2.4%-10.9%

Return vs Industry: HRB exceeded the US Consumer Services industry which returned -2.4% over the past year.

Return vs Market: HRB exceeded the US Market which returned -10.9% over the past year.

Price Volatility

Is HRB's price volatile compared to industry and market?
HRB volatility
HRB Average Weekly Movement3.8%
Consumer Services Industry Average Movement8.5%
Market Average Movement6.7%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market2.8%

Stable Share Price: HRB is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.

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

About the Company

FoundedEmployeesCEOWebsite
19553,800Jeff Joneshttps://www.hrblock.com

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; 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; H&R Block Instant Refund; and H&R Block Pay With Refund services.

H&R Block, Inc. Fundamentals Summary

How do H&R Block's earnings and revenue compare to its market cap?
HRB fundamental statistics
Market CapUS$6.12b
Earnings (TTM)US$540.82m
Revenue (TTM)US$3.45b

11.4x

P/E Ratio

1.8x

P/S Ratio

Is HRB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
HRB income statement (TTM)
RevenueUS$3.45b
Cost of RevenueUS$1.90b
Gross ProfitUS$1.55b
Other ExpensesUS$1.01b
EarningsUS$540.82m

Last Reported Earnings

Sep 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)3.48
Gross Margin44.93%
Net Profit Margin15.67%
Debt/Equity Ratio-561.3%

How did HRB perform over the long term?

See historical performance and comparison

Dividends

2.9%

Current Dividend Yield

33%

Payout Ratio

Does HRB pay a reliable dividends?

See HRB dividend history and benchmarks
When do you need to buy HRB by to receive an upcoming dividend?
H&R Block dividend dates
Ex Dividend DateMar 06 2023
Dividend Pay DateApr 05 2023
Days until Ex dividend26 days
Days until Dividend pay date56 days

Does HRB pay a reliable dividends?

See HRB dividend history and benchmarks