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

HRB is good value based on its Price-To-Earnings Ratio (13.6x) compared to the peer average (29.6x).

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

HRB is good value based on its Price-To-Earnings Ratio (13.6x) compared to the US Consumer Services industry average (19.4x).

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 is good value based on its Price-To-Earnings Ratio (13.6x) compared to the estimated Fair Price-To-Earnings Ratio (20.3x).

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

HRB ($58.3) is trading below our estimate of [[fair value]] ($103.92)

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

Target price is less than 20% higher than the current share price.

H&R Block (NYSE:HRB) - Stock Price, News & Analysis

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

HRB fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	1/6
Past Performance	2/6
Financial Health	2/6
Dividends	5/6

Rewards

Trading at 43.9% below our estimate of its fair value

Earnings are forecast to grow 5.04% per year

Earnings have grown 17% per year over the past 5 years

Pays a reliable dividend of 2.57%

Trading at good value compared to peers and industry

Risk Analysis

Significant insider selling over the past 3 months

Negative shareholders equity

Has a high level of debt

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WarrenAI

Based on Analyst Price Targets

AI Innovations And Critical Moves Enhance Service And Propel Revenue Growth

Key Takeaways H&R Block's focus on AI and digital enhancements is driving revenue growth and improving client retention, particularly through Block Horizons initiatives. The company’s expansion into mobile banking with Spruce and improving small business services are boosting client acquisition and revenue streams.

View narrative

US$62.67

7.0% undervalued

2.87%

Revenue growth p.a.

3 days ago

H&R Block, Inc. Competitors

Frontdoor

NasdaqGS:FTDR

US$4.4b

Service Corporation International

NYSE:SCI

US$12.6b

Mister Car Wash

NYSE:MCW

US$2.6b

OneSpaWorld Holdings

NasdaqCM:OSW

US$2.0b

Price History & Performance

Summary of all time highs, changes and price drops for H&R Block
Historical stock prices
Current Share Price	US$58.30
52 Week High	US$68.45
52 Week Low	US$42.28
Beta	0.68
11 Month Change	-2.88%
3 Month Change	-8.62%
1 Year Change	23.62%
33 Year Change	132.92%
5 Year Change	139.13%
Change since IPO	6,940.00%

Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings

Nov 16

H&R Block: Attractive Entry Point, Buy The Dip

Nov 10

Recent updates

Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings

Nov 16

H&R Block: Attractive Entry Point, Buy The Dip

Nov 10

Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention

Oct 29

H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate

Jun 18

H&R Block: Q3 Earnings Beat Both Top And Bottom Lines

May 27

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

May 26

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

Apr 20

H&R Block: Adding Value To The Stable Volume

Mar 26

Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)

Mar 15

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

Feb 26

H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares

Feb 02

H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns

Jan 12

H&R Block: Upward Trajectory In Progress With Value Likely Ahead

Dec 21

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

Nov 10

Is H&R Block, Inc. (NYSE:HRB) Trading At A 40% Discount?

Oct 18

H&R Block: A Defensive Blue Chip Buy

Oct 18

H&R Block A Buy Opportunity, And Today More Than Just Tax Prep

Oct 10

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

Sep 27

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

Aug 19

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

Aug 15

H&R Block: Time To Reload

Aug 03

Are Investors Undervaluing H&R Block, Inc. (NYSE:HRB) By 35%?

Jul 10

H&R Block: An Attractive Dividend And Growth Stock

Jul 05

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

May 26

Returns On Capital At H&R Block (NYSE:HRB) Have Hit The Brakes

May 08

Shareholder Returns

	HRB	US Consumer Services	US Market
7D	-3.0%	4.7%	2.2%
1Y	23.6%	16.5%	31.7%

Return vs Industry: HRB exceeded the US Consumer Services industry which returned 16.5% over the past year.

Return vs Market: HRB underperformed the US Market which returned 31.7% over the past year.

Price Volatility

Is HRB's price volatile compared to industry and market?
HRB volatility
HRB Average Weekly Movement	3.9%
Consumer Services Industry Average Movement	9.1%
Market Average Movement	6.3%
10% most volatile stocks in US Market	15.8%
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

How do H&R Block's earnings and revenue compare to its market cap?
HRB fundamental statistics
Market cap	US$7.99b
Earnings (TTM)	US$586.97m
Revenue (TTM)	US$3.62b

13.6x

P/E Ratio

2.2x

P/S Ratio

Is HRB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
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 comparison

Dividends

2.6%

Current Dividend Yield

32%

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 Date	Dec 05 2024
Dividend Pay Date	Jan 06 2025
Days until Ex dividend	11 days
Days until Dividend pay date	43 days

Does HRB pay a reliable dividends?

See HRB dividend history and benchmarks

HRB Stock Overview

Rewards

Risk Analysis

AI Innovations And Critical Moves Enhance Service And Propel Revenue Growth

H&R Block, Inc. Competitors

NasdaqGS:FTDR

US$4.4b

NYSE:SCI

US$12.6b

NYSE:MCW

US$2.6b

NasdaqCM:OSW

US$2.0b

Price History & Performance

Recent News & Updates

Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings

H&R Block: Attractive Entry Point, Buy The Dip

New minor risk - Negative shareholders equity

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025

Recent updates

Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings

H&R Block: Attractive Entry Point, Buy The Dip

New minor risk - Negative shareholders equity

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025

Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention

H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024

H&R Block: This Boring Buyback King Still Has Room To Run

Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?

Executive Officer notifies of intention to sell stock

VP & Chief Accounting Officer recently sold US$515k worth of stock

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

President notifies of intention to sell stock

Executive Officer recently sold US$5.2m worth of stock

H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375

Executive Officer notifies of intention to sell stock

Fourth quarter dividend increased to US$0.38

Price target increased by 16% to US$58.00

Full year 2024 earnings: EPS exceeds analyst expectations

H&R Block, Inc. (NYSE:HRB) announces an Equity Buyback for $1,500 million worth of its shares.

H&R Block: Still A Good Investment For The Long Run, But I'd Like A Pullback

H&R Block Appoints Scott Manuel as Chief Strategy & Operations Officer

H&R Block, Inc. Appoints Tiffany Mason as Executive Vice President, Finance

H&R Block, Inc. to Report Q4, 2024 Results on Aug 15, 2024

H&R Block, Inc.'s (NYSE:HRB) Earnings Are Not Doing Enough For Some Investors

Now 20% undervalued

President notifies of intention to sell stock

H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate

Upcoming dividend of US$0.32 per share

H&R Block: Q3 Earnings Beat Both Top And Bottom Lines

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

Spruce Launches High Yield 3.50% APY for Savings Accounts

H&R Block, Inc. Revises Revenue Guidance for the Full Year 2024

Second quarter 2024 earnings released: US$1.33 loss per share (vs US$1.43 loss in 2Q 2023)

Second quarter dividend of US$0.32 announced

Now 28% overvalued after recent price rise

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2024

Insufficient new directors

H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024

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

H&R Block: Adding Value To The Stable Volume

Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

President notifies of intention to sell stock

Now 20% overvalued after recent price rise

President notifies of intention to sell stock

Tony Bowen Announces to Retire as Chief Financial Officer of H&R Block

First quarter dividend of US$0.32 announced

H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares

H&R Block Announces Quarterly Cash Dividend, Payable on April 3, 2024

H&R Block’S New Direct Import Feature Makes Switching from Turbotax to H&R Block DIY Online Fast and Easy

H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer

H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024

H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns

H&R Block: Upward Trajectory In Progress With Value Likely Ahead

H&R Block, Inc. Introduces H&R Block AI Tax Assist

Chief Financial Officer recently sold US$2.2m worth of stock