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H&R Block, Inc.NYSE:HRB Stock Report

Market Cap US$6.8b
Share Price
US$50.90
My Fair Value
US$55
7.5% undervalued intrinsic discount
1Y-20.0%
7D-0.8%
Portfolio Value
View

H&R Block, Inc.

NYSE:HRB Stock Report

Market Cap: US$6.8b

H&R Block (HRB) Stock Overview

Through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. More details

HRB fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance2/6
Financial Health3/6
Dividends5/6

HRB Community Fair Values

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See what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.

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$50.90
52 Week HighUS$64.90
52 Week LowUS$47.00
Beta0.25
1 Month Change-7.51%
3 Month Change-10.62%
1 Year Change-20.03%
3 Year Change12.96%
5 Year Change238.43%
Change since IPO6,046.42%

Recent News & Updates

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

Aug 21
H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

Recent updates

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

Aug 21
H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

Why We Like The Returns At H&R Block (NYSE:HRB)

Jun 26
Why We Like The Returns At H&R Block (NYSE:HRB)

We Think You Can Look Beyond H&R Block's (NYSE:HRB) Lackluster Earnings

May 14
We Think You Can Look Beyond H&R Block's (NYSE:HRB) Lackluster Earnings

H&R Block Had A Successful Tax Season

May 08

H&R Block: A Positive Growth Case Despite Seasonality Impacts To Earnings

Apr 26

Potential Upside For H&R Block, Inc. (NYSE:HRB) Not Without Risk

Mar 21
Potential Upside For H&R Block, Inc. (NYSE:HRB) Not Without Risk

H&R Block (NYSE:HRB) Could Become A Multi-Bagger

Feb 28
H&R Block (NYSE:HRB) Could Become A Multi-Bagger

H&R Block: A Boring Business Promising Big Returns

Feb 11

H&R Block Q2 Preview: Guidance And Comments On The Economy Are Crucial

Jan 21

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

Jan 09
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate

Dec 04
H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate

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

Nov 16
Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings

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

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

Oct 16

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

Sep 29
Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?

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

Sep 08
Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?
User avatar

Innovative Financial Products And Decisive Acquisitions Poised To Boost Market Share And Investor Returns

Launch of AI Tax Assist and expansion in small business services are driving customer satisfaction and double-digit growth, indicating increased future revenue.

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

Aug 13

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

May 27

H&R Block: Adding Value To The Stable Volume

Mar 26

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

Dec 21

Shareholder Returns

HRBUS Consumer ServicesUS Market
7D-0.8%0.03%1.9%
1Y-20.0%21.0%17.5%

Return vs Industry: HRB underperformed the US Consumer Services industry which returned 18.1% over the past year.

Return vs Market: HRB underperformed the US Market which returned 16.2% over the past year.

Price Volatility

Is HRB's price volatile compared to industry and market?
HRB volatility
HRB Average Weekly Movement3.2%
Consumer Services Industry Average Movement7.9%
Market Average Movement6.5%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

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 (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19554,300Jeff Joneswww.hrblock.com

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. 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; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases 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. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping 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$6.82b
Earnings (TTM)US$606.68m
Revenue (TTM)US$3.76b
11.2x
P/E Ratio
1.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HRB income statement (TTM)
RevenueUS$3.76b
Cost of RevenueUS$2.09b
Gross ProfitUS$1.67b
Other ExpensesUS$1.07b
EarningsUS$606.68m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)4.53
Gross Margin44.53%
Net Profit Margin16.13%
Debt/Equity Ratio1,679.7%

How did HRB perform over the long term?

See historical performance and comparison

Dividends

2.9%
Current Dividend Yield
34%
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 DateSep 04 2025
Dividend Pay DateOct 06 2025
Days until Ex dividend6 days
Days until Dividend pay date38 days

Does HRB pay a reliable dividends?

See HRB dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/28 14:44
End of Day Share Price 2025/08/27 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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.

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 Github.

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