Stock Evaluator: H&R Block, Inc. (HRB)

H&R Block, Inc. HRB

$45.84 0.10 0.22%
September 15, 2026 4:00:02 PM EST November 10, 2021 Volume: 1,872,408
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Consumer Discretionary Diversified Consumer Services

A+ Stock Grade Summary:

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COMPANY SUMMARY
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Commentary & Analysis


Financial Summary

Share Statistics HRB Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $5,650.5 $75.0 69%
Shares Out (Mil) 127.0 17.5 67%
Institutional Ownership 99.1% 58.3% 85%
Float (Mil) 112.6 14.9 63%
Beta 0.35 0.90 21%
Avg Daily Volume (000s) 1,719 263 81%
Price Change
(52-week)
(10.5%) 40.9% 41%
Growth HRB Industry
Median
Percentile
(All Stocks)
Sales (5yr) 7.1% 5.6% 46%
Net Income (5yr) 6.4% 13.3% 49%
EPS (5yr) 14.4% 16.5% 55
Dividends (5yr) 0.7% 0.0% 87%
Cash Flow (5yr) (15.0%) (15.2%) 52%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 4 5 5
Current EPS ($1.388) $6.150 $6.920
Month Ago EPS ($1.373) $6.146 $6.906
# Rev Up 0 1 1
# Rev Down 1 0 0
Three Months Ago EPS ($1.410) $5.823 $7.740
Year/Year Chg (160.2%) 8.1% 44.5%
Financials HRB Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $3,945 $225 71%
Net Income (TTM) (Mil) $734 $-0 83%
EPS (TTM) $5.718 $0.000 88%
Operating Cash Flow (TTM) (Mil) $839 $5 78%
Net Cash Flow (TTM) (Mil) ($25) $1 24%
Long-Term Debt (Q1) (Mil) $1,874 $18 73%
Enterprise Value (Q1) (Mil) $7,761 $151 70%
Valuation HRB Industry
Median
Percentile
(All Stocks)
P/B 48.25 1.81 98%
P/E 8.1 16.5 11%
Dividend Yield 4.0% 0.0% 90%
PEG (5yr hist) 0.6 0.5 28%
Ratios HRB Industry
Median
Percentile
(All Stocks)
Gross Margin 44.3% 47.2% 55%
Net Margin 18.6% 2.5% 77%
ROA 22.5% (0.8%) 97%
ROE 710.9% 5.2% 100%
Liabilities to Assets 96.4% 49.7% 93%
F-Score 7 4 82%

Passing Stock Screens

As of 9/15/2026, from a list of 60 stock screening strategies, HRB meetings the criteria of 3 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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