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

H&R Block, Inc. HRB

$53.68 0.64 1.21%
August 21, 2026 4:00:02 PM EST November 10, 2021 Volume: 1,615,311
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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EPS REVISIONS:
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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) $6,616.9 $90.8 71%
Shares Out (Mil) 127.0 17.5 67%
Institutional Ownership 99.1% 58.3% 85%
Float (Mil) 112.7 15.5 63%
Beta na 0.90 na
Avg Daily Volume (000s) 3,218 242 88%
Price Change
(52-week)
4.4% 43.5% 48%
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% 17.9% 55
Dividends (5yr) 0.7% 0.0% 87%
Cash Flow (5yr) (15.0%) (15.5%) 52%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 4 5 5
Current EPS ($1.373) $6.146 $6.906
Month Ago EPS ($1.410) $5.823 $7.740
# Rev Up 0 1 1
# Rev Down 1 0 0
Three Months Ago EPS ($1.410) $5.823 $7.740
Year/Year Chg (159.5%) 8.0% 41.7%
Financials HRB Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $3,945 $229 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) $0 24%
Long-Term Debt (Q1) (Mil) $1,874 $21 73%
Enterprise Value (Q1) (Mil) na $140 na
Valuation HRB Industry
Median
Percentile
(All Stocks)
P/B 56.51 1.96 99%
P/E 9.4 17.1 14%
Dividend Yield 3.4% 0.0% 87%
PEG (5yr hist) 0.7 0.5 32%
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% 3.0% 100%
Liabilities to Assets 96.4% 51.7% 93%
F-Score 7 4 82%

Passing Stock Screens

As of 8/21/2026, from a list of 60 stock screening strategies, HRB meetings the criteria of 2 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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