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

H&R Block, Inc. HRB

$50.01 -0.72 -1.42%
November 13, 2026 4:00:02 PM EST November 10, 2021 Volume: 1,413,628
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) $6,078.9 $68.4 71%
Shares Out (Mil) 123.1 17.6 66%
Institutional Ownership 99.9% 59.3% 96%
Float (Mil) 111.8 11.7 63%
Beta 0.41 0.84 22%
Avg Daily Volume (000s) 1,942 412 79%
Price Change
(52-week)
8.8% 42.8% 59%
Growth HRB Industry
Median
Percentile
(All Stocks)
Sales (5yr) 7.1% 6.1% 46%
Net Income (5yr) 6.4% 15.5% 50%
EPS (5yr) 14.4% 15.5% 55
Dividends (5yr) 0.7% 0.0% 88%
Cash Flow (5yr) (15.0%) (15.3%) 52%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 5 5 5
Current EPS ($2.120) $6.140 $6.848
Month Ago EPS ($1.995) $6.150 $6.920
# Rev Up 0 1 1
# Rev Down 1 0 0
Three Months Ago EPS ($1.995) $6.146 $6.906
Year/Year Chg 38.5% 7.9% 46.2%
Financials HRB Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $3,966 $234 70%
Net Income (TTM) (Mil) $711 $1 82%
EPS (TTM) $5.632 $0.100 88%
Operating Cash Flow (TTM) (Mil) $837 $8 78%
Net Cash Flow (TTM) (Mil) $14 $0 60%
Long-Term Debt (Q1) (Mil) $1,873 $19 73%
Enterprise Value (Q1) (Mil) $7,902 $143 70%
Valuation HRB Industry
Median
Percentile
(All Stocks)
P/B na 1.27 na
P/E 8.9 12.8 14%
Dividend Yield 3.7% 0.0% 89%
PEG (5yr hist) 0.6 0.7 32%
Ratios HRB Industry
Median
Percentile
(All Stocks)
Gross Margin 43.7% 45.1% 54%
Net Margin 17.9% 0.6% 76%
ROA 26.8% 0.5% 98%
ROE (179.2%) 0.6% 4%
Liabilities to Assets 109.0% 47.3% 96%
F-Score 7 4 82%

Passing Stock Screens

As of 11/13/2026, from a list of 60 stock screening strategies, HRB meetings the criteria of 1 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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