Business Description
H&R Block Inc
NAICS : 541213
SIC : 7291
ISIN : US0936711052
Share Class Description:
HRB: Ordinary SharesTotal Employee Number:
4,300Compare
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Traded in other countries / regions
HRB.USA0HOB.UKHRB.GermanyH1RB34.BrazilHRB.Mexico Index Membership
Russell 1000Russell 3000S&P 500 IPO Date
1969-10-13Description
H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.46 | |||||
Equity-to-Asset | 0.04 | |||||
Debt-to-Equity | 17.89 | |||||
Debt-to-EBITDA | 1.99 | |||||
Interest Coverage | 11.26 | |||||
Piotroski F-Score | 8/9 | |||||
Altman Z-Score | 3.28 | |||||
Beneish M-Score | -2.56 | |||||
WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 11.5 | |||||
3-Year EBITDA Growth Rate | 12.1 | |||||
3-Year EPS without NRI Growth Rate | 11.6 | |||||
3-Year FCF Growth Rate | 7 | |||||
3-Year Book Growth Rate | 62.9 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 14.7 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 4.58 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 7.14 | |||||
9-Day RSI | 23.06 | |||||
14-Day RSI | 35.76 | |||||
3-1 Month Momentum % | 20.73 | |||||
6-1 Month Momentum % | 49.14 | |||||
12-1 Month Momentum % | -10.17 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.13 | |||||
Quick Ratio | 1.13 | |||||
Cash Ratio | 0.97 | |||||
Days Sales Outstanding | 5.39 | |||||
Days Payable | 32 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 3.79 | |||||
Dividend Payout Ratio | 0.31 | |||||
3-Year Dividend Growth Rate | 13.1 | |||||
Forward Dividend Yield % | 4.06 | |||||
5-Year Yield-on-Cost % | 6.24 | |||||
3-Year Average Share Buyback Ratio | 5.3 | |||||
Shareholder Yield % | 9.61 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 48.23 | |||||
Operating Margin % | 23.01 | |||||
Net Margin % | 18.59 | |||||
EBITDA Margin % | 26.79 | |||||
FCF Margin % | 19.16 | |||||
OCF Margin % | 21.26 | |||||
ROE % | Neg. Equity | |||||
ROA % | 23.72 | |||||
ROIC % | 30.4 | |||||
3-Year ROIIC % | 67.57 | |||||
ROC (Joel Greenblatt) % | 139.85 | |||||
ROCE % | 44.57 | |||||
Years of Profitability over Past 10-Year | 9 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 7.89 | |||||
Forward PE Ratio | 7.47 | |||||
PE Ratio without NRI | 8.42 | |||||
Shiller PE Ratio | 12.68 | |||||
Price-to-Owner-Earnings | 8.54 | |||||
PEG Ratio | 0.77 | |||||
PS Ratio | 1.46 | |||||
PB Ratio | 47.72 | |||||
Price-to-Free-Cash-Flow | 7.58 | |||||
Price-to-Operating-Cash-Flow | 6.84 | |||||
EV-to-EBIT | 7.18 | |||||
EV-to-EBITDA | 6.35 | |||||
EV-to-Forward-EBITDA | 6.04 | |||||
EV-to-Revenue | 1.7 | |||||
EV-to-Forward-Revenue | 1.65 | |||||
EV-to-FCF | 8.87 | |||||
Price-to-GF-Value | 0.71 | |||||
Price-to-Projected-FCF | 0.51 | |||||
Price-to-Median-PS-Value | 0.84 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.59 | |||||
Earnings Yield (Greenblatt) % | 13.93 | |||||
FCF Yield % | 13.59 | |||||
Forward Rate of Return (Yacktman) % | 28.15 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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H&R Block Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 3,945.392 | ||
| EPS (TTM) ($) | 5.72 | ||
| Beta | 0.4951 | ||
| 3-Year Sharpe Ratio | 0.29 | ||
| 3-Year Sortino Ratio | 0.44 | ||
| Volatility % | 44.93 | ||
| 14-Day RSI | 35.76 | ||
| 14-Day ATR ($) | 1.893517 | ||
| 20-Day SMA ($) | 51.5365 | ||
| 12-1 Month Momentum % | -10.17 | ||
| 52-Week Range ($) | 28.16 - 58.67 | ||
| Shares Outstanding (Mil) | 123.27 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
H&R Block Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
H&R Block Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Second quarter earnings conference call for 2027 | 2027-02-03 16:30 | In 147 days | ||
| Second quarter earnings results for 2027 | 2027-02-03 | In 146 days | ||
| First quarter earnings conference call for 2027 | 2026-11-06 16:30 | In 58 days | ||
| First quarter earnings results for 2027 | 2026-11-06 | In 57 days | ||
| General meeting for 2026 | 2026-11-05 08:00 | In 57 days | ||
| USD 0.460000 Cash Dividend | 2026-09-03 | 50.96 (-0.22%) | ||
| Annual report for 2026 | 2026-08-14 | 53.34 (-1.62%) | ||
| Fourth quarter earnings conference call for 2026 | 2026-08-11 16:30 | 45.93 (+0.90%) | ||
| Fourth quarter earnings results for 2026 | 2026-08-11 | 45.93 (+0.90%) | ||
| USD 0.420000 Cash Dividend | 2026-06-03 | 38.58 (-1.46%) |
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H&R Block Inc Frequently Asked Questions
What is H&R Block Inc(HRB)'s stock price today?
The current price of HRB is $45.14. The 52 week high of HRB is $58.67 and 52 week low is $28.16.
When is next earnings date of H&R Block Inc(HRB)?
The next earnings date of H&R Block Inc(HRB) is 2026-11-06 Est..
Does H&R Block Inc(HRB) pay dividends? If so, how much?
The Dividend Yield %  of H&R Block Inc(HRB) is 3.79% (As of Today), Highest Dividend Payout Ratio of H&R Block Inc(HRB) was 1.24. The lowest was 0.29. And the median was 0.32. The  Forward Dividend Yield % of H&R Block Inc(HRB) is 4.06%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on NYSE:HRB
2025 Q3
What the manager wrote
H&R Block (HRB) has demonstrated strong performance with a notable 12% increase in its dividend, reflecting the company's commitment to returning value to shareholders. Despite missing on adjusted EPS, H&R Block beat on revenue, indicating robust operational performance. However, the company is facing market share losses, which could pose challenges ahead. Nevertheless, the increase in dividends suggests confidence in its cash flow generation capabilities and overall financial health, making it a compelling addition to our portfolio.
2025 Q1
What the manager wrote
We initiated a position in H&R Block (HRB) which has a capital-light business model, good free cash flow, and a well-covered dividend. This positions the company favorably in the current market, as it can generate consistent returns while maintaining financial flexibility. The combination of these factors makes H&R Block an attractive investment opportunity within our Income-Equity strategy.
Articles on H&R Block Inc
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