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H&R Block Inc

HRB | US

32.30

USD

0.59

1.86%

HRB | US

About H&R Block Inc

Sector

Consumer Cyclical

Industry

Personal Services

Earnings date

30/06/2024

As of date

21/04/2026

Close

32.30

Open

31.79

High

32.62

Low

31.36

H&R Block Inc. through its subsidiaries provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States Canada and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; 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; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition the company offers small business financial solutions through its company-owned or franchise offices and online. H&R Block Inc. was founded in 1955 and is headquartered in Kansas City Missouri.

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HRB | US

Risk
32.3
Sharpe
-1.65
Luna's Score
55/100
Recommendation
Hold

Luna says (HRB | US)

What's Working

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Market Beta (-0.4 to 0.8)

Strong Operating Margin (> 25%)

What's not Working

Midcap (2B - 10B USD)

Rich in Valuation (Price to Book > 8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

42.0%

1 month

32.3%

3 months

45.9%

6 months

37.8%

Returns

Fundamental Ratios

PE

14.85

Fwd. PE

3.27

Price to book

93.90

Debt to equity

-

Debt to assets

-

Ent. to EBITDA

9.78

Ent. to rev.

2.61

PEG

0.26

Other Fundamentals

EBITDA

927.06M

MarketCap

4.47B

MarketCap(USD)

4.47B

Div. yield

2.44

Op. margin

33.02

Erngs. growth

-7.60

Rev. growth

3.00

Ret. on equity

97.50

Short ratio

6.52

Short perc.

10.97

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

Range10D

3.65

Range1M

3.65

Range3M

13.74

Volumes: Market Activity

Rel. volume

0.95

Price X volume

47.97M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Mister Car Wash Inc.MCWPersonal Services72.25B0.14%31.24190.00%
CorVel CorporationCRVLInsurance Brokers56.41966.37M3.09%69.5111.54%
Matthews International CorporationMATWPersonal Services27.16831.03M-0.91%27.07177.99%
Carriage Services IncCSVPersonal Services48.37735.64M-0.68%17.12308.75%
Weight Watchers International IncWWPersonal Services9.12727.15M-8.80%n/a-136.77%
Crawford & CompanyCRD-AInsurance Brokers10.84535.53M0.65%25.27217.41%
Crawford & CompanyCRD-BInsurance Brokers10488.12M0.91%25.78217.41%
Smart Share Global Limited American Depositary SharesEMPersonal Services1.18306.30M0.85%24.770.40%
EnviroStar IncEVIPersonal Services20.64261.80M-3.28%54.1616.00%
Kingstone Companies IncKINSInsurance Brokers16.86193.98M-7.41%21.7661.93%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Thor Industries IncTHORecreational Vehicles80.524.26B-0.73%23.4427.88%
Newmark Group IncNMRKReal Estate Services16.184.01B-2.35%59.40179.32%
OpenTable IncOPENReal Estate Services5.453.83B1.87%n/a290.30%
VeriFone Systems IncPAYBuilding Products & Equipment28.613.56B-1.24%102.462.10%
Polaris Industries IncPIIRecreational Vehicles61.413.42B1.20%14.48170.51%
CUSHMAN & WAKEFIELD PLCCWKReal Estate Services14.53.32B-2.36%167.63209.12%
Harley-Davidson IncHOGRecreational Vehicles24.273.19B1.34%7.33218.58%
LCI IndustriesLCIIRecreational Vehicles121.173.09B-0.15%25.8277.66%
DBRGDBRGReal Estate Services15.612.91B0.13%6.1517.23%
Pitney Bowes IncPBIBuilding Products & Equipment14.632.63B10.92%n/a-571.93%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA9.78-Par
Ent. to Revenue2.61-Expensive
PE Ratio14.8530.27Cheaper
Price to Book93.9013.55Expensive
Dividend Yield2.44-Par
Std. Deviation (3M)45.89-Lower Risk
Debt to Equity-2.20-
Debt to Assets-0.41-
Market Cap4.47B-Par
  • 1

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