PortfoliosStock ScreensStocksStockXcel

H&R Block Inc

HRB | US

30.96

USD

-0.62

-1.96%

HRB | US

About H&R Block Inc

Sector

Consumer Cyclical

Industry

Personal Services

Earnings date

30/06/2024

As of date

24/03/2026

Close

30.96

Open

31.37

High

31.66

Low

30.92

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.

View Less

HRB | US

Risk
37.7
Sharpe
-1.38
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

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

29.6%

1 month

37.7%

3 months

44.9%

6 months

36.4%

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

4.28B

MarketCap(USD)

4.28B

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: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

Range10D

3.02

Range1M

4.28

Range3M

17.08

Volumes: Market Activity

Rel. volume

0.49

Price X volume

35.80M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Bright Horizons Family Solutions IncBFAMPersonal Services79.054.59B1.16%75.64142.74%
Mister Car Wash Inc.MCWPersonal Services6.982.25B0.00%31.24190.00%
Weight Watchers International IncWWPersonal Services17.411.39B-3.06%n/a-136.77%
CorVel CorporationCRVLInsurance Brokers53.34913.78M-1.59%69.5111.54%
Matthews International CorporationMATWPersonal Services25.09767.69M0.97%27.07177.99%
Carriage Services IncCSVPersonal Services43.08655.19M-0.23%17.12308.75%
Crawford & CompanyCRD-AInsurance Brokers9.78483.16M1.56%25.27217.41%
Crawford & CompanyCRD-BInsurance Brokers9.81478.85M-2.87%25.78217.41%
Smart Share Global Limited American Depositary SharesEMPersonal Services1.12290.72M0.90%24.770.40%
EnviroStar IncEVIPersonal Services21266.36M-0.33%54.1616.00%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Thor Industries IncTHORecreational Vehicles83.074.40B3.26%23.4427.88%
OpenTable IncOPENReal Estate Services5.183.64B-0.58%n/a290.30%
Newmark Group IncNMRKReal Estate Services14.643.62B0.62%59.40179.32%
Polaris Industries IncPIIRecreational Vehicles56.673.16B1.50%14.48170.51%
LCI IndustriesLCIIRecreational Vehicles122.993.13B1.33%25.8277.66%
VeriFone Systems IncPAYBuilding Products & Equipment25.083.12B0.24%102.462.10%
DBRGDBRGReal Estate Services15.42.87B0.13%6.1517.23%
CUSHMAN & WAKEFIELD PLCCWKReal Estate Services11.952.74B-2.61%167.63209.12%
Harley-Davidson IncHOGRecreational Vehicles18.612.45B4.61%7.33218.58%
Pitney Bowes IncPBIBuilding Products & Equipment10.661.91B0.85%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)44.89-Lower Risk
Debt to Equity-2.20-
Debt to Assets-0.41-
Market Cap4.28B-Par
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007