Consumer Discretionary / Personal ServicesUpdated 2026-05-10 22:07 UTC

HRB stock hub

H&R Block, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

Browse stocks

HRBis not in this month’s coverageGet our monthly research letter — no spam

Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

4.7B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

HRB

In the news

Latest news · HRB

Recent company headlines from major financial publishers.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E6

P25 11.5P50 15.8P75 23.1

Trailing P/E6.5

P25 13.1P50 20.6P75 33.1

ROEn/a

P25 -21.1P50 4.5P75 16.1

ROIC54.5

P25 -4.5P50 5.2P75 12.8

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All HRB market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

274

Groups with data

Currency

USD

Showing 274 of 274 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000012659
Company name	H&R Block, Inc.
Country	United States
Country code	US
Cusip	093671105
Employees	4,300
Employees Change	100%
Employees Change Percent	2.38
Enterprise value	$5.8B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Personal Services
Isin	US0936711052
Last refreshed	2026-05-10
Market cap	$4.7B
Market cap category	Mid-Cap
Price	$36.96
Price currency	USD
Rev Per Employee	909,659.07x
Sector	Consumer Discretionary
Sic	7200
Symbol	HRB
Website	https://www.hrblock.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	15.71%
EV Earnings	7.94x
EV Sales Forward	3.7x
EV/EBIT	6.48x
EV/EBITDA	5.72x
EV/FCF	7.68x
EV/Sales	1.49x
FCF yield	16.24%
Forward P/E	6x
P/E ratio	6.55x
P/S ratio	1.2x
PE Ratio10 Y	12.22x
PE Ratio3 Y	11.21x
PE Ratio5 Y	10.81x
PEG ratio	0.48x
PS Forward	2.96x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	23.06%
EBITDA Margin	26.13%
FCF margin	19.45%
Gross margin	44.3%
Gross Profit	$1.7B
Gross Profit Growth	4.82%
Gross Profit Growth Q	4.47%
Gross Profit Growth3 Y	4.27%
Gross Profit Growth5 Y	1.97%
Net Income	$735.8M
Net Income Growth	31.06%
Net Income Growth Q	17.38%
Net Income Growth Quarters	5%
Net Income Growth Years	3%
Net Income Growth3 Y	15.94%
Net Income Growth5 Y	4.82%
Pretax Margin	21.7%
Profit Margin	18.9%
Profit Per Employee	$171,116
Profitable Years	5
ROA	16.99
ROCE	43.02
ROIC	54.47
Roic5y	53.85

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	10.71%
Cagr15y	9.19%
Cagr1y	-37.74%
Cagr20y	6.02%
Cagr3y	7.8%
Cagr5y	13.24%
Div CAGR10	7.44%
Div CAGR3	13.14%
Div CAGR5	9.86%
EPS Growth	39.08
EPS Growth Q	24.22
EPS Growth Quarters	1
EPS Growth Years	5
EPS Growth3 Y	23.84
EPS Growth5 Y	12.83
FCF Growth	17.37%
FCF Growth Q	18.18%
FCF Growth3 Y	-4.29%
FCF Growth5 Y	5.83%
OCF Growth	14.85%
OCF Growth Q	17.55%
OCF Growth10 Y	4.41%
OCF Growth3 Y	-3.53%
OCF Growth5 Y	6.02%
Revenue Growth	5.36x
Revenue Growth Q	5.31x
Revenue Growth Quarters	5x
Revenue Growth Years	5x
Revenue Growth3 Y	3.87x
Revenue Growth5 Y	2.76x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.18
Assets	$3.4B
Cash	$867M
Current Assets	$1.3B
Current Liabilities	$1.3B
Debt	$2B
Debt EBITDA	$1.48
Debt FCF	$2.66
Equity	$-24.4M
Interest Coverage	11.15
Liabilities	$3.4B
Long Term Assets	$2.1B
Long Term Liabilities	$2.1B
Net Cash	$-1.2B
Net Cash By Market Cap	$-24.73
Net Debt EBITDA	$1.13
Net Debt FCF	$1.52
Tangible Book Value	$-1.1B
Tangible Book Value Per Share	$-8.8
WACC	5.17

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1
Net Working Capital	$-663.7M
Quick ratio	0.9
Working Capital	$-5.9M
Working Capital Turnover	$-22.4

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	5.69%
Dividend Growth	12%
Dividend Growth Years	10%
Dividend per share	$1.68
Dividend Years	56
Dividend Yield	4.55%
Ex Div Date	2026-06-03
Last Dividend	$0.42
Payout Frequency	Quarterly
Payout Ratio	29.87%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	176.6%
1Y total return	-37.72%
200-day SMA	42.31
3Y total return	25.29%
50-day SMA	31.39
50-day SMA vs 200-day SMA	50under200
5Y total return	86.22%
All Time High	68.45
All Time High Change	-46%
All Time High Date	2024-08-16
All Time Low	0.16
All Time Low Change	22,422.85%
All Time Low Date	1973-05-31
ATR	1.75
Beta	0.3
Beta1y	0.59
Beta2y	0.27
Ch YTD	-15.19
High	37
High52	64.62
High52 Date	2025-05-08
High52ch	-42.8%
Low	34.67
Low52	28.16
Low52 Date	2026-02-12
Low52ch	31.25%
Ma50ch	17.74%
Premarket Change Percent	-0.08
Premarket Price	$36.26
Premarket Volume	2,622
Price vs 200-day SMA	-12.65%
RSI	69.36
RSI Monthly	40
RSI Weekly	48.89
Sharpe ratio	-1.1x
Sortino ratio	-1.57
Total Return	10.24%
Tr YTD	-14.04
Tr15y	273.79%
Tr1m	13.86%
Tr1w	18.27%
Tr3m	13.93%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	2
Analyst Count Top	1
Analyst Price Target Top	$50
Analyst Ratings	Sell
Analyst Ratings Top	Buy
Earnings EPS Estimate	$5.75
Earnings EPS Estimate Growth	6.88
Earnings Revenue Estimate	2,336,556,536x
Earnings Revenue Estimate Growth	2.62x
Operating Income	$902.2M
Operating Income Growth	11.72
Operating Income Growth Q	5.98
Operating Income Growth3 Y	9.68
Operating Income Growth5 Y	3.23
Operating margin	23.06
Price target	$41
Price Target Change	$10.93
Price Target Change Top	$35.28

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	125,662,731%
Float Percent	99.13%
Net Borrowing	-3,020,000
Shares Insiders	0.78%
Shares Institutions	93.17%
Shares Out	126,760,207
Shares Qo Q	0.99%
Shares Yo Y	-5.69%
Short Float	11.93%
Short Ratio	7.07
Short Shares	11.83

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$731.6M
Average Volume	2,623,388.3x
Bv Per Share	-0.19
CAPEX	$-77.4M
Ch10y	87.61
Ch15y	114.4
Ch1m	13.86
Ch1w	18.27
Ch1y	-40.04
Ch20y	57.61
Ch3m	12.41
Ch3y	13.97
Ch5y	57.55
Ch6m	-25.54
Change	1.85%
Change From Open	2.87
Close	36.29
Days Gap	-0.99
Depreciation Amortization	120,022,000
Dollar Volume	152,858,281
Earnings Date	2026-05-06
Earnings Time	amc
EBIT	$902.2M
EBITDA	$1B
EPS	$5.62
F Score	6
FCF	$760.9M
FCF EV Yield	13.02x
FCF Per Share	$6
Financing CF	-631,418,000
Fiscal Year End	June
Founded	1,955
Goodwill	815,620,000
Income Tax	$106.4M
Investing CF	-117,043,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-06
Last Report Date	2026-03-31
Last Split Date	2005-08-23
Last Split Type	Forward
Last10k Filing Date	2025-08-15
Lynch Fair Value	$28.12
Lynch Upside	-23.91
Ma150	39.14
Ma150ch	-5.56%
Ma20	31.68
Ma20ch	16.65%
Net CF	97,055,000
Next Earnings Date	2026-08-11
Open	35.93
Optionable	Yes
P FCF Ratio	6.16
P OCF Ratio	5.59
Payment Date	2026-07-07
Position In Range	98.28
Post Close	36.96
Postmarket Change Percent	0.11
Postmarket Price	$37
Ppne	670,579,000
Pre Close	36.29
Price Date	2026-05-08
Price EBITDA	$4.58
Relative Volume	1.58x
Revenue	3,911,534,000x
SBC By Revenue	0.75x
Share Based Comp	29,260,000
Tax By Revenue	2.72x
Tax Rate	12.54%
Tr20y	222.12%
Tr6m	-23.79%
Us State	Missouri
Volume	4,135,776
Z Score	3.09

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

HRB dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+4.5%

$1.68 annual per share

Payout ratio

+29.9%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.9%

10 consecutive years of growth

Total shareholder yield

+10.2%

Next ex-dividend date: 2026-06-03

Performance

HRB stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns HRB?

Insider, institutional, and short-interest positioning.

Institutional ownership

+93.2%

Float: +99.1% of shares outstanding

Insider ownership

+0.8%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

HRB momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

69.4

Neutral momentum band

Price vs 200-day MA

-12.7%

50/200-day relationship not available

Beta (5Y)

0.30

Less volatile than the market

Sharpe ratio

-1.10

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

HRB vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ABNB	Airbnb Inc.	84B	34.7x	6.6x	15.9%	+29.9%	+14.9%	Aanhouden
AMZN	Amazon.com Inc.	2.9T	32.6x	3.9x	13.5%	+12.1%	+44.5%	Verminderen
BKNG	Booking Holdings Inc.	128.6B	21.8x	4.6x	57.9%	+37.4%	-19.6%	Kopen

Questions

About HRB

Hub-level FAQ points readers to the deeper analysis pages.

What is the current HRB stock rating?

H&R Block, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full HRB analysis?

The full report lives at /stocks/HRB/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for HRB?

The latest report frames HRB around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the HRB page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.