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Company Analysis

H&R Block, Inc. HRB

A comprehensive view of key metrics, scores, and financial health for H&R Block, Inc.

Overview of H&R Block, Inc.

HRB NYQ
Consumer Cyclical Personal Services Mid Cap
H&R Block, Inc. (HRB), is a Mid Cap company, in the Personal Services industry, last closed at $30.51, about 72.1% undervalued vs fair value, -41.5% 1Y return, ranked 481/539 in sector.
$30.51
0.96%
As of March 13, 2026
Previous close • Vol 90d: 41.0%
52-Week Range
Market Cap
$3.81B
Enterprise Value
$6.40B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.hrblock.com
HQ Kansas City, MO
Employees 4,300
Fiscal year Jun 30

Next Events

Dividend Apr 6
Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$47
$53
$59
Current: $30.51 +72% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.8B
4.2%%
Gross Profit
$1.7B
3.5%%
Operating Income
$828.0M
2.8%%
Net Income
$605.8M
1.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
98.9%
Good

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$634.5M
105.9% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
1
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating H&R Block, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
76
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
91
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing HRB's balance between Growth (24.1%), Profitability (42.8%), and Safety (33.1%). Growth 24% Safety 33% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

47th percentile vs peers
48
Key Signals
Rev Growth YoY 4.2% 56p Revenue CAGR 3Y 2.8% 46p TSR 3.9% 75p EPS CAGR 3Y 10.9% 42p EPS Growth YoY 6.6% 26p
Strengths
  • D/E Ratio in top 20% of peers (22.78, 93th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (40.8%, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

85th percentile vs peers
85
Key Signals
Strengths
Risks
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Safety

65th percentile vs peers
66
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for H&R Block, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$52.50
- - -
+72.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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