Stock Scorecard
Stock Summary for H&R Block Inc (HRB) - $56.95 as of 5/13/2025 8:39:27 PM EST
Total Score
8 out of 30
Safety Score
62 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for HRB
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for HRB
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for HRB
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for HRB
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for HRB (62 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 1 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for HRB
Financial Details for HRB
Company Overview |
|
|---|---|
| Ticker | HRB |
| Company Name | H&R Block Inc |
| Country | USA |
| Description | H&R Block, Inc., provides services and products for assisted preparation of income tax returns and self-preparation of income tax returns (DIY) to the general public, primarily in the United States, Canada and Australia. The company is headquartered in Kansas City, Missouri. |
| Sector Name | TRADE & SERVICES |
| Industry Name | SERVICES-PERSONAL SERVICES |
| Most Recent Quarter | 3/31/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 56.95 |
| Price 4 Years Ago | 21.40 |
| Last Day Price Updated | 5/13/2025 8:39:27 PM EST |
| Last Day Volume | 1,449,482 |
| Average Daily Volume | 1,848,893 |
| 52-Week High | 67.14 |
| 52-Week Low | 47.01 |
| Last Price to 52 Week Low | 21.14% |
Valuation Measures |
|
| Trailing PE | 14.27 |
| Industry PE | 41.50 |
| Sector PE | 47.93 |
| 5-Year Average PE | 11.19 |
| Free Cash Flow Ratio | 5,695.00 |
| Industry Free Cash Flow Ratio | 678.09 |
| Sector Free Cash Flow Ratio | 75.97 |
| Current Ratio Most Recent Quarter | 0.78 |
| Total Cash Per Share | 0.01 |
| Book Value Per Share Most Recent Quarter | -1.44 |
| Price to Book Ratio | 98.12 |
| Industry Price to Book Ratio | 13.18 |
| Sector Price to Book Ratio | 10.52 |
| Price to Sales Ratio Twelve Trailing Months | 2.13 |
| Industry Price to Sales Ratio Twelve Trailing Months | 1.97 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.11 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 133,880,000 |
| Market Capitalization | 7,624,466,000 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 6/4/2025 |
| Previous Dividend Amount | 0.3750 |
| Current Dividend Amount | 0.3750 |
| Total Years Dividend Increasing | 9 |
| Trailing Annual Dividend Rate | 1.45 |
| Trailing Annual Dividend Yield | 2.51% |
| Forward Annual Dividend Rate | 1.50 |
| Forward Annual Dividend Yield | 2.60% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 2.65% |
| 5-Year Average Dividend Yield | 3.38% |
| 1-Year Dividend Growth Rate Percentage | 7.91% |
| 3-Year Dividend Growth Rate Percentage | 3.88% |
| 5-Year Dividend Growth Rate Percentage | 8.81% |
| All-Time Dividend Growth Rate Percentage | 7.50% |
| Dividend Payout Ratio | 35.86% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 9.30% |
| Annual Earnings Growth | 7.52% |
| Reported EPS 12 Trailing Months | 4.03 |
| Reported EPS Past Year | 2.48 |
| Reported EPS Prior Year | 4.51 |
| Net Income Twelve Trailing Months | -157,456,670 |
| Net Income Past Year | 595,317,000 |
| Net Income Prior Year | 553,700,000 |
| Quarterly Revenue Growth YOY | 4.20% |
| 5-Year Revenue Growth | 3.13% |
| Operating Margin Twelve Trailing Months | 43.00% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 789,690 |
| Total Cash Past Year | 1,053,326,000 |
| Total Cash Prior Year | 986,975,000 |
| Net Cash Position Most Recent Quarter | -1,931,755,310 |
| Net Cash Position Past Year | -437,769,000 |
| Long Term Debt Past Year | 1,491,095,000 |
| Long Term Debt Prior Year | 1,488,974,000 |
| Total Debt Most Recent Quarter | 1,932,545,000 |
| Equity to Debt Ratio Past Year | 0.06 |
| Equity to Debt Ratio Most Recent Quarter | 0.00 |
| Total Stockholder Equity Past Year | 90,594,000 |
| Total Stockholder Equity Prior Year | 32,064,000 |
| Total Stockholder Equity Most Recent Quarter | -192,838 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -654,099,894 |
| Free Cash Flow Per Share Twelve Trailing Months | -4.89 |
| Free Cash Flow Past Year | 657,182,000 |
| Free Cash Flow Prior Year | 752,143,000 |
Options |
|
| Put/Call Ratio | 0.20 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 1.08 |
| MACD Signal | 1.52 |
| 20-Day Bollinger Lower Band | 48.52 |
| 20-Day Bollinger Middle Band | 55.37 |
| 20-Day Bollinger Upper Band | 62.22 |
| Beta | 0.30 |
| RSI | 47.09 |
| 50-Day SMA | 56.37 |
| 150-Day SMA | 44.71 |
| 200-Day SMA | 39.45 |
System |
|
| Modified | 5/13/2025 1:57:06 AM EST |