Stock Scorecard
Stock Summary for H&R Block Inc (HRB) - $56.00 as of 11/20/2024 4:10:45 PM EST
Total Score
10 out of 30
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 (55 out of 90)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 5 |
| 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) | 0 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 9 |
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 | 6/30/2024 |
| Next Earnings Date | 2/4/2025 |
Stock Price History |
|
| Last Day Price | 56.00 |
| Price 4 Years Ago | 13.95 |
| Last Day Price Updated | 11/20/2024 4:10:45 PM EST |
| Last Day Volume | 2,971,190 |
| Average Daily Volume | 1,251,238 |
| 52-Week High | 68.05 |
| 52-Week Low | 41.49 |
| Last Price to 52 Week Low | 34.97% |
Valuation Measures |
|
| Trailing PE | 14.07 |
| Industry PE | 24.62 |
| Sector PE | 41.04 |
| 5-Year Average PE | 0.44 |
| Free Cash Flow Ratio | 18.48 |
| Industry Free Cash Flow Ratio | 81.92 |
| Sector Free Cash Flow Ratio | 94.88 |
| Current Ratio Most Recent Quarter | 0.77 |
| Total Cash Per Share | 3.03 |
| Book Value Per Share Most Recent Quarter | -2.69 |
| Price to Book Ratio | 98.12 |
| Industry Price to Book Ratio | 14.87 |
| Sector Price to Book Ratio | 9.15 |
| Price to Sales Ratio Twelve Trailing Months | 2.14 |
| Industry Price to Sales Ratio Twelve Trailing Months | 1.52 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.18 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 137,046,000 |
| Market Capitalization | 7,674,576,000 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 12/5/2024 |
| Last Dividend Amount | 0.38 |
| Current Dividend Amount | 0.38 |
| Total Years Dividend Increasing | 8 |
| Trailing Annual Dividend Rate | 1.71 |
| Trailing Annual Dividend Yield | 3.02% |
| Forward Annual Dividend Rate | 1.78 |
| Forward Annual Dividend Yield | 3.15% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 3.38% |
| 5-Year Average Dividend Yield | 4.22% |
| 1-Year Dividend Growth Rate Percentage | 8.93% |
| 3-Year Dividend Growth Rate Percentage | 6.78% |
| 5-Year Dividend Growth Rate Percentage | 4.32% |
| All-Time Dividend Growth Rate Percentage | 11.24% |
| Dividend Payout Ratio | 42.54% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -7.60% |
| Annual Earnings Growth | 7.52% |
| Reported EPS 12 Trailing Months | 4.02 |
| Reported EPS Past Year | -1.17 |
| Reported EPS Prior Year | 4.51 |
| Net Income Twelve Trailing Months | 586,223,000 |
| Net Income Past Year | 595,317,000 |
| Net Income Prior Year | 553,700,000 |
| Quarterly Revenue Growth YOY | 5.40% |
| 5-Year Revenue Growth | 3.27% |
| Operating Margin Twelve Trailing Months | -1.18 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 415,860,000 |
| Total Cash Past Year | 1,053,326,000 |
| Total Cash Prior Year | 986,975,000 |
| Net Cash Position Most Recent Quarter | -1,075,761,000 |
| Net Cash Position Past Year | -437,769,000 |
| Long Term Debt Past Year | 1,491,095,000 |
| Long Term Debt Prior Year | 1,488,975,000 |
| Total Debt Most Recent Quarter | 1,491,621,000 |
| Equity to Debt Ratio Past Year | 0.06 |
| Equity to Debt Ratio Most Recent Quarter | -0.33 |
| Total Stockholder Equity Past Year | 90,594,000 |
| Total Stockholder Equity Prior Year | 32,064,000 |
| Total Stockholder Equity Most Recent Quarter | -368,065,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 657,771,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.80 |
| Free Cash Flow Past Year | 657,182,000 |
| Free Cash Flow Prior Year | 752,143,000 |
Options |
|
| Put/Call Ratio | 1.23 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.43 |
| MACD Signal | -0.35 |
| 20-Day Bollinger Lower Band | 54.10 |
| 20-Day Bollinger Middle Band | 60.34 |
| 20-Day Bollinger Upper Band | 66.59 |
| Beta | 0.68 |
| RSI | 47.95 |
| 50-Day SMA | 52.72 |
| 150-Day SMA | 40.25 |
| 200-Day SMA | 35.44 |
System |
|
| Modified | 11/21/2024 3:01:43 AM EST |