Stock Scorecard
Stock Summary for H&R Block Inc (HRB) - $42.61 as of 1/5/2026 11:05:30 AM EST
Total Score
13 out of 30
Safety Score
50 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for HRB
| Positive Quarterly and Annual 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 Annual earnings 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 (50 out of 100)
| Stock Price Rating (Max of 10) | 8 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 1 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 0 |
| 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 |
Financial Details for HRB
Company Overview |
|
|---|---|
| Ticker | HRB |
| Company Name | H&R Block Inc |
| Country | USA |
| Description | H&R Block, Inc. is a leading provider of tax preparation services and software, serving individuals and businesses in the United States, Canada, and Australia. Headquartered in Kansas City, Missouri, the company combines a vast network of retail locations with advanced digital platforms to deliver tailored tax solutions that meet the unique needs of its diverse clientele. Committed to innovation in tax technology, H&R Block enhances customer experiences while ensuring compliance in a dynamic regulatory landscape, establishing itself as a trusted partner in financial management. |
| Sector Name | CONSUMER CYCLICAL |
| Industry Name | PERSONAL SERVICES |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | 2/3/2026 |
Stock Price History |
|
| Last Day Price | 42.61 |
| Price 4 Years Ago | 33.40 |
| Last Day Price Updated | 1/5/2026 11:05:30 AM EST |
| Last Day Volume | 1,334,299 |
| Average Daily Volume | 1,569,799 |
| 52-Week High | 63.05 |
| 52-Week Low | 40.97 |
| Last Price to 52 Week Low | 4.00% |
Valuation Measures |
|
| Trailing PE | 9.71 |
| Industry PE | 22.19 |
| Sector PE | 36.56 |
| 5-Year Average PE | -1.48 |
| Free Cash Flow Ratio | 14.30 |
| Industry Free Cash Flow Ratio | 33.64 |
| Sector Free Cash Flow Ratio | 26.12 |
| Current Ratio Most Recent Quarter | 0.76 |
| Total Cash Per Share | 2.98 |
| Book Value Per Share Most Recent Quarter | -4.36 |
| Price to Book Ratio | 73.56 |
| Industry Price to Book Ratio | 8.06 |
| Sector Price to Book Ratio | 18.49 |
| Price to Sales Ratio Twelve Trailing Months | 1.48 |
| Industry Price to Sales Ratio Twelve Trailing Months | 2.20 |
| Sector Price to Sales Ratio Twelve Trailing Months | 1.78 |
| Analyst Buy Ratings | N/A |
| Analyst Strong Buy Ratings | N/A |
Share Statistics |
|
| Total Shares Outstanding | 126,425,000 |
| Market Capitalization | 5,386,969,250 |
| Institutional Ownership | 97.30% |
Dividends |
|
| Ex-Dividend Date | 12/4/2025 |
| Previous Dividend Amount | 0.4200 |
| Current Dividend Amount | 0.4200 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 1.59 |
| Trailing Annual Dividend Yield | 3.65% |
| Forward Annual Dividend Rate | 1.68 |
| Forward Annual Dividend Yield | 3.85% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 3.01% |
| 5-Year Average Dividend Yield | 3.50% |
| 1-Year Dividend Growth Rate Percentage | 14.39% |
| 3-Year Dividend Growth Rate Percentage | 14.16% |
| 5-Year Dividend Growth Rate Percentage | 10.41% |
| All-Time Dividend Growth Rate Percentage | 7.67% |
| Dividend Payout Ratio | 36.89% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 21.60% |
| Annual Earnings Growth | 1.76% |
| Reported EPS 12 Trailing Months | 4.50 |
| Reported EPS Past Year | -1.20 |
| Reported EPS Prior Year | 4.75 |
| Net Income Twelve Trailing Months | 612,530,000 |
| Net Income Past Year | 605,773,000 |
| Net Income Prior Year | 595,317,000 |
| Quarterly Revenue Growth YOY | 5.00% |
| 5-Year Revenue Growth | 7.34% |
| Operating Margin Twelve Trailing Months | -101.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 376,410,000 |
| Total Cash Past Year | 983,277,000 |
| Total Cash Prior Year | 1,053,326,000 |
| Net Cash Position Most Recent Quarter | -1,358,552,000 |
| Net Cash Position Past Year | -160,028,000 |
| Long Term Debt Past Year | 1,143,305,000 |
| Long Term Debt Prior Year | 1,491,095,000 |
| Total Debt Most Recent Quarter | 1,734,962,000 |
| Equity to Debt Ratio Past Year | 0.07 |
| Equity to Debt Ratio Most Recent Quarter | -0.47 |
| Total Stockholder Equity Past Year | 88,896,000 |
| Total Stockholder Equity Prior Year | 90,594,000 |
| Total Stockholder Equity Most Recent Quarter | -550,910,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 576,139,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.56 |
| Free Cash Flow Past Year | 598,849,000 |
| Free Cash Flow Prior Year | 657,182,000 |
Options |
|
| Put/Call Ratio | 0.30 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.28 |
| MACD Signal | -0.56 |
| 20-Day Bollinger Lower Band | 40.22 |
| 20-Day Bollinger Middle Band | 47.52 |
| 20-Day Bollinger Upper Band | 54.82 |
| Beta | 0.35 |
| RSI | 47.43 |
| 50-Day SMA | 51.71 |
| 150-Day SMA | 46.63 |
| 200-Day SMA | 43.31 |
System |
|
| Modified | 1/6/2026 12:51:09 AM EST |