Stock Scorecard
Stock Summary for H&R Block Inc (HRB) - $48.66 as of 3/28/2024 4:10:11 PM EST
Total Score
11 out of 29
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 |
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 |
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 | 12/31/2023 |
Next Earnings Date | 5/7/2024 |
Stock Price History |
|
Last Day Price | 48.66 |
Last Day Price Updated | 3/28/2024 4:10:11 PM EST |
Last Day Volume | 0 |
Average Daily Volume | 1,200,535 |
52-Week High | 52.90 |
52-Week Low | 27.95 |
Last Price to 52 Week Low | 74.10% |
Valuation Measures |
|
Trailing PE | 13.52 |
Industry PE | 49.33 |
Sector PE | 43.11 |
5-Year Average PE | 6.18 |
Free Cash Flow Ratio | 21.16 |
Industry Free Cash Flow Ratio | 99.44 |
Sector Free Cash Flow Ratio | 89.92 |
Current Ratio Most Recent Quarter | 1.21 |
Total Cash Per Share | 2.30 |
Book Value Per Share Most Recent Quarter | -5.54 |
Price to Book Ratio | 26.62 |
Industry Price to Book Ratio | 6.53 |
Sector Price to Book Ratio | 9.32 |
Price to Sales Ratio Twelve Trailing Months | 1.95 |
Industry Price to Sales Ratio Twelve Trailing Months | 2.94 |
Sector Price to Sales Ratio Twelve Trailing Months | 2.00 |
Share Statistics |
|
Total Shares Outstanding | 139,521,000 |
Market Capitalization | 6,789,091,860 |
Institutional Ownership | N/A |
Dividends |
|
Ex-Dividend Date | 3/4/2024 |
Last Dividend Amount | 0.32 |
Current Dividend Amount | 0.32 |
Dividend Aristocrat? | False |
Trailing Annual Dividend Rate | 1.25 |
Trailing Annual Dividend Yield | 2.57% |
Forward Annual Dividend Rate | 1.30 |
Forward Annual Dividend Yield | 2.68% |
5-Year Dividend Payments Count | 20 |
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 | 34.72% |
Income Statement |
|
Quarterly Earnings Growth YOY | 44.40% |
Annual Earnings Growth | 0.00% |
Reported EPS 12 Trailing Months | 3.60 |
Reported EPS Past Year | -2.32 |
Reported EPS Prior Year | 2.05 |
Net Income Twelve Trailing Months | -214,448,000 |
Net Income Past Year | 553,700,000 |
Net Income Prior Year | 553,674,000 |
Quarterly Revenue Growth YOY | 7.60% |
5-Year Revenue Growth | 1.47% |
Balance Sheet |
|
Total Cash Most Recent Quarter | 321,014,000 |
Total Cash Past Year | 986,975,000 |
Total Cash Prior Year | 885,015,000 |
Net Cash Position Most Recent Quarter | -1,969,030,000 |
Net Cash Position Past Year | -502,000,000 |
Long Term Debt Past Year | 1,488,975,000 |
Long Term Debt Prior Year | 1,486,876,000 |
Total Debt Most Recent Quarter | 2,290,044,000 |
Equity to Debt Ratio Past Year | 0.02 |
Equity to Debt Ratio Most Recent Quarter | -0.51 |
Total Stockholder Equity Past Year | 32,064,000 |
Total Stockholder Equity Prior Year | 211,631,000 |
Total Stockholder Equity Most Recent Quarter | -772,652,000 |
Options |
|
Put/Call Ratio | 0.91 |
Has Options | Options Chain |
Liquidity Rating | |
Technical Analysis |
|
Yahoo Finance Chart | Yahoo Finance Chart |
MACD | 0.11 |
MACD Signal | 0.13 |
20-Day Bollinger Lower Band | 44.61 |
20-Day Bollinger Middle Band | 46.85 |
20-Day Bollinger Upper Band | 49.08 |
Beta | 0.72 |
RSI | 50.61 |
50-Day SMA | 39.85 |
200-Day SMA | 28.69 |
System |
|
Modified | 3/28/2024 9:39:47 PM EST |