HRB Share Price | H&R Block, Inc. Stock Analysis & Recommendation

Q: How big is H&R Block, Inc.?

As of Jun 18, H&R Block, Inc. has a market capitalization of 9,296.61 million, categorizing it as a Mid Cap company.As of Jun 24, the company reported net sales of 3,712.61 million and a net profit of 562.46 million for the latest four quarters.As of Jun 24, the shareholder's funds amounted to 90.59 million, while total assets were reported at 3,218.81 million.

Q: What does H&R Block, Inc. do?

Overview:H&R Block, Inc. provides tax preparation and related services, operating within the Tour, Travel Related Services industry and classified as a mid-cap company.Financial Snapshot:- Most recent Net Sales: 2,277 Million (Quarterly Results - Mar 2025)- Most recent Net Profit: 719 Million (Quarterly Results - Mar 2025)- Market cap: USD 9,296.61 Million (Mid Cap)Key Metrics:- P/E: 16.00- Dividend Yield: 0.54%- Debt Equity: -4.55- Return on Equity: -309.40%- Price to Book: -48.21Contact Details:- Address: 1 H And R Block Way, KANSAS CITY MO: 64105-1905- Tel: ['1 816 8543000', '1 816 8544559']- Website: https://www.hrblock.com/

Q: Is H&R Block, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for H&R Block, Inc. has changed from bearish to mildly bearish. The current stance is mildly bearish, driven by weekly and monthly MACD readings indicating bearish momentum, along with moving averages and Bollinger Bands also showing mildly bearish signals. The KST and OBV on a weekly basis confirm this bearish outlook. In terms of performance, H&R Block has underperformed the S&P 500 across multiple periods, with a year-to-date return of -3.65% compared to the S&P 500's 14.18%, and a one-year return of -18.52% against the S&P 500's 17.82%.

Q: Is H&R Block, Inc. overvalued or undervalued?

As of 17 October 2025, H&R Block, Inc. has moved from expensive to attractive, indicating a shift in its valuation outlook. The company is currently considered undervalued, supported by a P/E ratio of 16, an EV to EBIT of 12.65, and an EV to EBITDA of 11.10. In comparison to peers, H&R Block's P/E ratio is lower than Service Corp. International's 21.11 and Valvoline, Inc.'s 18.23, suggesting it may offer better value relative to its earnings potential.Despite a challenging year-to-date return of -0.47% compared to the S&P 500's 13.30%, H&R Block has shown resilience with a 5-year return of 201.55%, significantly outperforming the S&P 500's 91.29% over the same period. This long-term performance, combined with its attractive valuation ratios, reinforces the notion that H&R Block is currently undervalued in the market.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

853.13 k

Shareholding (Dec 2025)

FII

11.88%

Held by 207 FIIs

DII

32.34%

Held by 69 DIIs

Promoter

0.00%

How big is H&R Block, Inc.?

22-Jun-2025

As of Jun 24, H&R Block, Inc. has a market capitalization of $9.3 billion, with net sales of $3.7 billion and a net profit of $562.5 million over the latest four quarters. Shareholder's funds are $90.6 million, and total assets are $3.2 billion.

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What does H&R Block, Inc. do?

22-Jun-2025

H&R Block, Inc. provides tax preparation and related services, with recent net sales of $2.277 billion and a net profit of $719 million. The company has a market cap of approximately $9.3 billion and operates with a P/E ratio of 16.00.

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Who are in the management team of H&R Block, Inc.?

22-Jun-2025

As of March 2022, the management team of H&R Block, Inc. includes Robert Gerard (Independent Chairman), Jeffrey Jones (CEO), and several independent directors: Paul Brown, Anuradha Gupta, Richard Johnson, David Lewis, and Victoria Reich. They oversee the company's operations and strategic direction.

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Is H&R Block, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, H&R Block, Inc. has shifted to a mildly bearish trend, with technical indicators like MACD and moving averages supporting this outlook, while its year-to-date return of -3.65% significantly underperforms the S&P 500's 14.18%.

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Is H&R Block, Inc. overvalued or undervalued?

21-Oct-2025

As of October 17, 2025, H&R Block, Inc. is considered undervalued with a P/E ratio of 16 and strong long-term performance, despite a challenging year-to-date return, making it an attractive investment compared to peers like Service Corp. International and Valvoline, Inc.

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Compare H&R Block, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

Risky - Negative Book Value

The stock is trading risky as compared to its average historical valuations
Over the past year, while the stock has generated a return of -24.15%, its profits have fallen by -9.6%

Consistent Underperformance against the benchmark over the last 3 years

Mojo Parameters

Stock DNA

Industry

Tour, Travel Related Services

Market cap

USD 4,948 Million (Small Cap)

P/E

8.00

Industry P/E

Dividend Yield

4.42%

Debt Equity

-2.75

Return on Equity

-77.60%

Price to Book

-6.01

Revenue and Profits:

Net Sales:

199 Million

(Quarterly Results - Dec 2025)

Net Profit:

-242 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-27.07%

6 Months

-36.61%

1 Year

-39.84%

2 Years

-35.14%

3 Years

-4.99%

4 Years

22.83%

5 Years

59.09%

H&R Block, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

4.06%

EBIT Growth (5y)

9.00%

EBIT to Interest (avg)

10.30

Debt to EBITDA (avg)

1.33

Net Debt to Equity (avg)

-4.55

Sales to Capital Employed (avg)

2.34

Tax Ratio

25.71%

Dividend Payout Ratio

32.91%

Pledged Shares

Institutional Holding

99.69%

ROCE (avg)

102.94%

ROE (avg)

2,857.12%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

-6.01

EV to EBIT

8.25

EV to EBITDA

7.27

EV to Capital Employed

5.00

EV to Sales

1.90

PEG Ratio

0.36

Dividend Yield

4.42%

ROCE (Latest)

60.58%

ROE (Latest)

Negative BV

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bollinger Bands

Bearish

Mildly Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

No Trend

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 105 Schemes (55.75%)

Foreign Institutions

Held by 207 Foreign Institutions (11.88%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val1": "23.40",
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          "val1": "982.60",
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          "val1": "78.10",
          "val2": "79.10",
          "chgp": "-1.26%",
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          "val1": "-37.80",
          "val2": "-28.50",
          "chgp": "-32.63%",
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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

198.90

203.60

-2.31%

Operating Profit (PBDIT) excl Other Income

-257.40

-174.60

-47.42%

Interest

23.40

17.40

34.48%

Exceptional Items

-11.50

-3.50

-228.57%

Consolidate Net Profit

-241.80

-165.60

-46.01%

Operating Profit Margin (Excl OI)

-1,445.00%

-1,000.10%

-44.49%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is -2.31% vs -81.67% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is -46.01% vs -155.38% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Jun'25

Jun'25

Jun'24

Change(%)

Net Sales

3,761.00

3,610.30

4.17%

Operating Profit (PBDIT) excl Other Income

982.60

955.60

2.83%

Interest

78.10

79.10

-1.26%

Exceptional Items

-37.80

-28.50

-32.63%

Consolidate Net Profit

606.70

595.60

1.86%

Operating Profit Margin (Excl OI)

230.20%

231.00%

-0.08%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Jun 2025 is 4.17% vs 3.98% in Jun 2024

Consolidated Net Profit

YoY Growth in year ended Jun 2025 is 1.86% vs 6.45% in Jun 2024

All Annual Results

Company CV

About H&R Block, Inc.

H&R Block, Inc.

Tour, Travel Related Services

H&R Block, Inc. (H&R Block), through its subsidiaries, provides tax preparation and other services. The Company provides assisted income tax return preparation, digital do-it-yourself (DIY) tax solutions and other services and products related to income tax return preparation to the general public primarily in the United States, Canada, Australia and their respective territories. Assisted income tax return preparation and related services are provided by tax professionals through a system of retail offices operated directly by the Company or its franchisees. It offers tax support, planning, and business accounting and advisory services to its clients. The Company offers a range of online tax services, including preparation of federal and state income tax returns, review of tax returns by a tax professional, access to tax tips, advice and tax-related news, use of calculators for tax planning, error checking and electronic filing.

Company Coordinates

Company Details

1 H And R Block Way , KANSAS CITY MO : 64105-1905

Tel: 1 816 85430001 816 8544559

https://www.hrblock.com/

Registrar Details