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H&R Block, Inc.

  • Market Cap: Small Cap
  • Industry: Tour, Travel Related Services
  • ISIN: US0936711052
USD
42.07
-0.66 (-1.54%)

Dec 04

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

41.7842.58

52 Week

41.3964.62
Valuation
Technical
Day's Volume

CASH

1.41 M

Shareholding (Mar 2025)

FII

11.30%

Held by 206 FIIs

DII

35.2%

Held by 68 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.

As of Jun 18, H&R Block, Inc. has a market capitalization of 9,296.61 million, categorizing it as a Mid Cap company.<BR><BR>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.<BR><BR>As of Jun 24, the shareholder's funds amounted to 90.59 million, while total assets were reported at 3,218.81 million.

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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.

Overview:<BR>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.<BR><BR>Financial Snapshot:<BR>- Most recent Net Sales: 2,277 Million (Quarterly Results - Mar 2025)<BR>- Most recent Net Profit: 719 Million (Quarterly Results - Mar 2025)<BR>- Market cap: USD 9,296.61 Million (Mid Cap)<BR><BR>Key Metrics:<BR>- P/E: 16.00<BR>- Dividend Yield: 0.54%<BR>- Debt Equity: -4.55<BR>- Return on Equity: -309.40%<BR>- Price to Book: -48.21<BR><BR>Contact Details:<BR>- Address: 1 H And R Block Way, KANSAS CITY MO: 64105-1905<BR>- Tel: ['1 816 8543000', '1 816 8544559']<BR>- Website: https://www.hrblock.com/

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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.

As of March 2022, the management team of H&R Block, Inc. includes the following individuals:<BR><BR>- Mr. Robert Gerard, Independent Chairman of the Board<BR>- Mr. Jeffrey Jones, President, Chief Executive Officer, Director<BR>- Mr. Paul Brown, Independent Director<BR>- Ms. Anuradha Gupta, Independent Director<BR>- Mr. Richard Johnson, Independent Director<BR>- Mr. David Lewis, Independent Director<BR>- Ms. Victoria Reich, Independent Director<BR><BR>This team is responsible for overseeing 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%.

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. <BR><BR>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%.

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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.

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.<BR><BR>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.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

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 -28.12%, its profits have fallen by -9.6%
2

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Tour, Travel Related Services

stock-summary
Market cap

USD 8,784 Million (Small Cap)

stock-summary
P/E

16.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

1.21%

stock-summary
Debt Equity

7.87

stock-summary
Return on Equity

718.30%

stock-summary
Price to Book

98.81

Revenue and Profits:
Net Sales:
1,111 Million
(Quarterly Results - Jun 2025)
Net Profit:
299 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-18.1%
0%
-18.1%
6 Months
-27.79%
0%
-27.79%
1 Year
-28.12%
0%
-28.12%
2 Years
-9.35%
0%
-9.35%
3 Years
-0.73%
0%
-0.73%
4 Years
80.33%
0%
80.33%
5 Years
131.28%
0%
131.28%

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

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

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....

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H&R Block Experiences Valuation Adjustment Amid Strong Financial Performance Indicators

H&R Block Experiences Valuation Adjustment Amid Strong Financial Performance Indicators

H&R Block, Inc. has recently adjusted its valuation, revealing a P/E ratio of 16 and a notable return on capital employed of 123.67%. Despite challenges with negative book value in its ROE metrics, the company maintains a competitive position compared to peers in the tour and travel-related services industry.

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H&R Block, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

H&R Block, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

H&R Block, Inc. has recently revised its market evaluation amid current dynamics, with its stock showing fluctuations in daily trading. Despite a challenging year with a negative return, the company has demonstrated strong long-term performance, significantly outperforming the S&P 500 over the past five years.

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
7.34%
EBIT Growth (5y)
36.44%
EBIT to Interest (avg)
10.30
Debt to EBITDA (avg)
1.33
Net Debt to Equity (avg)
-4.55
Sales to Capital Employed (avg)
2.28
Tax Ratio
25.71%
Dividend Payout Ratio
32.91%
Pledged Shares
0
Institutional Holding
99.67%
ROCE (avg)
102.94%
ROE (avg)
2,857.12%
Valuation key factors
Factor
Value
P/E Ratio
16
Industry P/E
Price to Book Value
-50.97
EV to EBIT
12.65
EV to EBITDA
11.10
EV to Capital Employed
15.65
EV to Sales
2.88
PEG Ratio
NA
Dividend Yield
0.51%
ROCE (Latest)
123.67%
ROE (Latest)
Negative BV
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 106 Schemes (53.48%)

Foreign Institutions

Held by 206 Foreign Institutions (11.3%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -51.21% vs 1,171.41% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -58.44% vs 396.46% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "1,111.00",
          "val2": "2,277.10",
          "chgp": "-51.21%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "409.00",
          "val2": "1,015.50",
          "chgp": "-59.72%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "15.80",
          "val2": "24.70",
          "chgp": "-36.03%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-8.20",
          "val2": "-8.00",
          "chgp": "-2.50%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "299.00",
          "val2": "719.50",
          "chgp": "-58.44%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "341.50%",
          "val2": "433.10%",
          "chgp": "-9.16%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Jun'25",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Jun 2025 is 4.17% vs 3.98% in Jun 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Jun 2025 is 2.33% vs 6.45% in Jun 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "3,761.00",
          "val2": "3,610.30",
          "chgp": "4.17%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "982.60",
          "val2": "955.60",
          "chgp": "2.83%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "78.10",
          "val2": "79.10",
          "chgp": "-1.26%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-37.80",
          "val2": "-28.50",
          "chgp": "-32.63%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "609.50",
          "val2": "595.60",
          "chgp": "2.33%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "230.20%",
          "val2": "231.00%",
          "chgp": "-0.08%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
1,111.00
2,277.10
-51.21%
Operating Profit (PBDIT) excl Other Income
409.00
1,015.50
-59.72%
Interest
15.80
24.70
-36.03%
Exceptional Items
-8.20
-8.00
-2.50%
Consolidate Net Profit
299.00
719.50
-58.44%
Operating Profit Margin (Excl OI)
341.50%
433.10%
-9.16%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -51.21% vs 1,171.41% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -58.44% vs 396.46% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Jun'25stock-summary
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
609.50
595.60
2.33%
Operating Profit Margin (Excl OI)
230.20%
231.00%
-0.08%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

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

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Jun 2025 is 2.33% vs 6.45% in Jun 2024

All Annual Resultsstock-summary
stock-summaryCompany CV
About H&R Block, Inc. stock-summary
stock-summary
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 stock-summary
Company Details
1 H And R Block Way , KANSAS CITY MO : 64105-1905
stock-summary
Tel: 1 816 85430001 816 8544559
stock-summary
https://www.hrblock.com/
stock-summary
Registrar Details
Stock List
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