ScoreWhy is H&R Block, Inc. ?
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 -26.52%, its profits have fallen by -9.6%
2
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -26.52% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Tour, Travel Related Services)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is H&R Block, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
H&R Block, Inc.
-28.12%
-0.56
26.15%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
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%
ValuationValuation 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
TechnicalsTechnical 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
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend10What is working for the Company
PRE-TAX PROFIT(Q)
At USD 375.96 MM has Grown at 87.45%
NET PROFIT(Q)
At USD 305.73 MM has Grown at 104.96%
RAW MATERIAL COST(Y)
Fallen by 0.62% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 56.69 times
NET SALES(Q)
At USD 1,111.01 MM has Grown at 19.7%
-3What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 680.88 MM
Here's what is working for H&R Block, Inc.
Pre-Tax Profit
At USD 375.96 MM has Grown at 87.45%
over average net sales of the previous four periods of USD 200.57 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 305.73 MM has Grown at 104.96%
over average net sales of the previous four periods of USD 149.16 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Net Sales
At USD 1,111.01 MM has Grown at 19.7%
over average net sales of the previous four periods of USD 928.15 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Debtors Turnover Ratio
Highest at 56.69 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by 0.62% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for H&R Block, Inc.
Operating Cash Flow
Lowest at USD 680.88 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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