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H&R Block Inc

HRB | US

37.53

USD

-0.56

-1.47%

HRB | US
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About H&R Block Inc

Sector

Consumer Cyclical

Industry

Personal Services

Earnings date

30/06/2024

As of date

08/06/2026

Close

37.53

Open

37.50

High

38.08

Low

37.25

H&R Block Inc. through its subsidiaries provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States Canada and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition the company offers small business financial solutions through its company-owned or franchise offices and online. H&R Block Inc. was founded in 1955 and is headquartered in Kansas City Missouri.

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HRB | US

Risk
37.3
Sharpe
-0.92
Luna's Score
52/100
Recommendation
Hold

Luna says (HRB | US)

What's Working

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Market Beta (-0.4 to 0.8)

Strong Operating Margin (> 25%)

What's not Working

Price Below SMA10D

Midcap (2B - 10B USD)

Rich in Valuation (Price to Book > 8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

24.7%

1 month

37.3%

3 months

58.0%

6 months

51.8%

Returns

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Fundamental Ratios

PE

14.85

Fwd. PE

3.27

Price to book

93.90

Debt to equity

-

Debt to assets

-

Ent. to EBITDA

9.78

Ent. to rev.

2.61

PEG

0.26

Other Fundamentals

EBITDA

927.06M

MarketCap

5.19B

MarketCap(USD)

5.19B

Div. yield

2.44

Op. margin

33.02

Erngs. growth

-7.60

Rev. growth

3.00

Ret. on equity

97.50

Short ratio

6.52

Short perc.

10.97

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

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Range10D

2.97

Range1M

4.89

Range3M

11.05

Volumes: Market Activity

Volume Averages

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Rel. volume

0.76

Price X volume

71.83M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Bright Horizons Family Solutions IncBFAMPersonal Services59.183.43B-4.81%75.64142.74%
Mister Car Wash Inc.MCWPersonal Services7.12.28B31.24190.00%
Weight Watchers International IncWWPersonal Services17.191.37B5.78%n/a-136.77%
CorVel CorporationCRVLInsurance Brokers59.881.03B0.03%69.5111.54%
Matthews International CorporationMATWPersonal Services25.44778.40M0.36%27.07177.99%
Carriage Services IncCSVPersonal Services37.82575.19M0.77%17.12308.75%
Crawford & CompanyCRD-AInsurance Brokers10.68527.63M-2.38%25.27217.41%
Crawford & CompanyCRD-BInsurance Brokers9.91483.73M-3.88%25.78217.41%
EnviroStar IncEVIPersonal Services16.82213.34M-4.59%54.1616.00%
Kingstone Companies IncKINSInsurance Brokers15.54178.80M0.71%21.7661.93%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Colliers International Group IncCIGIReal Estate Services96.785.00B-0.39%50.24163.75%
FBINFBINBuilding Products & Equipment39.474.90B1.05%25.57130.24%
Thor Industries IncTHORecreational Vehicles77.374.10B2.21%23.4427.88%
Polaris Industries IncPIIRecreational Vehicles67.683.77B2.45%14.48170.51%
Newmark Group IncNMRKReal Estate Services14.693.64B0.55%59.40179.32%
Harley-Davidson IncHOGRecreational Vehicles24.913.28B1.71%7.33218.58%
Pitney Bowes IncPBIBuilding Products & Equipment16.943.04B0.47%n/a-571.93%
CUSHMAN & WAKEFIELD PLCCWKReal Estate Services13.243.04B-0.97%167.63209.12%
OpenTable IncOPENReal Estate Services4.313.03B-2.49%n/a290.30%
DBRGDBRGReal Estate Services15.662.92B0.00%6.1517.23%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA9.7811.71Par
Ent. to Revenue2.612.11Expensive
PE Ratio14.8530.27Cheaper
Price to Book93.9013.55Expensive
Dividend Yield2.442.75Par
Std. Deviation (3M)58.0368.59Par
Debt to Equity-2.20-
Debt to Assets-0.41-
Market Cap5.19B4.50BPar
  • 1

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