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HRB · H&R Block Inc · Metrics

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$45.14 -0.75 (-1.63%)
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$5.62B
Shares
123.27M

HRB metrics

86 of 115 screener metrics currently available.

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Market overview

2 metrics
Share price
$45.89
Market cap
$5.62B

Price action

20 metrics
Price change (1W)
-6.5%
Price change (30D)
+6.8%
Price change (3M)
+28.8%
Price change (6M)
+52.1%
Price change (YTD)
+12.6%
Price change (1Y)
-4.5%
Trailing year
Price change (5Y)
+88.8%
52-week high
$54.18
52-week low
$28.34
Change from 52-week high
-9.4%
Change from 52-week low
+73.1%
Annualized volatility
46.6%
Annualized volatility (3M)
50.2%
Beta
-0.3
RSI (14D)
47.9
Price vs SMA 50
+7.4%
Price vs SMA 200
+26.7%
Avg volume (3M)
2.17M
Relative volume
0.6
Average dollar volume
$94.97M

Company

3 metrics
Sector
Consumer Cyclical
Industry
Personal Services
Shares outstanding
123.27M

Valuation

12 metrics
P / E (TTM)
8.2
Trailing earnings · reciprocal yield 12.1%
PEG ratio
0.3
EV / revenue
1.7×
reciprocal yield 60.0%
EV / EBITDA
—
EV / EBIT
7.2×
reciprocal yield 13.9%
P / sales
1.5×
reciprocal yield 65.2%
P / book
51.5
reciprocal yield 1.9%
FCF yield
12.5%
TTM · current market cap
Buyback yield
6.9%
P / FCF
8.0
reciprocal yield 12.5%
P / operating cash flow
7.2
reciprocal yield 13.9%
Earnings yield
12.1%

Historical valuation

8 metrics
P / E historical average (3Y)
10.9×
reciprocal yield 9.2%
P / E historical average (5Y)
11.1×
reciprocal yield 9.0%
EV / revenue historical average (3Y)
2.1×
reciprocal yield 48.1%
EV / revenue historical average (5Y)
2.1×
reciprocal yield 48.1%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
3.5%
Trailing 12 months
Payout ratio
28.8%
Shareholder yield
—
Dividend / share (TTM)
$1.72
Dividend growth YoY
+11.3%
Dividend growth streak
5
Last ex-dividend
2026-09-03

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-08-11

Profitability

9 metrics
Gross margin
44.3%
Operating margin
—
Trailing 12 months
Net margin
18.6%
Gross profit (TTM)
—
Operating profit (TTM)
$767.63M
Net income (TTM)
$733.60M
Trailing 12 months
Diluted EPS (TTM)
—
FCF margin
19.2%
Effective tax rate
13.8%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
$4.04

Growth

11 metrics
Revenue growth YoY
+3.0%
Year over year
Net income growth YoY
-1.9%
Revenue (TTM)
$3.95B
Trailing 12 months
EPS growth YoY
+24.3%
Shares change YoY
-5.6%
Year over year · fewer shares
Revenue CAGR (3Y)
+4.4%
Revenue CAGR (5Y)
+2.9%
EPS CAGR (3Y)
+17.3%
EPS CAGR (5Y)
+12.9%
FCF CAGR (3Y)
+0.2%
FCF CAGR (5Y)
+5.7%

Quality

14 metrics
Return on equity
624.4%
Return on assets
22.5%
Debt / equity
12.7
Current ratio
1.1
EBITDA (TTM)
—
Free cash flow (TTM)
$756.08M
Quick ratio
1.1
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
−$532.79M
Latest balance sheet
Cash & equivalents
$958.71M
Total assets
$3.26B
Total debt
$1.49B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$838.70M
Capital expenditures (TTM)
$82.61M
R&D (TTM)
—
SG&A (TTM)
$841.30M
Stock compensation (TTM)
$30.48M
R&D / revenue
—
Stock compensation / revenue
0.8%

Ownership (13F)

3 metrics
13F filers
548
13F filer change QoQ
+55
Institutional ownership
104.7%

Short interest

3 metrics
Short interest
14.5%
Latest settlement · 5.1 days to cover
Days to cover
5.1d
Short-squeeze score
67 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 12659 CUSIP 093671105 13F (30d) 291 filings 286 filers Visit website Investor relations