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HRB · H&R Block Inc · Metrics

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$50.73 -0.25 (-0.49%) At close · Nov 12 Play latest call Q1 2027 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$6.25B
Shares
123.27M
Volume · Nov 12 1.59M Avg daily vol (3M) 1.9M

HRB metrics

101 of 125 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$50.73
Market cap
$6.25B

Price action

23 metrics
Price change (1W)
-8.1%
Price change (30D)
+16.3%
Price change (3M)
-5.9%
Price change (6M)
+41.5%
Price change (YTD)
+17.0%
Price change (1Y)
+7.2%
Trailing year
Price change (5Y)
+107.2%
52-week high
$55.47
52-week low
$28.34
Change from 52-week high
-8.1%
Change from 52-week low
+79.9%
Annualized volatility
48.6%
Annualized volatility (3M)
50.6%
Implied volatility (30D)
37.0%
IV rank (1Y)
31.3
IV percentile (1Y)
25.7
Beta
-0.2
RSI (14D)
55.4
Price vs SMA 50
+9.0%
Price vs SMA 200
+28.7%
Avg volume (3M)
2.01M
Relative volume
0.9
Average dollar volume
$96.98M

Company

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

Valuation

12 metrics
P / E (TTM)
8.8
Trailing earnings · reciprocal yield 11.3%
PEG ratio
0.4
EV / revenue
1.9×
reciprocal yield 53.7%
EV / EBITDA
—
EV / EBIT
7.5×
reciprocal yield 13.3%
P / sales
1.6×
reciprocal yield 63.1%
P / book
—
FCF yield
11.9%
TTM · current market cap
Buyback yield
6.7%
P / FCF
8.4
reciprocal yield 11.9%
P / operating cash flow
7.5
reciprocal yield 13.3%
Earnings yield
11.3%

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 47.9%
EV / revenue historical average (5Y)
2.1×
reciprocal yield 48.4%
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
3.4%
Trailing 12 months
Payout ratio
30.0%
Shareholder yield
—
Dividend / share (TTM)
$1.72
Dividend growth YoY
+11.3%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-09-03

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-11-09

Profitability

9 metrics
Gross margin
43.7%
Operating margin
—
Trailing 12 months
Net margin
17.9%
Gross profit (TTM)
$1.73B
Operating profit (TTM)
$767.63M
Net income (TTM)
$710.94M
Trailing 12 months
Diluted EPS (TTM)
—
FCF margin
18.8%
Effective tax rate
14.0%

Per share

11 metrics
Revenue per diluted share (TTM)
$30.98
Gross profit per diluted share (TTM)
$13.46
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$5.34
Operating cash flow per diluted share (TTM)
$6.37
Free cash flow per diluted share (TTM)
$5.65
Capital expenditures per diluted share (TTM)
$0.71
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.23
Book value per share
$4.04

Growth

11 metrics
Revenue growth YoY
+10.2%
Year over year
Net income growth YoY
+21.1%
Revenue (TTM)
$3.97B
Trailing 12 months
EPS growth YoY
+24.3%
Shares change YoY
-6.3%
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
—
Return on assets
26.5%
Debt / equity
—
Current ratio
0.7
EBITDA (TTM)
—
Free cash flow (TTM)
$746.87M
Quick ratio
0.7
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
−$1.10B
Latest balance sheet
Cash & equivalents
$390.50M
Total assets
$2.69B
Total debt
$1.49B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$837.08M
Capital expenditures (TTM)
$90.20M
R&D (TTM)
—
SG&A (TTM)
$850.69M
Stock compensation (TTM)
$29.18M
R&D / revenue
—
Stock compensation / revenue
0.7%

Ownership (13F)

9 metrics
13F filers
543
13F filer change QoQ
+55
Institutional ownership
104.8%
Conviction holders (share of 13F filers)
0.9%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
+4.1%
Holder tenure
17.5
Price vs estimated holder cost
-5.0%

Ownership (registered funds)

1 metrics
Index-fund ownership
27.6%

Short interest

3 metrics
Short interest
13.6%
Latest settlement · 10.1 days to cover
Days to cover
10.1d
Short-squeeze score
68 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$109,853
Insider-sentiment score
51 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 12659 CUSIP 093671105 13F (30d) 412 filings 376 filers Visit website Investor relations