Company Overview
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
Why Investors Should Care
Return on capital employed stands at 38.8%.
Trades at a P/E of 8.1, below the sector median of 19.0.
Maintains a net profit margin of 18.6%.
Offers a dividend yield of 4.11%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Jun 2025 Revenue of $3.76B (+4.2% YoY); net profit $605.77M.
- Trailing 12 Months Year-on-year growth — revenue +3.0%, earnings +4.5%.
- 5-Year Trend Long-term compounding — revenue CAGR -0.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -0.49% |
| 1 Year: | 3.00% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | 4.50% |
Stock Price Performance
| 1 Year: | -4.08% |
| 6 Months: | +51.17% |
| 3 Months: | +23.39% |
| 1 Month: | +0.26% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)39.23 · Neutral
P/E of 8.07 is below the sector median of 18.98 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Healthy ROCE of 38.8%.
- Attractive dividend yield of 4.11%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -0.5% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Consumer Cyclical).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HRB H&R Block, Inc. R3K | 45.89 | 8.07 | $5.66B | 4.11% | 38.83% | - | -0.49% | - |
| 2 | AMZN Amazon.com, Inc. NDXSPXR3KAITECH | 256.97 | 20.66 | $2.77T | 0.00% | 13.33% | 30.56% | 24.04% | 32.72% |
| 3 | TSLA Tesla, Inc. NDXSPXR3KAI | 368.16 | 347.32 | $1.45T | 0.00% | 4.10% | 4.67% | 52.40% | 39.39% |
| 4 | HD The Home Depot, Inc. SPXR3K | 313.70 | 21.97 | $312.98B | 3.08% | 28.75% | 104.30% | 4.06% | 6.35% |
| 5 | BABA Alibaba Group Holding Limited AITECH | 112.66 | 25.43 | $280.03B | 0.93% | 4.16% | 6.36% | 5.62% | 12.49% |
| 6 | TM Toyota Motor Corporation | 191.45 | 8.46 | $226.71B | 3.23% | 5.24% | 12.40% | 10.91% | 16.22% |
| 7 | MCD McDonald's Corporation SPXR3K | 255.81 | 20.80 | $181.02B | 2.99% | 22.47% | - | 0.92% | 7.33% |
| 8 | TJX The TJX Companies, Inc. SPXR3K | 128.92 | 23.87 | $142.42B | 1.52% | 21.26% | 62.17% | 6.84% | 8.48% |
| 9 | BKNG Booking Holdings Inc. NDXSPXR3K | 180.30 | 20.03 | $139.71B | 0.87% | 70.23% | -96.88% | 16.93% | 22.07% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jan 2016 | Apr 2016 | Jul 2016 | Oct 2016 | Jan 2017 | Apr 2017 | Jul 2017 | Oct 2017 | Jan 2018 | Apr 2018 | Jul 2018 | Oct 2018 | Jan 2019 | Apr 2019 | Jul 2019 | Oct 2019 | Jan 2020 | Jun 2020 | Jul 2020 | Sep 2020 | Oct 2020 | Dec 2020 | Jan 2021 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 140.85M | 488.43M | - | 145.18M | 148.87M | 468.38M | - | 150.36M | 160.80M | 519.21M | 291.45M | 601.03M | 417.35M | 176.55M | 141.97M | 308.23M | 1.98B | 466.11M | 192.62M | 158.82M | 2.06B | 179.99M | 166.41M | 2.09B | 183.80M | 179.08M | 2.18B | 193.81M | 179.07M | 2.28B | 203.55M | 198.87M | 2.40B |
| Net Income | -81.73M | 700.66M | -123.67M | -146.22M | -104.51M | 783.35M | -130.57M | -153.57M | -245.65M | 1.14B | -152.67M | -176.28M | -126.45M | 877.91M | -150.25M | -188.00M | -129.68M | -10.55M | 91.26M | -62.26M | -223.73M | -255.75M | -232.99M | 758.25M | 89.61M | -151.60M | -190.60M | 673.18M | -168.42M | -223.58M | 643.43M | -163.48M | -189.75M | 690.74M | -172.58M | -243.42M | 722.33M | -165.82M | -242.17M | 847.90M |
| Diluted EPS | -0.35 | 3.13 | -0.56 | -0.68 | -0.50 | 3.75 | -0.63 | -0.74 | -1.18 | 5.42 | - | - | - | - | - | - | - | -0.06 | - | - | - | - | - | 4.08 | 0.48 | - | - | 4.05 | - | - | 4.12 | - | - | 4.86 | - | - | 5.31 | - | - | 6.60 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Apr 2008 | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.09B | 4.08B | 3.01B | 2.94B | 2.89B | 2.91B | 3.02B | 3.08B | 3.04B | 3.04B | 3.16B | 3.09B | 2.64B | 3.41B | 3.46B | 3.47B | 3.61B | 3.76B |
| Operating Income | 709.54M | 838.87M | 713.81M | 616.34M | 566.29M | 696.69M | 763.21M | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | -308.65M | 485.67M | 479.24M | 406.11M | 265.93M | 433.95M | 475.16M | 473.66M | 374.27M | 408.94M | 613.15M | 422.51M | -7.53M | 583.79M | 553.67M | 553.70M | 595.32M | 605.77M |
| Diluted EPS | -0.95 | 1.45 | 1.43 | 1.31 | 0.89 | 1.58 | 1.72 | 1.71 | 1.49 | 1.91 | 2.91 | 2.04 | -0.04 | 3.08 | 3.22 | 3.51 | 4.12 | 4.39 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Apr 2007 | Apr 2008 | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 5.36B | 5.27B | 5.29B | 4.65B | 4.54B | 4.69B | 4.52B | 2.85B | 2.69B | 3.14B | 3.30B | 5.11B | 3.65B | 4.01B | 3.27B | 3.07B | 3.22B | 3.26B |
| Total Equity | 1.41B | 987.82M | 1.41B | 1.44B | 1.45B | 1.33B | 1.26B | 1.56B | 1.83B | 23.10M | -60.88M | 393.71M | 541.53M | 71.04M | 352.40M | 388.06M | 211.63M | 32.06M | 90.59M | 88.90M |
| Cash & Equivalents | 816.92M | 664.90M | 1.65B | 1.80B | 1.68B | 1.94B | 1.75B | 2.19B | 2.01B | 896.80M | 1.01B | 1.54B | 1.57B | 2.66B | 934.25M | 1.43B | 885.01M | 986.98M | 1.05B | 983.28M |
| Long Term Debt | - | - | - | 1.04B | 1.04B | 1.04B | 905.96M | 505.84M | 505.30M | 1.50B | 1.49B | 1.49B | 1.49B | 2.85B | 1.49B | 1.98B | 1.49B | 1.49B | 1.49B | 1.14B |
| Total Liabilities | - | - | 3.95B | 3.79B | 3.84B | 3.32B | 3.27B | 3.14B | 2.68B | 2.82B | 2.75B | 2.75B | 2.76B | 5.04B | 3.30B | 3.63B | 3.06B | 3.04B | 3.13B | 3.18B |
| Current Liabilities | - | - | 2.40B | 2.32B | 2.34B | 2.53B | 2.01B | 2.31B | 1.88B | 1.04B | 939.28M | 843.65M | 923.00M | 1.58B | 1.16B | 982.49M | 998.81M | 938.78M | 977.33M | 1.30B |
Cash Flows (Annual)
Figures in USD.
| Metric | Apr 2008 | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 258.76M | 1.02B | 587.47M | 512.50M | 362.05M | 497.11M | 809.58M | 626.61M | 544.55M | 552.20M | 850.00M | 606.54M | 108.96M | 625.93M | 808.54M | 821.84M | 720.86M | 680.88M |
| Investing Cash Flow | 1.15B | 5.56M | 31.35M | -110.16M | 351.87M | -110.94M | 10.69M | -148.93M | 329.51M | 99.32M | -112.06M | -155.13M | -470.23M | -45.52M | -76.54M | -101.39M | -93.86M | -105.37M |
| Financing Cash Flow | -1.56B | -40.23M | -481.12M | -534.39M | -445.06M | -584.54M | -364.93M | -645.81M | -1.96B | -530.42M | -190.66M | -403.69M | 1.53B | -2.41B | -1.26B | -750.99M | -564.31M | -647.44M |
| Capital Expenditure | -101.55M | -97.88M | -90.52M | -62.96M | -82.46M | -113.24M | -147.01M | -123.16M | -99.92M | -89.25M | -98.58M | -95.49M | -81.69M | -52.79M | -61.95M | -69.70M | -63.68M | -82.03M |
| Free Cash Flow | 157.21M | 926.56M | 496.95M | 449.54M | 279.59M | 383.87M | 662.57M | 503.45M | 444.63M | 462.94M | 751.42M | 511.05M | 27.28M | 573.14M | 746.58M | 752.14M | 657.18M | 598.85M |
| Share Buybacks | 7.28M | 106.19M | 254.25M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Dividends Paid | 183.63M | 198.69M | 200.90M | 186.80M | 208.80M | 217.20M | 218.98M | 219.96M | 201.69M | 187.12M | 200.47M | 205.46M | 204.87M | 195.07M | 186.48M | 177.93M | 179.78M | 197.33M |
Ratios (Annual)
Figures in %.
| Metric | Apr 2008 | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 17.4% | 20.5% | 23.7% | 20.9% | 19.6% | 24.0% | 25.2% | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | -7.6% | 11.9% | 15.9% | 13.8% | 9.2% | 14.9% | 15.7% | 15.4% | 12.3% | 13.5% | 19.4% | 13.7% | -0.3% | 17.1% | 16.0% | 15.9% | 16.5% | 16.1% |
| ROE % | -31.2% | 34.5% | 33.3% | 28.0% | 20.1% | 34.3% | 30.5% | 25.8% | 1,620.0% | -671.7% | 155.7% | 78.0% | -10.6% | 165.7% | 261.6% | 1,726.9% | 657.1% | 681.4% |
| ROCE % | - | 28.3% | 24.2% | 20.9% | 26.7% | 27.6% | 32.1% | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 12.88% | 16.33M | $722.44M |
| 2 | FMR, LLC | 12.42% | 15.74M | $696.69M |
| 3 | AQR Capital Management, LLC | 7.59% | 9.62M | $425.53M |
| 4 | Vanguard Portfolio Management LLC | 4.90% | 6.21M | $274.82M |
| 5 | Vanguard Capital Management LLC | 4.51% | 5.71M | $252.81M |
| 6 | State Street Corporation | 3.28% | 4.16M | $183.99M |
| 7 | Fuller & Thaler Asset Management Inc. | 3.14% | 3.98M | $175.93M |
| 8 | Lazard Asset Management LLC | 2.56% | 3.24M | $143.57M |
| 9 | Geode Capital Management, LLC | 2.42% | 3.06M | $135.46M |
| 10 | Northern Trust Corporation | 2.31% | 2.93M | $129.85M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for HRB
H&R Block (HRB) Stock Gets Fair Value Boost After Q4 Beat And FY27 Guidance - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxPa3ByQklrUnFqRlFMOG41RjFMT1NWZHFFWmxmTWhDdzZ0NzFROERob3JwSXlVMTJxNTJhckk4T2RzcFBSTVhqV2RLZGxvRE1YV2VjbGJmQVJQV3FLejM4R2FPVUhpUDNDeTlZdmVNZ21PTElKNndDVWlGMHRoVzV1MlZQVlVtXy1QcVU4Mw…
Cygnus Capital Advisors LLC Invests $1.85 Million in H&R Block, Inc. $HRB - marketbeat.com
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H&R Block Inc. stock underperforms Friday when compared to competitors - MarketWatch
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H&R Block (NYSE:HRB) Delivers Dividend Quality With Strong Profitability and Balance Sheet - ChartMill
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H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost (HRB:NYSE) - Seeking Alpha
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A Look at H&R Block Inc (HRB) After 4.0% Decline -- GF Value $63 - gurufocus.com
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HRB — Frequently Asked Questions
What is the current share price of H&R Block, Inc. (HRB)?
As of 2026-09-19 21:16 PDT, H&R Block, Inc. (HRB) trades at $45.89 on NYSE. Its 52-week range is $27.41 to $53.69.
What is the market capitalisation of HRB?
H&R Block, Inc. (HRB) has a market capitalisation of $5.66B on NYSE.
What is the P/E ratio of HRB?
HRB trades at a trailing price-to-earnings (P/E) ratio of 8.07. The industry average P/E is 18.98. Its price-to-book (P/B) ratio is 46.78.
Does HRB pay a dividend?
H&R Block, Inc. (HRB) currently offers a dividend yield of 4.11%.
Is HRB a good stock to buy?
This page provides a data-driven analysis of H&R Block, Inc. (HRB), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.