HRB - H&R Block Inc Stock Price, Fair Value and News

47.38USD-0.55 (-1.15%)Delayed as of 25 Apr 2024, 10:08 am ET

Market Summary

USD47.38-0.55

Delayedas of 25 Apr 2024, 10:08 am

-1.15%

HRB Stock Price

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HRB RSI Chart

HRB Valuation

Market Cap

6.7B

Price/Earnings (Trailing)

35.38

Price/Sales (Trailing)

1.92

EV/EBITDA

9.26

Price/Free Cashflow

11.16

HRB Price/Sales (Trailing)

HRB Profitability

Operating Margin

50.09%

EBT Margin

21.08%

Return on Equity

-24.46%

Return on Assets

6.81%

Free Cashflow Yield

8.96%

HRB Fundamentals

HRB Revenue

Revenue (TTM)

3.5B

Rev. Growth (Yr)

7.62%

Rev. Growth (Qtr)

-2.57%

HRB Earnings

Earnings (TTM)

189.0M

Earnings Growth (Yr)

15.13%

Earnings Growth (Qtr)

-16.07%

Breaking Down HRB Revenue

52 Week Range

28.8347.92

(Low)(High)

Last 7 days

2.3%

Last 30 days

0.4%

Last 90 days

0.9%

Trailing 12 Months

41.5%

How does HRB drawdown profile look like?

HRB Financial Health

Current Ratio

1.21

Debt/Equity

-2.96

Debt/Cashflow

0.29

HRB Investor Care

Dividend Yield

2.55%

Dividend/Share (TTM)

1.22

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2023	3.5B	3.5B	3.5B	3.5B
2022	2.9B	3.5B	3.5B	3.5B
2021	1.0B	3.4B	3.6B	1.7B
2020	3.2B	2.6B	3.2B	1.5B
2019	3.2B	3.1B	3.1B	3.1B
2018	3.1B	3.2B	3.2B	3.2B
2017	3.0B	3.0B	3.0B	3.1B
2016	3.0B	3.0B	3.0B	3.0B
2015	3.3B	3.1B	3.1B	3.1B
2014	2.7B	3.0B	3.0B	3.0B
2013	2.9B	2.9B	2.9B	2.9B
2012	2.9B	2.9B	2.9B	2.9B
2011	3.2B	2.9B	2.9B	2.9B
2010	4.0B	3.9B	3.6B	3.4B
2009	4.1B	4.1B	4.1B	4.1B
2008	0	4.1B	4.1B	4.1B

Get all data in R, Python etc through our Historical Stock Data APIs

GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224

Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index

Very Expensive Stocks

Very Cheap Stocks

Try For Just $1.99

Tracking the Latest Insider Buys and Sells of H&R Block Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Feb 23, 2024	jones jeffrey j ii	sold	-4,228,590	49.2149	-85,921	president & ceo
Feb 15, 2024	jones jeffrey j ii	sold	-717,353	48.022	-14,938	president & ceo
Feb 01, 2024	redler dara s	sold (taxes)	-151,292	46.38	-3,262	chief legal officer
Nov 27, 2023	bowen tony g	sold	-2,208,510	47.0978	-46,892	chief financial officer
Nov 03, 2023	mends mia	acquired	-	-	4,540	-
Nov 03, 2023	piazza yolande g	acquired	-	-	4,540	-
Nov 03, 2023	cohan sean	acquired	-	-	4,540	-
Nov 03, 2023	gupta anuradha	acquired	-	-	4,540	-
Nov 03, 2023	johnson richard a	acquired	-	-	4,540	-
Nov 03, 2023	winter matthew e	acquired	-	-	4,540	-

Which funds bought or sold HRB recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Apr 23, 2024	Louisiana State Employees Retirement System	reduced	-0.5	20,074	1,974,220	0.04%
Apr 23, 2024	Gradient Investments LLC	unchanged	-	9.00	638	-%
Apr 23, 2024	OmniStar Financial Group, Inc.	sold off	-100	-853,484	-	-%
Apr 23, 2024	TriaGen Wealth Management LLC	reduced	-0.86	2,714	414,439	0.17%
Apr 23, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	added	60.65	939,814	2,428,980	0.04%
Apr 23, 2024	MOODY LYNN & LIEBERSON, LLC	added	0.14	5,765	350,498	0.02%
Apr 23, 2024	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	unchanged	-	23,000	1,527,000	0.06%
Apr 23, 2024	AMALGAMATED BANK	reduced	-5.19	-189,000	4,885,000	0.04%
Apr 23, 2024	Venturi Wealth Management, LLC	added	44.07	2,642	8,350	-%
Apr 23, 2024	Global Retirement Partners, LLC	added	29.86	34,112	120,030	-%

Are Funds Buying or Selling HRB?

Are funds buying HRB calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own HRB

No. of Funds

Unveiling H&R Block Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	10.17%	14,641,461	SC 13G/A
Feb 09, 2024	fmr llc	-	0	SC 13G/A
Feb 08, 2024	wellington management group llp	2.22%	3,200,081	SC 13G/A
Jan 23, 2024	blackrock inc.	12.4%	17,882,648	SC 13G/A
Feb 10, 2023	jupiter asset management ltd	0.68%	1,060,000	SC 13G/A
Feb 09, 2023	fmr llc	-	0	SC 13G/A
Feb 09, 2023	vanguard group inc	10.87%	16,900,959	SC 13G/A
Feb 06, 2023	wellington management group llp	5.43%	8,436,857	SC 13G
Jan 26, 2023	blackrock inc.	12.9%	20,080,435	SC 13G/A
Jan 20, 2023	blackrock inc.	12.9%	20,080,435	SC 13G/A

Recent SEC filings of H&R Block Inc

View All Filings

Date Filed	Form Type	Document
Feb 23, 2024	4	Insider Trading
Feb 23, 2024	144/A	144/A
Feb 23, 2024	144	Notice of Insider Sale Intent
Feb 20, 2024	4	Insider Trading
Feb 15, 2024	144	Notice of Insider Sale Intent
Feb 13, 2024	SC 13G/A	Major Ownership Report
Feb 09, 2024	SC 13G/A	Major Ownership Report
Feb 08, 2024	SC 13G/A	Major Ownership Report
Feb 06, 2024	8-K	Current Report
Feb 06, 2024	8-K	Current Report

H&R Block Inc News

Latest updates

H&R Block Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In null)

Income Statement (Quarterly)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q2	2021Q1	2021Q1	2020Q4	2020Q4	2020Q3	2020Q3	2020Q2	2020Q2	2020Q1
Revenue	-2.6%	179	184	1,032	2,094	166	180	1,050	2,062	159	193	466	926	1,984	308	142	177	417	601	291	1,809	519
Cost Of Revenue	15.6%	300	259	-	884	298	261	-	831	289	242	233	-	795	380	277	245	278	315	197	-	463
Costs and Expenses	14.5%	447	390	656	1,229	450	389	738	1,176	436	367	332	596	1,132	572	422	382	418	448	279	1,142	672
S&GA Expenses	12.2%	147	131	175	345	151	128	220	345	147	126	99.00	155	337	191	144	137	140	133	82.00	269	209
EBITDA Margin	1.2%	0.27*	0.26*	0.26*	0.24*	0.25*	0.25*	0.26*	0.24*	0.09*	0.36*	0.33*	0.24*	-	-	-	-	-	-	-	-	-
Interest Expenses	34.6%	21.00	16.00	16.00	22.00	19.00	16.00	19.00	24.00	23.00	23.00	14.00	34.00	22.00	22.00	21.00	31.00	35.00	32.00	21.00	27.00	26.00
Income Taxes	-89.5%	-93.76	-49.49	71.00	209	-77.14	-53.96	69.00	187	-109	-47.37	30.00	67.00	70.00	-51.67	-46.51	-14.55	28.00	31.00	2.00	179	-49.00
Earnings Before Taxes	-33.2%	-282	-212	375	855	-298	-221	293	862	-298	-197	121	298	829	-283	-300	-237	-32.95	124	-7.40	642	-177
EBT Margin	1.7%	0.21*	0.21*	0.20*	0.18*	0.18*	0.18*	0.19*	0.17*	-0.04*	0.29*	0.26*	0.16*	-	-	-	-	-	-	-	-	-
Net Income	-16.1%	-189	-163	706	-163	-223	-168	223	673	-190	-151	90.00	229	758	-232	-255	-223	-62.26	91.00	-10.55	460	-129
Net Income Margin	21.4%	0.05*	0.04*	0.04*	-0.10*	0.15*	0.16*	0.16*	0.15*	-0.01*	0.26*	0.23*	0.15*	-	-	-	-	-	-	-	-	-
Free Cashflow	-80.2%	-626	-347	310	1,264	-484	-337	426	1,273	-624	-328	30.00	116	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	10.6%	2,776	2,511	3,072	3,158	2,593	2,559	3,269	3,781	3,100	3,368	4,014	3,654	3,168	2,556	4,997	5,112	3,452	2,757	3,110	3,300	2,569
Current Assets	42.3%	899	632	1,187	1,303	776	724	1,384	1,868	1,240	1,496	2,080	1,700	1,221	593	2,997	3,087	1,302	601	947	1,993	1,235
Cash Equivalents	-24.8%	321	427	987	909	292	431	1,051	1,177	460	1,031	1,584	1,063	280	209	2,599	2,873	192	245	608	1,708	-
Net PPE	4.2%	137	132	130	136	137	128	124	133	140	141	139	148	163	165	169	184	198	206	200	212	221
Goodwill	2.4%	789	771	775	770	765	747	760	764	759	749	755	758	746	727	724	712	839	815	821	520	520
Liabilities	24.3%	3,549	2,856	3,040	3,194	3,237	2,824	3,058	3,736	3,473	3,352	3,626	3,301	3,703	2,836	4,862	5,041	3,771	2,832	2,819	2,758	2,782
Current Liabilities	-6.0%	746	793	939	1,116	646	790	999	1,693	1,171	753	982	1,163	691	553	766	1,576	1,338	1,264	733	923	588
Long Term Debt	53.7%	2,290	1,490	1,489	1,488	2,068	1,487	1,487	1,487	1,761	1,985	1,984	1,490	2,370	1,559	3,496	2,846	1,881	980	1,493	1,493	1,877
LT Debt, Current	-	-	-	-	-	-	-	-	499	499	-	-	-	-	-	-	649	649	649	-	-	-
LT Debt, Non Current	53.7%	2,290	1,490	1,489	1,488	2,068	1,487	1,487	1,487	1,761	1,985	1,984	1,490	2,370	1,559	3,496	2,846	1,881	980	1,493	1,493	1,877
Shareholder's Equity	-	-	-	32.00	-	-	-	212	45.00	-	16.00	388	352	-	-	135	71.00	-	-	291	542	-
Retained Earnings	-115.0%	-846	-393	-48.68	-109	-708	-311	120	-56.79	-466	-74.76	287	249	-616	-335	83.00	43.00	-367	-122	251	499	-254
Additional Paid-In Capital	0.9%	747	740	770	775	768	760	772	768	771	771	779	783	778	774	773	775	770	765	759	768	765
Accumulated Depreciation	1.8%	873	858	846	893	881	867	857	882	866	857	843	833	852	832	817	796	803	785	765	746	801
Float	-	-	-	-	-	5,496	-	-	-	3,980	-	-	-	-	3,215	-	-	-	4,866	-	-	-

Cashflow (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q2	2021Q1	2021Q1	2020Q4	2020Q4	2020Q3	2020Q3	2020Q2	2020Q2	2020Q1
Cashflow From Operations	-81.3%	-607	-334	323	1,279	-458	-321	435	1,287	-600	-312	35.00	125	-	-205	-	-164	-98.60	-20.50	-99.73	1,577	-774
Share Based Compensation	31.1%	10.00	8.00	5.00	9.00	10.00	8.00	14.00	7.00	6.00	7.00	5.00	7.00	-	7.00	-	7.00	8.00	8.00	5.00	5.00	7.00
Cashflow From Investing	-97.4%	-47.15	-23.89	-0.10	-2.20	-61.73	-37.36	-5.43	-13.66	-37.99	-19.45	4.00	4.00	-	-15.39	-	-11.44	-11.99	4.00	-0.65	19.00	-72.64
Cashflow From Financing	371.9%	531	-195	-245	-634	376	-246	-549	-557	67.00	-217	485	-52.56	-	-161	-	-59.14	-2,146	-56.72	-6.56	920	789
Dividend Payments	9.2%	47.00	43.00	44.00	45.00	46.00	43.00	43.00	46.00	48.00	49.00	-	47.00	-	48.00	-	50.00	50.00	50.00	-	50.00	51.00
Buy Backs	65.3%	220	133	68.00	133	130	220	-	226	159	166	-	-61.68	38.00	-	62.00	150	88.00	-	-	-	66.00

HRB Income Statement

2023-12-31

CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Dec. 31, 2023	Dec. 31, 2022	Dec. 31, 2023	Dec. 31, 2022
REVENUES:
Total revenues	$ 179,083	$ 166,405	$ 362,883	$ 346,390
OPERATING EXPENSES:
Costs of revenues	299,827	298,345	559,185	559,007
Selling, general and administrative	146,688	151,263	277,456	279,697
Total operating expenses	446,515	449,608	836,641	838,704
Other income (expense), net	5,922	4,185	15,758	7,796
Interest expense on borrowings	(21,364)	(18,985)	(37,234)	(34,809)
Loss from continuing operations before income tax benefit	(282,874)	(298,003)	(495,234)	(519,327)
Income tax benefit	(93,758)	(77,140)	(143,245)	(131,097)
Net loss from continuing operations	(189,116)	(220,863)	(351,989)	(388,230)
Net loss from discontinued operations, net of tax benefits of $191, $812, $373 and $1,128	(639)	(2,716)	(1,248)	(3,770)
NET LOSS	$ (189,755)	$ (223,579)	$ (353,237)	$ (392,000)
BASIC AND DILUTED LOSS PER SHARE:
Continuing operations	$ (1.33)	$ (1.43)	$ (2.44)	$ (2.48)
Diluted	(1.33)	(1.43)	(2.44)	(2.48)
Discontinued operations	0	(0.02)	(0.01)	(0.02)
Consolidated	(1.33)	(1.45)	(2.45)	(2.50)
Dividends declared per share (in usd per share)	$ 0.32	$ 0.29	$ 0.64	$ 0.58
COMPREHENSIVE LOSS:
Net loss	$ (189,755)	$ (223,579)	$ (353,237)	$ (392,000)
Change in foreign currency translation adjustments	11,559	9,307	645	(23,038)
Other comprehensive income (loss)	11,559	9,307	645	(23,038)
Comprehensive loss	(178,196)	(214,272)	(352,592)	(415,038)
Service revenues
REVENUES:
Total revenues	149,081	139,565	320,807	306,759
Royalty, product and other revenues
REVENUES:
Total revenues	$ 30,002	$ 26,840	$ 42,076	$ 39,631

HRB Balance Sheet

2023-12-31

CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Dec. 31, 2023	Jun. 30, 2023
ASSETS
Cash and cash equivalents	$ 321,014	$ 986,975
Cash and cash equivalents - restricted	17,210	28,341
Receivables, less allowance for credit losses of $18,579 and $55,502	397,453	59,987
Income taxes receivable	74,415	35,910
Prepaid expenses and other current assets	88,793	76,273
Total current assets	898,885	1,187,486
Property and equipment, at cost, less accumulated depreciation and amortization of $872,950 and $846,177	137,153	130,015
Operating lease right of use assets	385,288	438,299
Intangible assets, net	275,230	277,043
Goodwill	789,068	775,453
Deferred tax assets and income taxes receivable	239,300	211,391
Other noncurrent assets	51,371	52,571
Total assets	2,776,295	3,072,258
LIABILITIES:
Accounts payable and accrued expenses	143,339	159,901
Accrued salaries, wages and payroll taxes	65,774	95,154
Accrued income taxes and reserves for uncertain tax positions	151,332	271,800
Current portion of long-term debt	0	0
Operating lease liabilities	185,424	205,391
Deferred revenue and other current liabilities	199,718	206,536
Total current liabilities	745,587	938,782
Long-term debt and line of credit borrowings	2,290,044	1,488,974
Deferred tax liabilities and reserves for uncertain tax positions	235,303	264,567
Operating lease liabilities	208,734	240,543
Deferred revenue and other noncurrent liabilities	69,279	107,328
Total liabilities	3,548,947	3,040,194
COMMITMENTS AND CONTINGENCIES
STOCKHOLDERS' EQUITY:
Common stock, no par, stated value $0.01 per share, 800,000,000 shares authorized, shares issued of 170,915,771 and 178,935,578	1,709	1,789
Additional paid-in capital	746,734	770,376
Accumulated other comprehensive loss	(36,454)	(37,099)
Retained deficit	(846,162)	(48,677)
Less treasury shares, at cost, of 31,396,591 and 32,785,658	(638,479)	(654,325)
Total stockholders' equity (deficiency)	(772,652)	32,064
Total liabilities and stockholders' equity	$ 2,776,295	$ 3,072,258
Treasury stock, shares (in shares)	31,396,591	32,785,658

About H&R Block Inc

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. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. The company 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, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.

CEO	Mr. Jeffrey J. Jones II
WEBSITE	hrblock.com
INDUSTRY	Personal Services
EMPLOYEES	4000

H&R Block Inc Frequently Asked Questions

What is the ticker symbol for H&R Block Inc? What does HRB stand for in stocks?

HRB is the stock ticker symbol of H&R Block Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of H&R Block Inc (HRB)?

As of Wed Apr 24 2024, market cap of H&R Block Inc is 6.69 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of HRB stock?

You can check HRB's fair value in chart for subscribers.

What is the fair value of HRB stock?

You can check HRB's fair value in chart for subscribers. The fair value of H&R Block Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of H&R Block Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for HRB so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is H&R Block Inc a good stock to buy?

The fair value guage provides a quick view whether HRB is over valued or under valued. Whether H&R Block Inc is cheap or expensive depends on the assumptions which impact H&R Block Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for HRB.

What is H&R Block Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed Apr 24 2024, HRB's PE ratio (Price to Earnings) is 35.38 and Price to Sales (PS) ratio is 1.92. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. HRB PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on H&R Block Inc's stock?

In the past 10 years, H&R Block Inc has provided 0.091 (multiply by 100 for percentage) rate of return.