Stock Research: H&R Block

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

H&R Block

NYSE:HRB US0936711052
58
  • Value
    57
  • Growth
    37
  • Safety
    Safety
    96
  • Combined
    86
  • Sentiment
    34
  • 360° View
    360° View
    58
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Company Description

H&R Block, Inc. provides tax preparation services, financial products, and small business solutions. They offer assisted and do-it-yourself tax preparation through various channels, and small business solutions through company-owned and franchise offices, and online via Wave. They also provide additional services like Refund Transfers, Peace of Mind Extended Service Plan, Emerald Card, Spruce, Emerald Advance term loans, Tax Identity Shield, and Refund Advances. For Canadian clients, they offer POM, Instant Refund, Pay With Refund, and small business financial solutions. In the last fiscal year, the company had 4200 employees, a market cap of $7349 million, profits of $1619 million, and revenue of $3610 million.

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Analysis

ANALYSIS: With an Obermatt 360° View of 58 (better than 58% compared with alternatives), overall professional sentiment and financial characteristics for the stock H&R Block are above average. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for H&R Block. The consolidated Value Rank has an attractive rank of 96, which means that the share price of H&R Block is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 96% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 57. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 34. Professional investors are more confident in 66% other stocks. The consolidated Growth Rank also has a low rank of 37, which means that the company is below average in terms of growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. 63 of its competitors have better growth. ...read more

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Index
Dividends USA
Diversity USA
S&P MIDCAP
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Nov-2025.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
96 93 96 95
Growth
37 57 19 11
Safety
Safety
57 72 65 87
Sentiment
34 46 71 15
360° View
360° View
58 91 84 55
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Metrics Current 2024 2023 2022
Analyst Opinions
11 46 43 9
Opinions Change
29 28 50 50
Pro Holdings
n/a 84 94 50
Market Pulse
21 41 43 52
Sentiment
34 46 71 15
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Metrics Current 2024 2023 2022
Value
96 93 96 95
Growth
37 57 19 11
Safety Safety
57 72 65 87
Combined
86 96 84 85
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
80 89 92 97
Price vs. Earnings (P/E)
38 33 28 76
Price vs. Book (P/B)
91 94 97 14
Dividend Yield
88 84 94 96
Value
96 93 96 95
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Metrics Current 2024 2023 2022
Revenue Growth
38 24 35 9
Profit Growth
39 61 37 6
Capital Growth
21 74 13 47
Stock Returns
53 61 55 77
Growth
37 57 19 11
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Metrics Current 2024 2023 2022
Leverage
28 27 26 32
Refinancing
46 47 47 82
Liquidity
94 96 92 87
Safety Safety
57 72 65 87

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