H&R BLOCK INC

HRBNYSE

🏆 #1091 by market capUS Equity

$53.36▲ $7.57 (+14.19%)

Live

1h▼ 2.0%

24h▲ 14.2%

7d▲ 16.3%

14d▲ 13.1%

30d▲ 30.7%

1y▲ 3.7%

🏦Market Cap

$6.76B

Small Cap

📈Revenue Growth (YoY)

+5.4%

Slowing

📊Gross Margin

44.3%

Healthy

💵FCF Margin

45.5%

Strong

⚖️P/S Ratio

1.5x

Cheap

Otter Score

Fair

Trading Snapshot

Day Range: $52.56 – $53.88
52-Week Range: $28.16 – $55.95
Volume: $2.66B
Avg Volume: $1.96B
Shares Outstanding: 126.8M
Next Earnings: Sep 28, 2026

Fundamentals Snapshot

Annual Revenue: $3.95B
Last Q Revenue: $1M
P/E Ratio: 7.9
P/S Ratio: 1.5x
EPS (TTM): $5.67
Dividend Yield: 3.55%

Why Investors Own HRB

✓High-growth profile — revenue up -9.7% YoY with expanding US Equity exposure.
✓Healthy economics — 47% gross margin and 9% free-cash-flow margin.
✓New products and segments could unlock additional revenue streams.

⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)

$3.95B▼ −7.5% YoY

Gross Margin (TTM)

47.3%▲ +2.2% YoY

Operating Income (TTM)

$645M▼ −7.5% YoY

Free Cash Flow (TTM)

$364M▼ −7.5% YoY

About H&R BLOCK INC

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; 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; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

🦦