HRB:NYE-H&R Block Inc. (USD)

EQUITY | Personal Services | New York Stock Exchange

Last Closing

USD 52.3

Change

0.00 (0.00)%

Market Cap

USD 5.20B

Volume

1.28M

Analyst Target

USD 17.57
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

H&R Block Inc provides tax return preparation and related services and products to the general public in the U.S., Canada, Australia, and their respective territories. It also offers financial products to support its tax business through H&R Block Bank.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-18 )

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LSAF LeaderSharesTM AlphaFacto.. 1.10 % 0.75 %

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DBLV 0.00 % 0.87 %

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UXM-B:CA 0.00 % 0.00 %

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UXM:CA 0.00 % 0.68 %

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LSAT Two Roads Shared Trust - .. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Personal Services) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.12% 75% C 66% D+
Dividend Return 0.66% 50% F 33% F
Total Return 8.79% 75% C 64% D
Trailing 12 Months  
Capital Gain 76.57% 100% F 95% A
Dividend Return 4.22% 100% F 61% D-
Total Return 80.79% 100% F 96% N/A
Trailing 5 Years  
Capital Gain 93.85% 86% B+ 84% B
Dividend Return 20.57% 100% F 73% C
Total Return 114.42% 86% B+ 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 22.85% 75% C 86% B+
Dividend Return 27.47% 88% B+ 87% B+
Total Return 4.62% 100% F 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.86% 75% C 26% F
Risk Adjusted Return 70.71% 88% B+ 89% A-
Market Capitalization 5.20B 75% C 81% B-

Key Financial Ratios

  Ratio vs. Industry/Classification (Personal Services) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 17.90 75% 58%
Price/Book Ratio 26.62 13% 3%
Price / Cash Flow Ratio 9.09 63% 42%
Price/Free Cash Flow Ratio 9.43 75% 45%
Management Effectiveness  
Return on Equity 46.11% 100% 96%
Return on Invested Capital 39.43% 88% 96%
Return on Assets 17.86% 100% 99%
Debt to Equity Ratio 4,643.76% 14% 1%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.