Values as of: 2024-09-18
COMMON STOCK | Personal Services |
Last Closing
USD 62.77Change
-0.73 (-1.15)%Market Cap
USD 8.81BVolume
1.10MAnalyst Target
USD 17.57Verdict
Verdict
H&R Block, Inc., through its subsidiaries, engages in the provision of assisted and do-it-yourself (DIY) tax return preparation services to the general-public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through in-person via a system of retail offices operated directly by the company or its franchisees, as well as online and mobile applications, and virtual and desktop software. 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 resulting from errors; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases, bill payments, 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 through in-person, online, and virtual channels. The company was founded in 1955 and is headquartered in Kansas City, Missouri.
Company Website : https://www.hrblock.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCI | Service Corporation Internatio.. |
-1.02 (-1.27%) |
USD 11.43B |
| BFAM | Bright Horizons Family Solutio.. |
-1.71 (-1.24%) |
USD 8.03B |
| CSV | Carriage Services Inc |
-0.31 (-0.93%) |
N/A |
| MED | MEDIFAST INC |
-0.36 (-1.88%) |
N/A |
| RGS | Regis Corporation Common Stock |
-0.51 (-2.14%) |
N/A |
| ROL | Rollins Inc |
-1.15 (-2.24%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PSL | Invesco DWA Consumer Stap.. | 3.87 % | 0.60 % |
-0.12 (0.10%) |
USD 0.09B |
| LSAT | Two Roads Shared Trust - .. | 3.61 % | 0.00 % |
+0.04 (+0.10%) |
USD 0.12B |
| RFDA | RiverFront Dynamic US Div.. | 2.01 % | 0.52 % |
+0.02 (+0.10%) |
USD 0.07B |
| CSB | VictoryShares US Small Ca.. | 1.51 % | 0.35 % |
-0.04 (0.10%) |
USD 0.29B |
| FNY | First Trust Mid Cap Growt.. | 0.83 % | 0.70 % |
-0.03 (0.10%) |
USD 0.35B |
| JPUS | JPMorgan Diversified Retu.. | 0.47 % | 0.19 % |
-0.13 (0.10%) |
USD 0.43B |
| JHSC | John Hancock Multifactor .. | 0.00 % | 0.50 % |
+0.08 (+0.10%) |
USD 0.55B |
| DBLV | 0.00 % | 0.87 % |
N/A |
N/A | |
| UXM-B:CA | 0.00 % | 0.00 % |
N/A |
N/A | |
| UXM:CA | 0.00 % | 0.68 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Personal Services) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 29.77% | 57% | F | 91% | A- | ||
| Dividend Return | 2.10% | 100% | F | 45% | F | ||
| Total Return | 31.87% | 57% | F | 91% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 51.25% | 86% | B+ | 92% | A | ||
| Dividend Return | 3.22% | 100% | F | 47% | F | ||
| Total Return | 54.47% | 86% | B+ | 92% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 168.02% | 86% | B+ | 92% | A | ||
| Dividend Return | 24.44% | 100% | F | 77% | C+ | ||
| Total Return | 192.46% | 86% | B+ | 93% | A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 31.02% | 100% | F | 90% | A- | ||
| Dividend Return | 35.61% | 100% | F | 91% | A- | ||
| Total Return | 4.60% | 100% | F | 77% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 35.20% | 71% | C- | 28% | F | ||
| Risk Adjusted Return | 101.18% | 100% | F | 97% | N/A | ||
| Market Capitalization | 8.81B | 67% | D+ | 84% | B | ||
| 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.
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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
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.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to 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.
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.
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.
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.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
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.
This stock has shown top quartile dividend growth in the previous 5 years compared to its sector
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.
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.
The stock is trading high compared to its peers median on a price to book value basis.
