(HRB) H&R Block - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US0936711052

HRB: Tax, Preparation, Refund, Services, Financial

H&R Block, Inc. (NYSE:HRB) is a leading provider of tax preparation services and related financial products, operating primarily in the United States, Canada, and Australia. The company offers a comprehensive suite of tax solutions, including assisted tax return preparation through its network of retail offices and franchise locations, as well as DIY tax filing options through online, mobile, and desktop platforms. Its product portfolio includes Refund Transfers, Peace of Mind extended service plans, H&R Block Emerald Prepaid Mastercard, Spruce debit cards, Emerald Advance term loans, Tax Identity Shield, refund advance loans, and Instant Refund services. Additionally, H&R Block provides financial solutions for small businesses, such as payment processing, payroll management, and bookkeeping services. Founded in 1955, the company is headquartered in Kansas City, Missouri.

From a technical perspective, HRB is currently trading at $59.37, with a 20-day average volume of 1,732,949 shares. The stock is near the lower end of its 20-day SMA range, with the SMA 20 at $57.59 and SMA 50 at $54.56. The SMA 200 stands at $56.88, while the ATR is $1.85, indicating moderate volatility. Resistance levels are at $62.7 and $59.5, with support levels at $55.4, $53.8, and $50.7.

On the fundamental side, H&R Block has a market capitalization of $8,437.84 million, with a P/E ratio of 17.71 and a forward P/E of 12.30. The P/B ratio is 98.12, and the P/S ratio is 2.33. The return on equity (RoE) is -61.04, reflecting challenges in profitability.

Over the next three months, HRB is expected to face headwinds due to its position near the lower end of its 20-day SMA range. The stock may struggle to break above the $62.7 resistance level, with potential downside risk if it fails to hold above $55.4. The ATR of 1.85 suggests moderate volatility, with potential price swings of $1.85 to $3.70. Fundamental concerns, such as the negative RoE, may weigh on investor sentiment, though the lower forward P/E of 12.30 could attract value investors. The stock is likely to trade sideways within the $55.4 to $59.5 range, with limited upside unless broader market conditions improve.

Additional Sources for HRB Stock

HRB Stock Overview

Market Cap in USD 7,989m
Sector Consumer Cyclical
Industry Personal Services
GiC Sub-Industry Specialized Consumer Services
IPO / Inception 1986-11-12

HRB Stock Ratings

Growth Rating 78.2
Fundamental 37.7
Dividend Rating 74.4
Rel. Strength 11.5
Analysts 3.5/5
Fair Price Momentum 70.15 USD
Fair Price DCF 110.16 USD

HRB Dividends

Dividend Yield 12m 2.55%
Yield on Cost 5y 10.89%
Annual Growth 5y 5.97%
Payout Consistency 94.1%

HRB Growth Ratios

Growth Correlation 3m 84.7%
Growth Correlation 12m 17.7%
Growth Correlation 5y 95.9%
CAGR 5y 34.48%
CAGR/Max DD 5y 0.88
Sharpe Ratio 12m -0.07
Alpha 17.52
Beta 0.259
Volatility 27.56%
Current Volume 3458.8k
Average Volume 20d 1753.8k
What is the price of HRB stocks?
As of May 09, 2025, the stock is trading at USD 58.37 with a total of 3,458,781 shares traded.
Over the past week, the price has changed by -5.99%, over one month by +6.61%, over three months by +11.77% and over the past year by +23.39%.
Is H&R Block a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, H&R Block (NYSE:HRB) is currently (May 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 37.71 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HRB as of May 2025 is 70.15. This means that HRB is currently undervalued and has a potential upside of +20.18% (Margin of Safety).
Is HRB a buy, sell or hold?
H&R Block has received a consensus analysts rating of 3.50. Therefor, it is recommend to hold HRB.
  • Strong Buy: 1
  • Buy: 1
  • Hold: 1
  • Sell: 1
  • Strong Sell: 0
What are the forecast for HRB stock price target?
According to ValueRays Forecast Model, HRB H&R Block will be worth about 75.8 in May 2026. The stock is currently trading at 58.37. This means that the stock has a potential upside of +29.79%.
Issuer Forecast Upside
Wallstreet Target Price 62.3 6.8%
Analysts Target Price 62.7 7.4%
ValueRay Target Price 75.8 29.8%