HRB 📈 H&R Block - Overview
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US0936711052
HRB: Tax, Financial, Software, Loans, Cards, Services
H&R Block, Inc. is a leading provider of tax return preparation services, offering a range of solutions to individuals and small businesses primarily in the United States, Canada, and Australia.
The company provides assisted tax return preparation services through a network of retail offices, either company-owned or franchised, as well as online and mobile applications, and virtual and desktop software. This allows clients to choose the method that best suits their needs, whether it's in-person, online, or through mobile devices.
In addition to tax preparation, H&R Block offers a variety of related services, including Refund Transfers, which enable clients to receive their tax refunds by their chosen method of disbursement. The company also provides Peace of Mind extended service plans, which represent clients in case of an audit and assume the cost of any errors.
H&R Block's suite of financial products includes debit cards, such as the H&R Block Emerald Prepaid Mastercard and Spruce, which can be used for everyday purchases, bill payments, and ATM withdrawals. The company also offers H&R Block Emerald Advance term loans, refund advance loans, and H&R Block Instant Refund, providing clients with quick access to their tax refunds.
Furthermore, H&R Block offers Tax Identity Shield, a service that helps clients protect their tax identity and provides access to services to help restore their tax identity in case of identity theft. The company also provides small business financial solutions, including payment processing, payroll, and bookkeeping services, to help entrepreneurs manage their finances effectively.
Founded in 1955, H&R Block is headquartered in Kansas City, Missouri, and has established itself as a trusted brand in the tax preparation industry. With a strong online presence, clients can access the company's services and products through its website, https://www.hrblock.com.
Additional Sources for HRB Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HRB Stock Overview
Market Cap in USD | 8,124m |
Sector | Consumer Cyclical |
Industry | Personal Services |
GiC Industry | Diversified Consumer Services |
TER | 0.00% |
IPO / Inception | 1986-11-12 |
HRB Stock Ratings
Growth 5y | 89.5% |
Fundamental | 55.1% |
Dividend | 55.9% |
Rel. Strength Sector | -21.2 |
Analysts | 3.5/5 |
Fair Price Momentum | 62.57 USD |
Fair Price DCF | 124.17 USD |
HRB Dividends
Dividend Yield 12m | 1.77% |
Yield on Cost 5y | 5.35% |
Annual Growth 5y | 3.44% |
Payout Consistency | 93.96% |
HRB Growth Ratios
Growth Correlation 3m | -88.5% |
Growth Correlation 12m | 88.5% |
Growth Correlation 5y | 94.7% |
CAGR 5y | 24.70% |
CAGR/Mean DD 5y | 1.78 |
Sharpe Ratio 12m | 0.88 |
Alpha | -1.75 |
Beta | 0.91 |
Volatility | 29.51% |
Current Volume | 926.1k |
Average Volume 20d | 1654k |
As of December 09, 2024, the stock is trading at USD 57.32 with a total of 926,112 shares traded.
Over the past week, the price has changed by -2.40%, over one month by -8.95%, over three months by -8.23% and over the past year by +28.49%.
Partly, yes. Based on ValueRay Fundamental Analyses, H&R Block (NYSE:HRB) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 55.11 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 December 2024 is 62.57. This means that HRB is currently overvalued and has a potential downside of 9.16%.
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
According to ValueRays Forecast Model, HRB H&R Block will be worth about 68.6 in December 2025. The stock is currently trading at 57.32. This means that the stock has a potential upside of +19.75%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 62.7 | 9.3% |
Analysts Target Price | 39.3 | -31.4% |
ValueRay Target Price | 68.6 | 19.7% |