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

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
What is the price of HRB stocks?
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%.
Is H&R Block a good stock to buy?
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%.
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 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%