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Home CompaniesH&R Block Inc

H&R Block Inc

Consumer Cyclical Personal Services
PortfolioPortfolio WatchlistWatchlist
Company price
53.14 USD 0.00(0%)
Last update at 2026-11-03T21:00:00Z
VOLUME
2311703
Market Cap
5650.51M
P/E
8.06

Momentum Score

…

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
52.02
Low
53.91
High
52 Week Price Range
27.23
Low
58.14
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

H&R Block provides tax preparation and financial services to individuals and small businesses via retail offices and digital platforms in North America. Growth drivers include migration to digital filing, expansion of advisory services, and cross-selling of refund-related products. Investors may find it attractive for its scale, brand recognition and operational experience in high-volume tax processing.

Key risks are intense competition from large tax-software and fintech firms, regulatory and legal uncertainty around tax-preparation and data, pronounced seasonality, and execution risk in shifting customers to digital offerings.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
53.14
Dividend Yield
3.67%
Revenue TTM
3945.39M
Revenue Per Share
30.91
Gross Profit TTM
1748.98M
Debt / Equity
17.89
ROE
71.35%
Net Debt
1143.65M
ROCE
30.73%
Diluted EPS TTM
5.69

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 853.89M 781.40M 762.32M 711.21M 659.07M
Net income 733.60M 605.77M 595.32M 553.70M 553.67M
Selling general administrative 341.41M 846.91M 813.50M 428.17M 413.16M
Selling and marketing expenses 31.37M - - 286.25M 284.24M
Gross profit 1748.98M 1674.88M 1618.78M 2136.06M 2162.78M
Reconciled depreciation 122.44M 116.83M 121.78M 130.50M 142.18M
Ebit 695.31M 859.52M 841.40M 784.19M 747.35M
Ebitda 934.50M 976.34M 963.19M 914.69M 889.53M
Depreciation and amortization -87.63M 116.83M 121.78M 130.50M 142.18M
Non operating income net other - - - 35.49M -
Operating income -1288.72M 827.97M 805.28M 784.19M 747.35M
Other operating expenses 5234.11M 2933.03M 2805.07M 2723.49M 2718.37M
Interest expense 80.61M 78.11M 79.08M 72.98M 88.28M
Tax provision 117.57M 171.95M 164.36M 149.41M 98.42M
Interest income - 78.11M 79.08M 72.98M 88.28M
Net interest income -80.61M -78.11M -79.08M -72.98M -88.28M
Extraordinary items - -3.68M -2.65M -8.10M -6.97M
Income tax expense 117.57M 171.95M 164.36M 149.41M 98.42M
Total revenue 3945.39M 3760.99M 3610.35M 3472.18M 3463.27M
Total operating expenses 3037.71M 846.91M 813.50M 1387.37M 1417.88M
Cost of revenue 2196.41M 2086.11M 1991.57M 1336.12M 1300.49M
Total other income expense net 2142.61M -46.57M -42.95M 35.49M -88.28M
Discontinued operations - - - -8.10M -6.97M
Net income from continuing ops 736.32M 609.45M 597.96M 561.80M 560.65M
Net income applicable to common shares - 603.00M 592.93M 553.70M 551.21M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 3256.35M 3263.90M 3218.81M 3072.26M 3269.16M
Intangible assets 266.99M 259.41M 264.10M 277.04M 309.64M
Other current assets 108.60M 95.79M 95.21M 76.27M 238.16M
Total liab 3138.86M 3175.00M 3128.22M 3040.19M 3057.53M
Total stockholder equity 117.49M 88.90M 90.59M 32.06M 211.63M
Other current liab 608.34M 276.62M 275.20M 206.54M 434.88M
Common stock 1.54M 1.64M 1.71M 1.79M 1.94M
Capital stock 1.54M 1.64M 1.71M 1.79M 1.94M
Retained earnings 30.78M 12.06M 12.65M -48.68M 120.41M
Other liab - - - 371.89M 343.02M
Good will 812.54M 802.05M 785.23M 775.45M 760.40M
Other assets - 336.59M 292.88M 263.96M 262.96M
Cash 958.71M 1003.14M 1075.19M 986.98M 885.01M
Cash and equivalents - 983.28M 1053.33M 986.98M 885.01M
Total current liabilities 993.42M 1298.61M 977.33M 938.78M 998.81M
Current deferred revenue - 22.60M 21.40M 366.95M 196.11M
Net debt 1143.65M 1344.96M 1152.72M 947.93M 1037.58M
Short term debt 228.76M 559.10M 206.07M 205.39M 206.90M
Short long term debt - 349.89M - - -
Short long term debt total 2102.35M 2348.09M 2227.91M 1934.91M 1922.59M
Other stockholder equity 149.26M 122.95M 125.08M 116.05M 110.94M
Property plant equipment - 656.28M 593.30M 130.01M 551.70M
Total current assets 1125.56M 1162.55M 1239.48M 1187.49M 1384.46M
Net tangible assets - - - -1020.43M -858.41M
Net receivables 58.25M 63.62M 69.08M 95.90M 261.29M
Long term debt 1491.49M 1143.31M 1491.10M 1488.97M 1486.88M
Inventory - - 17.87M 28.34M -
Accounts payable 156.33M 144.05M 155.83M 159.90M 160.93M
Accumulated other comprehensive income -64.09M -47.76M -48.84M -37.10M -21.64M
Common stock total equity - - - 1.79M -
Retained earnings total equity - - - -48.68M -
Treasury stock - - - -654.33M -
Non currrent assets other 312.17M 18.89M 21.22M 52.57M 54.01M
Non current assets total 2130.79M 2101.35M 1979.33M 1884.77M 1884.70M
Capital lease obligations 610.86M 532.05M 471.44M 445.93M 435.72M
Long term debt total - 1143.31M 1491.10M 1488.97M 1486.88M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - -105.37M -93.86M -101.39M -76.54M
Change to liabilities - - - 71.76M -12.30M
Total cashflows from investing activities -124.81M -105.37M -93.86M -101.39M -76.54M
Net borrowings -3.02M 0.00M 0.00M - -500.00M
Total cash from financing activities -734.22M -647.44M -564.31M -750.99M -1257.35M
Change to operating activities - - - -10.07M -3.54M
Net income 733.60M 605.77M 595.32M 553.70M 553.67M
Change in cash -25.24M -72.05M 59.88M -35.40M -533.45M
Begin period cash flow 1003.14M 1075.19M 1015.32M 1050.71M 1584.16M
End period cash flow 977.90M 1003.14M 1075.19M 1015.32M 1050.71M
Total cash from operating activities 838.70M 680.88M 720.86M 821.84M 808.54M
Depreciation 122.44M 116.83M 121.78M 130.50M 142.18M
Other cashflows from investing activities 15.44M 12.18M 13.18M -37.41M -14.59M
Dividends paid 211.00M 197.33M 179.78M -177.93M -186.48M
Change to account receivables -69.09M -62.25M -108.39M -0.06M -0.04M
Sale purchase of stock -512.90M -437.13M -379.57M -568.95M -563.17M
Other cashflows from financing activities -7.29M -12.98M -4.97M -7.50M 697.30M
Change to netincome - - - 77.84M 47.71M
Capital expenditures 82.61M 82.03M 63.68M 69.70M 61.95M
Change receivables - - - -57.24M -
Cash flows other operating - - - 45.28M -
Cash and cash equivalents changes - - - -30.54M -
Change in working capital -71.16M -104.80M -72.14M 4.45M 64.98M
Stock based compensation 30.48M 32.50M 34.28M 31.33M 34.25M
Other non cash items 9.35M 65.19M 82.57M 52.29M 66.81M
Free cash flow 756.08M 598.85M 657.18M 752.14M 746.58M

Peer Comparison*

Sector: Consumer Cyclical Industry: Personal Services

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
HRB
H&R Block Inc		 -
-%		 53.14 8.06 7.26 1.43 47.99 1.72 6.42
ROL
Rollins Inc		 1.33
3.69%		 37.36 32.16 27.78 4.14 11.88 4.59 20.86
SCI
Service Corporation International		 -2.50
3.22%		 75.16 21.26 17.61 2.53 7.21 3.69 12.18
ANDG
Andersen Group Inc.		 -0.14
0.21%		 65.68 126.07 - 6.71 - 7.24 -
BFAM
Bright Horizons Family Solutions Inc		 -0.99
1.82%		 53.32 25.30 15.02 1.64 3.49 2.14 15.38

Profile*

H&R Block Inc

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

One H&R Block Way, Kansas City, MO, United States, 64105

816 854 3000

https://www.hrblock.com

4600

Name Title Year Born
Mr. Jeffrey J. Jones II Pres, CEO & Director 1968
Mr. Tony G. Bowen Chief Financial Officer 1975
Ms. Kellie J. Logerwell VP & Chief Accounting Officer 1970
Ms. Dara S. Redler Chief Legal Officer NA
Ms. Karen A. Orosco Pres of Global Consumer Tax & Service Delivery 1971
Ms. Nicki Cole VP of Technology, Small Bus. & Financial Services NA
Mr. Alan Lowden Sr. VP & Chief Information Officer NA
Ms. Michaella Gallina VP of Investor Relations NA
Ms. Jill Cress Chief Marketing & Experience Officer NA
Ms. Tiffany Scalzitti Monroe Chief People and Culture Officer 1973

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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