H&R Block Inc HRB

Morningstar Rating
$41.68 −0.64 (1.51%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

HRB is trading at a LOCK|?&^Xk premium.
Price
$42.32
Fair Value
LOCK|.sQnyYKC
Uncertainty
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1-Star Price
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5-Star Price
LOCK|.y&?Jnjr
Economic Moat
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Capital Allocation
LOCK|m&f

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Trading Information

Previous Close Price
$42.32
Day Range
$41.45–42.91
52-Week Range
$28.16–58.67
Bid/Ask
$41.00 / $42.40
Shares Outstanding
122.49M
Market Cap
$5.11B
Volume/Avg
2M / 2M

Key Statistics

Price/Earnings (Normalized)
7.89
Price/Sales
1.38
Dividend Yield (Trailing)
4.13%
Dividend Yield (Forward)
4.41%
Dividend Payment Schedule
Jan, Apr, Jul, Oct
Total Yield
14.17%

Company Profile

H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
Sector
Consumer Cyclical
Industry
Personal Services
Stock Style Box
Small Value
Total Number of Employees
4,600

Valuation

Metric
HRB
Price/Earnings (Normalized)
7.89
Price/Book Value
44.73
Price/Sales
1.38
Price/Cash Flow
5.65
Price/Earnings
HRB

Financial Strength

Metric
HRB
Quick Ratio
1.01
Current Ratio
1.13
Interest Coverage
11.59
Quick Ratio
HRB

Profitability

Metric
HRB
Return on Assets (Normalized)
22.24%
Return on Equity (Normalized)
—
Return on Invested Capital (Normalized)
37.34%
Return on Assets
HRB

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