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H&R Block Inc HRB

Morningstar Rating
$46.84 +0.27 (0.58%)
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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 7% premium.
Price
$46.60
Fair Value
$11.70
Uncertainty
High
1-Star Price
$48.29
5-Star Price
$21.39
Economic Moat
Jltjwk
Capital Allocation
Rywj
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News

Trading Information

Previous Close Price
$46.57
Day Range
$46.4346.95
52-Week Range
$28.8352.90
Bid/Ask
$45.85 / $47.68
Market Cap
$6.54 Bil
Volume/Avg
641,879 / 1.1 Mil

Key Statistics

Price/Earnings (Normalized)
11.99
Price/Sales
2.04
Dividend Yield (Trailing)
2.68%
Dividend Yield (Forward)
2.75%
Total Yield
11.64%

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 primarily 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 most 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 significant.
Sector
Consumer Cyclical
Industry
Personal Services
Stock Style Box
Small Value
Total Number of Employees
4,000

Comparables

Valuation

Metric
HRB
EXFY
DUOL
Price/Earnings (Normalized)
11.9937.73567.40
Price/Book Value
1.3513.30
Price/Sales
2.040.8717.96
Price/Cash Flow
9.1519.8780.34
Price/Earnings
HRB
EXFY
DUOL

Financial Strength

Metric
HRB
EXFY
DUOL
Quick Ratio
1.060.953.02
Current Ratio
1.212.023.24
Interest Coverage
10.75−6.22
Quick Ratio
HRB
EXFY
DUOL

Profitability

Metric
HRB
EXFY
DUOL
Return on Assets (Normalized)
22.60%−0.12%12.20%
Return on Equity (Normalized)
−0.25%17.22%
Return on Invested Capital (Normalized)
38.47%2.51%11.96%
Return on Assets
HRB
EXFY
DUOL
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