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Stock Research: H&R Block

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H&R Block

NYQ:HRB US0936711052
85
  • Value
    100
  • Growth
    49
  • Safety
    Safety
    42
  • Combined
    82
  • Sentiment
    63
  • 360° View
    360° View
    85
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Company Description

H&R Block, Inc. provides tax preparation services, financial products, and small business solutions. They offer assisted and do-it-yourself tax preparation through various channels, and small business solutions through company-owned and franchise offices, and online via Wave. They also provide additional services like Refund Transfers, Peace of Mind Extended Service Plan, Emerald Card, Spruce, Emerald Advance term loans, Tax Identity Shield, and Refund Advances. For Canadian clients, they offer POM, Instant Refund, Pay With Refund, and small business financial solutions. In the last fiscal year, the company had 4200 employees, a market cap of $7349 million, profits of $1619 million, and revenue of $3610 million.

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ANALYSIS: With an Obermatt 360° View of 85 (better than 85% compared with alternatives) for 2026, overall professional sentiment and financial characteristics for the stock H&R Block are very positive. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for H&R Block. The consolidated Value Rank has an attractive rank of 100, which means that the share price of H&R Block is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is lower than for 100% of alternative stocks in the same industry. The consolidated Sentiment Rank has a good rank of 63, which means that professional investors are more optimistic about the stock than for 63% of alternative investment opportunities. But the consolidated Growth Rank has a low rank of 49, which means that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. The consolidated Safety Rank has a riskier rank of 42, meaning the company has a riskier financing structure than 58 comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Strongest Rank Analyst Opinions
Weakest Rank Value
Country USA
Industry Specialized Consumer Services
Size Large
Website hrblock.com
Index
S&P MIDCAP
H&R Block stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Mar-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
100 93 96 95
Growth
49 57 19 11
Safety
Safety
42 72 65 87
Sentiment
63 46 71 15
360° View
360° View
85 91 84 55
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Metrics Current 2025 2024 2023
Analyst Opinions
5 46 43 9
Opinions Change
50 28 50 50
Pro Holdings
n/a 84 94 50
Market Pulse
87 41 43 52
Sentiment
63 46 71 15
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Metrics Current 2025 2024 2023
Value
100 93 96 95
Growth
49 57 19 11
Safety Safety
42 72 65 87
Combined
82 96 84 85
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
69 33 28 76
Price vs. Earnings (P/E)
80 89 92 97
Price vs. Book (P/B)
100 94 97 14
Dividend Yield
99 84 94 96
Value
100 93 96 95
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Metrics Current 2025 2024 2023
Revenue Growth
32 24 35 9
Profit Growth
83 61 37 6
Capital Growth
47 74 13 47
Stock Returns
19 61 55 77
Growth
49 57 19 11
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Metrics Current 2025 2024 2023
Leverage
6 27 26 32
Refinancing
63 47 47 82
Liquidity
80 96 92 87
Safety Safety
42 72 65 87

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Frequently Asked
Questions

With good value and positive sentiment, but low growth and risky financing, this combination is generally dangerous as debt requires growth to sustain it. Only investors with a strong belief in future growth potential and a high-risk tolerance should consider this stock.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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