Stock Research: H&R Block

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

H&R Block

NYQ:HRB US0936711052
62
  • Value
    82
  • Growth
    57
  • Safety
    Safety
    17
  • Combined
    55
  • Sentiment
    61
  • 360° View
    360° View
    62
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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 37 (better than 37% compared with alternatives), overall professional sentiment and financial characteristics for the stock H&R Block are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for H&R Block. The consolidated Value Rank has an attractive rank of 86, 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 the stock price is lower than for 86% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 58, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 33. Professional investors are more confident in 67% other stocks. Worryingly, the company has risky financing, with a Safety rank of 14. This means 86% of comparable companies have a safer financing structure than H&R Block. ...read more

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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: 26-May-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.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
82 93 96 95
Growth
57 57 19 11
Safety
Safety
17 72 65 87
Sentiment
61 46 71 15
360° View
360° View
62 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
67 41 43 52
Sentiment
61 46 71 15
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Metrics Current 2025 2024 2023
Value
82 93 96 95
Growth
57 57 19 11
Safety Safety
17 72 65 87
Combined
55 96 84 85
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
61 33 28 76
Price vs. Earnings (P/E)
73 89 92 97
Price vs. Book (P/B)
9 94 97 14
Dividend Yield
99 84 94 96
Value
82 93 96 95
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Metrics Current 2025 2024 2023
Revenue Growth
27 24 35 9
Profit Growth
80 61 37 6
Capital Growth
76 74 13 47
Stock Returns
26 61 55 77
Growth
57 57 19 11
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Metrics Current 2025 2024 2023
Leverage
5 27 26 32
Refinancing
20 47 47 82
Liquidity
75 96 92 87
Safety Safety
17 72 65 87

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This is a mixed bag with good value and high growth balanced by risky financing and negative sentiment. This is a risky stock that requires conviction; you should only consider it if you are willing to conduct further research into the underlying sentiment and financial risks.

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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