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HRB

NEUTRAL
$30.64 Live
H&R Block, Inc. · NYSE
Target $41.0 (+33.8%)
$28.16 52W Range $64.62
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$3.88B
P/E
7.16
ROE
N/A
Profit margin
16.2%
Debt/Equity
N/A
Dividend yield
5.48%

AI Analysis

AI-powered fundamental assessment

Confidence
80%
HRB presents a dichotomy of deep value and severe technical decay, anchored by a stable Piotroski F-Score of 5/9. While the company exhibits strong valuation metrics with a P/E of 7.16 and a PEG of 0.56, the stock has plummeted 47.5% over the last year. The dividend remains a highlight at 5.48% with a sustainable payout ratio, but significant insider selling by the CEO and a negative Price/Book ratio suggest underlying structural or sentiment risks. The current price of $30.64 is trading almost exactly at its growth-based intrinsic value of $29.96.

Key Strengths

Extremely low P/E ratio (7.16) relative to sector average (34.27)
Attractive PEG ratio (0.56) indicating undervaluation relative to growth
Strong dividend yield of 5.48% with a conservative payout ratio (37.15%)
Positive revenue growth (11.10% YoY)
High Return on Assets (ROA) of 18.69%

Key Risks

Severe technical downtrend with a 1-year price decline of 47.5%
Negative Price/Book ratio (-4.72) indicating negative shareholder equity
Bearish insider activity with the CEO selling approximately $13.94M in shares
Anomalous operating margin (-150.29%) suggesting significant non-operating losses or restructuring
Negative Year-over-Year EPS growth (-6.4%)
AI Fair Value Estimate
Based on comprehensive analysis
$29.96
-2.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
90
Future
45
Past
30
Health
50
Dividend
85
AI Verdict
Value Trap Risk
Key drivers: Deep valuation discount, Strong dividend, Catastrophic price action, Insider divestment
Confidence
85%
Value
90/100

Ref P/E, PEG, and Intrinsic Value of $29.96

Positives
  • P/E of 7.16 is very low
  • PEG of 0.56 suggests growth is underpriced
Watchpoints
  • Negative Price/Book ratio
Future
45/100

Ref Revenue Growth vs EPS Growth

Positives
  • Double-digit revenue growth (11.1%)
Watchpoints
  • Declining EPS growth
  • Bearish technical trend (0/100)
Past
30/100

Ref Historical Price Performance

Positives
  • 5-year change is positive (+61.7%)
Watchpoints
  • 1-year return is -47.5%
  • 6-month return is -40.2%
Health
50/100

Ref Piotroski F-Score and P/B Ratio

Positives
  • Piotroski F-Score of 5/9 is stable
  • Current ratio (1.28) is healthy
Watchpoints
  • Negative equity (P/B -4.72)
  • Extreme negative operating margin
Dividend
85/100

Ref Yield and Payout Ratio

Positives
  • High yield (5.48%)
  • Low payout ratio (37.15%)
Watchpoints
No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$30.64
Analyst Target
$41.0
Upside/Downside
+33.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for HRB and closest competitors.

Updated 2026-04-27
HRB
H&R Block, Inc.
Primary
5Y
+61.7%
3Y
-0.7%
1Y
-47.5%
6M
-40.2%
1M
-1.8%
1W
-3.4%
ALH
Alliance Laundry Holdings Inc.
Peer
5Y
-21.4%
3Y
-21.4%
1Y
-21.4%
6M
-21.4%
1M
-13.1%
1W
-1.6%
GEF
Greif, Inc.
Peer
5Y
+29.9%
3Y
+17.7%
1Y
+27.9%
6M
+12.9%
1M
-0.4%
1W
-4.8%
GTX
Garrett Motion Inc.
Peer
5Y
+295.7%
3Y
+142.5%
1Y
+128.5%
6M
+52.2%
1M
+7.6%
1W
+5.8%
HGV
Hilton Grand Vacations Inc.
Peer
5Y
+4.2%
3Y
+8.4%
1Y
+35.4%
6M
+1.7%
1M
+22.5%
1W
-5.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
7.16
Forward P/E
5.49
PEG Ratio
0.56
P/B Ratio
-4.72
P/S Ratio
1.02
EV/Revenue
1.71
EV/EBITDA
6.73
Market Cap
$3.88B

Profitability

Profit margins and return metrics

Profit Margin 16.19%
Operating Margin -150.29%
Gross Margin 44.17%
ROE N/A
ROA 18.69%

Growth

Revenue and earnings growth rates

Revenue Growth +11.1%
Earnings Growth N/A
Q/Q Revenue Growth +11.05%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
1.28
Good
Quick Ratio
1.07
Good
Cash/Share
$2.75

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Gross Margin
-70.9%
Op. Margin
-150.3%
Net Margin
-121.8%
Total Assets
$2.9B
Liabilities
$3.8B
Equity
$-0.8B
Debt/Equity
-4.56x
Operating CF
$-0.6B
CapEx
$-0.0B
Free Cash Flow
$-0.6B
FCF Yield
106%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-03
$-1.84
+2.8% surprise
2025-11-06
$-1.2
+11.3% surprise
2025-08-12
$2.27
-19.9% surprise

Consumer Cyclical Sector Comparison

Comparing HRB against 386 companies in the Consumer Cyclical sector (23 bullish, 133 neutral, 230 bearish)
P/E Ratio
7.16
This Stock
vs
33.98
Sector Avg
-78.9% (Discount)
Profit Margin
16.19%
This Stock
vs
-5.4%
Sector Avg
-400.1% (Weaker)
Revenue Growth
11.1%
This Stock
vs
28.42%
Sector Avg
-60.9% (Slower)
Current Ratio
1.28
This Stock
vs
2.46
Sector Avg
-47.7% (Weaker)

Similar Companies

Peer comparison within the same industry

HRB H&R Block, Inc.
NEUTRAL
Mkt Cap
$3.9B
P/E
7.2
ROE
-%
Price
$30.64
ALH Alliance...
BEARISH
Mkt Cap
$4.0B
P/E
34.8
ROE
177.3%
Price
$19.5
 Compare with HRB
GEF Greif, Inc.
NEUTRAL
Mkt Cap
$3.8B
P/E
27.5
ROE
-%
Price
$66.5
 Compare with HRB
GTX Garrett Motion Inc.
NEUTRAL
Mkt Cap
$3.8B
P/E
12.8
ROE
-%
Price
$19.48
 Compare with HRB
HGV Hilton Grand...
NEUTRAL
Mkt Cap
$3.8B
P/E
52.1
ROE
5.9%
Price
$46.41
 Compare with HRB

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

PLAINES STEPHANIE
Director
Stock Award
2026-01-22
3,727 shares
CHARNAUX CHRISTIAN H.
Director
Stock Award
2026-01-22
3,727 shares
BREIG GERALYN R
Director
Stock Award
2026-01-22
3,727 shares
CAMPBELL CURTIS A
Chief Executive Officer
Stock Award
2026-01-05
17,216 shares
DARLING MARK J.
Officer
Stock Award
2026-01-05
1,481 shares
JONES JEFFREY J II
Chief Executive Officer
Gift
2025-11-19
45,000 shares
JONES JEFFREY J II
Chief Executive Officer
Sell
2025-11-19
128,818 shares · $5,738,121
JONES JEFFREY J II
Chief Executive Officer
Option Exercise
2025-11-19
128,818 shares · $3,829,759
JONES JEFFREY J II
Chief Executive Officer
Sell
2025-11-12
176,449 shares · $8,198,173
JONES JEFFREY J II
Chief Executive Officer
Option Exercise
2025-11-12
145,087 shares · $4,313,437
GUPTA ANURADHA
Director
Stock Award
2025-11-05
3,927 shares
MENDS MIA F.
Director
Stock Award
2025-11-05
3,927 shares
COHAN SEAN H.
Director
Stock Award
2025-11-05
3,927 shares
GERARD ROBERT A
Director
Stock Award
2025-11-05
3,927 shares
JOHNSON RICHARD A
Director
Stock Award
2025-11-05
10,209 shares
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
2 analysts
Barrington Research
2026-04-27
Maintains
Outperform Outperform
Goldman Sachs
2026-02-09
Maintains
Sell Sell
Barrington Research
2026-02-04
Maintains
Outperform Outperform
Barrington Research
2026-01-22
Maintains
Outperform Outperform

Past News Coverage

Recent headlines mentioning HRB from our newsroom.

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