Consumer Cyclical
H&R Block, Inc.(HRB)
Live Price
Offline$34.38
-2.66% today
1Y Change
-36.95%
Window
Jun 25, 2025 β Jun 18, 2026
- Market Cap
- $4.02B
- Revenue Growth
- +4.2%
- EPS Growth
- +8.1%
- Dividend Yield
- 5.2%
Coverage: 247 bars Β· Jun 25, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
H&R Block, Inc. (HRB) is a Consumer Cyclical stock with a market cap of $4.02B and listed on NYSE. The stock last traded around $34.38 and down 37.0% across the available one-year price window (Jun 25, 2025 β Jun 18, 2026). Baseline metrics include revenue growth of +4.2%, EPS growth of +8.1%, a dividend yield of 5.2%. What stands out right now is revenue +4.2%, EPS +8.1%, free cash flow -8.9% with operating margin 25.2% and ROIC 30.1%. The dividend matters to the case here, with a current yield around 5.2%. Valuation is more restrained than many high-expectation growth names at P/E 6.5 and price/sales 1.1. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines HRB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+4.2% vs +7.5% peer median
Operating Margin
Above sector median
+25.2% vs +8.4% peer median
P/E
Below sector median
6.5 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +4.2% and EPS at +8.1%, with operating margin around 25.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 5.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.7% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | β | +23.8% | +22.9% | +27.8% |
2026 Feb 3, 2026 | +6.1% | -7.1% | -12.3% | -17.1% |
2025 Nov 6, 2025 | +11.3% | -3.5% | -12.8% | -18.2% |
Benchmark Edge
HRB vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HRB
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HRB Max Drawdown
-50.07%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HRB and SPY.
Company Overview
H&R Block, Inc.
New York Stock Exchange
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
- Leadership
- Curtis A. Campbell
- IPO Date
- Feb 13, 1962
- Employees
- 4.2k
- Street Address
- One H&R Block Way
- Mailing
- Kansas City, MO, 64105
- Region
- Kansas City, MO, US
- Reporting Currency
- USD
- Investor Line
- 816 854 3000
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 6.5
- EV/EBITDA
- 7.0
- Price/Sales
- 1.1
- Price/Book
- β
Growth
- Revenue
- +4.2%
- EPS
- +8.1%
- Free Cash Flow
- -8.9%
Profitability
- Gross Margin
- 54.7%
- Operating Margin
- 25.2%
- Net Margin
- 16.2%
- ROE
- -166.1%
- ROIC
- 30.1%
Balance Sheet
- Debt/Equity
- β
- Current Ratio
- 1.29
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.