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Consumer Cyclical

H&R Block, Inc.(HRB)

Live Price

Offline

$37.22

+4.02% today

1Y Change

-32.19%

Window

Jun 30, 2025 → Jun 26, 2026

Market Cap
$4.02B
Revenue Growth
+4.2%
EPS Growth
+8.1%
Dividend Yield
5.2%

Coverage: 249 bars · Jun 30, 2025 → Jun 26, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

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 $37.22 and down 32.2% across the available one-year price window (Jun 30, 2025 → Jun 26, 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.

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.

Shared 1Y chart + MAX history table

Relative Read

HRB trails SPY

HRB is 50.18 pts behind over the shared 1Y window.

HRB had 40.94 pts deeper max drawdown than SPY.

HRB beat SPY in 0 of 2 calendar years shown and trailed in 2.

HRB

-32.19%

Normalized return

SPY

+17.99%

S&P 500

Excess Return

-50.18 pts

Relative to SPY

HRB Max Drawdown

-50.07%

Trailing 1Y

SPY Max Drawdown

-9.13%

Trailing 1Y

HRBSPY

Calendar-Year Returns

Uses the longest available daily history for HRB and SPY.

YearHRBSPYExcessLeader
2026-12.65%+6.71%-19.36 ptsSPY
2025-20.66%+11.19%-31.85 ptsSPY

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Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.