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H&R Block, Inc.

HRB

Last
$43.55
Day
-2.3%
1y
-10.2%
5y
+73.4%
52w
-24.0%
SPY YTD
+13.3%
XLY
-5.6%
Earnings
2026-11-0526d
EMA 21
43.80
EMA 50
44.55
EMA 200
42.45
20d high
-4.8%
5y high
-34.9%
5y range
50th
Website · 4,600 employees · United States

Positions held

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Score
3
Hold
watch
Signal
Neutral
Target
$47.21
Stop
$42.41
Stop distance
2.6%
Target vs last
+8.4%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • H&R Block operates in a stable industry with consistent demand for tax preparation services, which can provide a reliable revenue stream even during economic downturns.
  • The company has a trailing P/E ratio of 7.49, indicating it may be undervalued compared to the industry average.
  • In the most recent quarter, H&R Block reported a revenue of $1.1 billion, with a gross margin of 51.9%.
Bear case
  • The company's high debt-to-equity ratio of 1789.42 raises concerns about financial stability and risk management.
  • H&R Block's revenue decreased by 52% compared to the prior quarter, dropping from $2.4 billion to $1.1 billion.
  • The operating margin has compressed to 32.9%, down from 43.2% in the previous quarter.

Fundamentals

Market cap$5.46BEnterprise value$6.64BTrailing P/E7.84Forward P/E6.44
PEG0.55Price / book47.14Beta0.39Dividend yield4.13%
Revenue growth3.0%Earnings growth4.5%Gross margin44.3%Operating margin32.9%
Profit margin18.6%ROE7.1%ROA17.4%Debt / equity17.89
Current ratio1.13Free cash flow$624.80MAnalyst recommendationholdMean target$51.67
52w high$58.6752w low$28.16

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q22025-Q1
Revenue$1.1B$2.4B$199M$204M$1.1B—
Op margin32.9%43.2%-150.3%-101.7%33.4%—
Net income$294M$848M-$242M-$166M$299M—
Gross margin51.9%57.0%-70.9%-34.6%52.0%—
Gross profit$594M$1.4B-$141M-$70.5M$578M—
Operating income$377M$1.0B-$299M-$207M$371M—
  • Revenue -52% vs prior quarter ($1.1B vs $2.4B).
  • Gross margin 51.9% (was 57% prior quarter).
  • Operating margin compressed to 32.9%.

Yearly (6y)

20262025202420232022
Revenue$3.9B$3.8B$3.6B$3.5B—
Op margin23.0%22.0%22.3%21.6%—
Net income$734M$606M$595M$554M—
Gross margin44.3%44.5%44.8%44.6%—
Gross profit$1.7B$1.7B$1.6B$1.5B—
Operating income$908M$828M$805M$749M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

HRB · daily+4.0% over 13 sessions
Close EMA21 EMA50 EMA200
39.2040.8542.5144.1745.822026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
-$242M$418M$1.1B$1.7B$2.4B-150%-47%57%2025-Q22025-Q32025-Q42026-Q12026-Q2