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H&R Block, Inc. (HRB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0936711052
CUSIP093671105
SectorConsumer Cyclical
IndustryPersonal Services

Highlights

Market Cap$6.79B
EPS$3.60
PE Ratio13.53
PEG Ratio0.83
Revenue (TTM)$3.49B
Gross Profit (TTM)$2.14B
EBITDA (TTM)$891.74M
Year Range$27.95 - $52.90
Target Price$49.67
Short %13.46%
Short Ratio8.56

Share Price Chart


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H&R Block, Inc.

Popular comparisons: HRB vs. UNH, HRB vs. VOO, HRB vs. SPY, HRB vs. INDEX, HRB vs. INTC, HRB vs. INTU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in H&R Block, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


5,000.00%10,000.00%15,000.00%20,000.00%OctoberNovemberDecember2024FebruaryMarch
21,799.19%
5,032.50%
HRB (H&R Block, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

H&R Block, Inc. had a return of 1.27% year-to-date (YTD) and 45.59% in the last 12 months. Over the past 10 years, H&R Block, Inc. had an annualized return of 8.85%, while the S&P 500 had an annualized return of 10.96%, indicating that H&R Block, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.27%10.04%
1 month-0.27%3.53%
6 months16.36%22.79%
1 year45.59%32.16%
5 years (annualized)20.30%13.15%
10 years (annualized)8.85%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.16%4.50%
202318.95%8.59%-4.67%10.65%7.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for H&R Block, Inc. (HRB) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HRB
H&R Block, Inc.
1.88
^GSPC
S&P 500
2.76

Sharpe Ratio

The current H&R Block, Inc. Sharpe ratio is 1.88. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.88
2.76
HRB (H&R Block, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

H&R Block, Inc. granted a 2.57% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.25$1.22$1.12$1.07$1.04$1.03$0.99$0.94$0.86$0.80$0.80$0.80

Dividend yield

2.57%2.52%3.07%4.53%6.56%4.39%3.90%3.59%3.74%2.40%2.38%2.75%

Monthly Dividends

The table displays the monthly dividend distributions for H&R Block, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.32$0.00$0.00$0.32
2022$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.29
2021$0.00$0.00$0.26$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27
2020$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26
2019$0.00$0.00$0.25$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26
2018$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.25$0.00
2017$0.00$0.00$0.22$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2016$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22
2015$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20
2014$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20
2013$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.6%
H&R Block, Inc. has a dividend yield of 2.57%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%15.4%
H&R Block, Inc. has a payout ratio of 15.38%, which is below the market average. This means H&R Block, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-3.62%
0
HRB (H&R Block, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the H&R Block, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the H&R Block, Inc. was 62.08%, occurring on Apr 3, 2020. Recovery took 517 trading sessions.

The current H&R Block, Inc. drawdown is 3.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.08%Nov 3, 20151112Apr 3, 2020517Apr 25, 20221629
-58.31%Jul 18, 20051327Oct 21, 2010571Jan 30, 20131898
-50.59%Aug 25, 1999192May 26, 2000243May 15, 2001435
-46.37%Nov 20, 1995171Jul 24, 1996347Dec 5, 1997518
-41.96%Aug 21, 200260Nov 13, 2002261Nov 26, 2003321

Volatility

Volatility Chart

The current H&R Block, Inc. volatility is 8.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
8.28%
2.82%
HRB (H&R Block, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of H&R Block, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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EBIT

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Net Income

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Other Non-Operating Income (Expenses)

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Values in undefined except per share items