H&R Block, Inc. (HRB)
Company Info
| ISIN | US0936711052 |
|---|---|
| CUSIP | 093671105 |
| Sector | Consumer Cyclical |
| Industry | Personal Services |
| IPO Date | Nov 12, 1986 |
Highlights
| Market Cap | $8.22B |
|---|---|
| EPS (TTM) | $4.02 |
| PE Ratio | 14.92 |
| PEG Ratio | 0.26 |
| Total Revenue (TTM) | $3.43B |
| Gross Profit (TTM) | $1.69B |
| EBITDA (TTM) | $1.13B |
| Year Range | $41.49 - $68.05 |
| Target Price | $62.67 |
| Short % | 13.51% |
| Short Ratio | 8.67 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: HRB vs. UNH, HRB vs. SPY, HRB vs. VOO, HRB vs. INTU, HRB vs. INDEX, HRB vs. BLBD, HRB vs. INTC, HRB vs. SBLK, HRB vs. TJX, HRB vs. VUSA.DE
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.
Returns By Period
H&R Block, Inc. had a return of 25.05% year-to-date (YTD) and 33.13% in the last 12 months. Over the past 10 years, H&R Block, Inc. had an annualized return of 10.26%, while the S&P 500 had an annualized return of 11.39%, indicating that H&R Block, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.05% | 25.48% |
| 1 month | -2.13% | 2.14% |
| 6 months | 13.00% | 12.76% |
| 1 year | 33.13% | 33.14% |
| 5 years (annualized) | 23.98% | 13.96% |
| 10 years (annualized) | 10.26% | 11.39% |
Monthly Returns
The table below presents the monthly returns of HRB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.16% | 4.50% | 1.00% | -3.83% | 5.10% | 9.93% | 6.84% | 9.27% | 0.97% | -6.01% | 25.05% | ||
| 2023 | 6.77% | -5.59% | -3.44% | -3.80% | -11.97% | 7.77% | 5.46% | 18.95% | 8.59% | -4.67% | 10.65% | 7.24% | 36.87% |
| 2022 | -2.97% | 8.53% | 6.07% | 0.12% | 35.17% | 0.99% | 13.14% | 12.61% | -4.85% | -3.27% | 6.22% | -15.90% | 59.94% |
| 2021 | 8.64% | 11.61% | 14.77% | 2.11% | 11.50% | -4.34% | 4.56% | 4.48% | -1.52% | -7.72% | 2.64% | 0.64% | 55.43% |
| 2020 | -1.19% | -10.90% | -30.85% | 18.25% | 2.10% | -14.50% | 1.54% | -0.00% | 14.28% | 5.95% | 8.92% | -14.41% | -27.97% |
| 2019 | -7.02% | 2.37% | 0.16% | 13.66% | -3.53% | 12.64% | -5.49% | -12.53% | -1.44% | 5.80% | -2.44% | -2.61% | -3.55% |
| 2018 | 1.22% | -4.56% | 1.19% | 8.82% | -0.72% | -16.14% | 10.45% | 7.55% | -3.91% | 3.07% | 2.68% | -6.07% | 0.49% |
| 2017 | -6.66% | -4.19% | 14.16% | 6.62% | 7.06% | 17.40% | -1.33% | -12.33% | -0.05% | -6.57% | 5.82% | 1.08% | 18.22% |
| 2016 | 2.22% | -3.44% | -19.07% | -23.39% | 5.53% | 8.69% | 3.43% | -8.95% | 7.96% | -0.78% | -3.53% | 4.79% | -28.41% |
| 2015 | 1.78% | -0.38% | -5.50% | -5.71% | 4.93% | -5.93% | 12.28% | 2.19% | 7.01% | 2.93% | -1.53% | -8.72% | 1.31% |
| 2014 | 4.68% | 4.08% | -3.95% | -5.86% | 4.78% | 13.26% | -4.15% | 4.36% | -6.95% | 4.19% | 4.12% | 0.70% | 18.89% |
| 2013 | 22.62% | 9.18% | 19.19% | -5.71% | 5.52% | -4.53% | 13.26% | -11.20% | -3.77% | 6.68% | -1.93% | 4.86% | 60.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HRB is 79, placing it in the top 21% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for H&R Block, Inc. (HRB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
H&R Block, Inc. provided a 2.25% dividend yield over the last twelve months, with an annual payout of $1.34 per share. The company has been increasing its dividends for 17 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.34 | $1.22 | $1.12 | $1.07 | $1.04 | $1.03 | $0.99 | $0.94 | $0.86 | $0.80 | $0.80 | $0.80 |
Dividend yield | 2.25% | 2.52% | 3.07% | 4.54% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $1.02 | |
| 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 | $1.22 |
| 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 | $1.12 |
| 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 | $1.07 |
| 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 | $1.04 |
| 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 | $1.03 |
| 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 | $0.99 |
| 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 | $0.94 |
| 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 | $0.86 |
| 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 | $0.80 |
| 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 | $0.80 |
| 2013 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.80 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 518 trading sessions.
The current H&R Block, Inc. drawdown is 10.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.08% | Nov 3, 2015 | 1112 | Apr 3, 2020 | 518 | Apr 25, 2022 | 1630 |
| -58.31% | Jul 18, 2005 | 1327 | Oct 21, 2010 | 571 | Jan 30, 2013 | 1898 |
| -50.59% | Aug 25, 1999 | 192 | May 26, 2000 | 243 | May 15, 2001 | 435 |
| -46.37% | Nov 20, 1995 | 171 | Jul 24, 1996 | 343 | Dec 1, 1997 | 514 |
| -41.96% | Aug 21, 2002 | 60 | Nov 13, 2002 | 261 | Nov 26, 2003 | 321 |
Volatility
Volatility Chart
The current H&R Block, Inc. volatility is 9.23%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of H&R Block, Inc. compared to its peers in the Personal Services industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HRB in comparison to other companies of the Personal Services industry. Currently, HRB has a PE value of 14.9. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HRB in comparison to other companies of the Personal Services industry. Currently, HRB has a PEG value of 0.3. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for H&R Block, Inc..
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Income Statement
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Cost Of Revenue | — |
Gross Profit | — |
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Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |