- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
H&R Block Inc (HRB)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/16/2025: HRB (3-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $55
1 Year Target Price $55
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 68.93% | Avg. Invested days 123 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.57B USD | Price to earnings Ratio 9.92 | 1Y Target Price 55 |
Price to earnings Ratio 9.92 | 1Y Target Price 55 | ||
Volume (30-day avg) 4 | Beta 0.31 | 52 Weeks Range 40.97 - 63.05 | Updated Date 12/16/2025 |
52 Weeks Range 40.97 - 63.05 | Updated Date 12/16/2025 | ||
Dividends yield (FY) 3.55% | Basic EPS (TTM) 4.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.24% | Operating Margin (TTM) -101.71% |
Management Effectiveness
Return on Assets (TTM) 20.53% | Return on Equity (TTM) 67.91% |
Valuation
Trailing PE 9.92 | Forward PE 9.17 | Enterprise Value 7372997526 | Price to Sales(TTM) 1.48 |
Enterprise Value 7372997526 | Price to Sales(TTM) 1.48 | ||
Enterprise Value to Revenue 1.96 | Enterprise Value to EBITDA 7.42 | Shares Outstanding 126425305 | Shares Floating 125186337 |
Shares Outstanding 126425305 | Shares Floating 125186337 | ||
Percent Insiders 1.23 | Percent Institutions 97.3 |
About H&R Block Inc
Exchange NYSE | Headquaters Kansas City, MO, United States | ||
IPO Launch date 1986-11-12 | President, CEO & Director Mr. Jeffrey J. Jones II | ||
Sector Consumer Cyclical | Industry Personal Services | Full time employees 4300 | Website https://www.hrblock.com |
Full time employees 4300 | Website https://www.hrblock.com | ||
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; 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; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

