HR Block Stock Performance

HRB
 Stock
  

USD 42.38  1.07  2.46%   

The company owns a Beta (Systematic Risk) of 0.67, which attests to possible diversification benefits within a given portfolio. Let's try to break down what HR Block's beta means in this case. As returns on the market increase, HR Block returns are expected to increase less than the market. However, during the bear market, the loss on holding HR Block will be expected to be smaller as well. Even though it is essential to pay attention to HR Block existing price patterns, it is always good to be careful when utilizing equity price patterns. Our way in which we are determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. HR Block exposes twenty-eight different technical indicators, which can help you to evaluate its performance. HR Block has an expected return of -0.0418%. Please be advised to check out HR Block treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside to decide if HR Block performance from the past will be repeated sooner or later.
  
HR Block Performance
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Over the last 90 days HR Block has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, HR Block is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0268
Payout Ratio
0.32
Last Split Factor
2:1
Forward Annual Dividend Rate
1.16
Dividend Date
2023-01-03
Ex Dividend Date
2022-12-05

HR Block Price Channel

Begin Period Cash Flow1584164000.00
DescriptionHR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax ret
Total Cashflows From Investing Activities-76541000.00

HR Block Relative Risk vs. Return Landscape

If you would invest  4,412  in HR Block on September 5, 2022 and sell it today you would lose (174.00)  from holding HR Block or give up 3.94% of portfolio value over 90 days. HR Block is generating negative expected returns assuming volatility of 2.0068% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than HR Block, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon HR Block is expected to generate 0.16 times more return on investment than the market. However, the company is 6.23 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.11 per unit of risk.

HR Block Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for HR Block's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HR Block, and traders can use it to determine the average amount a HR Block's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0208

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Negative ReturnsHRB
Estimated Market Risk
 2.01
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 -0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average HR Block is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HR Block by adding it to a well-diversified portfolio.

About HR Block Performance

To evaluate HR Block Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HR Block generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare HR Block Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HR Block market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents HR Block's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-8.1 M-8.7 M
Return on Investment 36.60  36.05 
Return on Average Assets 15.20  12.26 
Return on Average Equity 184.65  199.23 
Return on Invested Capital 0.29  0.34 
Return on Sales 0.21  0.20 

Things to note about HR Block

Checking the ongoing alerts about HR Block for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HR Block help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

HR Block Alerts

Equity Alerts and Improvement Suggestions

HR Block generated a negative expected return over the last 90 days
HR Block has a frail financial position based on the latest SEC disclosures
Over 93.0% of the company shares are owned by institutional investors
Latest headline from news.google.com: Heres One Hot Stock That Could Fundamentally Rise Even Higher - Barchart
Please check Risk vs Return Analysis. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

Complementary Tools for analysis

When running HR Block price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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Is HR Block's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. If investors know HR Block will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HR Block listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
1.46
Market Capitalization
6.8 B
Quarterly Revenue Growth YOY
(0.07) 
Return On Assets
0.15
Return On Equity
-100 K
The market value of HR Block is measured differently than its book value, which is the value of HR Block that is recorded on the company's balance sheet. Investors also form their own opinion of HR Block's value that differs from its market value or its book value, called intrinsic value, which is HR Block's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HR Block's market value can be influenced by many factors that don't directly affect HR Block's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine HR Block value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HR Block's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.