HR Block Stock Analysis

HRB
 Stock
  

USD 43.45  0.26  0.59%   

The small slip in market price for the last few months may raise some interest from investors. The stock closed today at a share price of 43.45 on 1,816,040 in trading volume. The company executives did not add much value to HR Block investors in November. However, diversifying your holdings with HR Block or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.02. The current volatility is consistent with the ongoing market swings in November 2022 as well as with HR Block unsystematic, company-specific events.
Please check Risk vs Return Analysis.
  
The HR Block stock analysis report makes it easy to digest most publicly released information about HR Block and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. HR Block Stock analysis module also helps to analyze the HR Block price relationship with some important fundamental indicators such as market cap and management efficiency.

HR Block Stock Analysis Notes

About 93.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.89. HR Block last dividend was issued on the 5th of December 2022. The entity had 2:1 split on the 23rd of August 2005. HR 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. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people. To learn more about HR Block call Jeffrey II at 816 854 3000 or check out https://www.hrblock.com.

HR Block Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. HR Block's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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 MacroaxisInsider: Acquisition by Matthew Winter of 4679 shares of HR Block subject to Rule 16b-3

HR Block Upcoming and Recent Events

Earnings reports are used by HR Block to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HR Block previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report1st of February 2022
Next Fiscal Quarter End31st of December 2021
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

HR Block Largest EPS Surprises

Earnings surprises can significantly impact HR Block's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1999-08-19
1999-07-31-0.1-0.090.0110 
1998-11-23
1998-10-31-0.08-0.070.0112 
1998-08-20
1998-07-31-0.07-0.060.0114 
View All Earnings Estimates

HR Block SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. HR Block prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that HR Block investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial HR Block specific information freely available to individual and institutional investors to make a timely investment decision.
18th of August 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
17th of August 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
9th of August 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
10th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
10th of February 2022
Unclassified Corporate Event
View
7th of February 2022
Unclassified Corporate Event
View

HR Block Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as HR Block is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HR Block backward and forwards among themselves. HR Block's institutional investor refers to the entity that pools money to purchase HR Block's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon SharesK216 K
Zurich Insurance Group LtdCommon Shares55 K1.5 M
Zurich Insurance Group LtdCommon Shares31.2 K723 K
Zurich Insurance Group LtdCommon Shares32.1 K737 K
Zurich Insurance Group LtdCommon Shares31.2 K825 K
Zurich Insurance Group LtdCommon Shares130 K4.3 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares21.9 K933 K
Note, although HR Block's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HR Block Market Capitalization

The company currently falls under 'Mid-Cap' category with total capitalization of 6.8 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate HR Block's market, we take the total number of its shares issued and multiply it by HR Block's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

HR Block Profitablity

HR Block's profitability indicators refer to fundamental financial ratios that showcase HR Block's ability to generate income relative to its revenue or operating costs. If, let's say, HR Block is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, HR Block's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of HR Block's profitability requires more research than a typical breakdown of HR Block's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.16 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.21 %, which entails that for every 100 dollars of revenue, it generated 0.0 of operating income.
Last ReportedProjected for 2022
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 

Management Efficiency

The entity has Return on Asset of 0.1499 % which means that on every $100 spent on asset, it made $0.1499 of profit. This is way below average. HR Block management efficiency ratios could be used to measure how well hr block manages its routine affairs as well as how well it operates its assets and liabilities. HR Block Return on Average Equity is projected to increase significantly based on the last few years of reporting. The past year's Return on Average Equity was at 184.65. The current year Return on Invested Capital is expected to grow to 0.34, whereas Return on Investment is forecasted to decline to 36.05. HR Block Total Assets are projected to decrease significantly based on the last few years of reporting. The past year's Total Assets were at 3.27 Billion. The current year Current Assets is expected to grow to about 2 B, whereas Assets Non Current are forecasted to decline to about 1.7 B.
Last ReportedProjected for 2022
Book Value per Share 1.33  1.82 
Enterprise Value over EBIT 9.00  13.95 
Enterprise Value over EBITDA 7.75  9.76 
Price to Book Value 26.64  26.60 
Tangible Assets Book Value per Share 13.78  14.80 
Enterprise Value6.8 B6.6 B
Tangible Asset Value2.2 B2.4 B

Technical Drivers

As of the 1st of December, HR Block owns the market risk adjusted performance of (0.07), and Standard Deviation of 1.99. HR Block technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for HR Block, which can be compared to its peers in the sector. Please check out HR Block downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if HR Block is priced more or less accurately, providing market reflects its prevailing price of 43.45 per share. Given that HR Block has jensen alpha of (0.1), we strongly advise you to confirm HR Block's latest market performance to make sure the company can sustain itself sooner or later.

HR Block Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Mid-point Price over period is an average of HR Block highest and lowest prices attained during the given period.
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HR Block Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HR Block insiders, such as employees or executives, is commonly permitted as long as it does not rely on HR Block's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HR Block insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

HR Block Predictive Daily Indicators

HR Block intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HR Block stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

HR Block Forecast Models

HR Block time-series forecasting models is one of many HR Block's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary HR Block's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About HR Block Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how HR Block prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling HR Block shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as HR Block. By using and applying HR Block Stock analysis, traders can create a robust methodology for identifying HR Block entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 21.51  23.55 
EBITDA Margin 23.45  22.53 
Gross Margin 45.68  42.30 
Profit Margin 15.99  14.11 

Current HR Block Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. HR Block analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. HR Block analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
27.6Hold5Odds
HR Block current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most HR Block analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand HR Block stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of HR Block, talking to its executives and customers, or listening to HR Block conference calls.
HR Block Analyst Advice Details

HR Block Stock Analysis Indicators

HR Block stock analysis indicators help investors evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock analysis, traders can identify HR Block position entry and exit signals to maximize returns.
Begin Period Cash Flow1584164000.00
Logo U R LimglogosUSHRB.png
Common Stock Shares Outstanding188777000.00
Total Stockholder Equity211631000.00
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 re
Total Cashflows From Investing Activities-76541000.00
Tax Provision98423000.00
Quarterly Earnings Growth Y O Y1.455
Property Plant And Equipment Net551695000.00
Retained Earnings120405000.00
Cash And Short Term Investments885015000.00
Cash885015000.00
CodeHRB
Accounts Payable160929000.00
Net Debt1037579000.00
50 Day M A41.3176
Total Current Liabilities998813000.00
Currency CodeUSD
Other Operating Expenses2718373000.00
Non Current Assets Total1884700000.00
Forward Price Earnings11.1359
Non Currrent Assets Other54012000.00
Please check Risk vs Return Analysis. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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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
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.