HR Block Stock Today

HRB
 Stock
  

USD 42.38  1.07  2.46%   

Market Performance
0 of 100
Odds Of Distress
Less than 12
HR Block is trading at 42.38 as of the 2nd of December 2022, a -2.46 percent decrease since the beginning of the trading day. The stock's open price was 43.45. HR Block has less than a 12 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for HR Block are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2022 and ending today, the 2nd of December 2022. Click here to learn more.
CUSIP
093671105
Fiscal Year End
April
Business Domain
Consumer Services
IPO Date
12th of November 1986
Category
Consumer Cyclical
Classification
Consumer Discretionary
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. The company has 155.47 M outstanding shares of which 12.64 M shares are currently shorted by investors with about 6.98 days to cover. More on HR Block

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Follow Valuation Options Odds of Bankruptcy
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HR Block Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. HR Block's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These highlights can help you better understand the position you are entering 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
CEOWilliam Cobb
Fama & French Classification
Average Analyst Recommendation
Analysts covering HR Block report their recommendations after researching HR Block's financial statements, talking to executives and customers, or listening in on HR Block's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering HR Block. The HR Block consensus assessment is calculated by taking the average forecast from all of the analysts covering HR Block.
Piotroski F Score
Piotroski F-Score is a popular financial indicator that puts together nine criteria to evaluate the financial strength of HR Block based on its profitability, leverage, liquidity, source of funds, and operating efficiency. It is an academic score (developed by Joseph Piotroski in 2002) to determine the current strength of HR Block financial position. Scores of 8 and 9 are usually classified as strong value stocks, whereas scores of 2 or below are considered weak value stocks.
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares Diluted230.6 M171.4 M
Significantly Up
Decreasing
Slightly volatile
Weighted Average Shares228.1 M168.5 M
Significantly Up
Decreasing
Slightly volatile
Return on Average Assets12.2615.2034
Significantly Down
Increasing
Stable
Net Cash Flow from Operations736.2 M808.5 M
Significantly Down
Increasing
Stable
Current Liabilities1.4 B998.8 M
Significantly Up
Decreasing
Slightly volatile
Total Liabilities3.5 B3.1 B
Fairly Up
Increasing
Very volatile
Gross Margin42.345.6796
Significantly Down
Increasing
Stable
Total Debt1.9 B1.9 B
Slightly Down
Increasing
Slightly volatile
Asset Turnover0.830.951
Fairly Down
Increasing
Slightly volatile
Current AssetsB1.4 B
Way Up
Decreasing
Slightly volatile
Total Assets4.1 B3.3 B
Fairly Up
Decreasing
Slightly volatile
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of HR Block's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
Financial Strength
HR Block's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to HR Block's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand HR Block's financial leverage. It provides some insight into what part of HR Block's total assets is financed by creditors.
Share Download
Share Download
By using current balance sheet information, investors can analyze the liability, assets, and equity on HR Block's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how HR Block deploys its capital and how much of that capital is borrowed.
Liquidity
HR Block cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company has 1.49 B in debt with debt to equity (D/E) ratio of 9.1, demonstrating that the company may be unable to create cash to meet all of its financial commitments. HR Block has a current ratio of 1.36, which is typical for the industry and considered as normal. Debt can assist HR Block until it has trouble settling it off, either with new capital or with free cash flow. So, HR Block's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like HR Block sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for HR Block to invest in growth at high rates of return. When we think about HR Block's use of debt, we should always consider it together with cash and equity.

Operating Cash Flow

736.22 Million
HR Block (HRB) is traded on New York Stock Exchange in USA and employs 3,800 people. HR Block is listed under Diversified Consumer Services category by Fama And French industry classification. 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 runs under Diversified Consumer Services sector within Consumer Discretionary industry. The entity has 155.47 M outstanding shares of which 12.64 M shares are currently shorted by investors with about 6.98 days to cover. HR Block has about 885.01 M in cash with 808.54 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.53.
Check HR Block Probability Of Bankruptcy
Ownership
HR Block shows a total of 155.47 Million outstanding shares. The majority of HR Block outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to purchase positions in HR Block to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in HR Block. Please pay attention to any change in the institutional holdings of HR Block as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.

Ownership Allocation (%)

Check HR Block Ownership Details

HR Block Stock Price Odds Analysis

What are HR Block's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of HR Block jumping above the current price in 90 days from now is about 45.74%. The HR Block probability density function shows the probability of HR Block stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon HR Block has a beta of 0.6651. This usually indicates as returns on the market go up, HR Block average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding HR Block will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. HR Block is significantly underperforming NYSE Composite.
  Odds Below 42.38HorizonTargetOdds Above 42.38
54.02%90 days
 42.38 
45.74%
Based on a normal probability distribution, the odds of HR Block to move above the current price in 90 days from now is about 45.74 (This HR Block probability density function shows the probability of HR Block Stock to fall within a particular range of prices over 90 days) .

HR Block Stock Institutional Holders

Institutional Holdings refers to the ownership stake in HR Block that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of HR Block's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing HR Block's value.
InstituionSecurity TypeTotal SharesValue
Zweigdimenna Associates LlcCommon SharesK216 K
Zurich Insurance Group LtdCommon Shares55 K1.5 M
View HR Block Diagnostics

HR Block Historical Income Statement

HR Block Income Statement is one of the three primary financial statements used for reporting HR Block's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of HR Block revenue and expense. HR Block Income Statement primarily focuses on the company's revenues and expenses during a particular period.
HR Block Direct Expenses is projected to decrease significantly based on the last few years of reporting. The past year's Direct Expenses was at 1.88 Billion. The current year Cost of Revenue is expected to grow to about 2 B, whereas Consolidated Income is forecasted to decline to about 533.4 M. View More Fundamentals

HR Block Stock Against Markets

Picking the right benchmark for HR Block stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in HR Block stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for HR Block is critical whether you are bullish or bearish towards HR Block at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in HR Block without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Probability Of Bankruptcy

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HR Block Corporate Directors

HR Block corporate directors refer to members of a HR Block board of directors. The board of directors generally takes responsibility for the HR Block's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of HR Block's board members must vote for the resolution. The HR Block board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Paul Brown - Independent DirectorProfile
James Wright - Independent DirectorProfile
Sean Cohan - Independent DirectorProfile
Richard Johnson - Independent DirectorProfile

Invested in HR Block?

The danger of trading HR Block is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of HR Block is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than HR Block. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile HR Block is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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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.