HR Block Competitors

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of HR Block's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of HR Block in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
41.4343.4545.47
Details
Intrinsic
Valuation
LowReal ValueHigh
33.1035.1247.80
Details
Naive
Forecast
LowNext ValueHigh
43.1045.1147.13
Details
6 Analysts
Consensus
LowTarget PriceHigh
26.0027.6030.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as HR Block. Your research has to be compared to or analyzed against HR Block's peers to derive any actionable benefits. When done correctly, HR Block's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in HR Block.

HR Block Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between HR Block and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of HR Block and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of HR Block does not affect the price movement of the other competitor.
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HR Block Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between HR Block Stock performing well and HR Block company doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze HR Block's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
ACN 1.59 (0.07) (0.02)  0.06  1.76 (0.0189) (1.89)  3.56 (3.20)  9.68 
MMC 1.27  0.00 (0.01)  0.12  1.41 (0.0044) (1.38)  2.67 (2.13)  7.70 
ALLY 2.40 (0.53)  0.00 (0.18)  0.00 (0.13)  0.00  4.24 (5.02)  20.48 
APO 2.12  0.22  0.11  0.26  2.32  0.10 (2.27)  5.24 (4.10)  10.51 
CB 1.23  0.14  0.07  0.31  1.24  0.07 (1.35)  2.90 (2.56)  7.39 
CME 1.09 (0.20)  0.00 (0.24)  0.00 (0.18)  0.00  2.04 (2.79)  5.48 
BUD 1.51  0.19  0.11  0.32  1.56  0.1 (1.82)  3.45 (2.77)  8.01 
ETSY 3.32  0.31  0.10  0.30  3.73  0.09 (3.54)  6.13 (6.32)  20.97 
BUDFF 1.45  0.22  0.10  0.42  1.53  0.1 (1.64)  3.65 (2.86)  7.80 

Cross Equities Net Income Analysis

Select Fundamental

2010201120122013201420152016201720182019202020212022
ACN2.6 B2.6 B3.3 B2.9 B3.1 B4.1 B3.4 B4.1 B4.8 B5.1 B5.9 B6.8 B5.8 B
MMC9.2 M16.4 M11.7 M9.1 M(962 K)(65.5 M)(55 K)(55 K)(55 K)(55 K)(55 K)(63.2 K)(68.2 K)
ALLY1.1 B(157 M)1.2 B361 M1.1 B1.3 B1.1 B929 M1.3 B1.7 B1.1 B3.1 B3.3 B
APO(468.8 M)(468.8 M)311 M659.4 M168.2 M134.5 M402.9 M629.1 M(10.4 M)843.2 M156.6 M1.8 BB
CB1.5 B1.5 B2.7 B3.8 B2.9 B2.8 B4.1 B3.9 BB4.5 B3.5 B8.5 B9.2 B
CME951.4 M1.8 B896.3 M976.8 M1.1 B1.2 B1.5 B4.1 BB2.1 B2.1 B2.6 B2.1 B
BUD5.8 B5.8 B7.2 B14.4 B9.2 B8.3 B1.2 B7.4 B3.8 B8.7 B(650 M)4.7 B5.1 B
ETSY(2.4 M)(2.4 M)(2.4 M)(796 K)(15.2 M)(54.1 M)(29.9 M)81.8 M77.5 M95.9 M349.2 M493.5 M532.5 M

HR Block and related stocks such as Accenture Plc, Marsh McLennan Companies, Ally Financial, Apollo Global Management, Chubb, CME Group, Anheuser Busch Inbev, Etsy Inc, and Anheuser-Busch InBev SANV Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in HR Block financial statement analysis. It represents the amount of money remaining after all of HR Block operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income Available to Non-controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

HR Block Competitive Analysis

The better you understand HR Block competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, HR Block's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across HR Block's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HRBACNMMCALLYAPOCBCMEBUDETSYBUDFF
 0.59 
 43.45 
HR Block
 0.63 
 302.83 
Accenture
 0.09 
 173.03 
Marsh
 4.04 
 25.92 
Ally Financial
 0.24 
 69.22 
Apollo
 0.58 
 218.32 
Chubb
 0.79 
 177.90 
CME
 1.43 
 59.73 
Anheuser
 5.53 
 139.39 
Etsy
 2.42 
 58.00 
Anheuser-Busch
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Net Asset
Profit Margin
EBITDA
Operating Margin
Current Valuation
Cash Flow from Operations
Retained Earnings
Current Asset
Five Year Return
Beta
Price to Book
Shares Outstanding
Annual Yield
Total Debt
Return On Equity
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
Total Asset
Short Ratio
Target Price
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Working Capital
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

HR Block Competition Performance Charts

Complement your HR Block position

In addition to having HR Block in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Junk Bonds Thematic Idea Now

Junk Bonds
Junk Bonds Theme
Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Junk Bonds Theme or any other thematic opportunities.
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Please check HR Block Correlation with its peers. You can also try Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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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.
HRB
 Stock
  

USD 43.45  0.26  0.59%   

HR Block competes with Accenture Plc, Marsh McLennan, Ally Financial, Apollo Global, and Chubb; as well as few others. The company runs under Diversified Consumer Services sector within Consumer Discretionary industry. Analyzing HR Block competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of HR Block to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of HR Block competition on your existing holdings. Please check HR Block Correlation with its peers.
  
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.