HR Block Fundamentals

HRB
 Stock
  

USD 43.31  0.21  0.49%   

HR Block fundamentals help investors to digest information that contributes to HR Block's financial success or failures. It also enables traders to predict the movement of HR Block Stock. The fundamental analysis module provides a way to measure HR Block's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to HR Block stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
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.

HR Block Operating Margin Analysis

HR Block's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.

HR Block Operating Margin

23.55

Operating Margin 
 = 
Operating Income 
Revenue 
X
100 
More About Operating Margin | All Equity Analysis

Current HR Block Operating Margin

    
  25.61 %  
Most of HR Block's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, HR Block is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

HR Block Operating Margin Historical Pattern

Today, most investors in HR Block Stock are looking for potential investment opportunities by analyzing not only static indicators but also various HR Block's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of HR Block operating margin as a starting point in their analysis.
   HR Block Operating Margin   
Share
       Timeline  
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
Compare to competition

HR Block Operating Margin

Operating Margin

23.55

HR Block Operating Margin is projected to slightly decrease based on the last few years of reporting. The past year's Operating Margin was at 21.51
Based on the recorded statements, HR Block has an Operating Margin of 25.61%. This is 300.16% higher than that of the Consumer Cyclical sector and 34.01% higher than that of the Personal Services industry. The operating margin for all United States stocks is notably lower than that of the firm.

HR Block Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining HR Block's current stock value. Our valuation model uses many indicators to compare HR Block value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across HR Block competition to find correlations between indicators driving HR Block's intrinsic value. More Info.
HR Block is one of the top stocks in number of employees category among related companies. It is one of the top stocks in total asset category among related companies fabricating about  752,046  of Total Asset per Number of Employees. 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 Net Current Assets as percentage of Total Assets is expected to grow to 13.19, whereas Total Assets Per Share are forecasted to decline to 18.15.. Comparative valuation analysis is a catch-all model that can be used if you cannot value HR Block by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for HR Block's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the HR Block's earnings, one of the primary drivers of an investment's value.

HR Block Price to Earnings To Growth Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses HR Block's direct or indirect competition against its Price to Earnings To Growth to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of HR Block could also be used in its relative valuation, which is a method of valuing HR Block by comparing valuation metrics of similar companies.
HR Block is currently under evaluation in price to earnings to growth category among related companies.

HR Block Current Valuation Drivers

We derive many important indicators used in calculating different scores of HR Block from analyzing HR Block's financial statements. These drivers represent accounts that assess HR Block's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of HR Block's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee227.09 K136.29 K(2.14 K)162.16 K145.95 K136.64 K
Revenue Per Employee1.17 M998.35 K752.14 K948.33 K853.5 K894.19 K
Average Assets2.39 B2.68 B3.61 B4.38 B3.38 B3.23 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA854.64 M709.2 M164.37 M849.01 M812.05 M837.13 M
Earnings Before Interest Taxes and Depreciation Amortization USD927.64 M776.16 M248.57 M926.04 M882.56 M799.09 M
Earnings before Tax654.97 M522.41 M(17.06 M)662.32 M652.1 M584.01 M
Average Equity(232.86 M)122.16 M(8.07 M)211.72 M(25.16 M)(25.82 M)
Enterprise Value7.8 B7.1 B5.85 B6.38 B6.84 B6.57 B
Free Cash Flow751.42 M511.05 M27.28 M573.14 M746.58 M674.33 M
Invested Capital1.25 B1.3 B3.54 B2.25 B2.07 B1.86 B
Invested Capital Average1.85 B1.81 B2.83 B2.89 B2.56 B2.41 B
Market Capitalization5.78 B5.53 B3.2 B4.04 B5.64 B5.33 B
Tangible Asset Value2.26 B2.44 B3.98 B2.54 B2.2 B2.4 B
Working Capital1.05 B1.07 B1.51 B536.64 M385.64 M594.45 M

HR Block Fundamentals

About HR Block Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze HR Block's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HR Block using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HR Block based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Deferred Revenue312.8 M324.8 M
Cost of Revenue1.9 BB
Revenues3.5 B3.6 B
Revenue to Assets 1.06  0.88 
Revenue Per Employee853.5 K894.2 K

HR Block Investors Sentiment

The influence of HR Block's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in HR Block. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to HR Block's public news can be used to forecast risks associated with investment in HR Block. The trend in average sentiment can be used to explain how an investor holding HR Block can time the market purely based on public headlines and social activities around HR Block. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
HR Block's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for HR Block's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average HR Block's news discussions. The higher the estimated score, the more favorable is the investor's outlook on HR Block.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards HR Block in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, HR Block's short interest history, or implied volatility extrapolated from HR Block options trading.

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Please check HR Block Piotroski F Score and HR Block Altman Z Score analysis. You can also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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
6.7 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.