Valuation dashboard for H&R Block, Inc. (HRB) with P/E 8.94, P/B 55.46, EV/EBITDA 7.03 and dividend yield 3.35%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Consumer Cyclical companies.
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used...
Analysis Summary
H&R Block, Inc. reported revenue of $3.95B in the most recent fiscal year, growing at a 5-year CAGR of 2.6%. Net income reached $733.6M, with a 5.8% 5-year CAGR.
Trailing-twelve-month margins: gross margin 60.4%, operating margin 25.8%, net margin 18.6%.
At $51.31 (closing price, October 30, 2026), HRB trades at a P/E of 8.94 and an ROE of -229.09%. Market capitalisation stands at $6.3B.
Balance sheet quality for HRB: current ratio of 1.1. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 8.94 |
| Price / Book | 55.46 |
| EV / EBITDA | 7.03 |
| Dividend Yield | 3.35% |
Valuation Models
| DCF Fair Value | $121.71 |
| vs Current Price | +137.2% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| HRB | H&R Block, Inc. | $6.3B | 8.94 | 55.46 | -229.1% |
| BFAM | Bright Horizons Family Solutions Inc. | $2.7B | 4.17 | -13.2% | |
| CHDN | Churchill Downs Incorporated | $6.5B | 14.73 | 4.81 | 37.4% |
| FTDR | Frontdoor, Inc. | $6.0B | 23.19 | 21.57 | 102.2% |
| ALSN | Allison Transmission Holdings, Inc. | $8.9B | 17.18 | 4.53 | 27.9% |
| IBP | Installed Building Products, Inc. | $5.7B | 22.97 | 8.89 | 37.2% |
| KMX | CarMax, Inc. | $7.9B | 26.09 | 1.25 | 4.8% |
| BYD | Boyd Gaming Corporation | $5.3B | 11.00 | 2.17 | 19.9% |
Price
| Price | $51.31 (closing price, October 30, 2026) |
| Market Cap | $6.3B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | -229.09% |
| Return on Invested Capital | 35.27% |
| Return on Assets | 22.53% |
| Gross Margin | 60.36% |
| Operating Margin | 25.83% |
| Net Margin | 18.59% |
Related companies: BFAM · CHDN · FTDR · ALSN · IBP · KMX · BYD · MHK
Explore sector: Consumer Cyclical · Personal Products & Services
More sections of HRB: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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