A Business at a Glance
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H&R Block provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small business solutions. We blend digital innovation with human expertise and care to help people get the best outcome at tax time and also be better with money by using our mobile banking app, Spruce℠. Through Block Advisors and Wave, we help small-business owners thrive with year-round bookkeeping, payroll, advisory and payment processing solutions. H&R Block, Inc. was organized as a corporation in 1955 under the laws of the State of Missouri. A complete list of our subsidiaries as of June 30, 2025 can be found in Exhibit 21. During fiscal year 2025, we prepared 11.3 million U.S. assisted tax returns(1) and our clients filed 3.8 million DIY online paid tax returns(1) which contributed to our consolidated revenues of net income from continuing operations of $609.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 4.0B | 3.8B | 3.6B | 3.5B | 3.5B | 3.4B |
| Net Income | 448M | 607M | 596M | 560M | 558M | 588M |
| EPS | $2.35 | $4.39 | $4.12 | $3.51 | $3.22 | $3.08 |
| Free Cash Flow | 154M | 599M | 657M | 752M | 747M | 573M |
| ROIC | 0.0% | 118.6% | 123.9% | 91.7% | 34.1% | 25.8% |
| Gross Margin | - | 44.5% | 44.8% | 44.6% | 45.7% | 46.0% |
| Debt/Equity | 0.00 | 16.80 | 16.46 | 46.44 | 7.03 | 9.90 |
| Dividends/Share | $1.63 | $1.50 | $1.28 | $1.16 | $1.08 | $0.27 |
| Operating Income | 0 | 857M | 839M | 782M | 745M | 844M |
| Operating Margin | 0.0% | 22.8% | 23.2% | 22.5% | 21.5% | 24.7% |
| ROE | 0.0% | 682.5% | 657.4% | 459.2% | 197.9% | 277.6% |
| Shares Outstanding | 157M | 138M | 145M | 159M | 173M | 191M |
H&R BLOCK INC passes 8 of 9 quality checks, indicating strong fundamentals.
H&R BLOCK INC trades at 7.2x trailing earnings, compared to its 15-year median P/E of 10.4x, suggesting it is currently Cheap relative to its historical range. On a free-cash-flow basis, the stock trades at 7.4x vs a median of 9.0x. The company's 5-year average ROIC is 78.8% with a gross margin of 45.1%. Total shareholder yield (dividends) is 5.3%. At current prices, the estimated annualized return to fair value is +23.8%.
H&R BLOCK INC (HRB) has a current P/E ratio of 7.2, compared to its historical median P/E of 10.4. The stock is currently considered Cheap based on its historical valuation range.
H&R BLOCK INC (HRB) has a 5-year average return on invested capital (ROIC) of 78.8%. This indicates strong capital allocation and a potential competitive advantage.
H&R BLOCK INC (HRB) has a market capitalization of $4.8B. It is classified as a mid-cap stock.
Yes, H&R BLOCK INC (HRB) pays a dividend with a trailing twelve-month yield of 5.34%.
Based on historical P/E analysis, H&R BLOCK INC (HRB) appears cheap. The current P/E of 7.2 is 31% below its historical median of 10.4. The estimated fair value CAGR (P/E method) is 24.7%.
H&R BLOCK INC (HRB) operates in the Services-Personal Services industry, within the Consumer Cyclical sector.
H&R BLOCK INC (HRB) reported annual revenue of $3.8 billion in its most recent fiscal year, based on SEC EDGAR filings.
H&R BLOCK INC (HRB) has a net profit margin of 16.1%. This is a healthy margin.
H&R BLOCK INC (HRB) generated $599 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
H&R BLOCK INC (HRB) has a debt-to-equity ratio of 16.80. This indicates higher leverage, which may increase financial risk.
H&R BLOCK INC (HRB) reported earnings per share (EPS) of $4.39 in its most recent fiscal year.
H&R BLOCK INC (HRB) has a return on equity (ROE) of 682.5%. This indicates the company generates strong returns for shareholders.
H&R BLOCK INC (HRB) has a 5-year average gross margin of 45.1%. This indicates decent pricing power.
The Ledger Terminal provides 15 years of financial data for H&R BLOCK INC (HRB), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
H&R BLOCK INC (HRB) has a book value per share of $0.64, based on its most recent annual SEC filing.