Company Analysis H&R Block
1. Summary
Advantages
- Price (53.62 $) is less than fair price (136.52 $)
- Dividends (2.32%) are higher than the sector average (1.33%).
- The stock's return over the last year (11.41%) is higher than the sector average (9.13%).
- The company's current efficiency (ROE=970.69%) is higher than the sector average (ROE=10.9%)
Disadvantages
- Current debt level 46.32% has increased over 5 years from 45.15%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
25 november 02:06 DOGE could create a mobile app for tax filing: report
18 november 17:34 Microsoft's AI engine powering H&R Block's tax filing assistance product
18 november 16:59 H&R Blockβs Tax Day outage frustrates last-minute filers
2.3. Market efficiency
| H&R Block | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | -4.1% | 2% | 0.3% |
| 90 days | -11.9% | 4.1% | 1.2% |
| 1 year | 11.4% | 9.1% | 22.1% |
HRB vs Sector: H&R Block has outperformed the "Consumer Discretionary" sector by 2.28% over the past year.
HRB vs Market: H&R Block has significantly underperformed the market by -10.66% over the past year.
Stable price: HRB is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HRB with weekly volatility of 0.2195% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (53.62 $) is lower than the fair price (136.52 $).
Price significantly below the fair price: The current price (53.62 $) is 154.6% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (12.81) is lower than that of the sector as a whole (35.06).
P/E vs Market: The company's P/E (12.81) is lower than that of the market as a whole (47.68).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (84.18) is higher than that of the sector as a whole (3.93).
P/BV vs Market: The company's P/BV (84.18) is higher than that of the market as a whole (22.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.11) is lower than that of the sector as a whole (2.99).
P/S vs Market: The company's P/S indicator (2.11) is lower than that of the market as a whole (15.21).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.37) is lower than that of the sector as a whole (49.12).
EV/Ebitda vs Market: The company's EV/Ebitda (8.37) is lower than that of the market as a whole (24.31).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 1900.38% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (1900.38%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-58.56%).
5.4. ROE
ROE vs Sector: The company's ROE (970.69%) is higher than that of the sector as a whole (10.9%).
ROE vs Market: The company's ROE (970.69%) is higher than that of the market as a whole (18.08%).
5.5. ROA
ROA vs Sector: The company's ROA (18.93%) is higher than that of the sector as a whole (7.52%).
ROA vs Market: The company's ROA (18.93%) is higher than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (42.49%) is higher than that of the sector as a whole (8.22%).
ROIC vs Market: The company's ROIC (42.49%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 2.32% is higher than the average for the sector '1.33%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.32% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 2.32% has been growing over the last 5 years. Growth over 8 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (30.2%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 02.01.2025 | Amrita Ahuja Officer |
Purchase | 84.99 | 126 040 | 1 483 |
| 02.01.2025 | Ajmere Dale Officer |
Purchase | 84.99 | 45 555 | 536 |
| 02.01.2025 | Chrysty Esperanza Officer |
Purchase | 84.99 | 35 101 | 413 |
| 02.01.2025 | Brian Grassadonia Officer |
Purchase | 84.99 | 113 292 | 1 333 |
| 03.10.2024 | Brian Grassadonia Officer |
Purchase | 64.39 | 151 381 | 2 351 |
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