Symbol Insights

You can receive insights into any symbol that we track. You'll see relevant statistics, signals, pricing data, etc.

Insights for H&R Block Inc.
New York Stock Exchange: HRB
08 - Losing Steam - very profitable & can fund turnaround
Sector: Financial Services & Legal
Industry: Accounting, Audit & Tax Platforms
Based on PEG Ratio: 01 - Under Valued
Today's Price
updated on: 		60.78 (0.3%)
Open 60.22 (0.93%)
High (Upside %) 61.3802 (0.99%)
Low (Downside %) 60.1155 (1.11%)
P. Close 60.6 (0.3%)
Open-High % 1.93%
Open-Low % 0.17%
Low-High % 2.1%
Previous Data

HRB is a Stock listed in the US on the New York Stock Exchange under the ticker 'HRB'

Company Summary

Business Units or Product Lines

H&R Block Inc. operates through Tax Services and Corporate segments. The Tax Services segment provides assisted income tax return preparation and electronic filing services and products, DIY online tax preparation solutions, and other business services to the general public primarily in the United States, Canada, and Australia. The Corporate segment includes corporate operations and other income and expenses not directly attributable to the Tax Services segment.

Business Models for Each Product Line

The company generates revenue mainly from fees charged for tax return preparation and other service-related activities. Additionally, it earns revenue from royalties associated with franchising, interest and fees on Refund Advance loans and Peace of Mind packages. Major expenses include operational costs related to staffing, technology infrastructure, and marketing expenses to attract clients.

Future Opportunities for Growth

Future growth can be achieved by expanding their digital offerings to capture the growing market of online tax filing, expanding international presence beyond current markets, leveraging data analytics for personalized financial guidance, and exploring partnerships or acquisitions that align with digital transformation.

Potential Major Risks

The major risks include increased competition from other tax preparation service providers and software, changes in tax laws that could decrease the need for professional tax services, potential cybersecurity threats due to handling sensitive financial information, and regulatory risks associated with financial services offerings.

Learn More about H&R Block Inc.: Company Insights by Algobear (ChatGPT);

Tell me more about H&R Block Inc.'s latest earnings (HRB:Nyse)
Who are some of H&R Block Inc.'s competitors? (HRB:Nyse)
Are analysts bullish on H&R Block Inc.? Please show it in a table format. (HRB:Nyse)

Also read: https://finance.yahoo.com/HRB/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
8.44 B 8440000000.0 8.44 10.8 B 10800000000.0 10.8 17.71 12.3 0.98 2.45 98.12 2.98 11.84 14.71% -163.79% 17.25% 3.62 B 3620000000.0 3.62 -0.00% 880.0 mn 876890000.0 0.88 3.56 320.0 mn 320050000.0 0.32 2.68 B 2680000000.0 2.68 0.73 770.0 mn 767390000.0 0.77 600.0 mn 597250000.0 0.6 1.19% 96.71%

source:https://finance.yahoo.com/HRB/key-statistics

Reading Information

source:https://finance.yahoo.com/HRB/key-statistics

source:https://www.google.com/finance/quote/HRB:NYSE

source:https://finance.yahoo.com/HRB/analysis

source:https://finance.yahoo.com/HRB/fair-value

source:https://www.nasdaq.com/market-activity/stocks/HRB/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 3.96% 0.49% (61.08) 5.43% (64.08) 5.43% (64.08) 5.43% (64.08) 12.62% (68.45) 12.62% (68.45) 12.62% (68.45)
Downside % (low) 13.69% 4.06% (58.31) 12.9% (52.94) 19.12% (49.16) 19.12% (49.16) 24.53% (45.87) 61.09% (23.65) 81.42% (11.29)
Spread % -9.73% -3.57% -7.47% -13.69% -13.69% -11.91% -48.47% -68.81%

HRB's price used for computing the stats is 60.78 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.3% 1.93% 2.88% 12.41% 14.14% -0.03% 26.81% 116.76% 88.99%
Last Price 60.78 60.78 60.78 60.78 60.78 60.78 60.78 60.78 60.78
Trend-Previous Close 60.6 59.63 59.08 54.07 53.25 60.8 47.93 28.04 32.16

HRB's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall -2.99% 57.85 -3.35% 57.63 3.31% 54.89 60.8
Up 1.61% 60.59 1.63% 60.6 1.64% 59.12 62.06
Down -4.0% 57.25 -3.35% 57.63 2.58% 54.94 59.55
5D Opportunity: SELL-APPROACHING
returns: 1.93% (4.07%), p.close: 59.63
entry: 62.06, exit: 60.8, min.ret: 2.02%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 3.11% 61.48 1.28% 60.39 7.47% 54.8 68.17
Up 5.98% 63.2 5.24% 62.75 4.95% 58.77 67.62
Down -2.0% 58.44 -0.69% 59.22 2.72% 56.01 60.87
5D Opportunity:
returns: 1.93% (13.41%), p.close: 59.63
entry: 67.62, exit: 68.17, min.ret: -0.8%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.91% 61.36 2.79% 61.29 5.36% 56.57 66.16
Up 4.72% 62.44 3.7% 61.83 3.82% 59.03 65.86
Down -1.53% 58.72 -0.34% 59.43 2.13% 56.81 60.62
5D Opportunity:
returns: 1.93% (10.44%), p.close: 59.63
entry: 65.86, exit: 66.16, min.ret: -0.45%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.74% 60.07 0.61% 60.0 4.57% 55.98 64.16
Up 3.04% 61.44 2.26% 60.98 3.03% 58.73 64.16
Down -2.23% 58.3 -1.46% 58.76 2.57% 56.0 60.6
5D Opportunity:
returns: 1.93% (7.59%), p.close: 59.63
entry: 64.16, exit: 64.16, min.ret: -0.01%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.01% 59.63 -0.37% 59.41 3.92% 56.12 63.13
Up 2.26% 60.97 1.49% 60.52 2.61% 58.64 63.31
Down -2.28% 58.27 -1.76% 58.58 2.39% 56.14 60.4
5D Opportunity:
returns: 1.93% (6.17%), p.close: 59.63
entry: 63.31, exit: 63.13, min.ret: 0.29%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.55% 59.96 -0.01% 59.62 4.18% 56.22 63.69
Up 2.56% 61.16 1.71% 60.65 3.14% 58.34 63.97
Down -1.9% 58.5 -1.23% 58.89 2.19% 56.54 60.46
5D Opportunity:
returns: 1.93% (7.28%), p.close: 59.63
entry: 63.97, exit: 63.69, min.ret: 0.43%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall 7.84% 63.71 8.75% 64.25 3.13% 60.93 66.49
Up 11.42% 65.83 11.03% 65.59 2.66% 63.47 68.18
Down -1.29% 58.32 -0.46% 58.81 1.59% 56.91 59.73
2W Opportunity:
returns: 2.88% (15.41%), p.close: 59.08
entry: 68.18, exit: 66.49, min.ret: 2.49%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 7.09% 63.27 7.55% 63.54 2.59% 60.97 65.57
Up 9.25% 64.54 8.49% 64.1 2.84% 62.03 67.06
Down -0.69% 58.67 0% 59.08 1.21% 57.6 59.75
2W Opportunity:
returns: 2.88% (13.51%), p.close: 59.08
entry: 67.06, exit: 65.57, min.ret: 2.23%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.74% 60.11 1.38% 59.89 5.07% 55.62 64.6
Up 5.07% 62.07 4.64% 61.82 3.86% 58.66 65.49
Down -2.92% 57.36 -2.44% 57.64 2.84% 54.84 59.88
2W Opportunity:
returns: 2.88% (10.85%), p.close: 59.08
entry: 65.49, exit: 64.6, min.ret: 1.36%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.02% 59.07 -0.65% 58.69 4.7% 54.9 63.24
Up 3.45% 61.12 2.66% 60.65 3.54% 57.98 64.26
Down -3.39% 57.08 -2.95% 57.34 2.92% 54.49 59.67
2W Opportunity:
returns: 2.88% (8.76%), p.close: 59.08
entry: 64.26, exit: 63.24, min.ret: 1.58%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.16% 59.76 0.26% 59.24 5.43% 54.95 64.58
Up 4.13% 61.52 2.88% 60.78 4.48% 57.55 65.49
Down -2.74% 57.46 -1.91% 57.95 2.73% 55.04 59.88
2W Opportunity:
returns: 2.88% (10.84%), p.close: 59.08
entry: 65.49, exit: 64.58, min.ret: 1.39%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall 9.87% 59.41 9.65% 59.29 7.65% 53.2 65.62
Up 12.53% 60.85 12.78% 60.98 7.78% 54.54 67.15
Down -3.69% 52.08 -2.68% 52.62 3.78% 49.01 55.14
1M Opportunity:
returns: 12.41% (24.2%), p.close: 54.07
entry: 67.15, exit: 65.62, min.ret: 2.29%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.63% 55.49 0.65% 54.42 7.23% 49.62 61.36
Up 6.76% 57.73 4.81% 56.67 6.33% 52.6 62.86
Down -4.16% 51.82 -4.6% 51.58 2.64% 49.68 53.96
1M Opportunity: SELL-APPROACHING
returns: 12.41% (16.25%), p.close: 54.07
entry: 62.86, exit: 61.36, min.ret: 2.38%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.08% 53.49 -2.02% 52.98 6.76% 48.0 58.97
Up 4.39% 56.44 3.01% 55.69 5.28% 52.16 60.73
Down -5.6% 51.04 -5.58% 51.05 3.04% 48.57 53.51
1M Opportunity: SELL-ACTIVE
returns: 12.41% (12.32%), p.close: 54.07
entry: 60.73, exit: 58.97, min.ret: 2.9%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.06% 55.18 0.48% 54.33 7.27% 49.29 61.08
Up 6.54% 57.61 4.51% 56.51 6.19% 52.59 62.63
Down -4.02% 51.9 -3.51% 52.17 3.19% 49.31 54.49
1M Opportunity: SELL-APPROACHING
returns: 12.41% (15.83%), p.close: 54.07
entry: 62.63, exit: 61.08, min.ret: 2.48%
Using: 1M trend, 0 Days Left

HRB's symbol current price is 60.78 (0.3%) as on . Yesterday's close was 60.6. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 62.99% 60.0% 77.27% 56.06% 44.7% 46.43% 48.28%
Open-Low (> 1.0%) 47.26% 40.0% 50.0% 56.06% 52.27% 49.21% 48.02%
Open-Close-Up (> 0.5%) 48.46% 40.0% 63.64% 46.97% 40.91% 38.49% 38.62%
Open-Close-Down (> 0.5%) 31.58% 40.0% 18.18% 33.33% 34.85% 34.52% 33.99%
Low-Close-Up (> 1.0%) 66.59% 60.0% 81.82% 63.64% 55.3% 51.19% 51.06%
High-Close-Down (> 1.0%) 66.28% 100% 40.91% 46.97% 46.21% 45.63% 46.69%

HRB's symbol win percent is computed basis data from date

Associated Tags