Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.071
Sell
RSI(14)
35.686
Neutral
STOCH(KDJ)(9,3,3)
36.764
Sell
ATR(14)
1.666
High Vlolatility
CCI(14)
-57.463
Neutral
Williams %R
65.032
Sell
TRIX(12,20)
-0.354
Sell
StochRSI(14)
10.710
Oversold
H & R Block Inc
HRB50.208USD
+0.078+0.15%
Market hours （ET）Quotes delayed by 15 min
6.73BMarket Cap
12.03P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-28Key Insights
The company's fundamentals are relatively very healthy.Its valuation is considered undervalued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Hold.The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
4
analysts
Hold
Current Rating
55.000
Target Price
+8.06%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
H&R Block, Inc. is engaged in providing tax preparation services, financial products, and small business solutions. The Company provides assisted and do-it-yourself (DIY) tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes H&R Block-branded services and products. It also offers small business solutions through its Company-owned and franchise offices (including in-person, online and virtual) and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, the Company also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 30.47%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 30.47%.
Undervalued
The company’s latest PE is 11.28, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 132.38M shares, decreasing 2.69% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 13.81M shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.51.
Financial Health
Currency: USD Updated：2025-08-28The company's current financial score is 8.49, which is higher than the Personal & Household Products & Services industry's average of 7.52. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 2.28B, representing a year-over-year increase of 4.22%, while its net profit experienced a year-over-year increase of 4.50%.
Score
Financials
10.00
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
7.89
Operational Efficiency
7.71
Growth Potential
7.76
Shareholder Returns
9.11
Valuation Dimension
Currency: USD Updated：2025-08-28The company’s current valuation score is 3.40, which is lower than the Personal & Household Products & Services industry's average of 4.46. Its current P/E ratio is 11.45, which is 23.78% below the recent high of 14.17 and -9.32% above the recent low of 12.52.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 10/34
No Data
Forecast
Currency: USD Updated：2025-08-28The company’s current earnings forecast score is 6.50, which is lower than the Personal & Household Products & Services industry's average of 7.22. The average price target for H & R Block Inc is 55.00, with a high of 62.00 and a low of 48.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
4
analysts
Hold
Current Rating
55.000
Target Price
+8.06%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
13
Total
8
Median
7
Average
Company name
Ratings
Analysts
H & R Block Inc
HRB
4
Mister Car Wash Inc
MCW
18
Valvoline Inc
VVV
15
Driven Brands Holdings Inc
DRVN
14
Bright Horizons Family Solutions Inc
BFAM
10
Kindercare Learning Companies Inc
KLC
8
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-28The company’s current price momentum score is 7.39, which is higher than the Personal & Household Products & Services industry's average of 7.15. Sideways: Currently, the stock price is trading between the resistance level at 55.57 and the support level at 46.62, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
51.068
Sell
MA10
50.989
Sell
MA20
52.234
Sell
MA50
54.150
Sell
MA100
56.237
Sell
MA200
55.521
Sell
Institutional Confidence
Currency: USD Updated：2025-08-28The company’s current institutional recognition score is 10.00, which is higher than the Personal & Household Products & Services industry's average of 7.71. The latest institutional shareholding proportion is 98.88%, representing a quarter-over-quarter decrease of 0.93%. The largest institutional shareholder is The Vanguard, holding a total of 13.81M shares, representing 10.31% of shares outstanding, with 0.63% decrease in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Fuller & Thaler Asset Management Inc.
State Street Global Advisors (US)
Boston Partners
Lazard Asset Management, L.L.C.
Fidelity Institutional Asset Management
Geode Capital Management, L.L.C.
Dimensional Fund Advisors, L.P.
1
2
Risk Assessment
Currency: USD Updated：2025-08-28The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Personal & Household Products & Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.78, which is higher than the Personal & Household Products & Services industry's average of 4.70. The company's beta value is 0.27. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.27
VaR
+2.68%
240-Day Maximum Drawdown
+23.41%
240-Day Volatility
+27.88%
Return
Best Daily Return
60 days
+2.07%
120 days
+4.54%
5 years
+19.52%
Worst Daily Return
60 days
-5.42%
120 days
-5.85%
5 years
-8.20%
Sharpe Ratio
60 days
-2.77
120 days
-0.28
5 years
+0.98
Risk Assessment
Maximum Drawdown
240 days
+23.41%
3 years
+33.95%
5 years
+40.40%
Return-to-Drawdown Ratio
240 days
-0.86
3 years
+0.27
5 years
+0.91
Skewness
240 days
-1.04
3 years
+0.34
5 years
+1.37
Volatility
Realised Volatility
240 days
+27.88%
5 years
+29.39%
Standardised True Range
240 days
+2.69%
5 years
+1.95%
Downside Risk-Adjusted Return
120 days
-34.46%
240 days
-34.46%
Maximum Daily Upside Volatility
60 days
+12.43%
Maximum Daily Downside Volatility
60 days
+24.44%
Liquidity
Average Turnover Rate
60 days
+1.06%
120 days
+1.20%
5 years
--
Turnover Deviation
20 days
+50.85%
60 days
+9.95%
120 days
+24.83%
Peers
Currency: USD Updated：2025-08-28H & R Block Inc
HRB
6.95 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Valvoline Inc
VVV
7.69 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Service Corporation International
SCI
7.66 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Oddity Tech Ltd
ODD
7.39 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Driven Brands Holdings Inc
DRVN
7.30 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Frontdoor Inc
FTDR
7.27 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
