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H&R Block, Inc is a personal services business based in the US. H-and-R Block shares (HRB) are listed on the NYSE and all prices are listed in US Dollars. H-and-R Block employs 3,500 staff and has a trailing 12-month revenue of around USD$3.1 billion.
Since the stock market crash in March caused by coronavirus, H-and-R Block's share price has had significant negative movement.
Its last market close was USD$17.67, which is 24.71% down on its pre-crash value of USD$23.47 and 56.51% up on the lowest point reached during the March crash when the shares fell as low as USD$11.2901.
If you had bought USD$1,000 worth of H-and-R Block shares at the start of February 2020, those shares would have been worth USD$549.55 at the bottom of the March crash, and if you held on to them, then as of the last market close they'd be worth USD$784.37.
|Latest market close||USD$17.67|
|52-week range||USD$11.2901 - USD$25.44|
|50-day moving average||USD$15.8109|
|200-day moving average||USD$15.4724|
|Wall St. target price||USD$17.57|
|Dividend yield||USD$1.04 (5.89%)|
|Earnings per share (TTM)||USD$1.189|
The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
|1 week (2020-11-18)||-4.12%|
|1 month (2020-10-23)||-3.97%|
|3 months (2020-08-25)||20.04%|
|6 months (2020-05-22)||4.31%|
|1 year (2019-11-25)||-27.58%|
|2 years (2018-11-23)||-36.78%|
|3 years (2017-11-24)||-31.14%|
|5 years (2015-11-25)||-52.17%|
Valuing H-and-R Block stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of H-and-R Block's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
H-and-R Block's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 14x. In other words, H-and-R Block shares trade at around 14x recent earnings.
That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.
H-and-R Block's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 0.5333. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into H-and-R Block's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
H-and-R Block's EBITDA (earnings before interest, taxes, depreciation and amortisation) is USD$701.6 million.
The EBITDA is a measure of a H-and-R Block's overall financial performance and is widely used to measure a its profitability.
|Revenue TTM||USD$3.1 billion|
|Operating margin TTM||17.19%|
|Gross profit TTM||USD$927.4 million|
|Return on assets TTM||8.19%|
|Return on equity TTM||115.21%|
|Market capitalisation||USD$3.5 billion|
TTM: trailing 12 months
There are currently 20.1 million H-and-R Block shares held short by investors – that's known as H-and-R Block's "short interest". This figure is 0.5% up from 20.0 million last month.
There are a few different ways that this level of interest in shorting H-and-R Block shares can be evaluated.
H-and-R Block's "short interest ratio" (SIR) is the quantity of H-and-R Block shares currently shorted divided by the average quantity of H-and-R Block shares traded daily (recently around 7.2 million). H-and-R Block's SIR currently stands at 2.81. In other words for every 100,000 H-and-R Block shares traded daily on the market, roughly 2810 shares are currently held short.
However H-and-R Block's short interest can also be evaluated against the total number of H-and-R Block shares, or, against the total number of tradable H-and-R Block shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case H-and-R Block's short interest could be expressed as 0.1% of the outstanding shares (for every 100,000 H-and-R Block shares in existence, roughly 100 shares are currently held short) or 0.1374% of the tradable shares (for every 100,000 tradable H-and-R Block shares, roughly 137 shares are currently held short).
Such a low SIR usually points to an optimistic outlook for the share price, with fewer people currently willing to bet against H-and-R Block.
Find out more about how you can short H-and-R Block stock.
Dividend payout ratio: 71.23% of net profits
Recently H-and-R Block has paid out, on average, around 71.23% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 5.89% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), H-and-R Block shareholders could enjoy a 5.89% return on their shares, in the form of dividend payments. In H-and-R Block's case, that would currently equate to about $1.04 per share.
H-and-R Block's payout ratio would broadly be considered high, and as such this stock could appeal to those looking to generate an income. Bear in mind however that companies should normally also look to re-invest a decent amount of net profits to ensure future growth.
H-and-R Block's most recent dividend payout was on 1 October 2020. The latest dividend was paid out to all shareholders who bought their shares by 10 September 2020 (the "ex-dividend date").
H-and-R Block's shares were split on a 2:1 basis on 23 August 2005. So if you had owned 1 share the day before before the split, the next day you'd have owned 2 shares. This wouldn't directly have changed the overall worth of your H-and-R Block shares – just the quantity. However, indirectly, the new 50% lower share price could have impacted the market appetite for H-and-R Block shares which in turn could have impacted H-and-R Block's share price.
Over the last 12 months, H-and-R Block's shares have ranged in value from as little as $11.2901 up to $25.44. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while H-and-R Block's is 0.7744. This would suggest that H-and-R Block's shares are less volatile than average (for this exchange).
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation, do-it-yourself (DIY) tax, and virtual tax preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees. It also develops and markets DIY income tax preparation software online, as well as through third-party retail stores and direct mail; and provides DIY tax services, including federal and state income tax returns, access to tax tips, advice and tax-related news, use of calculators for tax planning, and error checking and electronic filing. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. Further, it provides small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
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