H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
Employees4,300IPOJan 18, 2018SIC7291HQOne H&R Block Way, Kansas City, MO, USA, 64105
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Financials
Profitability
Metric
Current
Margins
Gross Margin
44.2%
Operating Margin
22.3%
EBITDA Margin
26.1%
Net Margin
16.2%
OCF Margin
—
FCF Margin
13.8%
Returns on Capital
ROE
—
ROA
20.8%
ROIC
25.1%
ROCE
46.2%
ROC (Greenblatt)
129.9%
3Y ROIIC
2.1%
Consistency
Years Profitable / 10Y
9
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
7.31
Forward P/E
5.66
P/E ex-NRI
6.87
Shiller P/E (CAPE)
10.70
Cash Flow Multiples
P/FCF
9.16
P/OCF
7.76
P/Owner Earnings
9.08
FCF Yield
12.81%
Enterprise Value Multiples
EV / EBIT
7.66
EV / Forward EBIT
—
EV / EBITDA
6.75
EV / Forward EBITDA
6.20
EV / Revenue
1.76
EV / Forward Revenue
1.64
Asset / Sales
P/S
1.13
P/B
—
P/Tangible Book
—
Growth-Adjusted
PEG
0.22
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
5.18%
Forward Dividend Yield
5.32%
3Y Dividend Growth
11.6%
Payout Ratio
0.34
5Y Yield on Cost
7.44%
Buybacks & Dilution
3Y Buyback Ratio
5.70%
5Y Share Change
−30.8%
Combined
Shareholder Yield
11.31%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
−3.57
Gross Debt / EBITDA
2.97
Cash / Debt
0.12
Equity / Assets
−0.28
Coverage
Interest Coverage
10.38
Short-Term Liquidity
Current Ratio
1.29
Quick Ratio
1.29
Cash Ratio
0.53
Composite Scores
Piotroski F-Score
6
Altman Z-Score
2.56
Split History
Date
Split
No split history found.
Ex-date
Amount
Pay date
2026-03-04
$0.42
2026-04-06
2025-12-04
$0.42
2026-01-06
2025-09-04
$0.42
2025-10-06
2025-06-04
$0.375
2025-07-03
2025-03-04
$0.375
2025-04-03
2024-12-05
$0.375
2025-01-06
2024-09-05
$0.375
2024-10-03
2024-06-05
$0.32
2024-07-03
2024-03-04
$0.32
2024-04-03
2023-12-04
$0.32
2024-01-04
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View allDate
Transcript
Type
2026-08-11
Q4 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2026-05-06
Q3 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2026-02-03
Q2 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-11-06
Q1 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-08-12
Q4 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-05-07
Q3 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-02-04
Q2 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-11-07
Q1 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-08-15
Q4 2024 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-02-06
Q2 2024 H & R Block Inc Earnings Call Transcript
Earnings Call
10 of 34
5-Step DuPont Analysis
ROE %
-72.45%
×
×
Net Margin %
16.20%
×
×
Operating Margin %
22.26%
Operating Income
$844M
÷
Revenue
$3.79B
×
Tax Burden
0.7772
Net Income
$614M
÷
Pretax Income
$790M
×
Interest Burden
0.9360
Pretax Income
$790M
÷
Operating Income
$844M
×
Asset Turnover
1.34
÷
Revenue
$3.79B
÷
Average Total Assets
$2.82B
Begin Total Assets
$2.71B
End Total Assets
$2.93B
×
Equity Multiplier
-3.33
÷
Avg Total Assets
$2.82B
÷
Avg Stockholders Equity
−$848M
Begin Equity
−$872M
End Equity
−$823M