Valuation: H&R Block, Inc.

Market Cap 5.5B 4.91B 4.57B 4.15B 7.84B 532B 7.88B 54.96B 21.53B 271B 20.64B 20.19B 870B P/E 2027 *
7.66x
P/E 2028 * 6.75x
Enterprise Value 6.66B 5.95B 5.54B 5.04B 9.51B 645B 9.55B 66.63B 26.11B 329B 25.02B 24.48B 1,055B EV / Sales 2027 *
1.61x
EV / Sales 2028 * 1.52x
Free-Float
79.95%
Yield 2027 *
4.16%
Yield 2028 * 4.33%
1 day-1.07%
1 week+5.84%
Current month+7.99%
1 month-2.27%
3 months+14.11%
6 months+42.91%
Current year+1.23%
1 week 41.67
Extreme 41.67
45.1
1 month 39.5
Extreme 39.5
46.85
Current year 28.16
Extreme 28.16
58.67
1 year 28.16
Extreme 28.16
58.67
3 years 28.16
Extreme 28.16
68.45
5 years 21.08
Extreme 21.08
68.45
10 years 11.29
Extreme 11.2901
68.45
Manager TitleAgeSince
Chief Executive Officer 54 01/01/2026
Director of Finance/CFO 51 13/09/2024
Chief Tech/Sci/R&D Officer - 07/08/2025
Director TitleAgeSince
Chairman 81 22/04/2011
Director/Board Member 68 01/09/2011
Chairman 68 02/04/2025
Date Insider Type Main position Quantity % Market Cap. Importance
30/09/26 Sell

Executive/Senior Manager

-2,700 0.0022%
31/08/26 Free

Chief Executive Officer

51,962 0.0422%
31/08/26 Free

Chief Financial Officer

17,063 0.0138%
Change 5-day change 1-year change 3-year change Capi.($)
-1.21%+5.84%-11.11%+4.02% 5.5B
+0.20%+0.16%-4.13%+39.66% 10.46B
+0.20%+3.87%+22.84%+161.85% 5.48B
-1.75%-0.85%-10.82%-5.66% 3.93B
+0.83%+7.57%-28.69%-15.81% 3.35B
+8.29%+9.57%+1,141.78%+3,436.71% 2.69B
+0.04%-1.34%-50.19%-54.45% 2.18B
-0.42%+0.60%-18.00%+0.69% 1.94B
+0.93%+0.21%+181.76%-6.27% 1.85B
+0.68%+9.56%+5.08%-34.99% 638M
Average +0.76%+3.02%+122.85%+352.57% 3.8B
Weighted average by Cap. +0.56%+2.59%+82.88%+272.19%

Financials

2027 *2028 *
Net sales 4.14B 3.69B 3.44B 3.13B 5.9B 400B 5.93B 41.36B 16.21B 204B 15.53B 15.19B 655B 4.31B 3.85B 3.58B 3.26B 6.15B 417B 6.18B 43.09B 16.89B 213B 16.18B 15.83B 682B
Net income 702M 627M 583M 530M 1B 67.92B 1.01B 7.02B 2.75B 34.63B 2.64B 2.58B 111B 745M 665M 619M 563M 1.06B 72.1B 1.07B 7.45B 2.92B 36.76B 2.8B 2.74B 118B
Net Debt 1.17B 1.04B 970M 882M 1.67B 113B 1.67B 11.67B 4.57B 57.6B 4.38B 4.29B 185B 1.05B 939M 874M 795M 1.5B 102B 1.51B 10.52B 4.12B 51.89B 3.95B 3.86B 167B
Projected Income Statement - Annual - H&R Block, Inc.
Logo H&R Block, Inc.
H&R Block, Inc. is engaged in providing global 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, it also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.
Employees
4,600
Date Price Change Volume
09/10/26 $44.10 -1.11% 871,625
08/10/26 $44.59 +3.31% 1,850,813
07/10/26 $43.16 +1.24% 1,618,649
06/10/26 $42.63 +1.50% 1,823,236
05/10/26 $42.00 +0.77% 2,162,801
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Ratings Surperformance© - H&R Block, Inc.
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
5
Last Close Price
44.59USD
Average target price
51.67USD
Spread / Average Target
+15.87%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - H&R Block, Inc.