Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HRB
Strong BuyFull HouseAPPROVEH&R Block, Inc. · Consumer Cyclical · United States · $6.5B · Avg Vol: $104M/d
Meets all quantitative hurdles with strong EPS upward revisions. Defensive business model provides a natural hedge in uncertain consumer environments.
COMPANY DESCRIPTION
H&R Block, Inc. is a leading provider of tax preparation services, financial products, and small business services to individual and business clients through a vast network of company-owned and franchised offices, alongside digital offerings. The company's competitive moat stems from its strong brand recognition, extensive physical presence, and established expertise in complex tax matters, which appeals to a broad customer base. H&R Block is a dominant market leader in assisted tax preparation, actively evolving its digital solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.5B | 3.5B | 3.6B | 3.8B | 2.8% | 3.9B | 3.9B | 4.1B | 3.0% |
| EPS | 3.46 | 3.79 | 4.26 | 4.52 | 9.3% | 5.69 | 5.23 | 5.88 | 9.2% |
| Shares | 159.9M | 146.1M | 139.6M | 133.9M | -16.2% | 123.3M | — | — | — |
| Debt | 1.9B | 1.9B | 2.0B | 2.0B | 1.7% | 2.1B | — | — | — |
| Equity | 211.6M | 32.1M | 90.6M | 88.9M | -25.1% | — | — | — | — |
| Op CF | 808.5M | 821.8M | 720.9M | 680.9M | -5.6% | 838.7M | — | — | — |
| Inv CF | -76.5M | -101.4M | -93.9M | -105.4M | — | — | — | — | — |
| Fin CF | -1.3B | -751.0M | -564.3M | -647.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of HRB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HRB | H&R Block, Inc.(you) | $6.5B | 97 | Strong Buy |
| FTDR | Frontdoor, Inc. | $5.7B | 85 | Strong Buy |
| ANDG | Andersen Group Inc. | $6.3B | 37 | Hold |
| BFAM | Bright Horizons Family Solutions Inc. | $3.6B | 38 | Hold |
| SCI | Service Corporation International | $11.4B | 32 | Sell |
| ROL | Rollins, Inc. | $17.5B | 26 | Sell |
| ANF | Abercrombie & Fitch Co. | $6.6B | 97 | Strong Buy |
| M | Macy's, Inc. | $5.8B | 95 | Strong Buy |
| ETSY | Etsy, Inc. | $7.7B | 88 | Strong Buy |
| GTX | Garrett Motion Inc. | $5.0B | 89 | Strong Buy |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%