H&R Block (HRB)
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H&R Block, Inc. is a consumer tax services company that helps individuals and small businesses prepare and file income tax returns. The company operates through a mix of company-owned offices, franchised locations, digital do-it-yourself software, and virtual assistance, giving customers several ways to complete tax filings depending on the complexity of their returns and their preference for professional help. Its core market is the United States, with additional operations in countries including Canada and Australia.
The H&R Block brand is closely associated with assisted tax preparation, particularly during the annual filing season. Customers can meet with tax professionals in person, submit documents remotely, or use online tools to prepare returns themselves. The company also offers related services such as tax planning support, small-business tax help, bookkeeping options, and financial products connected to refunds and filing needs. Franchise royalties, software revenue, and service fees complement revenue from company-run offices.
H&R Block operates in a market shaped by tax law changes, employment trends, consumer income patterns, and the growing adoption of digital filing. It competes with accounting firms, independent tax preparers, free government-supported filing options, and large tax software providers. Its advantage lies in combining a national retail footprint, recognizable brand, seasonal professional workforce, and digital products aimed at customers who may want either full-service support or a lower-cost self-directed option.
For investors, H&R Block represents a mature, cash-generative services business with strong seasonality. The company’s results are heavily influenced by the U.S. tax season, customer retention, pricing, the mix between assisted and do-it-yourself filing, and its ability to keep the brand relevant as more consumers move tax preparation online.
Last updated
- Market Cap
- 4.89B
- P/E
- 6.66
- P/FCF
- 6.43
- P/S
- 1.25
- Enterprise Value
- 5.51B
- Sector
- —
- Industry
- —
- Address
- ONE H&R BLOCK WAY, KANSAS CITY, MO, 64105
Nearly 6 in 10 Working Canadians Struggle to Make Ends Meet Each Month Despite Feeling They Earn a Decent Salary – Canadians Divided Around their Financial Outlook in 2026: H&R Block Canada Survey
Près de 6 Canadiens sur 10 peinent à joindre les deux bouts chaque mois, bien qu'ils jugent leur salaire convenable ; les Canadiens sont divisés quant à leurs perspectives financières en 2026 : sondage de H&R Block Canada
While Canadians Are Open to Embracing AI in Their Homes, Workplace, and Even Between the Sheets, H&R Block Survey Points to Cautionary Tale That ChatGPT Is Not Your Friend for Tax Filing
Alors que les Canadiens sont ouverts à adopter l’IA dans leur foyer, au travail et entre les draps, un sondage de H&R Block met en garde : ChatGPT n’est pas un outil fiable pour produire ses déclarations de revenus
Expanded tax credits help offset fertility treatment costs for Canadians
L’élargissement des crédits d’impôt aide les Canadiens à compenser les coûts de traitement pour la fertilité
Tax Tech Market Expected to Reach USD 17.87 Billion by 2032, Driven by Rising Automation in Tax Compliance | SNS Insider
H&R Block Leverages OpenAI to Create a Force Multiplier for Its Human Expertise
H&R Block and Tinder Team Up to Celebrate Singles this Tax Season
H&R Block Announces Quarterly Cash Dividend
H&R Block to Release Fiscal 2025 Second Quarter Results on February 4, 2025
What Tax Filers Need to Know To Get The Best Outcome This Tax Season
H&R Block Publishes Fifth Annual ESG Report
Finding Top Stocks Trading at New Highs Amid the Market Pullback
Five Women-Owned Small Businesses Awarded 'Fund Her Future' - GlobeNewswire
Intuit (INTU) Expands IDEAS Program to Help Small Businesses
H&R Block (HRB) is a Top-Ranked Value Stock: Should You Buy?
Accenture (ACN) to Report Q3 Earnings: What's in Store?
H&R Block (HRB) Rises 56% in a Year: What You Should Know
H&R Block to Participate in the Oppenheimer 24th Annual Consumer Growth and E-Commerce Conference
- Market Cap
Market cap is the total value of a company's shares, calculated by multiplying the stock price by the number of shares outstanding.
- 4.89B
- Enterprise Value
Enterprise value is the total value of a company, including its market cap, debt, and cash.
- 5.51B
- P/E
P/E ratio compares a company's share price to its earnings per share.
- 6.66
- P/B
P/B ratio compares a company's share price to its book value per share.
- -200.66
- P/S
P/S ratio compares a company's share price to its revenue per share.
- 1.25
- EV / EBITDA
EV/EBITDA measures a company's value compared to its earnings before interest, taxes, depreciation, and amortization.
- 5.39
- EV / Sales
EV/Sales measures a company's value compared to its total revenue.
- 1.41
- EPS
- 5.8
- Dividend Yield
Dividend yield shows how much a company pays in dividends each year compared to its share price.
- 4.25%
- P/FCF
Price-to-free-cash-flow ratio compares a company's share price to the cash it generates after expenses and investments.
- 6.43
- P/CF
P/CF ratio compares a company's share price to the cash flow it generates from its operations.
- 5.83
- Free Cash Flow
Free cash flow is the cash a company has left after covering operating costs and capital expenses.
- 760.88M
- ROE
ROE measures how effectively a company uses shareholders' equity to generate profit.
- -3,014.46%
- ROA
ROA measures how effectively a company uses its assets to generate profit.
- 21.66%
- Debt / Equity
Debt-to-equity ratio compares a company's total debt to its shareholders' equity.
- -61.17
- Current Ratio
Current ratio measures a company's ability to pay short-term debts using its short-term assets.
- 0.98
- Quick Ratio
Quick ratio measures a company's ability to pay short-term debts using cash and other easily available assets.
- 0.98
- Cash
Cash ratio measures a company's ability to cover short-term debts using only cash and cash equivalents.
- 0.67
- Avg Volume
Average volume shows the average number of shares traded over the last 30 trading days, helping indicate liquidity.
- 2.79M
- Fundamentals Snapshot Price
Fundamentals snapshot price is the stock price used when calculating the company's financial ratios and metrics.
- 38.58
Income Statement
| Line Item | 2026 Q3 | 2026 Q2 | 2026 Q1 | 2025 Q4 | 2025 Q3 |
|---|---|---|---|---|---|
| Revenue | 2.4B | 198.87M | 203.55M | 1.11B | 2.28B |
| Gross profit | 1.37B | -141.05M | -70.47M | 578.08M | 1.31B |
| Operating income | 1.04B | -298.88M | -207.03M | 371.28M | 978.31M |
| EBITDA | 1.07B | -268.88M | -178.11M | 400.86M | 1.01B |
| Net income | 844.53M | -242.17M | -165.82M | 298.14M | 719.49M |
| Basic EPS | 6.66 | -1.91 | -1.26 | 2.19 | 5.38 |
| Diluted EPS | 6.61 | -1.91 | -1.26 | 2.16 | 5.32 |
Balance Sheet
| Line Item | 2026 Q3 | 2026 Q2 | 2026 Q1 | 2025 Q4 | 2025 Q3 |
|---|---|---|---|---|---|
| Total assets | 3.39B | 2.93B | 2.62B | 3.26B | 3.25B |
| Total liabilities | 3.42B | 3.75B | 3.17B | 3.18B | 3.44B |
| Total equity | -24.37M | -823.08M | -550.91M | 88.9M | -192.84M |
| Cash & equivalents | 867.01M | 349.19M | 376.41M | 983.28M | 772.95M |
| Current assets | 1.27B | 822.12M | 543.25M | 1.14B | 1.23B |
| Current liabilities | 1.29B | 654.83M | 739.55M | 1.3B | 1.59B |
Cash Flow
| Line Item | 2026 Q3 | 2026 Q2 | 2026 Q1 | 2025 Q4 | 2025 Q3 |
|---|---|---|---|---|---|
| Operating cash flow | 1.56B | -613.95M | -356.84M | 251.56M | 1.32B |
| Investing cash flow | -30.64M | -71M | -20.93M | 5.52M | -23.4M |
| Financing cash flow | -1.01B | 654.56M | -225.03M | -51.94M | -854.1M |
| Change in cash | 517.89M | -28.55M | -605.74M | 213.45M | 448.17M |
| Kind | Filing | Date | Link |
|---|---|---|---|
| edgar index | 8-K — H&R BLOCK INC | View Filing | |
| edgar index | 10-Q — H&R BLOCK INC | View Filing | |
| eight k text | 8-K — 8-K | View Filing | |
| edgar index | SCHEDULE 13G — H&R BLOCK INC | View Filing | |
| edgar index | SCHEDULE 13G/A — H&R BLOCK INC | View Filing | |
| edgar index | 10-Q — H&R BLOCK INC | View Filing | |
| edgar index | SCHEDULE 13G/A — H&R BLOCK INC | View Filing | |
| edgar index | 8-K — H&R BLOCK INC | View Filing | |
| eight k text | 8-K — 8-K | View Filing | |
| edgar index | 3 — H&R BLOCK INC | View Filing | |
| edgar index | 3 — H&R BLOCK INC | View Filing | |
| edgar index | 3 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 8-K — H&R BLOCK INC | View Filing | |
| eight k text | 8-K — 8-K | View Filing | |
| form 4 | Form 4 — Breig Geralyn | View Filing | |
| form 4 | Form 4 — Charnaux Christian H. | View Filing | |
| form 4 | Form 4 — Plaines Stephanie | View Filing | |
| edgar index | 3 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| form 3 | Form 3 — Darling Mark J. | View Filing | |
| form 4 | Form 4 — Campbell Curtis A | View Filing | |
| form 4 | Form 4 — Darling Mark J. | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 144 — H&R BLOCK INC | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 144 — H&R BLOCK INC | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| form 4 | Form 4 — Jones Jeffrey J II | View Filing | |
| edgar index | 8-K — H&R BLOCK INC | View Filing | |
| eight k text | 8-K — 8-K | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 8-K — H&R BLOCK INC | View Filing | |
| edgar index | 10-Q — H&R BLOCK INC | View Filing | |
| eight k text | 8-K — 8-K | View Filing | |
| form 4 | Form 4 — Winter Matthew E | View Filing | |
| form 4 | Form 4 — REICH VICTORIA | View Filing | |
| form 4 | Form 4 — REICH VICTORIA | View Filing | |
| form 4 | Form 4 — Mends Mia | View Filing | |
| form 4 | Form 4 — Johnson Richard A | View Filing | |
| form 4 | Form 4 — Gupta Anuradha | View Filing | |
| form 4 | Form 4 — Gerard Robert A | View Filing | |
| form 4 | Form 4 — Gerard Robert A | View Filing | |
| form 4 | Form 4 — Cohan Sean | View Filing | |
| edgar index | 3 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| form 3 | Form 3 — Wasleski April M. | View Filing | |
| form 4 | Form 4 — Wasleski April M. | View Filing | |
| edgar index | 11-K — H&R BLOCK INC | View Filing | |
| edgar index | DEF 14A — H&R BLOCK INC | View Filing | |
| edgar index | DEFA14A — H&R BLOCK INC | View Filing | |
| edgar index | ARS — H&R BLOCK INC | View Filing | |
| edgar index | 8-K/A — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| edgar index | 4 — H&R BLOCK INC | View Filing | |
| form 4 | Form 4 — Campbell Curtis A | View Filing | |
| form 4 | Form 4 — Campbell Curtis A | View Filing |