H&R Block Inc.
HRB - Insider Information
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+ FollowMarket Cap$6.29B
Close$
Earnings Call Q3 2023
May 9, 2023 - AI Summary
H&R Block's third quarter fiscal 2023 revenue increased by 1.5% to $2.1 billion.
The company experienced a decline in industry tax return volume, which impacted its Assisted business segment.
Factors contributing to the decline included stimulus filers rolling off, a decrease in average refund size, and an increase in balance due returns.
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$117.79
125.5% upside
Current Fair Value
125.5% upsideUndervalued by 125.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $6.29 Billion |
|---|---|
| Enterprise Value | $7.43 Billion |
| Annual dividend | $1.72 |
| Dividend yield | 3.35% |
| Earnings per Share | $5.78 |
| Beta | 0.39 |
| Outstanding Shares | 126,989,000 |
Return
| Return on Equity | 250.34% |
|---|---|
| Return on Assets | 9.03% |
| Return on Invested Capital | -3.60% |
Valuation & Multiples
| P/E Ratio | 8.85 |
|---|---|
| PEG | -459.98 |
| Price to Sales | 4.35 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 4.79 |
| Enterprise Value to EBIT | -91.15 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.28 |
| Debt to Equity | 17.89 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 11, 2026
EPS Estimate
$2.21
Consensus analyst estimateRevenue Estimate
$1.12 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$-1.41
Consensus analyst estimateRevenue Estimate
$212.26 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 112.71% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.25%▼ 97.95% |
|---|---|
| Total Invested | $221.74M▼ 95.51% |
| Investors Holding | 175▼ 386.00% |
About H&R Block Inc.
4,200 employees
CEO: Jeffrey Jones
H&R Block, Inc., operating through its various divisions, offers tax preparation services—both professionally guided and self-service (DIY)—to individual taxpayers primarily in the United States, Canada, and Australia. The company delive...