H&R Block Inc.
HRB
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+ FollowMarket Cap$5.86B
Close$
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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$103.34
93.7% upside
Current Fair Value
93.7% upsideUndervalued by 93.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $5.86 Billion |
|---|---|
| Enterprise Value | $7.00 Billion |
| Dividend Yield | $1.68 (3.64%) |
| Earnings per Share | $4.52 |
| Beta | 0.38 |
| Outstanding Shares | 129,489,000 |
Return
| Return on Equity | 250.34% |
|---|---|
| Return on Assets | 9.03% |
| Return on Invested Capital | -3.60% |
Valuation & Multiples
| P/E Ratio | 8.2 |
|---|---|
| PEG | -426.58 |
| Price to Sales | 4.85 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 4.52 |
| Enterprise Value to EBIT | -85.87 |
| Enterprise Value to Net Income | 23 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | 17.89 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 11, 2026
EPS Estimate
$2.21
Average shareholder expectationRevenue Estimate
$1.12 B
Average shareholder expectationNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$-1.39
Average shareholder expectationRevenue Estimate
$211.46 M
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.0768▼ 70.13% |
|---|---|
| Total Calls | 63,800▼ 82.50% |
| Total Puts | 68,700▼ 89.40% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 25.73%▼ 70.20% |
|---|---|
| Total Invested | $1.27B▼ 67.06% |
| Investors Holding | 264▼ 240.00% |
ESG Score
No data
About H&R Block Inc.
CEO: Jeffrey Jones