H&R Block Inc.
HRB
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+ FollowMarket Cap$4.88B
Close$
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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$113.99
200.3% upside
Current Fair Value
200.3% upsideUndervalued by 200.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $4.88 Billion |
|---|---|
| Enterprise Value | $4.88 Billion |
| Dividend Yield | $1.68 (4.25%) |
| Earnings per Share | $4.52 |
| Beta | 0.3 |
| Outstanding Shares | 129,489,000 |
Return
| Return on Equity | -1230423.91% |
|---|---|
| Return on Assets | 8841.50% |
| Return on Invested Capital | -2841.01% |
Valuation & Multiples
| P/E Ratio | 6.74 |
|---|---|
| PEG | -15.51 |
| Price to Sales | 3.45 |
| Price to Book Ratio | -37.96 |
| Enterprise Value to Revenue | 3.22 |
| Enterprise Value to EBIT | -81.91 |
| Enterprise Value to Net Income | 16 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | -94.3 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
May 12, 2026
EPS Estimate
$5.77
Average shareholder expectationRevenue Estimate
$2.34 B
Average shareholder expectationNext Earnings Call
Expected Date
August 11, 2026
EPS Estimate
$2.23
Average shareholder expectationRevenue Estimate
$1.12 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.7781▲ 95.22% |
|---|---|
| Total Calls | 364,600▲ 47.61% |
| Total Puts | 648,300▲ 217.79% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 95.38%▲ 2.48% |
|---|---|
| Total Invested | $3.83B▼ 25.18% |
| Investors Holding | 501▼ 23.00% |
ESG Score
No data
About H&R Block Inc.
CEO: Jeffrey Jones Relevant Senate Committees
Joint Committee on Taxation
This committee provides critical analysis and revenue estimates for all tax legislation. Its technical expertise and insights into proposed tax law changes are directly relevant and material to H&R Block's business.
Finance
This is the primary committee for H&R Block, as it directly controls taxation, trade, and entitlement spending. Any changes to the tax code, corporate tax rates, or individual tax laws directly impact H&R Block's business model and revenue.