H&R Block Inc.
HRB - Insider Information
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+ FollowMarket Cap$6.15B
Close$
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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$117.52
134.9% upside
Current Fair Value
134.9% upsideUndervalued by 134.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $6.15 Billion |
|---|---|
| Enterprise Value | $8.22 Billion |
| Annual dividend | $1.72 |
| Dividend yield | 3.44% |
| Earnings per Share | $5.78 |
| Beta | 0.41 |
| Outstanding Shares | 123,077,000 |
Return
| Return on Equity | -112.02% |
|---|---|
| Return on Assets | 10.11% |
| Return on Invested Capital | -5.31% |
Valuation & Multiples
| P/E Ratio | 9.04 |
|---|---|
| PEG | 66.18 |
| Price to Sales | 4.17 |
| Price to Book Ratio | -25.02 |
| Enterprise Value to Revenue | 5.23 |
| Enterprise Value to EBIT | -82.34 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | -10.12 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 9, 2026
EPS
-$1.40
Est. -$1.43Revenue
$224.34 M
Est. $212.28 MNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
-$2.12
Consensus analyst estimateRevenue Estimate
$209.25 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 % | 14.25%▼ 87.95% |
|---|---|
| Total Invested | $742.01M▼ 84.99% |
| Investors Holding | 269▼ 292.00% |
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...