Stocktoria
H&R BLOCK INC HRB
H&R BLOCK INC (HRB) earns a Piotroski F-score of 7/9 (strong financial health). It pays a dividend yielding 4.18% (safety: safe). FY2025 revenue was $3.8B at a 16.1% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Beneish M-score: -2.63 — low (below −2.22 — no manipulation red flag) . A statistical screen for earnings manipulation, not proof — and it doesn't apply to most banks/insurers.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-04-27 | Barrington Research | Outperform (main) |
| 2026-02-09 | Goldman Sachs | Sell (main) |
| 2026-02-04 | Barrington Research | Outperform (main) |
| 2026-01-22 | Barrington Research | Outperform (main) |
| 2025-10-27 | Barrington Research | Outperform (main) |
| 2025-09-23 | Barrington Research | Outperform (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Services · percentile among 982 companies
Percentile vs other Services companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 7/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Services companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| HRB | H&R BLOCK INC | 7/9 | — | 7.8 | +4.2% |
| SCI | SERVICE CORP INTERNATIONAL | 7/9 | 0.42 | 19.3 | +2.9% |
| UNF | UNIFIRST CORP | 4/9 | 8.12 | 30.9 | +0.2% |
| YELP | YELP INC | 6/9 | 2.26 | 8.8 | +3.7% |
| WW | WW INTERNATIONAL, INC. | 3/9 | 7.04 | — | -11.6% |
| CSV | CARRIAGE SERVICES INC | 5/9 | 1.44 | 12 | +3.3% |
| EVI | EVI INDUSTRIES, INC. | 6/9 | 2.7 | 25.4 | +10.3% |
About H&R BLOCK INC
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
FAQ
Is HRB financially healthy?
H&R BLOCK INC's Piotroski F-score is 7/9 (8–9 is excellent, 0–3 weak).
Does HRB pay a dividend, and is it safe?
Yes. H&R BLOCK INC pays a dividend yielding about 4.18% with a 32.6% payout ratio, rated “safe” for safety.
How profitable is HRB?
In FY2025, H&R BLOCK INC had a net margin of 16.1% and a return on equity of 681.4%.
Is HRB overvalued or undervalued?
H&R BLOCK INC trades at about 12.3× trailing earnings — near its 10-year norm (10-year range 8.1×–18.6×, median 12.9×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for HRB?
The average Wall-Street price target for H&R BLOCK INC is $39.50, about 27.1% below the recent price, from 2 analysts (consensus: hold).
Is HRB a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on H&R BLOCK INC: a Piotroski F-score of 7/9, a P/E of about 7.8×, a dividend yield of 4.18%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-06-30. Facts plus Stocktoria's own computed scores — not investment advice.