H&R BLOCK INC HRB

Latest FY: 2025 Consumer Cyclical Personal Services
Market Price $53.95
Market Cap $6.76B
P/E Ratio 12.29
Quick Peer Compare (Consumer Cyclical):
Revenue (FY 2025) ↑4.2% YoY
$3.76B
3-Yr CAGR: 2.8%
Net Income ↑1.8% YoY
$605.77M
Net Margin: 16.1%
Free Cash Flow ↓-8.9% YoY
$598.85M
FCF Yield: 8.86%
EPS (Diluted) ↑6.6% YoY
$4.39
Basic: $4.45
Return on Equity Efficiency
681.4%
ROA: 632.4%
⚡ Elevated ROE due to low book equity from buybacks

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (HRB)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $3,038.2M $1,352.6M $374.3M $1.49 $532.4M $432.5M
FY 2017 $3,036.3M -0.1% $1,391.9M $408.9M +9.3% $1.91 +28.2% $550.1M $460.8M +6.6%
FY 2018 $3,159.9M +4.1% $1,420.2M $613.1M +49.9% $2.91 +52.4% $850.0M $751.4M +63.1%
FY 2019 $3,094.9M -2.1% $1,338.0M $422.5M -31.1% $2.04 -29.9% $606.5M $511.0M -32.0%
FY 2020 $2,639.7M -14.7% $927.4M $-7.5M -101.8% $-0.04 -102.0% $109.0M $27.3M -94.7%
FY 2021 $3,414.0M +29.3% $1,571.9M $583.8M +7,857.0% $3.08 +7,800.0% $625.9M $573.1M +2,001.2%
FY 2022 $3,463.3M +1.4% $1,582.0M $553.7M -5.2% $3.22 +4.5% $808.5M $746.6M +30.3%
FY 2023 $3,472.2M +0.3% $1,548.7M $553.7M +0.0% $3.51 +9.0% $821.8M $752.1M +0.7%
FY 2024 $3,610.3M +4.0% $1,618.8M $595.3M +7.5% $4.12 +17.4% $720.9M $657.2M -12.6%
FY 2025 $3,761.0M +4.2% $1,674.9M $605.8M +1.8% $4.39 +6.6% $680.9M $598.8M -8.9%
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Valuation

Market Price $53.95
Market Cap $6.76B
Enterprise Value $7.27B
P/E Ratio 12.29
P/B Ratio 76.93
FCF Yield 8.86%
Dividend Yield 8.14%
Shares Outstanding 126,760,200
%

Profitability & Margins

Gross Margin 44.53%
Operating Margin 0.84%
Net Margin 16.11%
Return on Equity (ROE) 681.44%
Return on Assets (ROA) 632.41%
Asset Turnover 39.26x
Revenue 3-Yr CAGR 2.79%
🛡️

Financial Health & Liquidity

Current Ratio 0.07
Cash Ratio 0.76
Debt / Equity 16.797
Debt / Assets 15.589
Cash & Equivalents $983.28M
Total Debt $1.49B
Book Value / Share $0.70
💧

Cash Flow Efficiency

Operating Cash Flow $680.88M
Capital Expenditures (CapEx) $82.03M
Free Cash Flow $598.85M
OCF / Revenue 18.10%
FCF / Revenue 15.92%
FCF 3-Yr CAGR -7.09%
🏷️

Per Share Metrics

EPS (Diluted) $4.39
EPS (Basic) $4.45
Dividends / Share $4.39
Book Value / Share $0.70
EPS YoY Growth 6.55%
🏛️

Balance Sheet (FY 2025)

Total Assets $95.79M
Total Liabilities $1.30B
Stockholders' Equity $88.90M
Current Assets $95.79M
Current Liabilities $1.30B