Bringing the fundamentals into focus…
Back to H&R Block, Inc.
How H&R Block, Inc. stacks up
HRB · against 245 other Consumer Cyclical companies of similar size
Valuation
80/ 100
Near the top of its peers.
Ranked #46 of 246 · scores higher than 81% of peers
Bars: peers in each 10-point band of the valuation score22 peers with a valuation score of 80–89, including HRB · Click a bar to see the companies
Why valuation scores 80?
Weighted metrics compared with all Consumer Cyclical companies.Mainly thanks to its earnings yield, EBITDA yield and free cash flow yield, which are stronger than most Consumer Cyclical peers.
- more free cash flow for the price paid: stronger than 73% of peers. Free cash flow yield: 11.5% vs peer median 6.1%
- more operating profit (EBITDA) for the company's total value: stronger than 74% of peers. EBITDA yield: 13.4% vs peer median 8.8%
- higher earnings for the price paid: stronger than 89% of peers. Earnings yield: 11.2% vs peer median 4.4%
Metric by metric
Position: dot = HRB, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | HRB | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 244 reported | 10.7% | 5.1% | 89% | 30% | |
| EBITDA yieldHigher is better · 249 reported | 13.4% | 9.2% | 77% | 50% | |
| Free cash flow yieldHigher is better · 125 reported | 11.6% | 6.1% | 85% | 20% | |
| Book yieldHigher is better · 247 reported | 1.8% | 40.6% | 4% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around HRB| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 2.6B GBP (≈$3.4B) | 99 | 61 | |
| 1 | 6.2B USD | 99 | 69 | |
| 3 | 51.9B CNY (≈$7.3B) | 98 | 64 | |
| 4 | 25.5B HKD (≈$3.3B) | 97 | 83 | |
| 4 | 7.7B USD | 97 | 68 | |
| 42 | 582.6B JPY (≈$4.0B) | 81 | 60 | |
| 42 | 53.8B HKD (≈$6.9B) | 81 | 67 | |
| 42 | 232.0B TRY (≈$7.0B) | 81 | 61 | |
| 42 | 4.2B USD | 81 | 80 | |
| 46 | 6.5B USD | 80 | 62 | |
| 46 | 4.9B USD | 80 | 51 | |
| 48 | 40.0B CNY (≈$5.6B) | 79 | 70 | |
| 48 | 2.8B GBP (≈$3.7B) | 79 | 63 | |
| 50 | 695.2B JPY (≈$4.7B) | 78 | 69 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score