tickrz reports
  
tickrz rank
A
H & R Block Inc (HRB)
Services | Personal Services
CEO: William C. Cobb
Employees: 94800
hrblock.com
FACTOR RANKINGSFACTOR SCREENER 
Pure Value Rank84Dividend Rank17
Moat Rank173Financial Strength Rank91
Growth Rank441Momentum Rank153
DIVIDEND ANALYSIS
Dividend Yield3.43%
Payout Ratio56.92%
3 yr Dividend Growth0%
VALUATION RATIOS
P/E Ratio16.34x
P/B Ratiox
P/S Ratio1.77x
EV/EBITDA Ratio9.21x
FINANCIAL STRENGTH
Piotroski F-Score5
Debt-to-Equity-324%
Interest Coverage7.02x
MOAT
ROE-48.78%
ROIC23.21%
Net Margin12.6%
GROWTH
5 yr EPS Growth2.61%
5 yr SPS Growth-4.25%
5 yr BPS Growth-53.36%
tickrz A-Ranked H & R Block Inc scores well on valuation
 tickrz summary
H & R Block Inc receives an A ranking in our proprietary multi-factor ranking approach that blends valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
 value
 pure value ranking Warren Buffett ranking
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. H & R Block Inc's valuation score is comprised of a P/E ratio of 16.3x, a P/S ratio of 1.8x, and an EV/EBITDA ratio of 9.2x. H & R Block Inc ranks 84 out of the S&P 500 constituents on valuation--a relatively strong score.H & R Block Inc ranks 42 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, H & R Block Inc warrants further investigation.

 quality
 moat financial strength
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.H & R Block Inc has a Piotroski F Score of 5 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 7.02x, a debt/equity ratio of -324% and a Moat Rank of 173 translate to a strong Financial Strength score.


 momentum
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 20.14% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 153. H & R Block Inc's strong 12 month stock performance will appeal to momentum investors.

 yield
 value + yield
Shares currently yield 3.43%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, H & R Block Inc ranks 17 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate H & R Block Inc.

 growth
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 2.6% 5 year annualized EPS growth, -4.2% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -53.4% speak to its relatively poor ranking.

H & R Block Inc (HRB)
Services | Personal Services
CEO: William C. Cobb
Employees: 94800
hrblock.com


tickrz rank
A

VALUATION RATIOS
P/E Ratio16.34x
P/B Ratiox
P/S Ratio1.77x
EV/EBITDA Ratio9.21x
DIVIDEND ANALYSIS
Dividend Yield3.43%
Payout Ratio56.92%
3 yr Dividend Growth0%
FINANCIAL STRENGTH
Piotroski F-Score5
Debt-to-Equity-324%
Interest Coverage7.02x
MOAT
ROE-48.78%
ROIC23.21%
Net Margin12.6%
GROWTH
5 yr EPS Growth2.61%
5 yr SPS Growth-4.25%
5 yr BPS Growth-53.36%

TICKRZ RANK
H & R Block Inc receives an A ranking in our proprietary multi-factor ranking approach that blends valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. H & R Block Inc's valuation score is comprised of a P/E ratio of 16.3x, a P/S ratio of 1.8x, and an EV/EBITDA ratio of 9.2x. H & R Block Inc ranks 84 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
H & R Block Inc ranks 42 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, H & R Block Inc warrants further investigation.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
H & R Block Inc has a Piotroski F Score of 5 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 7.02x, a debt/equity ratio of -324% and a Moat Rank of 173 translate to a strong Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 20.14% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 153. H & R Block Inc's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 3.43%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, H & R Block Inc ranks 17 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate H & R Block Inc.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 2.6% 5 year annualized EPS growth, -4.2% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -53.4% speak to its relatively poor ranking.