tickrz reports
tickrz rank
A
H & R Block Inc (HRB)
Services | Diversified Services
25.98  0.39%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankA / 1Warren Buffett RankA / 12
Pure Value RankA / 46Dividend RankA / 30
Moat RankA / 37Financial Strength RankA / 24
Growth RankC / 324Momentum RankA / 51
HRB vs DIVERSIFIED SERVICES SECTOR & S&P 500
VALUATION
HRBSECTORS&P 500
P/E RATIO13.3828.519.28
EV/EBITDA RATIO6.8615.211.77
P/S RATIO1.773.82.03
P/B RATIO9.23.09
QUALITY
RETURN ON EQUITY-194.16%30.1%13.82%
RETURN ON CAPITAL64.03%27.8%10.04%
NET MARGIN13.83%9.82%9.76%
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.48%
PAYOUT RATIO46.89%
3 YR DIVIDEND GROWTH3.23%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
8 OUT OF 9
DEBT-TO-EQUITY-697%
INTEREST COVERAGE7.7x
CURRENT RATIO1.48
GROWTH
5 YR EPS GROWTH16.5%
5 YR SPS GROWTH0.97%
5 YR BPS GROWTH-157.84%
About tickrz
Key Concepts
Great Investors
tickrz A-Ranked H & R Block Inc scores well on valuation and momentum
tickrz rank A / 1
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 A / 46Warren Buffett ranking A / 12
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 13.4x, a P/S ratio of 1.8x, and an EV/EBITDA ratio of 6.9x. H & R Block Inc ranks 46 out of the S&P 500 constituents on valuation--a relatively strong score.H & R Block Inc ranks 12 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 A / 37financial strength A / 24
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 strong. H & R Block Inc appears to have a durable competitive advantage within the Services sector. H & R Block Inc has a Piotroski F Score of 8 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 7.7x, a debt/equity ratio of -697% and a Moat Rank of 37 translate to a strong Financial Strength score.


momentum A / 51
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 40.64% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 51. H & R Block Inc's strong 12 month stock performance will appeal to momentum investors.

yield A / 30
value + yield
Shares currently yield 3.48%. 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 30 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate H & R Block Inc.

growth C / 324
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 16.5% 5 year annualized EPS growth, 1% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -157.8% speak to its relatively poor ranking.

H & R Block Inc (HRB)
Services | Diversified Services
25.98  0.39%


tickrz rank
A
VALUATION RATIOS
P/E Ratio13.38x
P/B Ratiox
P/S Ratio1.77x
EV/EBITDA Ratio6.86x
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.48%
PAYOUT RATIO46.89%
3 YR DIVIDEND GROWTH3.23%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
8 OUT OF 9
DEBT-TO-EQUITY-697%
INTEREST COVERAGE7.7x
CURRENT RATIO1.48
MOAT
ROE-194.16%
ROIC64.03%
Net Margin13.83%
GROWTH
5 YR EPS GROWTH16.5%
5 YR SPS GROWTH0.97%
5 YR BPS GROWTH-157.84%

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 13.4x, a P/S ratio of 1.8x, and an EV/EBITDA ratio of 6.9x. H & R Block Inc ranks 46 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
H & R Block Inc ranks 12 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 strong. H & R Block Inc appears to have a durable competitive advantage within the Services sector.

FINANCIAL STRENGTH
H & R Block Inc has a Piotroski F Score of 8 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 7.7x, a debt/equity ratio of -697% and a Moat Rank of 37 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 40.64% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 51. H & R Block Inc's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 3.48%. 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 30 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 16.5% 5 year annualized EPS growth, 1% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -157.8% speak to its relatively poor ranking.