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H&R Block, Inc. (HRB)



$19.18
52 Week Low
$24.79
2017-04-28 14:45:51 MDT
$24.95
52 Week High

Basic Info

Services
Sector
Personal Services
Industry
NYSE
Stock Exchange
United States
Country

Market Cap: $4,890,000,000Mid Cap (Between $2B and $10B)
Analyst Recommendation:2.9Analysts say: Neutral. (1=Strong Buy, 5=Strong Sell)
Beta: -0.05 Unusual negative beta. Good for diversity? Stock may go up when market goes down, and down when market goes up.

Fundamentals

ForwardPE: 13.34
5 Yr Est Growth: 10.00%
Yield: 3.72%
PEG-Y Ratio: 0.97
Excellent Growth Value at a Reasonable Price! Company's growth plus yield is greater than or equal to the PE Ratio. PEGY less than 1 is Excellent!

Technicals

% Above 50 DayMA: 6.49%
% Above 200 DayMA: 9.16%
HRB Performance 52 Weeks: -3.99%
S&P 500 Performance 52 Weeks: 12.50%
Uptrend is still intact: HRB is above both 50 and 200 day Moving Averages. There is hope because 50 Day MA is still above 200 Day MA. Stock is closer to 52 Week High than 52 Week Low.
HRB underperforming S&P 500 by -16.49% the last 52 Weeks.

Profile


More Valuation

Price To Book: N/A
Unknown Price to Book Ratio
EV to EBITDA: 8.71
Great Value! A low EV to EBITDA ratio is great. Ideally, under 10. Under 17 is okay.

More Info

Field Value Average Comments
% Held By Insiders0.37% 17.28%Held by fewer than average Insiders.
% Held By Institutions88.40% 62.07%Institutional percentage greater than average. Institutional buying and selling can really move stock price.
Short % Of Float11.89% 07.02% Shorted by greater than average percent. Investors and traders do not believe in stock. But watch out for short squeezes pushing stock upwards.
Debt to EquityN/A 1.08Unknown.
Profit Margin %10.85%-00.18% Profit Margin is better than the average! Good job.
Operating Margin %21.40%-05.28% Operating Margin greater than average percent. Good.
Return on Equity %N/A-08.79%Unknown.
Return on Assets %14.75%-01.29% Return on Assets greater than average percent. Good.
Revenue Per Employee $1,254,166.67 $883,096.70 More than average Revenue Per Employee. This stock (or industry) could be very efficient.
Price to Cash 23.17 5.52 Higher than average Price to Cash. Meaning that the company has a lower percentage of cash as a percent of price. Cash can be good to cushion company during hard times, and as a potential source for buyouts or investments. However, some activists want the cash to be used by a company to buy its own stock, or to increase their dividend, or to invest the money.
CPEGY Ratio 0.93 2.26 Less than than average CPEGY Ratio. Ideally, a CPEGY should be less than 1 or less than 1.5. CPEGY is the PEG Ratio but incorporating the yield and subtracting Cash Per Share.

Quick Thoughts

PROS:
  1. Excellent PEGY (less than 1): 0.97

  2. Low Forward PE: 13.34

  3. Above Avg Yield: 3.72%

  4. Stock is Above Short Term 50DMA: 6.49%

  5. Stock is Above Long Term 200DMA: 9.16%

  6. Better than average EV/EBITDA: 8.71

  7. Profit Margin is positive: 10.85%

  8. Operating Margin is positively good: 21.40%

  9. Return on Assets is positive: 14.75%

CONS:
  1. Less than Average 5 Yr Est Growth: 10.00%

  2. Stock underperforming S&P 500 over last 52 weeks: -16.49%

  3. Price to Cash Ratio (23.17) is greater than average. Company has less cash as a percent of price than the average.

  4. Shorted more than average: 11.89%

  5. Beta is negative. It might be good for diversity, but could also be a warning flag: -0.05


Headlines


Stock Chart


InvestDashboard.com HRB: H&R Block, Inc.

This page updated Thu Feb 1 22:00:01 MST 2018.