H&R Block, Inc.
HRBConsumer CyclicalNASDAQPersonal Services
Scan Results
Daily timeframeH&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. With a market capitalization of $6.05B, it sits in mid-cap territory. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards.
Market Cap
$6.05B
Beta
0.38
P/E (TTM)
8.62
P/E (Fwd)
7.10
EPS (TTM)
$5.69
EPS (Fwd)
$6.91
ROE
713.5%
ROA
17.4%
Cash
$958.7M
Total Debt
$2.10B
Free CF
$624.8M
52W Change
-5.7%
Annual Financials
Cash vs Debt
Where HRB stands vs its 150-day and 200-day moving averages
As of the September 1, 2026 close, HRB finished 40.05% above its 150-day moving average ($36.88) and 35.56% above its 200-day moving average ($38.10). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is HRB overbought or oversold?
At the September 1, 2026 close, HRB's RSI(14) was 63.6, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $958.7M in cash, though total debt stands at $2.10B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $624.8M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 713.5% points to exceptionally high capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. Return on assets of 17.4% further supports the picture of efficient asset utilization. Revenue has been uneven over recent years, ranging from $3.47B to $3.95B.
With a beta below 0.7, H&R Block, Inc. typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for H&R Block, Inc. and its sector.