H&R Block

HRB

Personal Products & Services · Consumer Cyclical

Also trades as: 0HOB.L

Price

$54.18

+7.51 (+16.09%)

pre-market:$52.90-2.36%

Market Cap

$6.87B

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 13, 2026 · filings through Mar 31, 2026

How the score breaks down

Quality

Exceptional

Growth

Mixed

Cash Flow

Exceptional

Stability

Mixed

Valuation

Strong

Dividends

Strong

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Share count falling — buybacks

−25.9% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 171.4M (2022) → 127.0M (2026)

Winston Score History

The full picture

H&R Block helps everyday people file their taxes. It offers in-person tax preparation at retail offices, a do-it-yourself online filing product, and tax software you can buy and install at home. The main customers are individual taxpayers, including people with simple returns and small business owners. H&R Block is one of the largest consumer tax preparation companies in the United States.

The company makes money by charging fees for each tax return it prepares or helps file, whether in a physical office or through its digital products. It operates primarily in the United States, with some presence in Canada and Australia, and generates most of its revenue during the January-to-April tax season. Its large network of retail locations and a recognizable brand give it a durable position, but the main risk is that the IRS or government-backed free filing programs could reduce demand for paid tax preparation services over time.

Politician Trades

5 trades / 12mo

2 Congressional buys and 3 sells on HRB in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+5.3% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+22.1% YoY

YoY Growth Rate

Steady EPS growth

R&D Spend

$26M/ year

↓ Declining (-78% vs prior year)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

0.9%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$935M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

H&R Block is growing revenue at 5% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin

57.0%

Premium pricing power — 57.0% gross margin

Operating Margin

43.7%

Excellent — 43.7% operating margin

ROCE

62.5%

Exceptional — 62.5% return on capital

ROIC above 25%. Every dollar invested in the business earns more than 25 cents back per year.

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Growth

Sales YoY

+5.4%

Slow sales growth (+5.4% YoY)

EPS YoY

+34.4%

Earnings growing fast (+34.4% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency

3/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Cash Conversion

113%

Turns 113% of profit into real cash

FCF Margin

19.5%

Converts sales into free cash efficiently (19.5%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

Debt / Equity

N/A

Data not available

Interest Cover

12.66x

Comfortably covers interest (12.7x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

9.6x

Attractive valuation — P/E 9.6

P/E under 10. The price tag is small relative to last year's profit.

P/E vs Forward

+1.7

GROWING

Earnings expected to grow — slightly cheaper on forward P/E

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Dividends

Dividend Yield

3.60%

Moderate income — 3.60% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend Growth

+12.0%

Dividend growing fast (12.0% YoY)

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