Hr Block Stock Performance
| HRB Stock | USD 47.28 0.44 0.94% |
HR Block has a performance score of 1 on a scale of 0 to 100. The company owns a Beta (Systematic Risk) of 0.91, which attests to possible diversification benefits within a given portfolio. HR Block returns are very sensitive to returns on the market. As the market goes up or down, HR Block is expected to follow. HR Block today owns a risk of 1.53%. Please check out HR Block treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if HR Block will be following its current price history.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in HR Block are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, HR Block is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.93 | Five Day Return 1.29 | Year To Date Return (2.61) | Ten Year Return 70.61 | All Time Return 5.7 K |
Forward Dividend Yield 0.0273 | Payout Ratio 0.1538 | Last Split Factor 2:1 | Forward Dividend Rate 1.28 | Dividend Date 2024-04-03 |
1 | O Shaughnessy Asset Management LLC Sells 51,658 Shares of HR Block, Inc. | 02/29/2024 |
2 | HR Block Rises 37 percent in a Year Heres What to Know | 03/13/2024 |
3 | You could earn up to 500 by referring a friend to a tax filing software heres how | 03/20/2024 |
4 | HR Block sues FTC for use of administrative law judge in tax data case | 03/21/2024 |
5 | Insiders At HR Block Sold US2.5m In Stock, Alluding To Potential Weakness | 04/02/2024 |
| HR Block dividend paid on 3rd of April 2024 | 04/03/2024 |
6 | Pizza for Procrastinators HR Block Partners with Dominos to Incentivize Last-Minute Tax Filers to Finish Returns by April 10 | 04/05/2024 |
7 | 7 Dividend Stocks to Buy Now for Decades of Consistent Returns | 04/11/2024 |
8 | IRS Leaks And Critical Safeguard Weaknesses Leave Millions Of Americans Sensitive Data At Risk As Agency Fights for More Funding | 04/17/2024 |
9 | Disposition of 91192 shares by Jeffrey Jones of HR Block at 38.0 subject to Rule 16b-3 | 04/19/2024 |
10 | Returns On Capital At HR Block Have Stalled | 04/22/2024 |
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -101.4 M |
HRB |
HR Block Relative Risk vs. Return Landscape
If you would invest 4,680 in HR Block on January 24, 2024 and sell it today you would earn a total of 48.00 from holding HR Block or generate 1.03% return on investment over 90 days. HR Block is generating 0.0279% of daily returns assuming volatility of 1.5314% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than HRB, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
HR Block Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HR Block's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HR Block, and traders can use it to determine the average amount a HR Block's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0182
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRB |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average HR Block is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HR Block by adding it to a well-diversified portfolio.
HR Block Fundamentals Growth
HRB Stock prices reflect investors' perceptions of the future prospects and financial health of HR Block, and HR Block fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HRB Stock performance.
| Return On Equity | 0.46 | ||||
| Return On Asset | 0.18 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | (1.49) % | ||||
| Current Valuation | 8.9 B | ||||
| Shares Outstanding | 139.52 M | ||||
| Price To Earning | 87.78 X | ||||
| Price To Book | 26.62 X | ||||
| Price To Sales | 1.85 X | ||||
| Revenue | 3.47 B | ||||
| Gross Profit | 2.14 B | ||||
| EBITDA | 914.69 M | ||||
| Net Income | 553.7 M | ||||
| Cash And Equivalents | 986.98 M | ||||
| Cash Per Share | 5.53 X | ||||
| Total Debt | 1.93 B | ||||
| Debt To Equity | 9.10 % | ||||
| Current Ratio | 1.39 X | ||||
| Book Value Per Share | (5.54) X | ||||
| Cash Flow From Operations | 821.84 M | ||||
| Earnings Per Share | 3.60 X | ||||
| Market Capitalization | 6.6 B | ||||
| Total Asset | 3.07 B | ||||
| Retained Earnings | (48.68 M) | ||||
| Working Capital | 248.7 M | ||||
| Current Asset | 1.22 B | ||||
| Current Liabilities | 1.04 B | ||||
About HR Block Performance
To evaluate HR Block Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HR Block generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare HRB Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HR Block market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents HRB's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 8.90 | 8.46 | |
| Return On Tangible Assets | 0.25 | 0.26 | |
| Return On Capital Employed | 0.33 | 0.19 | |
| Return On Assets | 0.21 | 0.12 | |
| Return On Equity | 15.54 | 16.32 |
Things to note about HR Block performance evaluation
Checking the ongoing alerts about HR Block for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HR Block help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HR Block has a poor financial position based on the latest SEC disclosures | |
| Over 95.0% of the company shares are owned by institutional investors | |
| On 3rd of April 2024 HR Block paid $ 0.32 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Returns On Capital At HR Block Have Stalled |
- Analyzing HR Block's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HR Block's stock is overvalued or undervalued compared to its peers.
- Examining HR Block's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HR Block's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HR Block's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HR Block's stock. These opinions can provide insight into HR Block's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HR Block. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Complementary Tools for HRB Stock analysis
When running HR Block's price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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Is HR Block's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. If investors know HRB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HR Block listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.444 | Dividend Share 1.22 | Earnings Share 3.6 | Revenue Per Share 23.597 | Quarterly Revenue Growth 0.076 |
The market value of HR Block is measured differently than its book value, which is the value of HRB that is recorded on the company's balance sheet. Investors also form their own opinion of HR Block's value that differs from its market value or its book value, called intrinsic value, which is HR Block's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HR Block's market value can be influenced by many factors that don't directly affect HR Block's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine if HR Block is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HR Block's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.