HR Block Shares Outstanding vs. Shares Owned by Insiders

HRB Stock  USD 48.66  1.24  2.61%   
Taking into consideration HR Block's profitability measurements, HR Block may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess HR Block's ability to earn profits and add value for shareholders. At present, HR Block's Price To Sales Ratio is projected to slightly decrease based on the last few years of reporting. The current year's Price Sales Ratio is expected to grow to 2.31, whereas Operating Cash Flow Sales Ratio is forecasted to decline to 0.13. At present, HR Block's Total Other Income Expense Net is projected to increase significantly based on the last few years of reporting. The current year's Income Tax Expense is expected to grow to about 193.1 M, whereas Accumulated Other Comprehensive Income is forecasted to decline to (44.8 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.680.71
Sufficiently Down
Slightly volatile
Operating Profit Margin0.130.2
Way Down
Slightly volatile
For HR Block profitability analysis, we use financial ratios and fundamental drivers that measure the ability of HR Block to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well HR Block utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between HR Block's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of HR Block over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.
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.

HR Block Shares Owned by Insiders vs. Shares Outstanding Fundamental Analysis

HRB Shares Owned by Insiders vs. Shares Outstanding

Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.

HR Block

Shares Outstanding

 = 

Public Shares

-

Repurchased

 = 
139.52 M
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.

HR Block

 = 
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Use HR Block in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if HR Block position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in HR Block will appreciate offsetting losses from the drop in the long position's value.

HR Block Pair Trading

HR Block Pair Trading Analysis

The ability to find closely correlated positions to HR Block could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace HR Block when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back HR Block - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling HR Block to buy it.
The correlation of HR Block is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as HR Block moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if HR Block moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for HR Block can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your HR Block position

In addition to having HR Block in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Target Risk ETFs Thematic Idea Now

Target Risk ETFs
Target Risk ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Risk ETFs theme has 33 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Target Risk ETFs Theme or any other thematic opportunities.
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When determining whether HR Block offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HR Block's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hr Block Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hr Block Stock:
Check out Risk vs Return Analysis.
For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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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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To fully project HR Block's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of HR Block at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include HR Block's income statement, its balance sheet, and the statement of cash flows.
Potential HR Block investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although HR Block investors may work on each financial statement separately, they are all related. The changes in HR Block's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on HR Block's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.