HRB
Research Snapshot
Static fundamentals, valuation context, and investor signals for H&R Block, Inc. (HRB).
DCF ready
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
38.3%
ROIC, 15.9% FCF margin
Growth
7.3%
5Y sales (revenue) CAGR
Balance sheet
16.8x
Debt/equity, 0.9x current ratio
Superinvestors
2
Top: Li Lu (1.6%)
Strengths to research
- Free cash flow compounded at 85.5% over five years.
- Return on equity is strong at 681.4%.
- Free cash flow margin is healthy at 15.9%.
- 10 annual periods are available for trend analysis.
Watchouts
- Debt/equity is high at 16.8x.
- Current ratio is below 1 at 0.9x.
- Valuation multiples are limited or unavailable.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for HRB.
Grade C
60
/ 100
Financial Charts
No financial data available for HRB (annual).
2 superinvestors own HRB
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Li Lu Himalaya Capital Management | 1,626,906 | $52M | 1.61% | 0.0% |
| Lee Ainslie Maverick Capital | 19,943 | $633,000 | 0.01% | 0.0% |