Hr Block Stock Performance
| HRB Stock | USD 38.87 0.18 0.46% |
The company owns a Beta (Systematic Risk) of 0.69, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, HR Block's returns are expected to increase less than the market. However, during the bear market, the loss of holding HR Block is expected to be smaller as well. At this point, HR Block has a negative expected return of -0.37%. Please make sure to check out HR Block's potential upside, day median price, and the relationship between the treynor ratio and accumulation distribution , to decide if HR Block performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days HR Block has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| HR Block dividend paid on 6th of January 2026 | 01/06/2026 |
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -105.4 M |
HR Block Relative Risk vs. Return Landscape
If you would invest 4,925 in HR Block on October 31, 2025 and sell it today you would lose (1,038) from holding HR Block or give up 21.08% of portfolio value over 90 days. HR Block is generating negative expected returns assuming volatility of 1.8238% on return distribution over 90 days investment horizon. In other words, 16% 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 Target Price Odds to finish over Current Price
The tendency of HRB Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.87 | 90 days | 38.87 | over 95.67 |
Based on a normal probability distribution, the odds of HR Block to move above the current price in 90 days from now is over 95.67 (This HR Block probability density function shows the probability of HRB Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon HR Block has a beta of 0.69. This usually indicates as returns on the market go up, HR Block average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding HR Block will be expected to be much smaller as well. Additionally HR Block has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. HR Block Price Density |
| Price |
Predictive Modules for HR Block
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as HR Block. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.HR Block Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. HR Block is not an exception. The market had few large corrections towards the HR Block's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold HR Block, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of HR Block within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.42 | |
β | Beta against Dow Jones | 0.69 | |
σ | Overall volatility | 2.65 | |
Ir | Information ratio | -0.24 |
HR Block Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of HR Block for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for HR Block can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| HR Block generated a negative expected return over the last 90 days | |
| Over 97.0% of the company shares are owned by institutional investors | |
| On 6th of January 2026 HR Block paid $ 0.42 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Is It Time To Reassess Boyd Gaming After Its Strong Multi Year Share Price Run |
HR Block Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of HRB Stock often depends not only on the future outlook of the current and potential HR Block's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. HR Block's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 137.3 M | |
| Cash And Short Term Investments | 983.3 M |
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 | 0.68 | |||
| Return On Asset | 0.21 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | (1.02) % | |||
| Current Valuation | 6.84 B | |||
| Shares Outstanding | 126.43 M | |||
| Price To Earning | 87.78 X | |||
| Price To Book | 73.56 X | |||
| Price To Sales | 1.32 X | |||
| Revenue | 3.76 B | |||
| EBITDA | 976.34 M | |||
| Cash And Equivalents | 983.28 M | |||
| Cash Per Share | 5.53 X | |||
| Total Debt | 2.03 B | |||
| Debt To Equity | 9.10 % | |||
| Book Value Per Share | (4.36) X | |||
| Cash Flow From Operations | 680.88 M | |||
| Earnings Per Share | 4.39 X | |||
| Total Asset | 3.26 B | |||
| Retained Earnings | 12.06 M | |||
| Current Asset | 1.22 B | |||
| Current Liabilities | 1.04 B | |||
About HR Block Performance
By analyzing HR Block's fundamental ratios, stakeholders can gain valuable insights into HR Block's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HR Block has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HR Block has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people.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 generated a negative expected return over the last 90 days | |
| Over 97.0% of the company shares are owned by institutional investors | |
| On 6th of January 2026 HR Block paid $ 0.42 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Is It Time To Reassess Boyd Gaming After Its Strong Multi Year Share Price Run |
- 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.
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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