HR Block Valuation
| HRB Stock | USD 56.87 0.32 0.57% |
At this time, the firm appears to be overvalued. HR Block owns a latest Real Value of $48.88 per share. The recent price of the firm is $56.87. Our model calculates the value of HR Block from inspecting the firm fundamentals such as Shares Owned By Insiders of 1.16 %, return on asset of 0.19, and Operating Margin of (1.18) % as well as reviewing its technical indicators and probability of bankruptcy. Key fundamental drivers impacting HR Block's valuation include:
Price Book 98.1229 | Enterprise Value 9.1 B | Enterprise Value Ebitda 9.6666 | Price Sales 2.1407 | Forward PE 6.7705 |
Overvalued
Today
Please note that HR Block's price fluctuation is very steady at this time. Calculation of the real value of HR Block is based on 3 months time horizon. Increasing HR Block's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Since HR Block is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HRB Stock. However, HR Block's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 56.87 | Real 48.88 | Target 39.33 | Hype 56.99 | Naive 54.24 |
The real value of HRB Stock, also known as its intrinsic value, is the underlying worth of HR Block Company, which is reflected in its stock price. It is based on HR Block's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of HR Block's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of HR Block helps investors to forecast how HRB stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of HR Block more accurately as focusing exclusively on HR Block's fundamentals will not take into account other important factors: Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use HR Block's intrinsic value based on its ongoing forecasts of HR Block's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against HR Block's closest peers. If more than one evaluation category is relevant for HR Block we suggest using both methods to arrive at a better estimate.
HR Block Cash |
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HRB Valuation Trend
Comparing HR Block's enterprise value against its market capitalization is a good way to estimate the value of HR Block uage its performance over time. This information may sometimes be enough for investors to make reasonable market timing decisions.
HRB Revenue by Product
HR Block Total Value Analysis
HR Block is currently projected to have company total value of 9.1 B with market capitalization of 7.75 B, debt of 1.49 B, and cash on hands of 986.98 M. Please note that company total value may be misleading and is a subject to accounting gimmicks. We encourage investors to carefully check all of the HR Block fundamentals before making security assessment based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
9.1 B | 7.75 B | 1.49 B | 986.98 M |
HR Block Investor Information
About 95.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.54. HR Block last dividend was issued on the 5th of December 2024. The entity had 2:1 split on the 23rd of August 2005. Based on the analysis of HR Block's profitability, liquidity, and operating efficiency, HR Block may be sliding down financialy. It has an above-average probability of going through some form of financial hardship next quarter.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Operating Profit Margin | 0.13 | 0.223 |
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| Total Cash From Operating Activities | 489.1 M | 720.9 M |
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| Operating Income | 516.9 M | 805.3 M |
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HR Block Asset Utilization
The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. HR Block has an asset utilization ratio of 112.16 percent. This suggests that the Company is making $1.12 for each dollar of assets. An increasing asset utilization means that HR Block is more efficient with each dollar of assets it utilizes for everyday operations.HR Block Ownership Allocation
HR Block secures a total of 137.05 Million outstanding shares. The majority of HR Block outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to purchase positions in HR Block to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in HR Block. Please pay attention to any change in the institutional holdings of HR Block as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company retains, if the real value of the firm is less than the current market value, you may not be able to make money on it.HR Block Profitability Analysis
The company reported the last year's revenue of 3.61 B. Total Income to common stockholders was 595.32 M with profit before taxes, overhead, and interest of 2.14 B.HR Block Past Distributions to stockholders
| 3rd of October 2024 | ||
| 3rd of July 2024 | ||
| 3rd of April 2024 | ||
| 4th of January 2024 | ||
| 4th of October 2023 | ||
| 6th of July 2023 | ||
| 5th of April 2023 | ||
| 3rd of January 2023 |
Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates HR Block's worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in HR Block and how it compares across the competition.
About HR Block Valuation
The stock valuation mechanism determines HR Block's current worth on a weekly basis. Our valuation model uses a comparative analysis of HR Block. We calculate exposure to HR Block's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of HR Block's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 1.6 B | 1.6 B | |
| Pretax Profit Margin | 0.21 | 0.22 | |
| Operating Profit Margin | 0.22 | 0.13 | |
| Net Profit Margin | 0.16 | 0.10 | |
| Gross Profit Margin | 0.45 | 0.68 |
A single share of HR Block represents a small ownership stake in the entity. As a stockholder of HRB, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
HR Block Dividends Analysis For Valuation
At present, HR Block's Dividend Yield is projected to slightly decrease based on the last few years of reporting. The current year's Dividend Payout Ratio is expected to grow to 0.32, whereas Dividends Paid is forecasted to decline to about 167.9 M. . At present, HR Block's Price Earnings Ratio is projected to decrease significantly based on the last few years of reporting. The current year's Price Earnings To Growth Ratio is expected to grow to 0.90, whereas Retained Earnings are forecasted to decline to about 12 M.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | 179.8 M | 167.9 M | |
| Dividend Yield | 0.02 | 0.02 | |
| Dividend Payout Ratio | 0.30 | 0.32 | |
| Dividend Paid And Capex Coverage Ratio | 2.96 | 3.11 |
There are various types of dividends HR Block can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of HRB shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from HR Block directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When HRB pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of HR Block by the value of the dividends paid out.
HR Block Growth Indicators
Growth stocks usually refer to those companies expected to grow sales and earnings faster than the market average. Growth stocks typically don't pay dividends, often look expensive, and usually trading at a high P/E ratio. Nevertheless, such valuations could be relatively cheap if the company continues to grow, which will drive the share price up. However, since most investors are paying a high price for a growth stock, based on expectations, if those expectations are not fully realized, growth stocks can see dramatic declines.
| Common Stock Shares Outstanding | 143.9 M | |
| Quarterly Earnings Growth Y O Y | -0.076 | |
| Forward Price Earnings | 6.7705 |
HR Block Current Valuation Indicators
Valuation refers to the process of determining the present value of HR Block and all of its assets. It can be calculated using a number of techniques. As many analysts who try to value HRB we look at many different elements of the entity such as HRB's management, its prospective future earnings, the current market value of the company's assets, as well as its capital structure formation.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as HR Block, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use HR Block's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes HR Block's worth.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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