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H&R Block, Inc. (HRB) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

HRBH&R Block

Revenue FY26$3.9B

GROWTH RATING↗

WEAK31 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+6%5

EPS growth, FY28E+6%6

EPS growth, FY29E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 5%/yr).

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 5%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 69% of companies worldwide.

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Steady Grower

Growth is a weak point here. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+16%9

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high77%5

1-year return-6%4

3-year return+16%4

5-year return+107%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-1%) and over three months (+16%).

WATCH

Average long-term results. Multi-year returns are middling (+16% over three years and +107% over five), roughly average for the market.

It's down 6% over the past year, now 23% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on H&R Block, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

HRBH&R Block

Revenue FY26$3.9B

GROWTH RATING↗

WEAK31 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+6%5

EPS growth, FY28E+6%6

EPS growth, FY29E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 5%/yr).

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 5%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 69% of companies worldwide.

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Steady Grower

Growth is a weak point here. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+16%9

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high77%5

1-year return-6%4

3-year return+16%4

5-year return+107%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-1%) and over three months (+16%).

WATCH

Average long-term results. Multi-year returns are middling (+16% over three years and +107% over five), roughly average for the market.

It's down 6% over the past year, now 23% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on H&R Block, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

H&R Block, Inc.

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on H&R Block, Inc.. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on H&R Block, Inc.. Get the full investment case.

Premium