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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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Last updated: April 2026

HRB PEER ANALYSIS

H&R Block Inc — metric-by-metric comparison with peers and the industry median

HRBH&R Block Inc

🇺🇸 USA · NYSE · Consumer Cyclical · Personal Services

Value itDuel
PriceFinancialsPeers

Overall Profile & Returns

· Personal Services

Position Within Industry

0 = weak quartile, 100 = strong quartile
ValuationProfitabilityGrowthFinancial HealthDividend
HRBIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year
Split-adjusted
HRB-24.5%JBH-26.7%FDR-10.0%DOO+22.0%FROTO-3.3%LNR+57.5%
Year-to-Date (YTD)
HRB-6.4%JBH-17.8%FDR-15.6%DOO-13.0%FROTO-8.5%LNR+22.8%
1-Year
Split-adjusted
HRB-24.5%FTDR+33.5%BFAM-34.6%SCI-2.6%ROL-21.5%CSV-14.9%
Year-to-Date (YTD)
HRB-6.4%FTDR+35.9%BFAM-24.4%SCI+1.4%ROL-26.9%CSV-7.4%

Key Metric Comparison

P/E

Lower is better
HRB6.99JBH17.51FDR21.30DOO22.99FROTO8.72LNR9.61Median 19.64

ROE

Higher is better
HRB—JBH29.3%FDR10.5%DOO46.7%FROTO22.8%LNR10.5%Median 28.3%

Net Margin

Higher is better
HRB18.9%JBH4.4%FDR7.9%DOO3.0%FROTO3.8%LNR5.9%Median 12.3%

Revenue Growth

Higher is better
HRB5.4%JBH8.6%FDR1.5%DOO17.1%FROTO12.3%LNR2.4%Median 5.4%

P/E

Lower is better
HRB6.99FTDR21.78BFAM22.16SCI17.51ROL39.67CSV14.08Median 19.64

ROE

Higher is better
HRB—FTDR121.5%BFAM15.3%SCI38.7%ROL38.7%CSV17.9%Median 28.3%

Net Margin

Higher is better
HRB18.9%FTDR12.3%BFAM6.4%SCI14.5%ROL13.8%CSV10.6%Median 12.3%

Revenue Growth

Higher is better
HRB5.4%FTDR12.1%BFAM9.2%SCI2.8%ROL11.0%CSV2.1%Median 5.4%

All Metrics

Valuation
MetricHRBJBHFDRDOOFROTOLNRInd. Median
P/E6.99●17.5121.3022.998.729.6119.64
P/B-211.62●5.042.248.941.750.963.66
EV/EBITDA6.008.805.528.386.734.33●12.03
P/S1.320.771.690.690.33●0.571.48
Financial Health
MetricHRBJBHFDRDOOFROTOLNRInd. Median
Current Ratio1.001.161.58●1.301.261.501.00
Debt/Equity-8,311.8%●74.7%70.5%419.5%99.2%35.1%163.5%
NetDebt/EBITDA1.090.731.272.161.820.63●1.12
Profitability
MetricHRBJBHFDRDOOFROTOLNRInd. Median
Net Margin18.9%●4.4%7.9%3.0%3.8%5.9%12.3%
ROE—29.3%10.5%46.7%●22.8%10.5%28.3%
ROA22.3%●11.4%4.7%4.1%7.9%5.6%5.0%
EBITDA Margin26.8%9.5%39.7%●11.2%6.8%15.3%24.5%
Growth + Dividend
MetricHRBJBHFDRDOOFROTOLNRInd. Median
Rev. Growth5.4%8.6%1.5%17.1%●12.3%2.4%5.4%
NI Growth31.1%5.0%17.1%—-31.8%144.0%●14.1%
Div. Yield4.2%4.1%1.6%1.1%14.4%●1.5%1.7%
Payout28.1%84.9%33.8%24.2%125.2%10.7%28.1%
Valuation
MetricHRBFTDRBFAMSCIROLCSVInd. Median
P/E6.99●21.7822.1617.5139.6714.0819.64
P/B-211.62●24.623.666.9215.202.303.66
EV/EBITDA6.00●12.0314.3612.7525.4910.1312.03
P/S1.32●2.671.412.535.461.481.48
Financial Health
MetricHRBFTDRBFAMSCIROLCSVInd. Median
Current Ratio1.001.47●0.460.570.651.151.00
Debt/Equity-8,311.8%●514.8%163.5%325.9%77.2%204.6%163.5%
NetDebt/EBITDA1.09●1.124.193.941.104.751.12
Profitability
MetricHRBFTDRBFAMSCIROLCSVInd. Median
Net Margin18.9%●12.3%6.4%14.5%13.8%10.6%12.3%
ROE—121.5%●15.3%38.7%38.7%17.9%28.3%
ROA22.3%●12.1%5.0%3.5%17.3%3.4%5.0%
EBITDA Margin26.8%24.5%13.8%28.7%●22.4%27.5%24.5%
Growth + Dividend
MetricHRBFTDRBFAMSCIROLCSVInd. Median
Rev. Growth5.4%12.1%●9.2%2.8%11.0%2.1%5.4%
NI Growth31.1%●9.2%17.3%18.1%10.9%-6.2%14.1%
Div. Yield4.2%●——1.7%1.7%1.2%1.7%
Payout28.1%——29.5%63.5%16.1%28.1%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.