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Added to YB: 2026-04-29

Pitch date: 2026-02-25

HRB [bullish]

H&R Block, Inc.

+4.2%

current return

Author Info

No bio for this author

Company Info

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia.

Market Cap

$3.8B

Pitch Price

$30.24

Price Target

N/A

Dividend

5.55%

EV/EBITDA

4.92

P/E

6.56

EV/Sales

1.69

Sector

Diversified Consumer Services

Category

value

Show full summary:
H&R Block, Inc. - $HRB

HRB: Down from $64 to $30 on AI fears re tax prep automation. Will generate ~$1.5B FCF next 6 months (~40% of market cap). Assisted tax returns (57% of e-filers) prove sticky despite DIY options available; HRB share losses minimal (-5% volume over decade). New CEO committed to returning ~100% FCF via buybacks/dividends. Trading ~6x NTM EV/EBITDA, drops to ~4.5x post-tax season cash generation. Risk: AI disruption accelerates beyond historical trends.

Read full article (4 min)