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
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.
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