HRB

HOLD

H&R Block Inc.

Financials

1.47

PEGY ratio

Rank #384

Why This Matters

This stock appears fairly valued relative to its growth and dividend yield. Attractive dividend yield of 4.6%.

HRB is fairly valued at 6.5x earnings with -0.2% growth + 4.6% yield (PEGY 1.47). The stock is priced close to what its growth and income profile would suggest.

~ Growth estimate uses historical CAGR (forward estimates unavailable)

• Growth rate derived from historical CAGR — limited analyst coverage.

Scan date: 2026-05-08

Valuation

6.5x

P/E Ratio

Growth

-0.2%

5yr EPS

Income

4.6%

Div Yield

PEGY Components

PEGY Score1.47

Denominator4.4%

EPS (TTM)$5.59

Market Data

Price$36.29

ExchangeNYSE

S&P 500

What Changed

PEGY Score

0.20→1.47(+1.27)

Zone

Strong Buy→Hold

Rank

#55→#384(329 positions)

vs 7 days ago

Portfolio Context

Founder does not hold this stock.

Not in your portfolio.

Sector: Financials

PEGY History — 90 days

I Want to Invest Not Right Now

Data: Yahoo Finance • Updated nightly 11 PM ET • For informational purposes only