H&R Block Overview

  • Year Founded
  • 1955

Year Founded

  • Status
  • Public

  • Employees
  • 4,000

Employees

  • Stock Symbol
  • HRB

Stock Symbol

  • Investments
  • 13

  • Share Price
  • $53.00
  • (As of Monday Closing)

H&R Block General Information

Description

H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public primarily in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives most of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively significant.

Contact Information

Website
www.hrblock.com
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Accounting, Audit and Tax Services (B2C)
Other Industries
Consulting Services (B2B)
Accounting, Audit and Tax Services (B2B)
Stock Exchange
NYS
Corporate Office
  • One H&R Block Way
  • Kansas City, MO 64105
  • United States
+1 (816) 000-0000

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H&R Block Stock Performance

(As of Monday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$53.00 $53.17 $30.66 - $54.21 $7.4B 140M 1.08M $4.33

H&R Block Financials Summary

In Thousands,
USD
TTM 31-Mar-2024 FY 2023 30-Jun-2023 FY 2022 30-Jun-2022 FY 2021 30-Apr-2021
EV 9,215,048 5,811,182 6,979,180 6,559,577
Revenue 3,579,863 3,472,185 3,463,270 3,413,987
EBITDA 989,255 914,691 889,529 932,458
Net Income 639,771 553,700 553,674 583,791
Total Assets 3,213,322 3,072,258 3,269,158 3,653,646
Total Debt 1,890,956 1,934,908 1,922,594 1,939,058
Public Fundamental Data provided by Morningstar, Inc. disclaimer

H&R Block Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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H&R Block Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services
Accounting, Audit and Tax Services (B2C)
Kansas City, MO
4,000 As of 2023
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0000000000, 00000 00
Hurst, TX
0000 As of 0000
000000000000

0000 (

labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitatio
0000000000, 00000 00
Dallas, TX
0000 As of 0000
00.000
00000000. 00 00.000
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H&R Block Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Liberty Tax Service Private Equity-Backed Hurst, TX 0000 000000000000
Ryan (Dallas) Private Equity-Backed Dallas, TX 0000 00.000 00000000. 00 00.000
Clear (Financial Software) Venture Capital-Backed Bangalore, India 0000 00000 0000000000 0 00000
Jackson Hewitt Private Equity-Backed Sarasota, FL 0000 0000 000000000 00 0000
Accountingprose Corporation Denver, CO 000000000 -
You’re viewing 5 of 5 competitors. Get the full list »

H&R Block Patents

H&R Block Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20140244457-A1 Systems and methods for generating outputs in response to examination of records Inactive 25-Feb-2010 000000000
US-20080059900-A1 Tax-return preparation systems and methods Active 14-Jan-2005 0000000000 0
US-8812380-B2 Tax-return preparation systems and methods Active 14-Jan-2005 0000000000 0
US-7565312-B1 Tax return systems and methods Active 30-Dec-2004 000000000 00
US-8301520-B1 Tax return signature systems and methods Active 30-Dec-2004 G06Q40/02 00
To view H&R Block’s complete patent history, request access »

H&R Block Executive Team (44)

Name Title Board Seat Contact Info
Jeffrey Jones II Chief Executive Officer, President and Board Member
Tony Bowen Chief Financial Officer, Finance
Jamil Khan Chief Strategy & Small Business Officer
Kellie Logerwell Chief Accounting Officer & Vice President
Joshua Brown Chief Information Security Officer & Vice President
You’re viewing 5 of 44 executive team members. Get the full list »

H&R Block Board Members (15)

Name Representing Role Since
00000000 00000 H&R Block Board Member 000 0000
0000000 00000 00 H&R Block Chief Executive Officer, President and Board Member 000 0000
0000000 000000 00 Self Board Member 000 0000
000 00000 Self Board Member 000 0000
0000000 0000000 H&R Block Board Member 000 0000
You’re viewing 5 of 15 board members. Get the full list »

H&R Block Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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H&R Block Investments & Acquisitions (13)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Wave Financial 01-Jul-2019 0000000000 00000 Financial Software 0000000 0
LiveWire (Accounting, Audit and Tax Services ) 07-Mar-2017 0000000000 Accounting, Audit and Tax Services (B2B)
MoneyStream 14-Apr-2015 00000 0000 00.000 Financial Software 00000 000
McKinley Scearcy Associates 01-Nov-2014 0000000000 Accounting, Audit and Tax Services (B2B)
New River Innovation 22-Apr-2014 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
You’re viewing 5 of 13 investments and acquisitions. Get the full list »

H&R Block Subsidiaries (4)

Company Name Industry Location Founded
Wave Financial Financial Software Toronto, Canada 2010
The H & R Block Foundation Foundation Kansas City, MO 0000
RSM US Accounting/Auditor Chicago, IL 0000
Block Financial Corporation Accounting, Audit and Tax Services (B2B) Kansas City, MO
To view H&R Block’s complete subsidiaries history, request access »

H&R Block ESG

Risk Overview

Risk Rating

Updated May, 31, 2024

14.94 | Low Risk

Risk Scale

A lower score indicates better sustainability

Negl

0-10

Low

10-20

Med

20-30

High

30-40

Severe

40+

Exposure

Exposure refers to the extent to which a company is exposed to different material ESG issues

00.00

Management

Management is related to actions taken to manage ESG issues

00.00

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

00 of 16,191

Rank

00.0

Percentile

Consumer Services

Industry

00 of 512

Rank

00.00

Percentile

Consumer Services

Subindustry

00 of 147

Rank

00.00

Percentile

To view H&R Block’s complete esg history, request access »

H&R Block Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
MoneyStream 14-Apr-2015 00000 00000 00 00.000 Completed
  • 4 buyers
Wipit 13-Mar-2012 000000000 Completed
  • 0&0 00000
TaxWorks 29-Jun-2007 Merger/Acquisition 000.00 Completed
To view H&R Block’s complete exits history, request access »

H&R Block FAQs

  • When was H&R Block founded?

    H&R Block was founded in 1955.

  • Who is the founder of H&R Block?

    Richard Bloch is the founder of H&R Block.

  • Who is the CEO of H&R Block?

    Jeffrey Jones II is the CEO of H&R Block.

  • Where is H&R Block headquartered?

    H&R Block is headquartered in Kansas City, MO.

  • What is the size of H&R Block?

    H&R Block has 4,000 total employees.

  • What industry is H&R Block in?

    H&R Block’s primary industry is Accounting, Audit and Tax Services (B2C).

  • Is H&R Block a private or public company?

    H&R Block is a Public company.

  • What is H&R Block’s stock symbol?

    The ticker symbol for H&R Block is HRB.

  • What is the current stock price of H&R Block?

    As of 24-Jun-2024 the stock price of H&R Block is $53.00.

  • What is the current market cap of H&R Block?

    The current market capitalization of H&R Block is $7.4B.

  • What is H&R Block’s current revenue?

    The trailing twelve month revenue for H&R Block is $3.58B.

  • Who are H&R Block’s competitors?

    Liberty Tax Service, Ryan (Dallas), Clear (Financial Software), Jackson Hewitt, and Accountingprose are competitors of H&R Block.

  • What is H&R Block’s annual earnings per share (EPS)?

    H&R Block’s EPS for 12 months was $4.33.

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