Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

H&R Block

H&R Block
1955 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
HRB STOCK SYMBOL
11 INVESTMENTS
$23.16 SHARE PRICE (As of Tuesday Closing)
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.

Website
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Accounting, Audit and Tax Services (B2C)
Other Industries
Accounting, Audit and Tax Services (B2B)
Consulting Services (B2B)
Stock Exchange
NYS
Primary Office
  • One H&R Block Way
  • Kansas City, MO 64105
  • United States

+1 (816) 000-0000
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore H&R Block’s full profile, request a free trial.

H&R Block Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$22.79 - $29.62 $4.52B $23.13 $2.01 3.16M 195M

H&R Block Financials Summary

In Thousands,
USD
TTM
31-Oct-2019
FY 2019
30-Apr-2019
FY 2018
30-Apr-2018
FY 2017
30-Apr-2017
Enterprise Value 6,380,788 7,205,369 7,882,321 7,508,070
Revenue 3,111,990 3,094,881 3,159,931 3,036,314
EBITDA 742,813 782,394 934,538 900,576
Net Income 413,209 422,509 613,149 408,945
Total Assets 2,756,741 3,299,945 3,140,949 2,694,108
Total Debt 2,118,538 1,492,629 1,495,635 1,493,998
Public Fundamental Data provided by Morningstar, Inc. disclaimer

H&R Block Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore H&R Block‘s full profile, request access.

Request full access to PitchBook

H&R Block Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Liberty Tax Formerly VC-backed Virginia Beach, VA 000 00000 0000000000
0000000 000000 000 Private Equity-Backed Parsippany, NJ 0000 000.00 000000000000 000.00
0000 (000 00000000 Private Equity-Backed Dallas, TX 0000 00000 0000000 0000 00000
00000000 Venture Capital-Backed Bangalore, India 000 000.00 00000000000 000.00
To view this company’s complete list of competitors, request access »

H&R Block Investments & Acquisitions (11)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 000000000 10-Jun-2019 000000000000000000 00000 Financial Software 0000000 00000 00
00000000 (000) 07-Mar-2017 000000000000000000 Financial Software
00000000000 14-Apr-2015 00000 (0000000000) 00.00 Financial Software 00000 0000000000
000 00000 00000000 22-Apr-2014 000000000000000000 Accounting, Audit and Tax Services (B2B)
Wipit 13-Mar-2012 Corporate Consumer Finance
To view this company’s complete investment and acquisition history, request access »

H&R Block Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 13-Mar-2012 000000000 Completed
  • 0&0 00000
TaxWorks 29-Jun-2007 Merger/Acquisition 000.00 Completed
To view this company’s complete exits history, request access »

H&R Block Subsidiaries (3)

Company Name Industry Location Founded
LiveWire (Tax) Financial Software Austin, TX 2010
0000 000000000 Financial Software Toronto, Canada 0000
000 0 & 0 00000 00 Foundation Kansas City, MO 0000
To view this company’s complete subsidiary history, request access »

H&R Block Executive Team (30)

Name Title Board
Seat
Contact
Info
Jeffrey Jones II Chief Executive Officer & Board Member
Tony Bowen Chief Financial Officer
Jamil Khan Chief Strategy & Development Officer
Thomas Gerke Chief Administrative Officer & General Counsel
Vinoo Vijay Chief Marketing Officer

17 Former Executives

You’re viewing 5 of 30 executives. Get the full list »

H&R Block Board Members (7)

Name Representing Role Since Contact
Info
00000 00000 00 H&R Block Board Member 000 0000
0000000 00000 00 H&R Block Chief Executive Officer & Board Member 000 0000
0000000 000000 00 Self Board Member 000 0000
0000000 0000000 Self Board Member 000 0000
000000 000000 00 Self Chairman & Board Member 000 0000

2 Former Board Members

You’re viewing 5 of 7 board members. Get the full list »