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H&R Block Inc (HRB)
Services-Personal Services
Latest Price
$40.85
TTM P/E
7.29
Normalized P/E
9.35
Div Yield
4.11%
Book Value
0.66
P/B Ratio
61.52
Valuation metrics
adjust assumptions →EPS: $5.66
Book value / share: $0.91
Formula: √(22.5 × EPS × BVPS)
Graham Number
$10.78
74% downside
Norm. op. income: $711M (median of 7yr)
Tax rate: 21%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$39.45
3% downside
Base FCF: $747M (median of recent 5yr)
Growth: -4%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$47.01
+15% upside
EPS: $5.66
Target P/E: 9×
Formula: EPS × P/E
P/E Fair Value
$50.94
+25% upside
Institutional Ownership
99.8% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16.33M | $621.0M | 12.79% | +787.4K | 2026-06-30 |
| FMR LLC | 15.74M | $599.0M | 12.33% | +456.9K | 2026-06-30 |
| AQR Capital Management LLC | 9.62M | $366.0M | 7.53% | +6.43M | 2026-06-30 |
| Vanguard Portfolio Management LLC | 6.21M | $236.0M | 4.87% | -1.06M | 2026-06-30 |
| Vanguard Capital Management LLC | 5.71M | $217.0M | 4.48% | +58.1K | 2026-06-30 |
| State Street Corp | 4.16M | $160.0M | 3.26% | +163.1K | 2026-06-30 |
| Fuller & Thaler Asset Management, Inc. | 3.98M | $151.0M | 3.11% | -304.4K | 2026-06-30 |
| Lazard Asset Management LLC | 3.24M | $123.0M | 2.54% | -516.6K | 2026-06-30 |
| Geode Capital Management, LLC | 3.06M | $116.0M | 2.40% | -75.8K | 2026-06-30 |
| Northern Trust Corp | 2.93M | $111.0M | 2.30% | -80.8K | 2026-06-30 |