Hr Block Stock Performance
| HRB Stock | USD 59.28 0.05 0.08% |
The company owns a Beta (Systematic Risk) of 0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, HR Block's returns are expected to increase less than the market. However, during the bear market, the loss of holding HR Block is expected to be smaller as well. At this point, HR Block has a negative expected return of -0.0709%. Please make sure to check out HR Block's potential upside, day median price, and the relationship between the treynor ratio and accumulation distribution , to decide if HR Block performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
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Over the last 90 days HR Block has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, HR Block is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| HR Block dividend paid on 3rd of October 2024 | 10/03/2024 |
| Begin Period Cash Flow | 1 B |
HRB |
HR Block Relative Risk vs. Return Landscape
If you would invest 6,264 in HR Block on September 3, 2024 and sell it today you would lose (336.00) from holding HR Block or give up 5.36% of portfolio value over 90 days. HR Block is generating negative expected returns assuming volatility of 1.7331% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than HRB, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
HR Block Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for HR Block's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as HR Block, and traders can use it to determine the average amount a HR Block's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0409
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRB |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average HR Block is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HR Block by adding HR Block to a well-diversified portfolio.
HR Block Fundamentals Growth
HRB Stock prices reflect investors' perceptions of the future prospects and financial health of HR Block, and HR Block fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HRB Stock performance.
| Return On Equity | 0.98 | ||||
| Return On Asset | 0.19 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | (1.18) % | ||||
| Current Valuation | 9.64 B | ||||
| Shares Outstanding | 137.05 M | ||||
| Price To Earning | 87.78 X | ||||
| Price To Book | 98.12 X | ||||
| Price To Sales | 2.25 X | ||||
| Revenue | 3.61 B | ||||
| EBITDA | 963.19 M | ||||
| Cash And Equivalents | 986.98 M | ||||
| Cash Per Share | 5.53 X | ||||
| Total Debt | 1.49 B | ||||
| Debt To Equity | 9.10 % | ||||
| Book Value Per Share | (2.69) X | ||||
| Cash Flow From Operations | 720.86 M | ||||
| Earnings Per Share | 4.02 X | ||||
| Total Asset | 3.22 B | ||||
| Retained Earnings | 12.65 M | ||||
| Current Asset | 1.22 B | ||||
| Current Liabilities | 1.04 B | ||||
About HR Block Performance
By analyzing HR Block's fundamental ratios, stakeholders can gain valuable insights into HR Block's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if HR Block has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if HR Block has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people.Things to note about HR Block performance evaluation
Checking the ongoing alerts about HR Block for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for HR Block help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| HR Block generated a negative expected return over the last 90 days | |
| Over 95.0% of the company shares are owned by institutional investors |
- Analyzing HR Block's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether HR Block's stock is overvalued or undervalued compared to its peers.
- Examining HR Block's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating HR Block's management team can have a significant impact on its success or failure. Reviewing the track record and experience of HR Block's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of HR Block's stock. These opinions can provide insight into HR Block's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for HRB Stock analysis
When running HR Block's price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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