Hr Block Stock Alpha and Beta Analysis
| HRB Stock | USD 50.23 0.27 0.54% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as HR Block. It also helps investors analyze the systematic and unsystematic risks associated with investing in HR Block over a specified time horizon. Remember, high HR Block's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to HR Block's market risk premium analysis include:
Beta 0.63 | Alpha (0.11) | Risk 1.72 | Sharpe Ratio (0.08) | Expected Return (0.14) |
HR Block Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
HRB |
HR Block Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. HR Block market risk premium is the additional return an investor will receive from holding HR Block long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in HR Block. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate HR Block's performance over market.| α | -0.11 | β | 0.63 |
HR Block expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of HR Block's Buy-and-hold return. Our buy-and-hold chart shows how HR Block performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.HR Block Market Price Analysis
Market price analysis indicators help investors to evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock market price indicators, traders can identify HR Block position entry and exit signals to maximize returns.
HR Block Return and Market Media
The median price of HR Block for the period between Sat, Dec 14, 2024 and Fri, Mar 14, 2025 is 53.54 with a coefficient of variation of 2.74. The daily time series for the period is distributed with a sample standard deviation of 1.47, arithmetic mean of 53.61, and mean deviation of 1.17. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Acquisition by Karen Orosco of 10112 shares of HR Block subject to Rule 16b-3 | 01/07/2025 |
2 | Why HR Block is a Top Value Stock for the Long-Term | 01/08/2025 |
3 | Monro Muffler Brake Lags Q3 Earnings and Revenue Estimates | 01/29/2025 |
4 | HR Block Announces Quarterly Cash Dividend | 02/06/2025 |
5 | HR Block and Tinder Team Up to Celebrate Singles this Tax Season | 02/13/2025 |
6 | There May Be Some Bright Spots In HR Blocks Earnings | 02/14/2025 |
7 | Are Options Traders Betting on a Big Move in HR Block Stock | 02/20/2025 |
8 | Disposition of 1142 shares by Dara Redler of HR Block at .98 subject to Rule 16b-3 | 02/25/2025 |
9 | The Role of Technology in Revolutionizing the Trucking Industry | 02/26/2025 |
10 | HR Block Could Become A Multi-Bagger | 02/28/2025 |
11 | Bank of New York Mellon Corp Boosts Stock Position in HR Block, Inc. | 03/03/2025 |
12 | Disposition of 8000 shares by Kellie Logerwell of HR Block at 64.4101 subject to Rule 16b-3 | 03/07/2025 |
13 | Acquisition by Manuel Scott of 1580 shares of HR Block subject to Rule 16b-3 | 03/11/2025 |
14 | The Cast of HR Blocks Hit Reality TV Parody Responsibility Is | 03/13/2025 |
About HR Block Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including HRB or other stocks. Alpha measures the amount that position in HR Block has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0364 | 0.0231 | 0.0208 | 0.0241 | Price To Sales Ratio | 1.41 | 2.15 | 2.47 | 2.31 |
HR Block Upcoming Company Events
As portrayed in its financial statements, the presentation of HR Block's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, HR Block's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of HR Block's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of HR Block. Please utilize our Beneish M Score to check the likelihood of HR Block's management manipulating its earnings.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of August 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of June 2023 Last Financial Announcement | View |
Build Portfolio with HR Block
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out HR Block Backtesting, HR Block Valuation, HR Block Correlation, HR Block Hype Analysis, HR Block Volatility, HR Block History and analyze HR Block Performance. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
HR Block technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.