H&R Block (HRB)
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-09-04
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-09-04
Research Workspace
Put HRB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskH&R Block's revenue growth has to keep compounding to justify the price. Revenue grew 5% year over year, and the last quarter beat expectations. It trades at 9.2× P/E versus a 15.1× peer median, indicating the price reflects less growth than we forecast. If HRB cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 57% above where it trades.
Trailing returns as of 2026-09-04. HRB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering HRB (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare HRB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HRB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialized Consumer Services — fair value, gap to price, and forward P/E.
Compare the value case
Put HRB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Strong earnings indicate revenue growth is on track.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Increase revenue growth
Q4 beat and FY27 guidance support revenue growth objective.

Advances: Increase revenue growth
Strong earnings and dividend boost support revenue growth objective.

Advances: Increase revenue growth
Client mix shift and tech investments enhance revenue growth.

Advances: Increase revenue growth
Revenue increase aligns with growth objectives.
Advances: Increase revenue growth
AI tax assist could significantly boost revenue growth.
Advances: Increase revenue growth
Strong Q3 beat indicates potential for revenue growth.
Advances: Increase revenue growth
Beating earnings and revenue estimates supports growth objectives.
