SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
H&R Block, Inc. (HRB) trades at a trailing P/E of 6.4, forward P/E of 6.1. Trailing earnings yield is 15.65%, forward earnings yield 16.39%. PEG 0.97 (Peter Lynch undervalued ≤1.0).
Criteria proven by this page:
- VALUE (97/100, Pass) — P/E is below market average (6.4); PEG ≤ 1.0 — Peter Lynch undervalued (0.97); analyst target implies upside (+34.3%); earnings yield beats bond yields (15.65%).
- Forward P/E 6.1 (down from trailing 6.4) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.97 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 15.65% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 16.39% as earnings recover.
- Analyst consensus target $41.00 (+34.3% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 66/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
97/100
Price-to-Earnings & upside
Proven by this page
✗
HEALTH
33/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — HRB
Valuation Multiples
P/E (TTM)6.4
Forward P/E6.1
PEG Ratio0.97
Forward PEG0.44
P/B Ratio-4.77
P/S Ratio1.04
EV/EBITDA6.9
Per Share Data
EPS (TTM)$4.85
Forward EPS (Est.)$5.00
Book Value / Share$-6.50
Revenue / Share$29.95
FCF / Share$4.14
Yields & Fair Value
Earnings Yield15.65%
Forward Earnings Yield16.39%
Dividend Yield5.28%
SharesGrow IV$200.50 (+556.9%)
Analyst Target$41.00 (+34.3%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
13.5 |
-1.05 |
218.15 |
1.66 |
4.00% |
| 2017 |
12.8 |
0.46 |
-86.16 |
1.73 |
3.57% |
| 2018 |
9.4 |
0.18 |
30.07 |
1.83 |
3.47% |
| 2019 |
13.2 |
-0.44 |
10.32 |
1.81 |
3.68% |
| 2020 |
-435.2 |
4.27 |
46.10 |
1.24 |
6.26% |
| 2021 |
7.9 |
0.00 |
12.45 |
1.27 |
4.45% |
| 2022 |
10.2 |
0.91 |
26.69 |
1.63 |
3.30% |
| 2023 |
8.8 |
1.80 |
152.58 |
1.41 |
3.64% |
| 2024 |
13.0 |
0.86 |
85.74 |
2.15 |
2.31% |
| 2025 |
12.1 |
1.49 |
82.71 |
1.95 |
2.68% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2018 |
$2.92 |
$3.16B |
$613.15M |
19.4% |
| 2019 |
$2.04 |
$3.09B |
$422.51M |
13.7% |
| 2020 |
$-0.04 |
$2.64B |
$-7.53M |
-0.3% |
| 2020 |
$-0.04 |
$2.64B |
$-7.53M |
-0.3% |
| 2021 |
$3.08 |
$3.41B |
$583.79M |
17.1% |
| 2021 |
$3.08 |
$3.46B |
$553.67M |
16% |
| 2022 |
$3.22 |
$3.46B |
$553.67M |
16% |
| 2023 |
$3.56 |
$3.47B |
$553.7M |
15.9% |
| 2024 |
$4.12 |
$3.61B |
$595.32M |
16.5% |
| 2025 |
$4.39 |
$3.76B |
$605.77M |
16.1% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$5.00 |
$4.97 – $5.02 |
$3.89B |
$3.86B – $3.9B |
2 |
| 2027 |
$5.58 |
$5.56 – $5.61 |
$4.01B |
$3.94B – $4.05B |
2 |
| 2028 |
$7.35 |
$7.29 – $7.39 |
$4.11B |
$4.08B – $4.13B |
1 |
