HRB H&R Blockdata gap · 84% coverage
Consumer Discretionary · Specialized Consumer Services · close $48.67 (2026-10-16) · latest quarter in EDGAR: 2026-06-30
H&R Block (HRB) has a ThetaGrade House Rating of 67/100 (grade B), ranking #84 of 128 in Consumer Discretionary. Its strongest pillars are cash flow (92) and profitability (90); its weakest is growth (51). Data gap: 3 factors without usable data, so 84% of the method weight is covered. TTM revenue growth is 4.9% and operating margin 23.7%.
Data as of .
Data gap
No usable data for: Consensus score (1–5), 90-day net rating shift, 4Q gross-margin change. Data gap: no usable data for this factor, so it is left out and its weight is shared among the factors that do have data (no value is imputed). 84% of the full method weight is backed by data.
Analyst sentiment
weight 7.5% · no data · —| Consensus score (1–5) (0.0%)data gap | derived | — |
| 90-day net rating shift (0.0%)data gap | derived | — |
Growth
weight 30.83% (→33.3%) · 51| Revenue growth YoY (TTM) (13.3%) | 4.9% | 39 |
| EPS growth YoY (TTM) (13.3%) | 28.5% | 70 |
| Revenue acceleration (6.7%) | -2.3% | 35 |
Profitability
weight 18.5% (→20.0%) · 90| Operating margin (20.0%) | 23.7% | 90 |
| 4Q gross-margin change (0.0%)data gap | — | — |
Balance sheet
weight 18.5% (→20.0%) · 52| Net debt / EBITDA (10.7%) | 0.50× | 53 |
| Current ratio (5.3%) | 1.13 | 43 |
| Interest coverage (4.0%) | 11.59× | 61 |
Cash flow
weight 12.33% (→13.3%) · 92| FCF margin (6.7%) | 19.2% | 91 |
| FCF yield (6.7%) | 12.6% | 92 |
Valuation
weight 12.33% (→13.3%) · 74| P/E (inverted) (6.7%) | 8.51× | 95 |
| EV/Sales (inverted) (6.7%) | 1.66× | 53 |
Technicals (EOD)
| RSI(14) | 66.9 |
| EMA 9 / 21 | 45.59 / 44.79 · crossed up 2d ago |
| 200-day SMA | 38.87 |
| Volume vs 20d avg | 0.84× |
| 20-day return | 8.6% |
Exit-rule monitor
No exit or watch rules triggered.
Data source per metric (SEC XBRL tag or derivation): Revenue: RevenueFromContractWithCustomerExcludingAssessedTax · Operating income: Pretax income + interest expense (EBIT proxy) · Interest expense: InterestExpenseDebt · D&A: DepreciationDepletionAndAmortization · EPS: EarningsPerShareBasic · Market cap: SEC shares (dei EntityCommonStockSharesOutstanding (cover page)) × EOD close · P/E: EOD close ÷ SEC TTM EPS (EarningsPerShareBasic).
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FAQ
- What is HRB's House Rating?
- HRB scores 67 out of 100 (grade B) as of 2026-10-16, ranking #84 of 128 Consumer Discretionary stocks we cover.
- What do analysts say about HRB?
- We do not have enough analyst-sentiment data to score this stock.
- When does HRB report earnings next?
- HRB's next earnings report is estimated for about 2026-11-05 (window 2026-11-02 to 2026-11-08), based on its past SEC 8-K earnings filings. This is an estimate, not a company-confirmed date.
- Is HRB a buy?
- ThetaGrade does not give personal advice. The House Rating is an educational, rules-based summary of public data; see the methodology for how it is built.
Sources: SEC EDGAR filings (fetched 2026-10-18), Finnhub recommendation trends, Massive EOD prices. Scores are sector percentiles; a factor without usable data is a data gap: it is left out and the remaining weights are renormalized (nothing is imputed). Educational only. Methodology