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Model output · Signal date 2026-10-16

H&R Block Inc (HRB) Stock Forecast Oct. 16, 2026

Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE

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Rating · 90D Neutral Alpha
90-day forecast Sign up free to reveal
30-day forecast Alpha
Rank in coverage Middle 30% of 5172 stocks scored
Rank correlation · 90D 47.0% Spearman, 357 dates
Market Cap $6.00B mid-cap · #2 of 13 peers
Summary

H&R Block Inc (HRB) stock forecast summary

On Oct. 16, 2026, HRB is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.

H&R Block Inc is a mid-cap company with a market capitalization of $6.00B. It ranks number 2 by market capitalization among the 13 Services-Personal Services issuers in our coverage with a current forecast. Its P/B Ratio of 67.49x is the highest of the 8 peers that report one. Its D/E Ratio of 35.72x is the highest of the 8 peers that report one.

For HRB, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 47.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 27.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)

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Price

HRB price chart and AI forecast

HRB
Cross-section · 2026-10-16

How HRB ranks among 5172 stocks

90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).

Fundamentals · 2026-06-30

H&R Block Inc (HRB) fundamentals

Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Personal Services peers listed below that report each metric.

Valuation & Market

MetricHRBIndustry medianRank
Market Cap $6.00B $73M 2/13
P/E Ratio 11.06x 18.66x 6/7
P/B Ratio 67.49x 2.11x 1/8
EPS $4.40 – –
Book Value/Share $0.72 – –

Profitability & Margins

MetricHRBIndustry medianRank
Gross Margin 28.3% 30.1% 7/11
EBT Margin 10.7% 2.8% 4/12
Tax Rate 10.4% – –

Financial Health

MetricHRBIndustry medianRank
D/E Ratio 35.72x 2.85x 1/8
Financial Leverage 36.72x 4.89x 1/7
Interest Coverage -12.6x -4.8x 10/14

Cash Flow

MetricHRBIndustry medianRank
Operating Cash Flow $482M $7M 2/14
OCF Growth YoY -32.0% -3.1% 7/7

Income Statement

MetricHRBIndustry medianRank
SG&A Expense $978M $72M 2/8
Cost of Goods Sold $2.47B $20M 2/13

Dividend & Shareholder Information

MetricHRBIndustry medianRank
Shares Outstanding 123M – –
EPS Growth -0.5% -1.2% 4/8

Balance Sheet Highlights (USD millions)

Total Liabilities$3.17B97.3% of assets
Quarterly Financial Reports

HRB quarterly financials and insider trading

Industry Peers · Services-Personal Services

H&R Block Inc (HRB) industry peers

Companies classified under the same SEC industry code as H&R Block Inc (Services-Personal Services): 14 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.

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Company 90-Day AI Forecast (Alpha) Market Cap P/E Ratio P/B Ratio
HRB H&R Block Inc ▶ $6.00B 11.1x 67.5x
SCI Service Corp International ▼ $11.12B 21.2x 7.2x
UNF Unifirst Corp ▶ $4.76B 41.5x 2.2x
YELP Yelp Inc ▲ $1.08B 9.3x 1.7x
CSV Carriage Services Inc ▼ $575M 18.7x 2.1x
EVI Evi Industries, Inc. ▲ $245M 39.6x 1.7x
RGS Regis Corp ▼ $73M 12.1x 0.4x
DLTI Dlt Resolution Inc. ▲ $36M – –
SNTL Sentinel Holdings Ltd. ▼ $26M – –
DLPN Dolphin Entertainment, Inc. ▲ $13M – 2.2x
VYND Vynleads, Inc. ▼ $8M – –
XWEL Xwell, Inc. ▶ $6M – –
DOGP Dogecoin Cash, Inc. ▼ $1M – –
RMSL Remsleep Holdings Inc. ▼ N/A – –

Where HRB sits on the market map

Trade & Services · Services-Personal Services
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News

H&R Block Inc (HRB) stock news

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FAQ

H&R Block Inc (HRB) stock forecast FAQ

What is the H&R Block Inc (HRB) stock forecast?

On Oct. 16, 2026, HRB is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.

How accurate are H&R Block Inc stock predictions?

For HRB, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 47.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 27.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

How often are H&R Block Inc forecasts updated?

H&R Block Inc forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.

Which companies are H&R Block Inc's industry peers?

14 issuers in our coverage, HRB included, share the SEC industry code Services-Personal Services. The largest are: Service Corp International (SCI), Unifirst Corp (UNF), Yelp Inc (YELP), Carriage Services Inc (CSV), Evi Industries, Inc. (EVI), Regis Corp (RGS).

This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.