H&R Block · Consumer Disc.
HRB
$42.08
H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.H&R布洛克公司（简称H&RBlock）是一家美国税务申报公司，业务覆盖加拿大、美国和澳大利亚。该公司于1955年由亨利·W·布洛克和理查德·布洛克兄弟在密苏里州堪萨斯城创立。
Cyclical周期股
Mid cap中盘
$5B
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
The daily turn is already in — a low formed ~18 day(s) ago @ 34.04 and price is back above the 10-day average. What's mi日线转向已经完成——低点于约 18 天前形成 @ 34.04，且价格已重新站上 10 日均线。尚缺的是周线周期的确认，因此这是当下可用的部分信心入场，而非待触发信号：可在此建半仓，或等待周线转向。
Key Statistics关键统计
Price价格
$42.08
22.5% below 52-week high低于52周高点 22.5%
Market Cap市值
$5B
Normal volume正常成交量
P/E Ratio市盈率
8.8x
20.2x sector median
Beta贝塔
-0.24
Moves about -0.2x the market波动幅度约为市场的 -0.2 倍
RSI (14)RSI（14）
69
Elevated偏高
Next Earnings下次财报
2026-08-11 (23d)
Volatility Rank波动率分位
67th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
15.1% of float
Performance价格表现
| Period周期 | HRB | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +6.3% | -1.5% | Beat the index by 7.8 points跑赢指数 7.8 个百分点 |
| 1 Month近1月 | +19.1% | +0.6% | Beat the index by 18.5 points跑赢指数 18.5 个百分点 |
| 3 Months近3月 | +32.3% | +4.7% | Beat the index by 27.6 points跑赢指数 27.6 个百分点 |
| 6 Months近6月 | +2.5% | +7.8% | Lagged the index by 5.3 points落后指数 5.3 个百分点 |
| Year to date年初至今 | +1.2% | +9.1% | Lagged the index by 7.9 points落后指数 7.9 个百分点 |
| 1 Year近1年 | -20.9% | +19.4% | Lagged the index by 40.3 points落后指数 40.3 个百分点 |
| 3 Years近3年 | +37.8% | +69.4% | Lagged the index by 31.6 points落后指数 31.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
69
Elevated偏高
vs 50-day相对50日均线
+11.8% vs 50-day avg
vs 200-day相对200日均线
+9.9% vs 200-day avg
Volatility rank波动率分位
67th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$41.55
Don't chase above不追高于
$42.50
Stop止损
$34.04
Cycle turn — awaiting confluence cross周期拐点 — 等待共振交叉确认
Earnings财务业绩
23
days until next report天后公布财报
2026-08-11
Estimates being raised — 4 analysts预期上调 — 4 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | HRB | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 8.81x | 20.23 | 90% |
| P/S市销率 | 1.42x | 1.23 | 44% |
| Earnings yield盈利收益率 | 11.36% | 4.53 | 92% |
| FCF yield自由现金流收益率 | 11.23% | 5.69 | 86% |
| P/FCF市值/自由现金流 | 8.91x | 16.53 | 84% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 7.3%
Earnings Per Share每股收益
Free Cash Flow自由现金流
Margins利润率
-73.6%Return on Equity股本回报率
20.7%Return on Assets资产回报率
Leverage杠杆
| Current ratio流动比率 | 0.90 |
Capital Allocation资本配置
| Stock-based comp股权薪酬 | $32.5M |
| Share count change (1y)股数变化（1年） | -5.3% |
Piotroski皮奥特罗斯基 6/8
Altman Z阿尔特曼Z: grey (2.1)
Clean稳健
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 73% of its sector on blended multiples综合估值倍数低于行业内 73% 的公司
Beta市场敏感度
-0.24×
0.21×3×
Has tended to move opposite the market (factor-adjusted)经因子调整后常与大盘反向波动
Financial Health财务健康
6/8
Altman阿尔特曼: grey
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Long-duration name into a restrictive, rising-real-rate regime → rate headwind.长久期标的进入偏紧、实际利率上行的环境→利率逆风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
BOTTOMING → UPTREND筑底中 → 上涨趋势
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$13.9M net (0 buyers, 1 sellers)-$13.9M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Himalaya Capital (Li Lu) | D | New position新建仓 | 1.6% | 2026-03-31 |
Signal History信号历史
TURN SIGNALED
BOTTOMING
Jul 10, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 10, 2026
HRB took relative-strength leadershipHRB 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $39.59.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$39.59。
Jul 7, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
HRB reclaimed its 200-day averageHRB 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $39.34.收盘重回200日均线 — 经典的多头分界线。$39.34。
Jul 1, 2026
HRB took relative-strength leadershipHRB 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $39.34.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$39.34。
Jun 29, 2026
HRB took relative-strength leadershipHRB 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $38.22.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$38.22。
Jun 29, 2026
HRB daily MACD crossed upHRB 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $38.22.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$38.22。
Jun 24, 2026
HRB StochRSI turned up from oversoldHRB StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $36.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$36.33。
Jun 23, 2026
NEARING A LOW → BOTTOMING接近低点 → 筑底中
BUY SETUP买入预备
Showing last 15 of显示最近15条，共 249 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: -0.89
Value价值
-0.4
Quality质量
-3.0
Investment资本投入
+0.0
Low volatility低波动
-0.2
Low market beta低市场敏感度
+1.4
Earnings quality盈利质量
-0.4
Short interest空头兴趣
-2.6
Company Profile公司档案
H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.H&R布洛克公司（简称H&RBlock）是一家美国税务申报公司，业务覆盖加拿大、美国和澳大利亚。该公司于1955年由亨利·W·布洛克和理查德·布洛克兄弟在密苏里州堪萨斯城创立。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Margin compression despite revenue growth
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。