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H&R Block Inc
Buy, Hold or Sell?

Let's analyse H&R Block Inc together

PenkeI guess you are interested in H&R Block Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of H&R Block Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of H&R Block Inc (30 sec.)










What can you expect buying and holding a share of H&R Block Inc? (30 sec.)

How much money do you get?

How much money do you get?
$1.20
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$-5.54
Expected worth in 1 year
$-6.90
How sure are you?
35.0%

+ What do you gain per year?

Total Gains per Share
$-0.16
Return On Investment
-0.3%

For what price can you sell your share?

Current Price per Share
$48.66
Expected price per share
$45.98 - $52.90
How sure are you?
50%

1. Valuation of H&R Block Inc (5 min.)




Live pricePrice per Share (EOD)

$48.66

Intrinsic Value Per Share

$-21.61 - $-7.20

Total Value Per Share

$-27.15 - $-12.74

2. Growth of H&R Block Inc (5 min.)




Is H&R Block Inc growing?

Current yearPrevious yearGrowGrow %
How rich?-$772.6m-$162.9m-$117.4m-41.9%

How much money is H&R Block Inc making?

Current yearPrevious yearGrowGrow %
Making money$148.1m$126.9m$21.2m14.3%
Net Profit Margin-33.7%-43.0%--

How much money comes from the company's main activities?

3. Financial Health of H&R Block Inc (5 min.)




4. Comparing to competitors in the Personal Services industry (5 min.)




  Industry Rankings (Personal Services)  


Richest
#49 / 49

What can you expect buying and holding a share of H&R Block Inc? (5 min.)

Welcome investor! H&R Block Inc's management wants to use your money to grow the business. In return you get a share of H&R Block Inc.

What can you expect buying and holding a share of H&R Block Inc?

First you should know what it really means to hold a share of H&R Block Inc. And how you can make/lose money.

Speculation

The Price per Share of H&R Block Inc is $48.66. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of H&R Block Inc.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in H&R Block Inc, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $-5.54. Based on the TTM, the Book Value Change Per Share is $-0.34 per quarter. Based on the YOY, the Book Value Change Per Share is $-0.51 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.30 per quarter.
Based on historical numbers we can estimate the returns while holding a share of H&R Block Inc.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps-1.36-2.8%0.901.8%0.460.9%0.581.2%0.531.1%
Usd Book Value Change Per Share-3.18-6.5%-0.34-0.7%-0.51-1.0%-0.22-0.5%-0.20-0.4%
Usd Dividend Per Share0.340.7%0.300.6%0.280.6%0.270.6%0.260.5%
Usd Total Gains Per Share-2.84-5.8%-0.04-0.1%-0.23-0.5%0.050.1%0.060.1%
Usd Price Per Share48.37-39.64-35.10-27.68-27.88-
Price to Earnings Ratio-8.89--3.08--1.39--2.02--6.94-
Price-to-Total Gains Ratio-17.01-4.00-1.18--0.73--16.86-
Price to Book Ratio-8.73--6.27-22.27-17.87--1.11-
Price-to-Total Gains Ratio-17.01-4.00-1.18--0.73--16.86-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share48.66
Number of shares20
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.300.27
Usd Book Value Change Per Share-0.34-0.22
Usd Total Gains Per Share-0.040.05
Gains per Quarter (20 shares)-0.790.97
Gains per Year (20 shares)-3.173.87
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
124-27-1322-18-6
248-55-1644-36-2
372-82-1966-542
496-109-2287-726
5120-136-25109-9010
6144-164-28131-10814
7169-191-31153-12618
8193-218-34175-14422
9217-245-37197-16226
10241-273-40219-18030

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share2.02.00.050.0%6.06.00.050.0%9.011.00.045.0%14.026.00.035.0%50.076.00.039.7%
Book Value Change Per Share2.02.00.050.0%6.06.00.050.0%9.011.00.045.0%14.026.00.035.0%49.077.00.038.9%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%126.00.00.0100.0%
Total Gains per Share2.02.00.050.0%6.06.00.050.0%9.011.00.045.0%14.026.00.035.0%54.072.00.042.9%

Fundamentals of H&R Block Inc

About H&R Block Inc

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. The company also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.

Fundamental data was last updated by Penke on 2024-03-14 00:17:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge loss.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is very efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very inefficient.
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just not able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is expensive.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is expensive.

1.1. Profitability of H&R Block Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit H&R Block Inc earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • A Net Profit Margin of -106.0% means that $-1.06 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of H&R Block Inc:

  • The MRQ is -106.0%. The company is making a huge loss. -2
  • The TTM is -33.7%. The company is making a huge loss. -2
Trends
Current periodCompared to+/- 
MRQ-106.0%TTM-33.7%-72.2%
TTM-33.7%YOY-43.0%+9.2%
TTM-33.7%5Y-39.5%+5.8%
5Y-39.5%10Y-43.2%+3.7%
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ-106.0%2.9%-108.9%
TTM-33.7%2.9%-36.6%
YOY-43.0%3.8%-46.8%
5Y-39.5%2.9%-42.4%
10Y-43.2%2.6%-45.8%
1.1.2. Return on Assets

Shows how efficient H&R Block Inc is using its assets to generate profit.

  • Above 5% is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • -6.8% Return on Assets means that H&R Block Inc generated $-0.07 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of H&R Block Inc:

  • The MRQ is -6.8%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is 4.2%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ-6.8%TTM4.2%-11.1%
TTM4.2%YOY2.4%+1.8%
TTM4.2%5Y2.5%+1.7%
5Y2.5%10Y2.4%+0.1%
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ-6.8%0.6%-7.4%
TTM4.2%0.7%+3.5%
YOY2.4%0.9%+1.5%
5Y2.5%0.8%+1.7%
10Y2.4%0.9%+1.5%
1.1.3. Return on Equity

Shows how efficient H&R Block Inc is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • 0.0% Return on Equity means H&R Block Inc generated $0.00 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of H&R Block Inc:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM235.7%-235.7%
TTM235.7%YOY401.5%-165.8%
TTM235.7%5Y135.1%+100.5%
5Y135.1%10Y150.5%-15.3%
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.0%-3.0%
TTM235.7%2.8%+232.9%
YOY401.5%2.8%+398.7%
5Y135.1%2.3%+132.8%
10Y150.5%3.2%+147.3%

1.2. Operating Efficiency of H&R Block Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient H&R Block Inc is operating .

  • Measures how much profit H&R Block Inc makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • An Operating Margin of 0.0% means the company generated $0.00  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of H&R Block Inc:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-6.8%+6.8%
TTM-6.8%YOY-52.3%+45.5%
TTM-6.8%5Y-37.4%+30.6%
5Y-37.4%10Y-50.6%+13.2%
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ-8.0%-8.0%
TTM-6.8%6.0%-12.8%
YOY-52.3%5.5%-57.8%
5Y-37.4%5.8%-43.2%
10Y-50.6%5.2%-55.8%
1.2.2. Operating Ratio

Measures how efficient H&R Block Inc is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Personal Services industry mean).
  • An Operation Ratio of 4.17 means that the operating costs are $4.17 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of H&R Block Inc:

  • The MRQ is 4.168. The company is inefficient in keeping operating costs low. -1
  • The TTM is 1.878. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ4.168TTM1.878+2.289
TTM1.878YOY1.534+0.344
TTM1.8785Y1.554+0.325
5Y1.55410Y1.600-0.046
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ4.1681.026+3.142
TTM1.8780.995+0.883
YOY1.5341.027+0.507
5Y1.5540.991+0.563
10Y1.6000.969+0.631

1.3. Liquidity of H&R Block Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if H&R Block Inc is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Personal Services industry mean).
  • A Current Ratio of 1.21 means the company has $1.21 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of H&R Block Inc:

  • The MRQ is 1.206. The company is just able to pay all its short-term debts.
  • The TTM is 1.109. The company is just able to pay all its short-term debts.
Trends
Current periodCompared to+/- 
MRQ1.206TTM1.109+0.097
TTM1.109YOY1.152-0.043
TTM1.1095Y1.464-0.355
5Y1.46410Y1.544-0.080
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ1.2061.064+0.142
TTM1.1091.064+0.045
YOY1.1521.062+0.090
5Y1.4641.137+0.327
10Y1.5441.149+0.395
1.3.2. Quick Ratio

Measures if H&R Block Inc is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • A Quick Ratio of 0.01 means the company can pay off $0.01 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of H&R Block Inc:

  • The MRQ is 0.011. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.725. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.011TTM0.725-0.714
TTM0.725YOY0.947-0.223
TTM0.7255Y1.139-0.414
5Y1.13910Y1.257-0.118
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0110.584-0.573
TTM0.7250.663+0.062
YOY0.9470.755+0.192
5Y1.1390.762+0.377
10Y1.2570.750+0.507

1.4. Solvency of H&R Block Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of H&R Block Inc assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare H&R Block Inc to Personal Services industry mean.
  • A Debt to Asset Ratio of 1.28 means that H&R Block Inc assets are financed with 127.8% credit (debt) and the remaining percentage (100% - 127.8%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of H&R Block Inc:

  • The MRQ is 1.278. The company is unable to pay all its debts by selling its assets. -2
  • The TTM is 1.104. The company is just not able to pay all its debts by selling its assets. -1
Trends
Current periodCompared to+/- 
MRQ1.278TTM1.104+0.174
TTM1.104YOY1.069+0.035
TTM1.1045Y1.036+0.069
5Y1.03610Y0.997+0.038
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ1.2780.575+0.703
TTM1.1040.602+0.502
YOY1.0690.571+0.498
5Y1.0360.602+0.434
10Y0.9970.619+0.378
1.4.2. Debt to Equity Ratio

Measures if H&R Block Inc is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare H&R Block Inc to the Personal Services industry mean.
  • A Debt to Equity ratio of 0.0% means that company has $0.00 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of H&R Block Inc:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM23.704-23.704
TTM23.704YOY24.436-0.731
TTM23.7045Y27.604-3.899
5Y27.60410Y17.627+9.977
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
MRQ-1.265-1.265
TTM23.7041.323+22.381
YOY24.4361.320+23.116
5Y27.6041.526+26.078
10Y17.6271.245+16.382

2. Market Valuation of H&R Block Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings H&R Block Inc generates.

  • Above 15 is considered overpriced but always compare H&R Block Inc to the Personal Services industry mean.
  • A PE ratio of -8.89 means the investor is paying $-8.89 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of H&R Block Inc:

  • The EOD is -8.945. Based on the earnings, the company is expensive. -2
  • The MRQ is -8.891. Based on the earnings, the company is expensive. -2
  • The TTM is -3.078. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-8.945MRQ-8.891-0.053
MRQ-8.891TTM-3.078-5.814
TTM-3.078YOY-1.394-1.683
TTM-3.0785Y-2.018-1.059
5Y-2.01810Y-6.938+4.920
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
EOD-8.9458.575-17.520
MRQ-8.8917.735-16.626
TTM-3.0788.822-11.900
YOY-1.39415.094-16.488
5Y-2.01814.237-16.255
10Y-6.93814.284-21.222
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of H&R Block Inc:

  • The EOD is -2.707. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -2.691. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is -0.548. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-2.707MRQ-2.691-0.016
MRQ-2.691TTM-0.548-2.143
TTM-0.548YOY-0.923+0.375
TTM-0.5485Y-2.514+1.966
5Y-2.51410Y-2.685+0.170
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
EOD-2.7074.402-7.109
MRQ-2.6913.876-6.567
TTM-0.5485.841-6.389
YOY-0.9234.060-4.983
5Y-2.5149.015-11.529
10Y-2.68512.817-15.502
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of H&R Block Inc is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Personal Services industry mean).
  • A PB ratio of -8.73 means the investor is paying $-8.73 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of H&R Block Inc:

  • The EOD is -8.787. Based on the equity, the company is expensive. -2
  • The MRQ is -8.734. Based on the equity, the company is expensive. -2
  • The TTM is -6.273. Based on the equity, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-8.787MRQ-8.734-0.052
MRQ-8.734TTM-6.273-2.461
TTM-6.273YOY22.269-28.543
TTM-6.2735Y17.873-24.147
5Y17.87310Y-1.110+18.983
Compared to industry (Personal Services)
PeriodCompanyIndustry (mean)+/- 
EOD-8.7871.943-10.730
MRQ-8.7342.034-10.768
TTM-6.2732.113-8.386
YOY22.2692.447+19.822
5Y17.8732.436+15.437
10Y-1.1102.359-3.469
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of H&R Block Inc.

3.1. Institutions holding H&R Block Inc

Institutions are holding 95.227% of the shares of H&R Block Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31FMR Inc15.47360.080221588843-337486-1.5392
2023-12-31BlackRock Inc12.81740.022117882904-537795-2.9195
2023-12-31Vanguard Group Inc10.49410.015514641461-391939-2.6071
2023-12-31State Street Corporation3.91930.0135468212-617498-10.1467
2023-12-31Lazard Asset Management LLC3.39580.28994737835-1593166-25.1645
2023-12-31Charles Schwab Investment Management Inc2.70680.04643776597-67790-1.7634
2023-12-31Wellington Management Company LLP2.29370.02893200119-382298-10.6715
2023-12-31Fuller & Thaler Asset Management Inc1.87790.6422620088-148337-5.3582
2023-12-31Boston Partners Global Investors, Inc1.80050.16092512092-34351-1.349
2023-12-31Dimensional Fund Advisors, Inc.1.77010.03492469698797593.3373
2023-12-31Geode Capital Management, LLC1.67430.01182335998-38730-1.6309
2023-12-31AQR Capital Management LLC1.6480.20932299310-420169-15.4503
2023-12-31Northern Trust Corp1.59020.01942218638434661.9983
2023-12-31Goldman Sachs Group Inc1.56940.00952189582100742485.2191
2023-09-30Citadel Advisors Llc1.46220.018820400151115455.7841
2023-12-31Bank of New York Mellon Corp1.35260.01851887133-39102-2.03
2023-12-31Arrowstreet Capital Limited Partnership1.26770.0897176868224552416.1194
2023-12-31NORGES BANK1.2240.014417077781171797.367
2023-12-31LSV Asset Management1.20460.17741680700-14515-0.8562
2023-12-31Pacer Advisors, INC.1.12830.21551574162142680.9147
Total 70.67052.118198599847-3004011-3.0%

3.2. Funds holding H&R Block Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-01-31Vanguard Total Stock Mkt Idx Inv3.23130.01434508271345120.7714
2024-02-29iShares Core S&P Mid-Cap ETF3.14040.26614381563-12633-0.2875
2023-12-31Fidelity Series Value Discovery2.77291.870738688121125002.995
2024-01-31Vanguard Small Cap Index2.63450.13043675608101400.2766
2024-02-29iShares Select Dividend ETF2.4060.9093356904-1083-0.0323
2023-12-31Strategic Advisers Fidelity US TtlStk2.24270.16243129000608001.9816
2023-11-30FullerThaler Behavioral Small-Cap Equity1.87621.6538261775400
2024-01-31Vanguard Small Cap Value Index Inv1.80490.23182518272-10466-0.4139
2023-12-31FullerThaler Behavioral Sm-Cp Eq R61.77261.50462473154-144600-5.5238
2024-02-29Schwab US Dividend Equity ETF™1.73670.2262242302014080.0581
2024-01-31Vanguard Institutional Extnd Mkt Idx Tr1.52270.10352124506-2486-0.1169
2023-12-31JHancock Disciplined Value Mid Cap I1.37790.42551922414-31603-1.6173
2024-02-29Pacer US Cash Cows 100 ETF1.19890.3996167264857200.3431
2024-01-31Lazard Global Eq Franchise A Acc USD1.02475.937142965200
2023-12-31Fidelity Value Discovery0.83211.9831116096200
2024-01-31SPDR® S&P MIDCAP 400 ETF Trust0.82090.27091145257-21587-1.85
2023-12-31Fidelity Mid-Cap Stock0.8010.73521117606-311700-21.8078
2023-12-31Fidelity Low-Priced Stock0.77890.191108666100
2023-12-31FIAM Target Date Value Discovery CIT0.75031.93361046800134001.2967
2024-02-29iShares S&P Mid-Cap 400 Growth ETF0.64310.4984897320-3836-0.4257
Total 33.368719.447146556184-301514-0.6%

3.3. Insider Transactions

Insiders are holding 1.057% of the shares of H&R Block Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2024-02-23Jeffrey J Jones IiSELL8592149.21
2023-11-27Tony G BowenSELL4689247.1
2023-09-11Kellie J LogerwellSELL800039.61
2023-08-16Jeffrey J Jones IiSELL9119238
2023-05-19Richard A JohnsonBUY1000029.54
2023-05-11Robert A GerardBUY50032.13

4. Summary

4.1. Key Performance Indicators

The key performance indicators of H&R Block Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---3.180-0.341-89%-0.506-84%-0.225-93%-0.201-94%
Book Value Per Share---5.538-1.980-64%-1.068-81%-0.569-90%0.146-3898%
Current Ratio--1.2061.109+9%1.152+5%1.464-18%1.544-22%
Debt To Asset Ratio--1.2781.104+16%1.069+20%1.036+23%0.997+28%
Debt To Equity Ratio---23.704-100%24.436-100%27.604-100%17.627-100%
Dividend Per Share--0.3360.301+12%0.279+21%0.273+23%0.258+30%
Eps---1.3600.900-251%0.460-396%0.578-335%0.529-357%
Free Cash Flow Per Share---4.4940.818-649%1.259-457%0.709-734%0.606-841%
Free Cash Flow To Equity Per Share---0.6900.016-4323%-0.203-71%1.353-151%0.574-220%
Gross Profit Margin--1.0000.885+13%0.961+4%0.977+2%1.169-14%
Intrinsic Value_10Y_max---7.200--------
Intrinsic Value_10Y_min---21.611--------
Intrinsic Value_1Y_max--2.626--------
Intrinsic Value_1Y_min--1.655--------
Intrinsic Value_3Y_max--5.340--------
Intrinsic Value_3Y_min--1.693--------
Intrinsic Value_5Y_max--4.977--------
Intrinsic Value_5Y_min---1.863--------
Market Cap6789091470.720+1%6748630383.0405855774613.260+15%5620629522.500+20%4705633529.652+43%5696532379.797+18%
Net Profit Margin---1.060-0.337-68%-0.430-59%-0.395-63%-0.432-59%
Operating Margin----0.0680%-0.5230%-0.3740%-0.5060%
Operating Ratio--4.1681.878+122%1.534+172%1.554+168%1.600+161%
Pb Ratio-8.787-1%-8.734-6.273-28%22.269-139%17.873-149%-1.110-87%
Pe Ratio-8.945-1%-8.891-3.078-65%-1.394-84%-2.018-77%-6.938-22%
Price Per Share48.660+1%48.37039.638+22%35.103+38%27.683+75%27.875+74%
Price To Free Cash Flow Ratio-2.707-1%-2.691-0.548-80%-0.923-66%-2.514-7%-2.6850%
Price To Total Gains Ratio-17.110-1%-17.0084.003-525%1.181-1540%-0.725-96%-16.856-1%
Quick Ratio--0.0110.725-98%0.947-99%1.139-99%1.257-99%
Return On Assets---0.0680.042-262%0.024-386%0.025-372%0.024-383%
Return On Equity---2.357-100%4.015-100%1.351-100%1.505-100%
Total Gains Per Share---2.844-0.040-99%-0.228-92%0.048-5984%0.057-5080%
Usd Book Value---772652000.000-280466000.000-64%-162994250.000-79%-78026600.000-90%103410925.000-847%
Usd Book Value Change Per Share---3.180-0.341-89%-0.506-84%-0.225-93%-0.201-94%
Usd Book Value Per Share---5.538-1.980-64%-1.068-81%-0.569-90%0.146-3898%
Usd Dividend Per Share--0.3360.301+12%0.279+21%0.273+23%0.258+30%
Usd Eps---1.3600.900-251%0.460-396%0.578-335%0.529-357%
Usd Free Cash Flow---626969000.000149805500.000-519%219392750.000-386%139172050.000-550%133899450.000-568%
Usd Free Cash Flow Per Share---4.4940.818-649%1.259-457%0.709-734%0.606-841%
Usd Free Cash Flow To Equity Per Share---0.6900.016-4323%-0.203-71%1.353-151%0.574-220%
Usd Market Cap6789091470.720+1%6748630383.0405855774613.260+15%5620629522.500+20%4705633529.652+43%5696532379.797+18%
Usd Price Per Share48.660+1%48.37039.638+22%35.103+38%27.683+75%27.875+74%
Usd Profit---189755000.000148115750.000-228%126912500.000-250%115675900.000-264%115953500.000-264%
Usd Revenue--179083000.000872169500.000-79%864555000.000-79%796912450.000-78%789418325.000-77%
Usd Total Gains Per Share---2.844-0.040-99%-0.228-92%0.048-5984%0.057-5080%
 EOD+6 -2MRQTTM+11 -24YOY+11 -245Y+10 -2510Y+9 -26

4.2. Fundamental Score

Let's check the fundamental score of H&R Block Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-8.945
Price to Book Ratio (EOD)Between0-1-8.787
Net Profit Margin (MRQ)Greater than0-1.060
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.011
Current Ratio (MRQ)Greater than11.206
Debt to Asset Ratio (MRQ)Less than11.278
Debt to Equity Ratio (MRQ)Less than10.000
Return on Equity (MRQ)Greater than0.150.000
Return on Assets (MRQ)Greater than0.05-0.068
Total2/10 (20.0%)

4.3. Technical Score

Let's check the technical score of H&R Block Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5054.942
Ma 20Greater thanMa 5048.101
Ma 50Greater thanMa 10047.611
Ma 100Greater thanMa 20046.756
OpenGreater thanClose47.640
Total4/5 (80.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets2,776,295
Total Liabilities3,548,947
Total Stockholder Equity-772,652
 As reported
Total Liabilities 3,548,947
Total Stockholder Equity+ -772,652
Total Assets = 2,776,295

Assets

Total Assets2,776,295
Total Current Assets898,885
Long-term Assets1,877,410
Total Current Assets
Cash And Cash Equivalents 321,014
Net Receivables 8,222
Other Current Assets 88,793
Total Current Assets  (as reported)898,885
Total Current Assets  (calculated)418,029
+/- 480,856
Long-term Assets
Property Plant Equipment 522,441
Goodwill 789,068
Intangible Assets 275,230
Long-term Assets Other 51,371
Long-term Assets  (as reported)1,877,410
Long-term Assets  (calculated)1,638,110
+/- 239,300

Liabilities & Shareholders' Equity

Total Current Liabilities745,587
Long-term Liabilities2,803,360
Total Stockholder Equity-772,652
Total Current Liabilities
Accounts payable 143,339
Other Current Liabilities 199,718
Total Current Liabilities  (as reported)745,587
Total Current Liabilities  (calculated)343,057
+/- 402,530
Long-term Liabilities
Long term Debt 2,290,044
Capital Lease Obligations Min Short Term Debt394,158
Long-term Liabilities Other 69,279
Long-term Liabilities  (as reported)2,803,360
Long-term Liabilities  (calculated)2,753,481
+/- 49,879
Total Stockholder Equity
Retained Earnings -846,162
Total Stockholder Equity (as reported)-772,652
Total Stockholder Equity (calculated)-846,162
+/- 73,510
Other
Capital Stock1,709
Common Stock Shares Outstanding 139,519
Net Debt 1,969,030
Net Invested Capital 1,517,392
Net Working Capital 153,298
Property Plant and Equipment Gross 1,395,391



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-09-302005-06-302004-12-312004-09-302004-06-302003-12-312003-09-302003-06-302002-12-312002-09-302002-06-302001-12-312001-09-302001-06-302000-12-312000-09-302000-06-301999-12-311999-09-301999-06-301998-12-311998-09-301998-06-301997-12-311997-09-301997-06-301996-12-311996-09-301996-06-301995-12-311995-09-301995-06-301994-12-311994-09-301994-06-301993-12-311993-06-301993-03-311992-12-311992-09-301992-06-301992-03-311991-12-311991-09-301991-06-301991-03-311990-12-311990-09-301990-06-301990-03-311989-12-311989-09-301989-06-301989-03-311988-12-311988-09-301988-06-301988-03-311987-12-311987-09-301987-06-301987-03-311986-12-311986-09-301986-06-301986-03-311985-12-311985-09-30
> Total Assets 
0
0
481,600
0
0
0
628,700
0
0
0
676,500
0
0
0
826,400
539,700
941,500
564,000
554,600
615,600
1,035,800
675,400
574,600
704,900
962,700
714,200
694,700
724,200
1,005,800
1,041,300
707,500
798,600
1,131,700
745,700
901,064
877,991
1,078,038
852,488
1,028,606
1,417,561
1,455,788
1,718,812
1,906,258
1,888,522
2,466,519
2,904,083
2,569,110
2,075,499
1,910,176
2,273,515
5,921,370
5,699,350
5,308,500
5,542,523
4,121,624
4,199,631
5,066,468
4,230,791
3,979,024
4,249,236
4,603,905
4,461,376
5,788,187
5,380,026
4,896,858
6,141,121
5,539,283
5,297,179
7,672,341
5,989,135
5,636,268
6,206,891
9,359,978
7,499,493
6,868,070
7,106,771
11,575,211
5,623,425
4,903,482
5,424,747
7,301,892
5,359,722
4,545,762
4,967,359
7,410,129
5,234,318
4,424,164
4,307,782
5,803,000
5,207,961
4,308,052
3,976,513
4,852,789
4,649,567
3,594,277
3,896,730
3,932,496
4,537,779
3,762,888
3,274,513
3,515,287
4,693,529
3,890,819
3,091,290
4,378,941
4,515,420
3,632,691
2,289,897
2,874,046
2,857,775
2,163,542
2,082,178
2,577,631
2,694,108
2,132,248
1,716,561
2,561,300
3,140,949
2,605,038
2,233,296
2,568,806
3,299,945
3,110,000
2,756,741
3,452,430
5,112,047
4,997,436
2,556,429
3,168,363
3,653,646
4,014,388
3,368,027
3,100,055
3,781,127
3,269,158
2,559,232
2,593,224
3,157,907
3,072,258
2,511,052
2,776,295
2,776,2952,511,0523,072,2583,157,9072,593,2242,559,2323,269,1583,781,1273,100,0553,368,0274,014,3883,653,6463,168,3632,556,4294,997,4365,112,0473,452,4302,756,7413,110,0003,299,9452,568,8062,233,2962,605,0383,140,9492,561,3001,716,5612,132,2482,694,1082,577,6312,082,1782,163,5422,857,7752,874,0462,289,8973,632,6914,515,4204,378,9413,091,2903,890,8194,693,5293,515,2873,274,5133,762,8884,537,7793,932,4963,896,7303,594,2774,649,5674,852,7893,976,5134,308,0525,207,9615,803,0004,307,7824,424,1645,234,3187,410,1294,967,3594,545,7625,359,7227,301,8925,424,7474,903,4825,623,42511,575,2117,106,7716,868,0707,499,4939,359,9786,206,8915,636,2685,989,1357,672,3415,297,1795,539,2836,141,1214,896,8585,380,0265,788,1874,461,3764,603,9054,249,2363,979,0244,230,7915,066,4684,199,6314,121,6245,542,5235,308,5005,699,3505,921,3702,273,5151,910,1762,075,4992,569,1102,904,0832,466,5191,888,5221,906,2581,718,8121,455,7881,417,5611,028,606852,4881,078,038877,991901,064745,7001,131,700798,600707,5001,041,3001,005,800724,200694,700714,200962,700704,900574,600675,4001,035,800615,600554,600564,000941,500539,700826,400000676,500000628,700000481,60000
   > Total Current Assets 
0
0
288,900
0
0
0
414,100
0
0
0
440,100
0
0
0
595,500
292,600
642,200
297,000
295,800
316,500
648,000
318,500
254,800
319,400
568,000
314,300
305,000
319,200
589,900
628,700
310,200
367,300
768,200
419,300
512,029
465,422
635,508
386,862
493,907
1,262,910
792,172
1,047,741
1,269,998
1,460,358
2,029,579
2,143,277
1,967,036
1,270,762
1,087,422
1,108,949
4,078,535
3,863,543
3,434,177
3,599,830
2,271,206
2,300,477
3,143,670
2,245,143
1,979,779
2,362,235
2,747,361
2,396,504
3,698,170
2,961,299
2,483,040
3,621,186
3,070,634
2,705,919
4,832,752
2,823,947
2,388,701
2,768,573
5,507,279
3,454,292
2,888,591
3,981,033
8,131,347
2,381,580
1,801,291
2,659,549
4,413,089
2,571,080
1,828,146
2,300,986
4,724,742
2,649,036
1,838,480
1,735,566
3,274,000
2,477,731
1,667,825
1,685,404
2,519,666
2,500,994
1,417,599
1,706,953
1,736,549
2,462,343
1,704,932
1,195,654
1,504,711
3,114,006
2,292,161
1,457,381
2,778,319
2,951,301
2,111,359
726,708
1,220,659
1,222,298
608,373
703,474
1,202,834
1,346,039
833,940
444,616
1,284,141
1,891,713
1,282,123
891,002
1,234,652
1,993,359
946,705
601,412
1,301,962
3,086,736
2,997,345
592,913
1,220,642
1,699,724
2,080,382
1,495,748
1,239,604
1,868,036
1,384,458
724,438
775,855
1,302,815
1,187,486
631,840
898,885
898,885631,8401,187,4861,302,815775,855724,4381,384,4581,868,0361,239,6041,495,7482,080,3821,699,7241,220,642592,9132,997,3453,086,7361,301,962601,412946,7051,993,3591,234,652891,0021,282,1231,891,7131,284,141444,616833,9401,346,0391,202,834703,474608,3731,222,2981,220,659726,7082,111,3592,951,3012,778,3191,457,3812,292,1613,114,0061,504,7111,195,6541,704,9322,462,3431,736,5491,706,9531,417,5992,500,9942,519,6661,685,4041,667,8252,477,7313,274,0001,735,5661,838,4802,649,0364,724,7422,300,9861,828,1462,571,0804,413,0892,659,5491,801,2912,381,5808,131,3473,981,0332,888,5913,454,2925,507,2792,768,5732,388,7012,823,9474,832,7522,705,9193,070,6343,621,1862,483,0402,961,2993,698,1702,396,5042,747,3612,362,2351,979,7792,245,1433,143,6702,300,4772,271,2063,599,8303,434,1773,863,5434,078,5351,108,9491,087,4221,270,7621,967,0362,143,2772,029,5791,460,3581,269,9981,047,741792,1721,262,910493,907386,862635,508465,422512,029419,300768,200367,300310,200628,700589,900319,200305,000314,300568,000319,400254,800318,500648,000316,500295,800297,000642,200292,600595,500000440,100000414,100000288,90000
       Cash And Cash Equivalents 
0
0
155,900
0
0
0
210,200
0
0
0
210,900
0
0
0
34,800
18,300
43,200
38,700
26,100
35,600
36,700
44,800
30,000
22,100
13,500
17,000
34,000
24,200
43,400
30,100
55,600
41,800
36,000
39,800
34,191
59,998
90,248
29,304
60,681
58,414
211,514
199,539
595,851
216,103
107,557
900,856
307,941
188,340
193,240
168,182
248,490
379,901
247,679
380,918
271,813
599,002
538,308
436,145
260,915
436,918
875,353
261,330
671,089
1,071,676
575,796
576,146
1,100,213
392,490
1,460,180
694,358
390,068
442,273
1,082,666
921,838
437,671
386,915
1,410,009
726,845
355,998
693,626
1,269,203
1,654,663
1,006,303
1,432,243
1,727,677
1,804,045
1,098,610
959,746
1,466,000
1,677,844
1,012,709
572,611
1,218,984
1,944,334
939,871
1,260,901
418,385
1,747,584
1,163,876
790,772
437,404
2,185,307
1,429,489
627,490
1,321,134
2,007,190
1,299,382
360,681
189,511
896,801
306,871
232,510
221,172
1,011,331
551,566
180,997
187,366
1,544,944
979,116
600,799
203,226
1,572,150
607,668
245,312
192,340
2,661,914
2,598,570
208,956
280,249
934,251
1,434,381
891,739
336,250
1,041,740
885,015
322,824
264,455
909,075
986,975
426,990
321,014
321,014426,990986,975909,075264,455322,824885,0151,041,740336,250891,7391,434,381934,251280,249208,9562,598,5702,661,914192,340245,312607,6681,572,150203,226600,799979,1161,544,944187,366180,997551,5661,011,331221,172232,510306,871896,801189,511360,6811,299,3822,007,1901,321,134627,4901,429,4892,185,307437,404790,7721,163,8761,747,584418,3851,260,901939,8711,944,3341,218,984572,6111,012,7091,677,8441,466,000959,7461,098,6101,804,0451,727,6771,432,2431,006,3031,654,6631,269,203693,626355,998726,8451,410,009386,915437,671921,8381,082,666442,273390,068694,3581,460,180392,4901,100,213576,146575,7961,071,676671,089261,330875,353436,918260,915436,145538,308599,002271,813380,918247,679379,901248,490168,182193,240188,340307,941900,856107,557216,103595,851199,539211,51458,41460,68129,30490,24859,99834,19139,80036,00041,80055,60030,10043,40024,20034,00017,00013,50022,10030,00044,80036,70035,60026,10038,70043,20018,30034,800000210,900000210,200000155,90000
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
339,573
278,924
109,750
263,239
39,900
36,741
360,212
89,523
70,382
84,362
106
1,031,699
346,158
148,753
91,582
56,881
43,831
33,074
62,369
55,082
50,978
54,424
37,591
21,733
28,370
21,713
18,365
23,859
0
70,280
0
0
0
77,085
114,136
0
114,136
77,219
76,286
0
76,286
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
65,005
0
-65,005
0
98,236
0
-98,236
0
423,495
0
423,495
403,774
381,180
367,845
439,625
406,360
2,116
1,145
1,133
1,123
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000000000000001,1231,1331,1452,116406,360439,625367,845381,180403,774423,4950423,4950-98,236098,2360-65,005065,0050000000000000000076,286076,28677,219114,1360114,13677,08500070,280023,85918,36521,71328,37021,73337,59154,42450,97855,08262,36933,07443,83156,88191,582148,753346,1581,031,69910684,36270,38289,523360,21236,74139,900263,239109,750278,924339,573000000000000000000000000000000000
       Net Receivables 
0
0
116,200
0
0
0
187,900
0
0
0
208,400
0
0
0
315,800
79,000
369,000
180,300
83,300
82,800
392,400
219,200
85,900
99,100
271,900
212,300
96,800
108,200
228,700
530,600
112,100
141,100
636,100
68,400
163,375
263,802
260,198
258,827
344,899
214,548
416,970
680,087
525,777
645,566
779,169
793,237
1,357,029
896,363
743,301
727,738
3,633,850
3,292,101
2,994,863
2,985,785
1,684,027
1,248,470
2,152,437
1,212,883
924,956
1,011,446
920,234
925,515
1,738,408
972,986
978,111
2,084,322
1,009,014
1,270,808
2,380,375
999,765
808,004
826,557
2,801,720
966,777
827,870
901,359
3,125,384
991,770
785,083
537,751
2,642,951
512,814
379,177
461,485
2,566,830
517,986
376,929
416,333
1,371,000
492,290
329,388
128,062
1,035,902
193,858
116,357
124,511
949,160
206,835
121,309
131,701
677,221
191,618
122,315
107,705
777,453
167,964
103,194
94,760
829,774
153,116
103,425
104,764
825,897
162,775
91,004
77,750
864,393
159,084
86,352
80,031
794,703
138,965
76,128
74,710
819,946
133,197
97,222
71,253
563,089
531,242
0
395,228
652,884
601,957
261,285
215,158
375,262
281,734
95,897
102,466
8,222
8,222102,46695,897281,734375,262215,158261,285601,957652,884395,2280531,242563,08971,25397,222133,197819,94674,71076,128138,965794,70380,03186,352159,084864,39377,75091,004162,775825,897104,764103,425153,116829,77494,760103,194167,964777,453107,705122,315191,618677,221131,701121,309206,835949,160124,511116,357193,8581,035,902128,062329,388492,2901,371,000416,333376,929517,9862,566,830461,485379,177512,8142,642,951537,751785,083991,7703,125,384901,359827,870966,7772,801,720826,557808,004999,7652,380,3751,270,8081,009,0142,084,322978,111972,9861,738,408925,515920,2341,011,446924,9561,212,8832,152,4371,248,4701,684,0272,985,7852,994,8633,292,1013,633,850727,738743,301896,3631,357,029793,237779,169645,566525,777680,087416,970214,548344,899258,827260,198263,802163,37568,400636,100141,100112,100530,600228,700108,20096,800212,300271,90099,10085,900219,200392,40082,80083,300180,300369,00079,000315,800000208,400000187,900000116,20000
       Other Current Assets 
0
0
16,800
0
0
0
16,000
0
0
0
20,800
0
0
0
244,900
195,300
230,000
78,000
186,400
198,100
218,900
54,500
138,900
198,200
282,600
85,000
174,200
186,800
317,800
68,000
142,500
184,400
96,100
311,100
21,823
31,872
35,539
617,510
51,586
617,510
64,008
97,733
74,165
508,801
111,154
508,801
94,000
94,477
153,313
129,172
163,121
169,198
260,942
182,149
136,553
567,745
431,192
415,414
927,915
895,506
772,195
916,637
1,218,393
1,209,659
961,407
960,718
929,133
236,399
992,197
236,399
245,006
432,064
988,060
1,024,467
1,110,427
2,236,021
3,010,999
2,236,021
660,210
1,039,683
500,935
1,039,683
442,666
327,005
430,235
407,258
362,941
307,597
437,000
359,487
325,728
362,802
264,780
984,731
361,371
507,924
369,004
321,541
419,747
313,586
390,086
273,181
336,583
336,522
311,887
341,006
302,423
171,248
200,229
269,151
196,954
171,933
155,765
366,200
191,370
187,685
232,382
185,869
216,655
282,244
236,723
210,172
262,909
291,625
289,676
281,390
301,553
234,231
377,304
312,704
0
224,339
250,470
208,781
238,158
186,456
108,405
86,736
76,273
71,814
88,793
88,79371,81476,27386,736108,405186,456238,158208,781250,470224,3390312,704377,304234,231301,553281,390289,676291,625262,909210,172236,723282,244216,655185,869232,382187,685191,370366,200155,765171,933196,954269,151200,229171,248302,423341,006311,887336,522336,583273,181390,086313,586419,747321,541369,004507,924361,371984,731264,780362,802325,728359,487437,000307,597362,941407,258430,235327,005442,6661,039,683500,9351,039,683660,2102,236,0213,010,9992,236,0211,110,4271,024,467988,060432,064245,006236,399992,197236,399929,133960,718961,4071,209,6591,218,393916,637772,195895,506927,915415,414431,192567,745136,553182,149260,942169,198163,121129,172153,31394,47794,000508,801111,154508,80174,16597,73364,008617,51051,586617,51035,53931,87221,823311,10096,100184,400142,50068,000317,800186,800174,20085,000282,600198,200138,90054,500218,900198,100186,40078,000230,000195,300244,90000020,80000016,00000016,80000
   > Long-term Assets 
0
0
192,700
0
0
0
214,600
0
0
0
236,400
0
0
0
230,900
247,100
299,300
267,000
258,800
299,100
387,800
356,900
319,800
385,500
394,700
399,900
389,700
405,000
415,900
412,600
397,300
431,300
363,500
326,400
389,035
412,569
442,530
465,626
534,699
154,651
663,616
671,071
636,260
428,164
436,940
760,806
602,074
804,737
822,754
1,164,566
1,842,835
1,835,807
1,874,323
1,942,693
1,850,418
1,899,154
1,922,798
1,985,648
1,999,245
1,887,001
1,856,544
2,064,872
2,090,017
2,418,727
2,413,818
2,519,935
2,468,649
2,591,260
2,839,589
3,165,188
3,247,567
3,438,318
3,852,699
4,045,201
3,979,479
3,125,738
3,443,864
3,241,845
3,102,191
2,765,198
2,888,803
2,788,642
2,717,616
2,666,373
2,685,387
2,585,282
2,585,684
2,572,216
2,529,000
2,730,230
2,640,227
2,291,109
2,333,123
2,148,573
2,176,678
2,189,777
2,195,947
2,075,436
2,057,956
2,078,859
2,010,576
1,579,523
1,598,658
1,633,909
1,600,622
1,564,119
1,521,332
1,563,189
1,653,387
1,635,477
1,555,169
1,378,704
1,374,797
1,348,069
1,298,308
1,271,945
1,277,159
1,249,236
1,322,915
1,342,294
1,334,154
1,306,586
2,163,295
2,155,329
2,150,468
2,025,311
2,000,091
1,963,516
1,947,721
1,953,922
1,690,737
1,872,279
1,860,451
1,913,091
1,884,700
1,834,794
1,817,369
1,855,092
1,884,772
1,879,212
1,877,410
1,877,4101,879,2121,884,7721,855,0921,817,3691,834,7941,884,7001,913,0911,860,4511,872,2791,690,7371,953,9221,947,7211,963,5162,000,0912,025,3112,150,4682,155,3292,163,2951,306,5861,334,1541,342,2941,322,9151,249,2361,277,1591,271,9451,298,3081,348,0691,374,7971,378,7041,555,1691,635,4771,653,3871,563,1891,521,3321,564,1191,600,6221,633,9091,598,6581,579,5232,010,5762,078,8592,057,9562,075,4362,195,9472,189,7772,176,6782,148,5732,333,1232,291,1092,640,2272,730,2302,529,0002,572,2162,585,6842,585,2822,685,3872,666,3732,717,6162,788,6422,888,8032,765,1983,102,1913,241,8453,443,8643,125,7383,979,4794,045,2013,852,6993,438,3183,247,5673,165,1882,839,5892,591,2602,468,6492,519,9352,413,8182,418,7272,090,0172,064,8721,856,5441,887,0011,999,2451,985,6481,922,7981,899,1541,850,4181,942,6931,874,3231,835,8071,842,8351,164,566822,754804,737602,074760,806436,940428,164636,260671,071663,616154,651534,699465,626442,530412,569389,035326,400363,500431,300397,300412,600415,900405,000389,700399,900394,700385,500319,800356,900387,800299,100258,800267,000299,300247,100230,900000236,400000214,600000192,70000
       Property Plant Equipment 
0
0
81,000
0
0
0
79,300
0
0
0
86,200
0
0
0
92,900
91,700
97,100
97,400
92,900
95,000
108,300
101,500
95,500
105,600
123,500
122,100
107,500
123,500
148,400
142,400
123,200
154,700
157,700
141,100
179,954
201,629
227,448
288,170
344,450
51,515
432,328
433,016
420,278
63,405
76,409
77,321
75,084
100,597
114,222
135,695
219,594
260,666
248,407
245,059
288,847
276,007
287,812
286,500
293,172
294,222
288,594
283,556
284,148
279,220
275,688
327,385
330,150
362,041
415,844
443,785
452,010
467,543
392,706
379,066
372,235
383,930
391,265
380,738
380,804
377,687
383,704
368,289
359,408
351,288
362,170
345,470
326,641
327,881
321,000
307,320
295,220
257,870
260,755
252,985
253,993
285,335
290,165
267,880
286,584
311,157
314,565
304,911
314,531
318,225
308,805
311,387
297,321
298,602
290,202
293,565
284,114
293,060
282,358
263,827
253,255
262,226
249,911
231,888
227,003
241,772
220,505
212,092
685,826
682,185
661,346
679,155
661,025
610,469
582,010
585,736
585,123
551,730
536,981
523,794
551,695
540,757
519,547
508,307
568,314
544,082
522,441
522,441544,082568,314508,307519,547540,757551,695523,794536,981551,730585,123585,736582,010610,469661,025679,155661,346682,185685,826212,092220,505241,772227,003231,888249,911262,226253,255263,827282,358293,060284,114293,565290,202298,602297,321311,387308,805318,225314,531304,911314,565311,157286,584267,880290,165285,335253,993252,985260,755257,870295,220307,320321,000327,881326,641345,470362,170351,288359,408368,289383,704377,687380,804380,738391,265383,930372,235379,066392,706467,543452,010443,785415,844362,041330,150327,385275,688279,220284,148283,556288,594294,222293,172286,500287,812276,007288,847245,059248,407260,666219,594135,695114,222100,59775,08477,32176,40963,405420,278433,016432,32851,515344,450288,170227,448201,629179,954141,100157,700154,700123,200142,400148,400123,500107,500122,100123,500105,60095,500101,500108,30095,00092,90097,40097,10091,70092,90000086,20000079,30000081,00000
       Goodwill 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
65,056
65,495
68,337
78,205
52,748
60,062
42,825
82,502
89,960
80,133
260,872
266,161
288,580
295,441
355,987
405,534
659,166
1,149,546
1,095,074
1,070,051
1,069,302
1,051,826
0
734,463
706,637
721,956
724,759
723,617
830,053
948,530
960,275
964,548
975,850
1,019
1,100,452
1,104
1,100,452
1,104,273
1,134,576
982,598
993,919
1,006,278
1,007,695
1,010,721
1,005,268
1,006,207
832,294
848,443
850,230
852,018
856,880
843,054
840,447
875,797
867,417
849,000
846,245
742,611
438,403
433,595
427,566
431,101
434,492
435,256
434,782
435,667
442,812
437,386
436,117
478,845
464,182
442,961
441,831
454,394
442,068
443,418
470,757
470,942
477,360
483,320
491,207
493,991
493,059
504,789
507,871
507,941
507,191
520,005
519,937
821,278
815,331
838,830
712,138
724,288
727,483
745,616
757,659
754,521
749,409
759,183
764,428
760,401
746,711
764,802
769,557
775,453
770,820
789,068
789,068770,820775,453769,557764,802746,711760,401764,428759,183749,409754,521757,659745,616727,483724,288712,138838,830815,331821,278519,937520,005507,191507,941507,871504,789493,059493,991491,207483,320477,360470,942470,757443,418442,068454,394441,831442,961464,182478,845436,117437,386442,812435,667434,782435,256434,492431,101427,566433,595438,403742,611846,245849,000867,417875,797840,447843,054856,880852,018850,230848,443832,2941,006,2071,005,2681,010,7211,007,6951,006,278993,919982,5981,134,5761,104,2731,100,4521,1041,100,4521,019975,850964,548960,275948,530830,053723,617724,759721,956706,637734,46301,051,8261,069,3021,070,0511,095,0741,149,546659,166405,534355,987295,441288,580266,161260,87280,13389,96082,50242,82560,06252,74878,20568,33765,49565,056000000000000000000000000000000000
       Intangible Assets 
0
0
73,100
0
0
0
70,700
0
0
0
71,200
0
0
0
72,300
75,600
81,400
81,300
77,200
80,300
117,900
116,900
84,100
117,200
122,300
120,000
118,900
122,700
125,600
126,500
124,700
125,500
70,400
40,400
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,043,333
1,073,734
1,116,675
1,106,941
1,081,718
1,076,525
1,056,080
1,180,241
1,395,474
1,399,068
1,264,399
1,271,110
1,263,039
1,581,364
1,339,503
491,966
480,367
466,123
184,290
181,413
173,799
161,199
154,163
147,368
142,533
136,542
394,106
385,998
379,622
378,112
371,951
367,432
373,556
373,324
376,000
367,919
360,035
262,106
268,148
264,451
260,125
262,296
271,523
284,439
280,455
296,213
318,719
355,622
347,890
414,045
443,329
432,142
417,009
466,224
473,732
433,885
419,909
433,135
434,720
409,364
393,972
406,440
390,993
373,981
354,831
364,524
356,952
342,493
419,391
425,377
433,074
414,976
400,025
390,371
381,264
360,148
351,093
337,451
334,557
322,836
309,644
303,483
304,539
293,447
277,043
267,512
275,230
275,230267,512277,043293,447304,539303,483309,644322,836334,557337,451351,093360,148381,264390,371400,025414,976433,074425,377419,391342,493356,952364,524354,831373,981390,993406,440393,972409,364434,720433,135419,909433,885473,732466,224417,009432,142443,329414,045347,890355,622318,719296,213280,455284,439271,523262,296260,125264,451268,148262,106360,035367,919376,000373,324373,556367,432371,951378,112379,622385,998394,106136,542142,533147,368154,163161,199173,799181,413184,290466,123480,367491,9661,339,5031,581,3641,263,0391,271,1101,264,3991,399,0681,395,4741,180,2411,056,0801,076,5251,081,7181,106,9411,116,6751,073,7341,043,3330000000000000000000040,40070,400125,500124,700126,500125,600122,700118,900120,000122,300117,20084,100116,900117,90080,30077,20081,30081,40075,60072,30000071,20000070,70000073,10000
       Other Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
243,269
0
0
0
0
209,508
195,158
244,516
229,321
264,020
0
0264,020229,321244,516195,158209,5080000243,2690000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
> Total Liabilities 
0
0
189,200
0
0
0
278,700
0
0
0
302,800
0
0
0
380,500
109,900
438,200
175,300
107,800
128,900
462,200
238,100
114,500
154,900
349,000
170,500
123,800
163,700
355,300
523,400
153,300
220,700
588,900
177,100
285,405
317,312
392,173
284,069
512,783
377,968
449,756
762,329
777,844
984,145
1,369,431
1,562,451
1,752,421
1,316,217
848,189
1,324,857
4,996,097
4,480,761
4,473,972
4,718,233
2,947,883
3,285,879
4,101,056
2,861,371
2,877,067
3,081,746
2,940,196
2,925,479
4,311,621
3,483,017
3,582,191
4,692,471
3,562,912
3,722,906
6,084,388
3,841,336
3,824,699
4,578,262
7,829,804
6,084,994
5,786,708
6,562,491
11,111,279
4,635,607
4,066,760
4,592,085
6,461,887
3,953,863
3,355,048
3,896,262
6,473,662
3,793,688
3,399,017
3,427,977
4,975,000
3,758,387
3,074,175
3,113,691
4,046,340
3,323,675
2,748,604
3,203,797
3,297,608
3,274,232
2,657,573
2,319,538
2,828,528
3,136,980
2,493,619
1,852,614
3,232,556
2,682,471
1,963,264
2,317,140
3,410,780
2,834,672
2,363,349
2,639,649
3,378,447
2,754,991
2,346,576
2,129,334
3,259,369
2,747,238
2,413,029
2,264,621
2,782,397
2,758,418
2,819,196
2,832,488
3,770,809
5,041,006
4,862,159
2,836,395
3,702,943
3,301,245
3,626,330
3,352,499
3,472,710
3,736,271
3,057,527
2,824,217
3,236,703
3,194,299
3,040,194
2,855,936
3,548,947
3,548,9472,855,9363,040,1943,194,2993,236,7032,824,2173,057,5273,736,2713,472,7103,352,4993,626,3303,301,2453,702,9432,836,3954,862,1595,041,0063,770,8092,832,4882,819,1962,758,4182,782,3972,264,6212,413,0292,747,2383,259,3692,129,3342,346,5762,754,9913,378,4472,639,6492,363,3492,834,6723,410,7802,317,1401,963,2642,682,4713,232,5561,852,6142,493,6193,136,9802,828,5282,319,5382,657,5733,274,2323,297,6083,203,7972,748,6043,323,6754,046,3403,113,6913,074,1753,758,3874,975,0003,427,9773,399,0173,793,6886,473,6623,896,2623,355,0483,953,8636,461,8874,592,0854,066,7604,635,60711,111,2796,562,4915,786,7086,084,9947,829,8044,578,2623,824,6993,841,3366,084,3883,722,9063,562,9124,692,4713,582,1913,483,0174,311,6212,925,4792,940,1963,081,7462,877,0672,861,3714,101,0563,285,8792,947,8834,718,2334,473,9724,480,7614,996,0971,324,857848,1891,316,2171,752,4211,562,4511,369,431984,145777,844762,329449,756377,968512,783284,069392,173317,312285,405177,100588,900220,700153,300523,400355,300163,700123,800170,500349,000154,900114,500238,100462,200128,900107,800175,300438,200109,900380,500000302,800000278,700000189,20000
   > Total Current Liabilities 
0
0
183,400
0
0
0
260,600
0
0
0
285,400
0
0
0
356,700
82,400
411,800
150,100
80,200
100,200
437,300
205,000
85,700
128,500
327,800
142,700
96,700
140,600
329,900
498,800
129,500
193,300
560,200
148,100
247,786
276,278
358,711
247,794
475,003
339,746
375,790
688,103
713,142
693,086
1,078,336
1,276,892
1,464,122
1,023,256
553,829
868,208
4,531,472
3,520,449
3,537,099
3,748,656
1,988,402
2,343,856
3,125,461
1,879,702
1,938,855
2,152,740
1,897,196
1,818,202
3,456,591
2,472,043
2,281,714
3,402,355
2,208,920
2,376,627
4,750,262
2,893,436
2,934,581
3,816,471
7,070,259
5,176,352
4,710,363
3,876,151
7,670,603
3,096,376
2,551,054
2,441,079
4,004,728
2,398,280
1,823,126
2,382,867
4,979,902
2,321,491
1,939,279
1,916,692
3,463,000
2,214,675
1,603,234
1,781,588
3,243,416
2,526,428
1,977,397
1,931,702
2,063,194
2,012,205
1,450,484
1,546,685
2,054,520
2,313,116
1,683,919
1,075,677
2,471,104
1,878,289
1,190,254
566,548
589,032
1,039,605
609,159
434,857
554,637
939,280
562,506
393,177
666,528
843,651
563,996
435,721
587,646
923,001
732,969
1,263,957
1,337,621
1,575,616
765,958
552,603
691,483
1,163,079
982,486
752,969
1,171,440
1,692,877
998,813
790,223
645,833
1,115,582
938,782
792,786
745,587
745,587792,786938,7821,115,582645,833790,223998,8131,692,8771,171,440752,969982,4861,163,079691,483552,603765,9581,575,6161,337,6211,263,957732,969923,001587,646435,721563,996843,651666,528393,177562,506939,280554,637434,857609,1591,039,605589,032566,5481,190,2541,878,2892,471,1041,075,6771,683,9192,313,1162,054,5201,546,6851,450,4842,012,2052,063,1941,931,7021,977,3972,526,4283,243,4161,781,5881,603,2342,214,6753,463,0001,916,6921,939,2792,321,4914,979,9022,382,8671,823,1262,398,2804,004,7282,441,0792,551,0543,096,3767,670,6033,876,1514,710,3635,176,3527,070,2593,816,4712,934,5812,893,4364,750,2622,376,6272,208,9203,402,3552,281,7142,472,0433,456,5911,818,2021,897,1962,152,7401,938,8551,879,7023,125,4612,343,8561,988,4023,748,6563,537,0993,520,4494,531,472868,208553,8291,023,2561,464,1221,276,8921,078,336693,086713,142688,103375,790339,746475,003247,794358,711276,278247,786148,100560,200193,300129,500498,800329,900140,60096,700142,700327,800128,50085,700205,000437,300100,20080,200150,100411,80082,400356,700000285,400000260,600000183,40000
       Short-term Debt 
0
0
55,900
0
0
0
121,300
0
0
0
153,600
0
0
0
206,800
100
240,600
64,000
100
300
228,500
108,300
1,300
5,000
101,300
46,800
400
0
37,200
315,600
37,200
0
357,400
47,132
63,750
90,624
49,421
60,724
244,539
72,651
183,360
461,020
269,619
568,402
631,840
643,002
1,235,989
805,985
71,939
682,024
2,155,146
351,775
958,000
1,677,225
51,763
932,447
1,692,024
59,656
534,436
640,172
55,678
150,015
1,688,776
275,669
593,602
1,554,457
25,545
515,121
2,609,321
506,992
704,661
1,549,450
3,438,754
1,576,386
1,660,608
511,480
1,719,817
136,286
108,839
110,257
803,515
888,670
743,101
1,522,393
3,923,171
53,688
53,577
1,022,822
633,000
880,657
722,208
819,043
2,474,931
1,458,983
600,642
600,678
425,680
722
730
400,503
595,554
400,637
400,705
772
592,267
790
799
808
817
826
864
903
942
981
992
1,004
1,015
1,026
1,038
-330,847
0
330,847
186,355
811,548
836,912
844,921
209,556
191,114
186,209
206,393
0
201,179
689,379
686,658
206,898
197,491
184,343
179,415
205,391
195,685
0
0195,685205,391179,415184,343197,491206,898686,658689,379201,1790206,393186,209191,114209,556844,921836,912811,548186,355330,8470-330,8471,0381,0261,0151,004992981942903864826817808799790592,267772400,705400,637595,554400,503730722425,680600,678600,6421,458,9832,474,931819,043722,208880,657633,0001,022,82253,57753,6883,923,1711,522,393743,101888,670803,515110,257108,839136,2861,719,817511,4801,660,6081,576,3863,438,7541,549,450704,661506,9922,609,321515,12125,5451,554,457593,602275,6691,688,776150,01555,678640,172534,43659,6561,692,024932,44751,7631,677,225958,000351,7752,155,146682,02471,939805,9851,235,989643,002631,840568,402269,619461,020183,36072,651244,53960,72449,42190,62463,75047,132357,400037,200315,60037,200040046,800101,3005,0001,300108,300228,50030010064,000240,600100206,800000153,600000121,30000055,90000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
59,300
37,400
55,600
54,000
44,700
46,600
69,700
60,900
53,000
48,100
75,700
53,500
51,000
57,300
132,300
123,000
71,100
91,800
130,700
96,000
123,867
121,631
145,909
128,070
157,670
95,314
172,258
175,107
193,628
81,146
132,959
114,875
86,524
135,394
168,641
108,314
2,288,984
2,792,562
2,465,726
1,921,542
1,419,210
1,156,871
1,213,338
1,313,823
1,198,426
1,262,906
1,331,627
1,454,371
1,524,353
1,521,960
1,484,079
1,538,851
1,515,433
1,486,725
1,634,571
1,549,808
1,420,035
1,351,829
1,180,559
1,152,561
1,014,722
968,860
1,119,614
1,341,938
1,258,661
636,050
734,755
705,945
648,470
608,149
756,501
756,577
762,281
660,999
0
618,070
522,130
581,069
597,644
567,079
414,604
406,447
479,660
523,921
443,065
426,994
520,121
569,007
485,205
436,830
472,490
231,322
116,855
141,070
205,981
259,586
157,085
139,808
239,085
217,028
161,751
114,875
163,653
251,975
145,471
114,393
202,101
249,525
122,156
111,439
156,766
203,103
128,690
108,805
160,880
198,084
161,269
156,605
155,841
225,708
160,929
168,496
137,118
236,388
159,901
149,892
143,339
143,339149,892159,901236,388137,118168,496160,929225,708155,841156,605161,269198,084160,880108,805128,690203,103156,766111,439122,156249,525202,101114,393145,471251,975163,653114,875161,751217,028239,085139,808157,085259,586205,981141,070116,855231,322472,490436,830485,205569,007520,121426,994443,065523,921479,660406,447414,604567,079597,644581,069522,130618,0700660,999762,281756,577756,501608,149648,470705,945734,755636,0501,258,6611,341,9381,119,614968,8601,014,7221,152,5611,180,5591,351,8291,420,0351,549,8081,634,5711,486,7251,515,4331,538,8511,484,0791,521,9601,524,3531,454,3711,331,6271,262,9061,198,4261,313,8231,213,3381,156,8711,419,2101,921,5422,465,7262,792,5622,288,984108,314168,641135,39486,524114,875132,95981,146193,628175,107172,25895,314157,670128,070145,909121,631123,86796,000130,70091,80071,100123,000132,30057,30051,00053,50075,70048,10053,00060,90069,70046,60044,70054,00055,60037,40059,30000000000000000
       Other Current Liabilities 
0
0
127,500
0
0
0
139,300
0
0
0
131,800
0
0
0
90,600
44,900
115,600
32,100
35,400
53,300
139,100
35,800
31,400
75,400
150,800
42,400
45,300
83,300
160,400
60,200
58,400
101,500
72,100
52,100
163,381
64,023
60,169
171,781
72,794
59,000
249,895
51,976
20,172
519,015
313,537
43,538
313,249
81,877
141,609
376,112
87,342
77,870
517,429
149,889
113,373
506,223
220,099
254,538
509,891
249,662
205,993
674,414
243,462
213,816
667,942
309,047
204,033
836,636
506,370
374,781
404,030
595,769
2,130,624
1,744,636
1,790,020
2,249,740
4,471,801
785,624
777,080
1,493,888
2,115,708
1,694,772
431,555
1,511,226
300,230
852,555
731,413
715,948
2,728,964
232,871
358,896
199,030
170,841
381,476
648,378
-11,887
120,886
551,098
248,760
64,059
131,958
573,687
315,034
183,215
120,131
579,428
278,988
105,244
131,388
535,540
259,906
109,586
130,994
532,055
211,972
86,776
299,872
404,549
215,781
468,500
189,911
137,653
231,094
163,727
153,701
326,191
225,903
70,784
135,605
558,386
821,217
209,953
141,445
564,438
434,879
244,280
324,189
699,572
206,536
447,020
199,718
199,718447,020206,536699,572324,189244,280434,879564,438141,445209,953821,217558,386135,60570,784225,903326,191153,701163,727231,094137,653189,911468,500215,781404,549299,87286,776211,972532,055130,994109,586259,906535,540131,388105,244278,988579,428120,131183,215315,034573,687131,95864,059248,760551,098120,886-11,887648,378381,476170,841199,030358,896232,8712,728,964715,948731,413852,555300,2301,511,226431,5551,694,7722,115,7081,493,888777,080785,6244,471,8012,249,7401,790,0201,744,6362,130,624595,769404,030374,781506,370836,636204,033309,047667,942213,816243,462674,414205,993249,662509,891254,538220,099506,223113,373149,889517,42977,87087,342376,112141,60981,877313,24943,538313,537519,01520,17251,976249,89559,00072,794171,78160,16964,023163,38152,10072,100101,50058,40060,200160,40083,30045,30042,400150,80075,40031,40035,800139,10053,30035,40032,100115,60044,90090,600000131,800000139,300000127,50000
   > Long-term Liabilities 
0
0
5,800
0
0
0
18,100
0
0
0
17,400
0
0
0
23,800
27,500
26,400
25,200
27,600
28,700
24,900
33,100
28,800
26,400
21,200
27,800
27,100
23,100
25,400
24,600
23,800
27,400
28,700
29,000
37,619
41,034
33,462
36,275
37,780
38,222
73,966
74,226
64,702
291,059
291,095
285,559
288,299
292,961
294,360
456,649
464,625
960,312
936,873
969,577
959,481
942,023
975,595
981,669
938,212
929,006
1,043,000
1,107,277
855,030
1,010,974
1,300,477
1,290,116
1,353,992
1,346,279
1,334,126
947,900
890,118
761,791
759,545
908,642
1,076,345
2,686,340
3,440,676
1,539,231
1,515,706
2,151,006
2,457,159
1,555,583
1,531,922
1,513,395
1,493,760
1,472,197
1,459,738
1,511,285
1,512,000
1,543,712
1,470,941
1,332,103
802,924
797,247
771,207
1,272,095
1,234,414
1,262,027
1,207,089
772,853
774,008
823,864
809,700
776,937
761,452
804,182
773,010
1,750,592
2,821,748
1,795,067
1,754,190
2,204,792
2,823,810
1,815,711
1,784,070
1,736,157
2,592,841
1,903,587
1,849,033
1,828,900
2,194,751
1,835,417
2,086,227
1,568,531
2,433,188
3,465,390
4,096,201
2,283,792
3,011,460
2,138,166
1,983,719
2,599,530
2,301,270
2,043,394
2,058,714
2,033,994
2,590,870
2,078,717
2,101,412
2,063,150
2,803,360
2,803,3602,063,1502,101,4122,078,7172,590,8702,033,9942,058,7142,043,3942,301,2702,599,5301,983,7192,138,1663,011,4602,283,7924,096,2013,465,3902,433,1881,568,5312,086,2271,835,4172,194,7511,828,9001,849,0331,903,5872,592,8411,736,1571,784,0701,815,7112,823,8102,204,7921,754,1901,795,0672,821,7481,750,592773,010804,182761,452776,937809,700823,864774,008772,8531,207,0891,262,0271,234,4141,272,095771,207797,247802,9241,332,1031,470,9411,543,7121,512,0001,511,2851,459,7381,472,1971,493,7601,513,3951,531,9221,555,5832,457,1592,151,0061,515,7061,539,2313,440,6762,686,3401,076,345908,642759,545761,791890,118947,9001,334,1261,346,2791,353,9921,290,1161,300,4771,010,974855,0301,107,2771,043,000929,006938,212981,669975,595942,023959,481969,577936,873960,312464,625456,649294,360292,961288,299285,559291,095291,05964,70274,22673,96638,22237,78036,27533,46241,03437,61929,00028,70027,40023,80024,60025,40023,10027,10027,80021,20026,40028,80033,10024,90028,70027,60025,20026,40027,50023,80000017,40000018,1000005,80000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,487,407
2,067,937
1,488,457
1,488,974
1,489,514
0
01,489,5141,488,9741,488,4572,067,9371,487,407000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
323,673
317,524
0
371,895
349,271
0
0349,271371,8950317,524323,673000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
> Total Stockholder Equity
0
0
292,400
0
0
0
350,000
0
0
0
373,700
0
0
0
445,900
429,800
503,300
388,700
446,800
486,700
573,600
437,300
460,100
550,000
613,700
543,700
570,900
560,500
650,500
517,900
554,200
577,900
542,800
568,600
615,659
560,679
685,865
568,419
515,823
1,039,593
870,319
823,599
999,097
904,377
1,097,088
1,341,632
816,689
759,282
1,061,987
948,658
925,273
1,218,589
834,528
824,290
1,173,741
913,752
965,412
1,369,420
1,101,957
1,167,490
1,663,709
1,535,897
1,476,566
1,897,009
1,314,667
1,448,650
1,976,371
1,574,273
1,587,953
2,147,799
1,811,569
1,628,629
1,530,174
1,414,499
1,081,362
544,280
463,932
987,818
836,722
832,662
840,005
1,405,859
1,190,714
1,071,097
936,467
1,440,630
1,025,147
879,805
828,000
1,449,574
1,233,877
862,822
806,449
1,325,892
845,673
692,933
634,888
1,263,547
1,105,315
954,975
686,759
1,556,549
1,397,200
1,238,676
1,146,385
1,832,949
1,669,427
-27,243
-536,734
23,103
-199,807
-557,471
-800,816
-60,883
-214,328
-412,773
-698,069
393,711
192,009
-31,325
-213,591
541,527
290,804
-75,747
-318,379
71,041
135,277
-279,966
-534,580
352,401
288,861
15,528
-372,655
44,856
211,631
-264,985
-643,479
-36,392
32,064
-344,884
-772,652
-772,652-344,88432,064-36,392-643,479-264,985211,63144,856-372,65515,528288,861352,401-534,580-279,966135,27771,041-318,379-75,747290,804541,527-213,591-31,325192,009393,711-698,069-412,773-214,328-60,883-800,816-557,471-199,80723,103-536,734-27,2431,669,4271,832,9491,146,3851,238,6761,397,2001,556,549686,759954,9751,105,3151,263,547634,888692,933845,6731,325,892806,449862,8221,233,8771,449,574828,000879,8051,025,1471,440,630936,4671,071,0971,190,7141,405,859840,005832,662836,722987,818463,932544,2801,081,3621,414,4991,530,1741,628,6291,811,5692,147,7991,587,9531,574,2731,976,3711,448,6501,314,6671,897,0091,476,5661,535,8971,663,7091,167,4901,101,9571,369,420965,412913,7521,173,741824,290834,5281,218,589925,273948,6581,061,987759,282816,6891,341,6321,097,088904,377999,097823,599870,3191,039,593515,823568,419685,865560,679615,659568,600542,800577,900554,200517,900650,500560,500570,900543,700613,700550,000460,100437,300573,600486,700446,800388,700503,300429,800445,900000373,700000350,000000292,40000
   Common Stock
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
1,089
2,179
2,179
2,179
2,179
2,179
2,179
2,179
2,179
2,179
2,179
2,179
2,179
4,359
4,359
4,359
4
4
4
0
4
4
4,359
0
4
4
4
0
4
4
4
0
4
4,124,000
4,000
0
4,124,000
3,994,000
3,994,000
0
3,166,000
3,166
3,166
3,166
3,166
3,166
3,166
3,166
3,166
3,166
3,166
3,166
3,166
2,761
2,641
2,602
2,582
2,506
2,462
2,462
2,462
2,462
2,462
2,462
2,420
2,420
2,415
2,383
2,367
2,310
2,282
2,282
2,282
2,187
2,187
2,167
2,167
2,099
2,033
1,936
1,936
1,887
1,854
1,854
1,789
1,757
0
01,7571,7891,8541,8541,8871,9361,9362,0332,0992,1672,1672,1872,1872,2822,2822,2822,3102,3672,3832,4152,4202,4202,4622,4622,4622,4622,4622,4622,5062,5822,6022,6412,7613,1663,1663,1663,1663,1663,1663,1663,1663,1663,1663,1663,1663,166,00003,994,0003,994,0004,124,00004,0004,124,00040444044404,3594404444,3594,3594,3592,1792,1792,1792,1792,1792,1792,1792,1792,1792,1792,1792,1791,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,0891,089000000000000000000000000000000000
   Retained Earnings Total Equity00-48,677000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-192,500
-227,056
-214,120
-214,120
-122,914
-227,056
-227,056
-432,195
-122,914
-122,914
-167,065
-432,195
-432,195
-31,588
-27,017
-23,400
-16,313
-17,229
-26,241
-34,029
-24,476
-42,767
-20,890
-25,184
44,128
79,099
22,718
36,862
62,628
56,591
57,953
99,589
97,625
68,718
44,463
33,641
21,948
20,255
21,593
6,975
-1,320
2,528
1,131
-348
2,486
833
-11,236
-16,614
-11,639
-2,849
66
1,086
1,678
-2,648
2,757
7,000
11,233
12,692
4,359
7,409
12,145
7,350
8,685
9,055
10,550
-257
1,463
-4,776
5,177
5,483
6,577
-1,263
1,740
-8,234
-16,208
-20,849
-11,233
-14,804
-17,122
-15,363
-15,299
-12,837
-14,222
-9,374
-14,303
-16,034
-18,880
-17,642
-20,416
-22,736
-21,817
-25,391
-51,576
-34,037
-31,707
-11,693
4,786
0
-11,089
-9,433
-3,838
-21,645
-53,990
-44,683
-44,281
-37,099
-48,013
0
0-48,013-37,099-44,281-44,683-53,990-21,645-3,838-9,433-11,08904,786-11,693-31,707-34,037-51,576-25,391-21,817-22,736-20,416-17,642-18,880-16,034-14,303-9,374-14,222-12,837-15,299-15,363-17,122-14,804-11,233-20,849-16,208-8,2341,740-1,2636,5775,4835,177-4,7761,463-25710,5509,0558,6857,35012,1457,4094,35912,69211,2337,0002,757-2,6481,6781,08666-2,849-11,639-16,614-11,2368332,486-3481,1312,528-1,3206,97521,59320,25521,94833,64144,46368,71897,62599,58957,95356,59162,62836,86222,71879,09944,128-25,184-20,890-42,767-24,476-34,029-26,241-17,229-16,313-23,400-27,017-31,588-432,195-432,195-167,065-122,914-122,914-432,195-227,056-227,056-122,914-214,120-214,120-227,056-192,500000000000000000000000000000000000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
759,629
767,683
775,269
770,376
740,434
0
0740,434770,376775,269767,683759,629000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Treasury Stock00-654,325000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
44,200
0
0
0
66,500
0
0
0
42,200
0
0
0
60,600
62,000
59,400
58,600
96,200
61,700
66,300
63,900
61,000
69,000
39,300
110,700
114,200
16,100
6,700
28,000
44,300
-31,900
-15,000
186,100
183,756
144,983
198,469
55,332
150,580
518,344
745,001
436,229
436,847
508,692
778,544
786,704
-46,611
-72,627
-58,196
-33,583
-21,799
-33,652
-234,693
-253,458
-254,691
-444,589
-345,077
-400,470
-597,200
-616,886
-638,658
-944,491
-822,796
-698,227
-1,283,311
-1,321,510
-1,402,190
-1,370,567
-1,395,934
-1,471,354
-1,528,883
-1,470,621
-1,492,681
-1,470,621
-1,451,373
-1,399,117
-1,427,545
-1,399,117
-1,369,051
-1,253,939
-1,159,031
-1,253,939
-1,243,454
-1,219,634
-1,227,025
-1,219,634
-1,227,467
-1,219,762
-1,228,000
-1,219,762
-1,215,826
-1,210,250
-1,219,212
-1,210,250
-117,550
-83,614
-101,009
-114,625
-61,245
-41,091
-45,864
-53,496
-29,573
-8,399
-13,894
-21,532
-4,739
-8,613
-8,526
-17,369
-6,954
160
-2,092
-4,613
25,694
42,572
38,421
32,543
42,056
60,174
55,913
49,426
60,433
77,370
71,948
66,295
84,099
96,942
91,444
85,171
-288,861
103,548
101,601
103,548
110,935
98,789
107,787
115,419
116,051
94,993
0
094,993116,051115,419107,78798,789110,935103,548101,601103,548-288,86185,17191,44496,94284,09966,29571,94877,37060,43349,42655,91360,17442,05632,54338,42142,57225,694-4,613-2,092160-6,954-17,369-8,526-8,613-4,739-21,532-13,894-8,399-29,573-53,496-45,864-41,091-61,245-114,625-101,009-83,614-117,550-1,210,250-1,219,212-1,210,250-1,215,826-1,219,762-1,228,000-1,219,762-1,227,467-1,219,634-1,227,025-1,219,634-1,243,454-1,253,939-1,159,031-1,253,939-1,369,051-1,399,117-1,427,545-1,399,117-1,451,373-1,470,621-1,492,681-1,470,621-1,528,883-1,471,354-1,395,934-1,370,567-1,402,190-1,321,510-1,283,311-698,227-822,796-944,491-638,658-616,886-597,200-400,470-345,077-444,589-254,691-253,458-234,693-33,652-21,799-33,583-58,196-72,627-46,611786,704778,544508,692436,847436,229745,001518,344150,58055,332198,469144,983183,756186,100-15,000-31,90044,30028,0006,70016,100114,200110,70039,30069,00061,00063,90066,30061,70096,20058,60059,40062,00060,60000042,20000066,50000044,20000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-06-30)

Gross Profit (+$)
totalRevenue3,472,185
Cost of Revenue-1,336,122
Gross Profit2,136,0632,136,063
 
Operating Income (+$)
Gross Profit2,136,063
Operating Expense-1,387,365
Operating Income784,190748,698
 
Operating Expense (+$)
Research Development0
Selling General Administrative428,167
Selling And Marketing Expenses286,255
Operating Expense1,387,365714,422
 
Net Interest Income (+$)
Interest Income72,978
Interest Expense-72,978
Other Finance Cost-72,978
Net Interest Income-72,978
 
Pretax Income (+$)
Operating Income784,190
Net Interest Income-72,978
Other Non-Operating Income Expenses35,492
Income Before Tax (EBT)711,212748,698
EBIT - interestExpense = 711,212
703,112
626,678
Interest Expense72,978
Earnings Before Interest and Taxes (EBIT)784,190784,190
Earnings Before Interest and Taxes (EBITDA)914,691
 
After tax Income (+$)
Income Before Tax711,212
Tax Provision-149,412
Net Income From Continuing Ops561,800561,800
Net Income553,700
Net Income Applicable To Common Shares553,700
 
Non-recurring Events
Discontinued Operations-8,100
Extraordinary Items-8,100
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses2,723,487
Total Other Income/Expenses Net35,49237,486
 

Technical Analysis of H&R Block Inc
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of H&R Block Inc. The general trend of H&R Block Inc is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine H&R Block Inc's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of H&R Block Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 52.90.

The bearish price targets are: 46.30 > 46.14 > 45.98.

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H&R Block Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of H&R Block Inc. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

H&R Block Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of H&R Block Inc. The current macd is 0.04952996.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the H&R Block Inc price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for H&R Block Inc. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the H&R Block Inc price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
H&R Block Inc Daily Moving Average Convergence/Divergence (MACD) ChartH&R Block Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of H&R Block Inc. The current adx is 12.57.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy H&R Block Inc shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
H&R Block Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of H&R Block Inc. The current sar is 48.89.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
H&R Block Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of H&R Block Inc. The current rsi is 54.94. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
H&R Block Inc Daily Relative Strength Index (RSI) ChartH&R Block Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of H&R Block Inc. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 6/6.
The longshort score for the Stochastic Oscillator is 6/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the H&R Block Inc price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
H&R Block Inc Daily Stochastic Oscillator ChartH&R Block Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of H&R Block Inc. The current cci is 14.35.

H&R Block Inc Daily Commodity Channel Index (CCI) ChartH&R Block Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of H&R Block Inc. The current cmo is 14.94.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
H&R Block Inc Daily Chande Momentum Oscillator (CMO) ChartH&R Block Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of H&R Block Inc. The current willr is -10.60606061.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
H&R Block Inc Daily Williams %R ChartH&R Block Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of H&R Block Inc.

H&R Block Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of H&R Block Inc. The current atr is 1.13836017.

H&R Block Inc Daily Average True Range (ATR) ChartH&R Block Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of H&R Block Inc. The current obv is 78,152,844.

H&R Block Inc Daily On-Balance Volume (OBV) ChartH&R Block Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of H&R Block Inc. The current mfi is 40.40.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
H&R Block Inc Daily Money Flow Index (MFI) ChartH&R Block Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for H&R Block Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-06STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-08DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-11-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-10MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-14STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-15RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-11-17STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-24STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-27RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-11-29MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2023-12-01STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-04WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-05STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-06SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-07STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-08STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-11STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-12SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-13WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-15STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-19STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-20MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-21STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-26BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-29STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-02STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-04CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-05DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-10CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-11STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-12STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-17STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-19CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-01-23SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-25MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-01-29WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-30STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-31CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-01MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-02-05STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-06DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-02-07DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-09STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-12SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-15WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-16STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-20MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-02-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-23DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-28STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-04STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-05STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-07SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-08MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-03-13WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-14DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-03-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-20DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-25CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-27MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).

6.3. Candlestick Patterns

H&R Block Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of H&R Block Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5054.942
Ma 20Greater thanMa 5048.101
Ma 50Greater thanMa 10047.611
Ma 100Greater thanMa 20046.756
OpenGreater thanClose47.640
Total4/5 (80.0%)
Penke

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