H&R Block Inc
Statements
Ratios
Valuation ratios (P/E, P/S, EV/EBITDA and the other multiples) are based on the closing price at the end of each period, not on the current price. Margins and returns are shown in percent, multiples without a unit, per-share figures in the reporting currency, net debt in millions.
Tick rows to compare them in a chart (up to 4)
| Line item | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Valuation | ||||||||||||||||||||||||||||||
| 71.6 | 11.6 | 23.4 | 12.8 | 21.1 | 19.7 | 16.7 | 12.4 | 15.8 | 16.3 | – | – | 11.8 | 10.9 | 12.2 | 18.0 | 17.6 | 19.5 | 17.4 | 15.4 | 16.2 | 7.8 | 14.3 | – | 8.0 | 10.9 | 8.9 | 13.1 | 12.4 | 6.6 | |
| 3.1 | 3.6 | 3.1 | 1.3 | 2.3 | 2.6 | 2.6 | 2.1 | 3.2 | 2.2 | 1.9 | 1.7 | 1.4 | 1.4 | 1.7 | 1.7 | 2.6 | 3.1 | 2.7 | 1.9 | 2.2 | 1.5 | 2.0 | 1.1 | 1.3 | 1.7 | 1.4 | 2.2 | 2.0 | 1.2 | |
| 3.4 | 3.4 | 4.7 | 2.6 | 5.1 | 6.3 | 5.8 | 4.5 | 5.0 | 3.7 | 5.4 | 7.1 | 4.1 | 3.6 | 3.4 | 3.6 | 6.0 | 5.9 | 4.5 | 249.7 | – | 25.0 | 11.2 | 39.9 | 12.6 | 28.6 | 153.7 | 86.1 | 84.8 | 41.2 | |
| 2.8 | 3.4 | 3.0 | 1.3 | 2.3 | 2.5 | 2.4 | 1.8 | 3.0 | 2.3 | 2.2 | 1.8 | 1.0 | 0.9 | 1.1 | 1.2 | 2.0 | 2.4 | 2.0 | 1.6 | 1.8 | 1.0 | – | 1.4 | 1.6 | 1.9 | 1.6 | 2.3 | 2.2 | 1.4 | |
| 12.3 | 13.1 | 11.4 | 5.8 | 8.5 | 9.4 | 7.7 | 4.9 | 13.1 | 12.0 | 11.1 | 8.7 | 4.2 | 3.9 | 4.3 | 4.4 | 7.3 | 7.8 | 6.5 | 5.9 | 6.1 | 3.3 | – | 13.9 | 6.4 | 7.5 | 6.1 | 8.7 | 8.4 | 6.0 | |
| – | 32.8 | 35.4 | 8.2 | 28.9 | 13.6 | 17.9 | 10.8 | 32.4 | 23.8 | – | 63.8 | 6.2 | 10.5 | 11.0 | 17.1 | 19.9 | 14.0 | 16.3 | 13.3 | 14.4 | 6.4 | 11.9 | 103.9 | 7.7 | 8.1 | 6.6 | 11.9 | 12.6 | 6.4 | |
| -2.5% | 3.0% | 2.8% | 12.2% | 3.5% | 7.3% | 5.6% | 9.3% | 3.1% | 4.2% | -9.8% | 1.6% | 16.1% | 9.5% | 9.1% | 5.9% | 5.0% | 7.2% | 6.1% | 7.5% | 7.0% | 15.7% | 8.4% | 1.0% | 12.9% | 12.3% | 15.3% | 8.4% | 7.9% | 15.6% | |
| Margins | ||||||||||||||||||||||||||||||
| 88.1% | 87.8% | 86.9% | 86.2% | 84.3% | 83.6% | 84.2% | 45.8% | 38.9% | 40.0% | 37.6% | 36.7% | 36.4% | 36.3% | 39.7% | 42.4% | 44.8% | 39.7% | 39.3% | 44.5% | 45.8% | 44.9% | 43.2% | 35.1% | 45.7% | 45.7% | 44.6% | 44.8% | 44.5% | 44.3% | |
| 19.5% | 21.4% | 21.6% | 16.4% | 18.4% | 21.8% | 26.2% | 30.5% | 18.2% | 15.0% | 16.4% | 17.4% | 20.5% | 19.8% | 20.9% | 23.8% | 24.0% | -25.2% | 25.8% | 20.8% | 23.6% | 23.8% | 19.9% | 6.9% | 21.5% | 21.5% | 21.6% | 22.3% | 22.0% | -32.7% | |
| 4.4% | 30.9% | 13.1% | 10.3% | 11.1% | 13.2% | 15.5% | 17.3% | 20.1% | 13.7% | -10.8% | -7.6% | 11.9% | 12.4% | 13.8% | 9.5% | 14.9% | 15.7% | 15.4% | 12.3% | 13.5% | 19.4% | 13.7% | -0.3% | 16.0% | 16.0% | 15.9% | 16.5% | 16.1% | 18.6% | |
| -7.9% | 10.9% | 8.6% | 16.0% | 8.1% | 19.2% | 14.4% | 19.9% | 9.8% | 9.4% | -18.5% | 2.7% | 22.7% | 12.8% | 15.3% | 10.0% | 13.2% | 21.9% | 16.4% | 14.2% | 15.2% | 23.8% | 16.5% | 1.0% | 16.5% | 21.6% | 21.7% | 18.2% | 15.9% | 19.2% | |
| Returns | ||||||||||||||||||||||||||||||
| 4.8% | 29.2% | 20.3% | 20.7% | 24.0% | 31.7% | 34.9% | 36.6% | 31.6% | 22.8% | -30.7% | -31.2% | 34.5% | 33.3% | 28.0% | 20.1% | 34.3% | 30.5% | 25.8% | 1,620.0% | – | 319.3% | 78.0% | -10.6% | 157.1% | 261.6% | 1,726.9% | 657.1% | 681.4% | 624.4% | |
| 2.5% | 13.5% | 11.3% | 4.4% | 6.8% | 10.3% | 12.6% | 12.9% | 11.3% | 8.2% | -5.8% | -5.5% | 9.1% | 9.2% | 7.8% | 5.7% | 9.6% | 10.1% | 10.5% | 13.1% | 15.2% | 23.5% | 12.8% | -0.1% | 15.2% | 16.9% | 18.0% | 18.5% | 18.6% | 22.5% | |
| Balance Sheet & Debt | ||||||||||||||||||||||||||||||
| -326 | -258 | -121 | -28 | -220 | -376 | -820 | -1,339 | -491 | 250 | 1,345 | 171 | -1,673 | -1,785 | -1,698 | -1,361 | -1,829 | -1,900 | -2,098 | -1,000 | -1,117 | -1,663 | – | 818 | 1,256 | 643 | 679 | 622 | 699 | 762 | |
| -1.3 | -0.8 | -0.3 | -0.1 | -0.3 | -0.4 | -0.7 | -0.9 | -0.7 | 0.4 | 1.7 | 0.2 | -1.7 | -2.0 | -2.2 | -1.8 | -2.3 | -2.0 | -2.2 | -1.2 | -1.2 | -1.8 | – | 3.1 | 1.4 | 0.7 | 0.7 | 0.6 | 0.7 | 0.8 | |
| 52.4% | 46.2% | 55.6% | 21.4% | 28.5% | 32.4% | 36.1% | 35.3% | 35.7% | 35.9% | 18.9% | 17.6% | 26.2% | 27.5% | 27.8% | 28.5% | 27.8% | 33.2% | 40.6% | 0.8% | -2.3% | 7.4% | 16.4% | 1.4% | 9.6% | 6.5% | 1.0% | 2.8% | 2.7% | 3.6% | |
| 0.3 | 0.5 | 0.1 | 0.3 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.3 | 1.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.3 | 0.0 | 0.0 | – | 0.0 | – | 52.0 | 6.2 | 8.0 | 52.8 | 18.7 | 19.2 | 14.6 | |
| Per Share | ||||||||||||||||||||||||||||||
| 0.11 | 0.91 | 0.54 | 0.64 | 0.77 | 1.17 | 1.30 | 1.92 | 1.85 | 1.47 | -1.33 | -0.94 | 1.45 | 1.44 | 1.31 | 0.89 | 1.58 | 1.72 | 1.71 | 1.49 | 1.91 | 2.92 | 2.04 | -0.04 | 2.93 | 3.23 | 3.58 | 4.14 | 4.41 | 5.78 | |
| 2.59 | 2.95 | 4.09 | 6.18 | 6.87 | 8.85 | 8.40 | 11.11 | 9.18 | 10.72 | 12.33 | 12.48 | 12.21 | 11.63 | 9.51 | 9.36 | 10.59 | 10.96 | 11.11 | 12.11 | 14.18 | 15.03 | 14.97 | 13.32 | 18.35 | 20.20 | 22.47 | 25.09 | 27.38 | 31.07 | |
| 2.36 | 3.11 | 2.64 | 3.07 | 3.19 | 3.69 | 3.73 | 5.25 | 5.86 | 6.44 | 4.34 | 3.02 | 4.20 | 4.32 | 4.68 | 4.44 | 4.61 | 5.64 | 6.61 | 0.09 | -0.28 | 0.91 | 2.62 | 0.36 | 1.87 | 1.23 | 0.21 | 0.63 | 0.65 | 0.93 | |
| -0.20 | 0.32 | 0.35 | 0.99 | 0.56 | 1.70 | 1.21 | 2.21 | 0.90 | 1.00 | -2.29 | 0.34 | 2.77 | 1.49 | 1.45 | 0.94 | 1.40 | 2.40 | 1.82 | 1.72 | 2.15 | 3.57 | 2.47 | 0.14 | 3.04 | 4.35 | 4.87 | 4.57 | 4.36 | 5.95 | |
Data as of: September 23, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.