H&R Block Inc.

H&R Block provides assisted, do-it-yourself, and virtual tax return preparation solutions through various channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes the company-branded products and services to the general public in the U.S., Canada, Australia, and their respective territories. The company also provides additional services, such as Refund Transfers, its Peace of Mind? Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard?, H&R Block Emerald Advance? lines of credit, Tax Identity Shield?, and Refund Advance loans. For its Canadian clients the company also provides POM, H&R Block Instant Refund?, and H&R Block Pay With Refund? services.
  • TickerHRB
  • ISINUS0936711052
  • ExchangeNew York Stock Exchange
  • SectorGeneral Retailers
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

HRB - Embedded Expectations Analysis - 2021 04 19

H&R Block, Inc. (HRB:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with an 8.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about digital tool adoption, their technology investments, and NAC in their DIY business Specifically, management may have concerns about the sustainability of digital tool and Assisted solution adoption momentum as well as the progress of their three strategic imperatives. Furthermore, they may lack confidence in their ability to sustain Net Av...

Dave Nicoski ...
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Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

HRB - Embedded Expectations Analysis - 2021 04 19

H&R Block, Inc. (HRB:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with an 8.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about digital tool adoption, their technology investments, and NAC in their DIY business Specifically, management may have concerns about the sustainability of digital tool and Assisted solution adoption momentum as well as the progress of their three strategic imperatives. Furthermore, they may lack confidence in their ability to sustain Net Av...

Dave Nicoski ...
  • Ross LaDuke

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For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
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Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

With a more favourable environment, H&R BLOCK improves to Slightly Positive

H&R BLOCK (US), a company active in the Personal Products & Services industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 2, 2021, the closing price was USD 18.54 and its potential was estimated at USD 22.13.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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