Where do H&R Block's ratios come from?

Every ratio is computed from H&R Block's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

H&R Block HRB Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q3 '26	Q2 '26	Q1 '26	Q4 '25	Q3 '25
Profitability
Gross margin	44.3%-0.2pp	44.2%-0.1pp	44.6%-0.1pp	44.5%-0.3pp	44.5%-0.6pp
Net margin	18.9%+3.7pp	16.2%+1.5pp	16.2%+0.1pp	16.1%-0.4pp	15.2%-2.7pp
Returns
Return on invested capital	77.9%+3.5pp	41.8%+3.1pp	55%-2.2pp	62.9%-3.7pp	74.4%-11.5pp
Efficiency
Asset turnover	1.2×0.0×	1.3×0.0×	1.5×0.0×	1.2×0.0×	1.1×0.0×
Liquidity
Current ratio	1×+0.2×	1.3×+0.6×	0.8×0.0×	0.9×-0.4×	0.8×-0.2×
Leverage
Net debt / EBITDA	1.1×-0.1×	2.6×0.0×	1.9×+0.3×	1.1×+0.1×	1.2×+0.1×
Valuation
Market capitalization	$4.02B-45.3%	$5.51B-23.9%	$6.47B-27.1%	$7.35B-2.8%	$7.35B+2.3%
Price / earnings	5.4×-7.6×	9×-4.6×	10.6×-4.6×	12.1×-0.6×	13×+1.8×
Price / sales	1×-1.0×	1.5×-0.5×	1.7×-0.7×	2×-0.1×	2×0.0×
EV / EBITDA	4.9×-3.9×	8.2×-2.3×	8.4×-2.6×	8.6×-0.2×	8.9×+0.5×
Dividend yield	5.2%+2.6pp	3.7%+1.1pp	3.1%+1.1pp	2.7%+0.3pp	2.6%+0.1pp

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Questions, answered.

Where do H&R Block's ratios come from?: Every ratio is computed from H&R Block's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.