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H&R Block stock: key metrics
HRBH&R Block had an operating margin of −32.7% and a return on invested capital (ROIC) of −82.5% in fiscal 2026.
Margins show how much of revenue is left over, returns on capital how hard the invested money works.
Daily figure as of 13 Nov 2026
Margins
- Gross margin
- Operating margin
- Net margin
Figures as a table
| Year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| 2007 | 37.6% | 16.4% | no data |
| 2008 | 36.7% | 17.4% | no data |
| 2009 | 36.4% | 20.5% | 11.9% |
| 2010 | 34.2% | 17.4% | 12.8% |
| 2011 | 39.7% | 20.9% | 13.8% |
| 2012 | 33.6% | −19.6% | no data |
| 2013 | 40.0% | 24.0% | 14.9% |
| 2014 | 39.7% | −25.2% | 15.7% |
| 2015 | 39.3% | 25.8% | 15.4% |
| 2016 | 44.5% | 20.8% | 12.3% |
| 2017 | 45.8% | 23.6% | 13.5% |
| 2018 | 44.9% | 23.8% | 19.4% |
| 2019 | 43.2% | 19.9% | 13.7% |
| 2020 | 35.1% | 6.9% | no data |
| 2021 | 45.7% | 21.5% | 16.0% |
| 2022 | 45.7% | 21.5% | 16.0% |
| 2023 | 44.6% | 21.6% | 15.9% |
| 2024 | 44.8% | 22.3% | 16.5% |
| 2025 | 44.5% | 22.0% | 16.1% |
| 2026 | 44.3% | −32.7% | 18.6% |
Returns on capital
- ROE
- ROIC
- ROA
Figures as a table
| Year | ROE | ROIC | ROA |
|---|---|---|---|
| 2007 | no data | 16.4% | no data |
| 2008 | no data | 22.1% | no data |
| 2009 | 34.5% | 43.3% | 9.1% |
| 2010 | 33.3% | 52.3% | 9.2% |
| 2011 | 28.0% | 50.8% | 7.8% |
| 2012 | no data | −57.9% | no data |
| 2013 | 34.3% | 17.4% | 9.6% |
| 2014 | 30.5% | −18.6% | 10.1% |
| 2015 | 25.8% | 19.2% | 10.5% |
| 2016 | 200.0% | 19.1% | 13.1% |
| 2017 | −100.0% | 115.7% | 15.2% |
| 2018 | 200.0% | 37.1% | 23.5% |
| 2019 | 78.0% | 22.8% | 12.8% |
| 2020 | no data | 16.2% | no data |
| 2021 | 157.1% | 42.6% | 15.2% |
| 2022 | 200.0% | 45.5% | 16.9% |
| 2023 | 200.0% | 47.2% | 18.0% |
| 2024 | 200.0% | 51.9% | 18.5% |
| 2025 | 200.0% | 48.2% | 18.6% |
| 2026 | 200.0% | −82.5% | 22.5% |
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 30 Jun 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 1 May 2026)
- Valuation signal Fairly valued since 10 Nov 2026, previously Undervalued
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.