H&R BLOCK INC (HRB) Financial Ratio Screen

NYSE Consumer Cyclical United States USD 6469M
INSUFFICIENT / NOT IMPLEMENTED*
Automated financial screen · activity assessed separately
H&R BLOCK INC (HRB) needs additional financial data before the automated screen can be completed. One or more financial fields are missing; this is not a negative screening result.

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MSCI new-inclusion financial-ratio snapshot

HRB financial screening at a glance

INSUFFICIENT / NOT IMPLEMENTED*Financial ratios shown separately from business review — not a fatwa
Debt ratio
64.6%
Fail vs 30%
Cash ratio
29.4%
Pass vs 30%
Receivables + cash
30.9%
Fail vs 30%
Impermissible income
N/A
Not available vs 5%

Calculation date: 2026-08-31. Financial period used: June 2026. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.

Independent method comparison

What the available screens say

How MSCI, FTSE and S&P-style screens differ
Request this stock review
MSCI-styleMore financial data neededNo negative conclusion follows from missing data
FTSE/Yasaar-styleMore financial data neededNo negative conclusion follows from missing data
S&P-style provisionalNot yet availableRequired denominator or financial data is incomplete
Business activityAssessment pendingFinancial results do not determine business permissibility
Complete screening result: not yet completeA complete result requires both supported financial criteria and adequate activity evidence. This site does not issue a fatwa or official index decision.
Financial periodJune 2026Calculation date2026-08-31S&P-style historynot availableLast activity reviewnot yet reviewed

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Business activity evidence

Activity assessment in progress

The supplied classification (Personal Services) is only a starting point. Revenue evidence is being assessed before any complete screening conclusion.

Revenue segments: Not yet checked against an SEC annual filing.

Profile description reviewed: H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings

A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.

Published-ratio reproductions (not certifications)

The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.

Based on financial data from June 2026

Standard Debt Ratio Cash Ratio Receivables Income Status
MSCI 64.6%
/ 30%
29.4%
/ 30%
30.9%
/ 30%
N/A INSUFFICIENT / NOT IMPLEMENTED*
FTSE 64.6%
/ 33%
29.4%
/ 33%
30.9%
/ 50%
N/A INSUFFICIENT / NOT IMPLEMENTED*

Financial Highlights

P/E Ratio
9.2
Forward: 7.6
EPS
$5.69
Dividend Yield
350.0%
Payout: 29.5%
P/B Ratio
55.5
EV/EBITDA
7.4
EV: $7.6B
Revenue
$3.9B
Growth: 3.0%
Beta
0.4
Low volatility
Current Ratio
1.1

Profitability

Gross Margin 44.3%
Operating Margin 32.9%
Net Margin 18.6%
Return on Equity (ROE) 713.5%
Return on Assets (ROA) 17.4%

Cash Flow & Balance Sheet

Operating Cash Flow$839M
Free Cash Flow$756M
Total Debt$2.1B
Debt-to-Equity1789.4
Current Ratio1.1
Total Assets$3.3B

Price & Trading

Last Close$52.51
50-Day MA$43.77
200-Day MA$38.55
Avg Volume2.2M
Beta0.4
52-Week Range
$28.16
$58.67

Financial data provenance and verification

The displayed fields were imported from yfinance on 2026-08-29 for the financial period June 2026. This is a secondary data feed and can differ from amended or newly filed statements.

Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.

About H&R BLOCK INC (HRB)

CEO
Mr. Curtis A. Campbell
Employees
4,600
Sector
Consumer Cyclical
Industry
Personal Services
Country
United States
Exchange
NYSE
Market Cap (listing currency)
USD 6469M
Currency
USD

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

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Frequently Asked Questions

Is H&R BLOCK INC (HRB) halal to invest in?

The current automated result is More financial data is needed. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.

What is H&R BLOCK INC's debt ratio?

H&R BLOCK INC's debt ratio is 64.6% in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.

What are H&R BLOCK INC's key financial metrics?

H&R BLOCK INC has a market capitalization of USD 6469M in its listing currency, trailing P/E ratio of 9.2, and revenue of $3.9B. The company maintains a gross margin of 44.3% and a net margin of 18.6%. Return on equity stands at 713.5%.

How often is the screening data updated?

Calculation date: 2026-08-31. Financial period: June 2026. These dates are shown separately because regenerating this page does not refresh the underlying data.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.