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H&R Block (HRB) Competitors

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$42.10 +0.25 (+0.59%)
Closing price 03:59 PM Eastern
Extended Trading
$42.08 -0.02 (-0.05%)
As of 07:58 PM Eastern
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HRB vs. MATW, CSV, WW, CMPR, and EEX

Should you buy H&R Block stock or one of its competitors? MarketBeat compares H&R Block with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with H&R Block include Matthews International (MATW), Carriage Services (CSV), WW International (WW), Cimpress (CMPR), and Emerald (EEX).

How does H&R Block compare to Matthews International?

Matthews International (NASDAQ:MATW) and H&R Block (NYSE:HRB) are both specialized consumer services companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, media sentiment, dividends, institutional ownership, risk, valuation, analyst recommendations and earnings.

Matthews International pays an annual dividend of $1.02 per share and has a dividend yield of 3.7%. H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.0%. Matthews International pays out 329.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. H&R Block pays out 29.9% of its earnings in the form of a dividend. Matthews International has increased its dividend for 30 consecutive years and H&R Block has increased its dividend for 9 consecutive years. H&R Block is clearly the better dividend stock, given its higher yield and lower payout ratio.

H&R Block has a net margin of 18.90% compared to Matthews International's net margin of 0.80%. Matthews International's return on equity of 5.88% beat H&R Block's return on equity.

Company Net Margins Return on Equity Return on Assets
Matthews International0.80% 5.88% 1.86%
H&R Block 18.90%-211.62%22.70%

H&R Block has a consensus price target of $41.00, indicating a potential downside of 2.60%. Given H&R Block's stronger consensus rating and higher probable upside, analysts clearly believe H&R Block is more favorable than Matthews International.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Matthews International
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50

83.1% of Matthews International shares are held by institutional investors. Comparatively, 90.1% of H&R Block shares are held by institutional investors. 4.7% of Matthews International shares are held by insiders. Comparatively, 1.4% of H&R Block shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Matthews International and Matthews International both had 3 articles in the media. Matthews International's average media sentiment score of 1.28 beat H&R Block's score of 1.21 indicating that Matthews International is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Matthews International
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
H&R Block
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

H&R Block has higher revenue and earnings than Matthews International. H&R Block is trading at a lower price-to-earnings ratio than Matthews International, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Matthews International$1.50B0.57-$24.47M$0.3188.58
H&R Block$3.76B1.42$605.77M$5.627.49

Matthews International has a beta of 1.08, meaning that its share price is 8% more volatile than the broader market. Comparatively, H&R Block has a beta of 0.36, meaning that its share price is 64% less volatile than the broader market.

Summary

H&R Block beats Matthews International on 13 of the 19 factors compared between the two stocks.

How does H&R Block compare to Carriage Services?

H&R Block (NYSE:HRB) and Carriage Services (NYSE:CSV) are both specialized consumer services companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, earnings, media sentiment, institutional ownership, profitability and dividends.

H&R Block has a net margin of 18.90% compared to Carriage Services' net margin of 10.58%. Carriage Services' return on equity of 19.78% beat H&R Block's return on equity.

Company Net Margins Return on Equity Return on Assets
H&R Block18.90% -211.62% 22.70%
Carriage Services 10.58%19.78%3.72%

In the previous week, Carriage Services had 2 more articles in the media than H&R Block. MarketBeat recorded 5 mentions for Carriage Services and 3 mentions for H&R Block. H&R Block's average media sentiment score of 1.21 beat Carriage Services' score of 1.07 indicating that H&R Block is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
H&R Block
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carriage Services
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

H&R Block presently has a consensus price target of $41.00, suggesting a potential downside of 2.60%. Carriage Services has a consensus price target of $61.67, suggesting a potential upside of 63.85%. Given Carriage Services' stronger consensus rating and higher possible upside, analysts clearly believe Carriage Services is more favorable than H&R Block.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50
Carriage Services
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.0%. Carriage Services pays an annual dividend of $0.45 per share and has a dividend yield of 1.2%. H&R Block pays out 29.9% of its earnings in the form of a dividend. Carriage Services pays out 16.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. H&R Block has raised its dividend for 9 consecutive years. H&R Block is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

90.1% of H&R Block shares are owned by institutional investors. Comparatively, 66.5% of Carriage Services shares are owned by institutional investors. 1.4% of H&R Block shares are owned by insiders. Comparatively, 2.7% of Carriage Services shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

H&R Block has higher revenue and earnings than Carriage Services. H&R Block is trading at a lower price-to-earnings ratio than Carriage Services, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
H&R Block$3.76B1.42$605.77M$5.627.49
Carriage Services$417.44M1.43$51.51M$2.7613.64

H&R Block has a beta of 0.36, indicating that its share price is 64% less volatile than the broader market. Comparatively, Carriage Services has a beta of 0.84, indicating that its share price is 16% less volatile than the broader market.

Summary

H&R Block and Carriage Services tied by winning 10 of the 20 factors compared between the two stocks.

How does H&R Block compare to WW International?

H&R Block (NYSE:HRB) and WW International (NASDAQ:WW) are both consumer discretionary companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, media sentiment, valuation, earnings, institutional ownership and dividends.

H&R Block has higher revenue and earnings than WW International. WW International is trading at a lower price-to-earnings ratio than H&R Block, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
H&R Block$3.76B1.42$605.77M$5.627.49
WW International$710.64M0.21-$112.25M-$6.22N/A

In the previous week, H&R Block had 3 more articles in the media than WW International. MarketBeat recorded 3 mentions for H&R Block and 0 mentions for WW International. WW International's average media sentiment score of 1.87 beat H&R Block's score of 1.21 indicating that WW International is being referred to more favorably in the news media.

Company Overall Sentiment
H&R Block Positive
WW International Very Positive

H&R Block has a beta of 0.36, suggesting that its share price is 64% less volatile than the broader market. Comparatively, WW International has a beta of 1.3, suggesting that its share price is 30% more volatile than the broader market.

H&R Block currently has a consensus target price of $41.00, indicating a potential downside of 2.60%. Given H&R Block's stronger consensus rating and higher possible upside, analysts plainly believe H&R Block is more favorable than WW International.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50
WW International
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75

H&R Block has a net margin of 18.90% compared to WW International's net margin of -56.84%. WW International's return on equity of 0.00% beat H&R Block's return on equity.

Company Net Margins Return on Equity Return on Assets
H&R Block18.90% -211.62% 22.70%
WW International -56.84%N/A -0.32%

90.1% of H&R Block shares are owned by institutional investors. Comparatively, 86.2% of WW International shares are owned by institutional investors. 1.4% of H&R Block shares are owned by insiders. Comparatively, 0.4% of WW International shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

H&R Block beats WW International on 14 of the 17 factors compared between the two stocks.

How does H&R Block compare to Cimpress?

Cimpress (NASDAQ:CMPR) and H&R Block (NYSE:HRB) are both mid-cap consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, dividends, analyst recommendations, media sentiment, earnings and profitability.

Cimpress has a beta of 1.79, meaning that its share price is 79% more volatile than the broader market. Comparatively, H&R Block has a beta of 0.36, meaning that its share price is 64% less volatile than the broader market.

H&R Block has higher revenue and earnings than Cimpress. H&R Block is trading at a lower price-to-earnings ratio than Cimpress, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cimpress$3.40B0.73$14.95M$1.7857.78
H&R Block$3.76B1.42$605.77M$5.627.49

In the previous week, Cimpress had 4 more articles in the media than H&R Block. MarketBeat recorded 7 mentions for Cimpress and 3 mentions for H&R Block. H&R Block's average media sentiment score of 1.21 beat Cimpress' score of 0.84 indicating that H&R Block is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cimpress
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
H&R Block
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cimpress presently has a consensus price target of $111.50, indicating a potential upside of 8.41%. H&R Block has a consensus price target of $41.00, indicating a potential downside of 2.60%. Given Cimpress' stronger consensus rating and higher probable upside, analysts clearly believe Cimpress is more favorable than H&R Block.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cimpress
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50

77.6% of Cimpress shares are held by institutional investors. Comparatively, 90.1% of H&R Block shares are held by institutional investors. 10.2% of Cimpress shares are held by company insiders. Comparatively, 1.4% of H&R Block shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

H&R Block has a net margin of 18.90% compared to Cimpress' net margin of 1.24%. Cimpress' return on equity of -8.25% beat H&R Block's return on equity.

Company Net Margins Return on Equity Return on Assets
Cimpress1.24% -8.25% 2.25%
H&R Block 18.90%-211.62%22.70%

Summary

Cimpress and H&R Block tied by winning 8 of the 16 factors compared between the two stocks.

How does H&R Block compare to Emerald?

H&R Block (NYSE:HRB) and Emerald (NYSE:EEX) are both consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, risk, analyst recommendations, media sentiment, profitability, valuation and dividends.

In the previous week, H&R Block had 1 more articles in the media than Emerald. MarketBeat recorded 3 mentions for H&R Block and 2 mentions for Emerald. H&R Block's average media sentiment score of 1.21 beat Emerald's score of 0.00 indicating that H&R Block is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
H&R Block
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Emerald
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

H&R Block has a beta of 0.36, indicating that its stock price is 64% less volatile than the broader market. Comparatively, Emerald has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market.

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.0%. Emerald pays an annual dividend of $0.06 per share and has a dividend yield of 1.2%. H&R Block pays out 29.9% of its earnings in the form of a dividend. Emerald pays out -31.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. H&R Block has increased its dividend for 9 consecutive years. H&R Block is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

H&R Block has higher revenue and earnings than Emerald. Emerald is trading at a lower price-to-earnings ratio than H&R Block, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
H&R Block$3.76B1.42$605.77M$5.627.49
Emerald$471.10M2.12-$30.70M-$0.19N/A

90.1% of H&R Block shares are owned by institutional investors. Comparatively, 14.9% of Emerald shares are owned by institutional investors. 1.4% of H&R Block shares are owned by insiders. Comparatively, 5.3% of Emerald shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

H&R Block currently has a consensus target price of $41.00, indicating a potential downside of 2.60%. Emerald has a consensus target price of $5.03, indicating a potential downside of 0.18%. Given Emerald's higher probable upside, analysts plainly believe Emerald is more favorable than H&R Block.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50
Emerald
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

H&R Block has a net margin of 18.90% compared to Emerald's net margin of -8.24%. Emerald's return on equity of -10.81% beat H&R Block's return on equity.

Company Net Margins Return on Equity Return on Assets
H&R Block18.90% -211.62% 22.70%
Emerald -8.24%-10.81%-3.18%

Summary

H&R Block beats Emerald on 14 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HRB and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HRB vs. The Competition

MetricH&R BlockCons Services IndustryDiscretionary SectorNYSE Exchange
Market Cap$5.30B$1.01B$7.34B$23.50B
Dividend Yield4.01%3.87%2.93%4.15%
P/E Ratio7.49161.7220.2130.91
Price / Sales1.421.094.0019.87
Price / Cash7.3893.3515.4532.65
Price / Book63.7814.123.744.75
Net Income$605.77M$48.82M$247.67M$1.07B
7 Day Performance6.46%-0.04%1.47%-0.01%
1 Month Performance19.01%8.60%1.12%1.62%
1 Year Performance-24.23%22.29%-1.01%16.41%

H&R Block Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRB
H&R Block
4.2512 of 5 stars
$42.10
+0.6%
$41.00
-2.6%
-24.8%$5.30B$3.76B7.494,300
MATW
Matthews International
2.0123 of 5 stars
$26.63
-0.1%
N/A+12.0%$831.86M$1.50B85.905,500
CSV
Carriage Services
4.8423 of 5 stars
$39.38
+4.0%
$61.67
+56.6%
-16.9%$601.09M$417.44M14.272,321
WW
WW International
1.3748 of 5 stars
$14.58
-5.3%
N/A-57.4%$145.79M$710.64MN/A7,700
CMPR
Cimpress
2.5155 of 5 stars
$99.90
+0.2%
$111.50
+11.6%
+143.0%$2.42B$3.40B56.1215,500

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This page (NYSE:HRB) was last updated on 7/17/2026 by MarketBeat.com Staff.
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