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H&R Block (HRB) Competitors

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$37.14 +1.36 (+3.80%)
Closing price 06/26/2026 03:59 PM Eastern
Extended Trading
$37.22 +0.07 (+0.20%)
As of 06/26/2026 07:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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?

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

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
H&R Block18.90% -211.62% 22.70%
Matthews International 0.80%5.88%1.86%

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

H&R Block has a beta of 0.35, indicating that its stock price is 65% less volatile than the broader market. Comparatively, Matthews International has a beta of 1.08, indicating that its stock price is 8% more volatile than the broader market.

H&R Block presently has a consensus price target of $41.00, suggesting a potential upside of 10.39%. Given H&R Block's stronger consensus rating and higher probable upside, equities research analysts clearly believe H&R Block is more favorable than Matthews 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
Matthews International
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.5%. Matthews International pays an annual dividend of $1.02 per share and has a dividend yield of 3.7%. H&R Block pays out 29.9% of its earnings in the form of a dividend. 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 has increased its dividend for 9 consecutive years and Matthews International has increased its dividend for 30 consecutive years. H&R Block is clearly the better dividend stock, given its higher yield and lower payout ratio.

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
H&R Block$3.76B1.25$605.77M$5.626.61
Matthews International$1.50B0.57-$24.47M$0.3187.90

In the previous week, H&R Block had 1 more articles in the media than Matthews International. MarketBeat recorded 2 mentions for H&R Block and 1 mentions for Matthews International. Matthews International's average media sentiment score of 1.89 beat H&R Block's score of 0.30 indicating that Matthews International is being referred to more favorably in the news media.

Company Overall Sentiment
H&R Block Neutral
Matthews International Very Positive

Summary

H&R Block beats Matthews International on 14 of the 20 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 compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, media sentiment, valuation, risk and dividends.

H&R Block presently has a consensus price target of $41.00, suggesting a potential upside of 10.39%. Carriage Services has a consensus price target of $61.67, suggesting a potential upside of 57.77%. Given Carriage Services' stronger consensus rating and higher probable 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 has a beta of 0.35, indicating that its stock price is 65% less volatile than the broader market. Comparatively, Carriage Services has a beta of 0.83, indicating that its stock price is 17% less volatile than the broader market.

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.5%. 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 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.

In the previous week, H&R Block had 2 more articles in the media than Carriage Services. MarketBeat recorded 2 mentions for H&R Block and 0 mentions for Carriage Services. H&R Block's average media sentiment score of 0.30 beat Carriage Services' score of 0.00 indicating that H&R Block is being referred to more favorably in the media.

Company Overall Sentiment
H&R Block Neutral
Carriage Services Neutral

90.1% of H&R Block shares are held by institutional investors. Comparatively, 66.5% of Carriage Services shares are held by institutional investors. 1.4% of H&R Block shares are held by insiders. Comparatively, 2.7% of Carriage Services shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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$3.76B1.25$605.77M$5.626.61
Carriage Services$417.44M1.49$51.51M$2.7614.16

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%

Summary

H&R Block beats Carriage Services on 11 of the 20 factors compared between the two stocks.

How does H&R Block compare to WW International?

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

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
WW International-56.84% N/A -0.32%
H&R Block 18.90%-211.62%22.70%

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

WW International has a beta of 1.3, suggesting that its stock price is 30% more volatile than the broader market. Comparatively, H&R Block has a beta of 0.35, suggesting that its stock price is 65% less volatile than the broader market.

H&R Block has a consensus price target of $41.00, suggesting a potential upside of 10.39%. Given H&R Block's stronger consensus rating and higher probable 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
WW International
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75
H&R Block
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50

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
WW International$710.64M0.22-$112.25M-$6.22N/A
H&R Block$3.76B1.25$605.77M$5.626.61

In the previous week, WW International had 1 more articles in the media than H&R Block. MarketBeat recorded 3 mentions for WW International and 2 mentions for H&R Block. WW International's average media sentiment score of 0.87 beat H&R Block's score of 0.30 indicating that WW International is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WW International
0 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
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

H&R Block beats WW International on 13 of the 17 factors compared between the two stocks.

How does H&R Block compare to Cimpress?

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

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

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
H&R Block$3.76B1.25$605.77M$5.626.61
Cimpress$3.40B0.65$14.95M$1.7851.64

In the previous week, H&R Block and H&R Block both had 2 articles in the media. Cimpress' average media sentiment score of 0.96 beat H&R Block's score of 0.30 indicating that Cimpress is being referred to more favorably in the news media.

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

H&R Block has a beta of 0.35, indicating that its share price is 65% less volatile than the broader market. Comparatively, Cimpress has a beta of 1.8, indicating that its share price is 80% more volatile than the broader market.

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
H&R Block18.90% -211.62% 22.70%
Cimpress 1.24%-8.25%2.25%

H&R Block presently has a consensus target price of $41.00, suggesting a potential upside of 10.39%. Cimpress has a consensus target price of $111.50, suggesting a potential upside of 21.30%. Given Cimpress' stronger consensus rating and higher probable upside, analysts plainly believe Cimpress 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
Cimpress
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

Cimpress beats H&R Block on 8 of the 15 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 better business? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, profitability, analyst recommendations, valuation and media sentiment.

H&R Block currently has a consensus price target of $41.00, indicating a potential upside of 10.39%. Emerald has a consensus price target of $5.03, indicating a potential upside of 0.16%. Given H&R Block's stronger consensus rating and higher possible upside, equities analysts clearly believe H&R Block is more favorable than Emerald.

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

In the previous week, H&R Block had 1 more articles in the media than Emerald. MarketBeat recorded 2 mentions for H&R Block and 1 mentions for Emerald. H&R Block's average media sentiment score of 0.30 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
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Emerald
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 company insiders. Comparatively, 5.3% of Emerald shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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%

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$3.76B1.25$605.77M$5.626.61
Emerald$463.40M2.14-$30.70M-$0.19N/A

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.5%. 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 a beta of 0.35, suggesting that its share price is 65% less volatile than the broader market. Comparatively, Emerald has a beta of 0.57, suggesting that its share price is 43% less volatile than the broader market.

Summary

H&R Block beats Emerald on 15 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$4.54B$884.67M$7.17B$23.20B
Dividend Yield4.70%4.29%3.08%4.10%
P/E Ratio6.61162.2920.8431.64
Price / Sales1.251.044.09109.21
Price / Cash6.3192.3315.2624.58
Price / Book56.2713.053.784.74
Net Income$605.77M$48.82M$247.64M$1.07B
7 Day Performance7.95%3.76%-0.24%0.99%
1 Month Performance-3.99%-3.07%-0.10%0.86%
1 Year Performance-32.20%18.62%3.91%25.18%

H&R Block Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRB
H&R Block
4.4229 of 5 stars
$37.14
+3.8%
$41.00
+10.4%
-31.7%$4.54B$3.76B6.614,300
MATW
Matthews International
1.8151 of 5 stars
$26.12
-0.9%
N/A+14.7%$822.50M$1.50B84.265,500
CSV
Carriage Services
4.7132 of 5 stars
$38.30
+0.4%
$61.67
+61.0%
-14.1%$605.69M$417.44M13.882,321
WW
WW International
1.1989 of 5 stars
$18.41
-4.1%
N/A-31.1%$184.08M$710.64MN/A7,700
CMPR
Cimpress
3.1973 of 5 stars
$86.66
+2.1%
$111.50
+28.7%
+96.5%$2.06B$3.40B48.6915,500

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This page (NYSE:HRB) was last updated on 6/27/2026 by MarketBeat.com Staff.
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