Free Trial

H&R Block (HRB) Competitors

H&R Block logo
$35.63 -0.41 (-1.15%)
Closing price 05/14/2026 03:59 PM Eastern
Extended Trading
$35.70 +0.08 (+0.22%)
As of 04:00 AM 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 superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, earnings, valuation, profitability, dividends, media sentiment and institutional ownership.

H&R Block currently has a consensus target price of $41.00, indicating a potential upside of 15.08%. Given H&R Block's stronger consensus rating and higher possible 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 has a beta of 0.29, suggesting that its stock price is 71% less volatile than the broader market. Comparatively, Matthews International has a beta of 1.12, suggesting that its stock price is 12% more volatile than the broader market.

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$3.76B1.20$605.77M$5.626.34
Matthews International$1.50B0.57-$24.47M$0.3188.13

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 owned by institutional investors. Comparatively, 83.1% of Matthews International shares are owned by institutional investors. 1.4% of H&R Block shares are owned by insiders. Comparatively, 4.7% of Matthews International shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, H&R Block had 5 more articles in the media than Matthews International. MarketBeat recorded 9 mentions for H&R Block and 4 mentions for Matthews International. Matthews International's average media sentiment score of 0.40 beat H&R Block's score of -0.29 indicating that Matthews International 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)
3 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Neutral
Matthews International
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.7%. 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.

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 investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, media sentiment, institutional ownership, dividends, valuation and risk.

H&R Block has a beta of 0.29, meaning that its stock price is 71% less volatile than the broader market. Comparatively, Carriage Services has a beta of 0.9, meaning that its stock price is 10% less volatile than the broader market.

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.7%. Carriage Services pays an annual dividend of $0.45 per share and has a dividend yield of 1.0%. 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.

H&R Block currently has a consensus target price of $41.00, indicating a potential upside of 15.08%. Carriage Services has a consensus target price of $61.67, indicating a potential upside of 41.15%. 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 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$3.76B1.20$605.77M$5.626.34
Carriage Services$417.44M1.66$51.51M$2.7615.83

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, H&R Block had 3 more articles in the media than Carriage Services. MarketBeat recorded 9 mentions for H&R Block and 6 mentions for Carriage Services. Carriage Services' average media sentiment score of -0.05 beat H&R Block's score of -0.29 indicating that Carriage Services 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)
3 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Neutral
Carriage Services
0 Very Positive mention(s)
1 Positive mention(s)
5 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, 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 large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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?

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

86.2% of WW International shares are held by institutional investors. Comparatively, 90.1% of H&R Block shares are held by institutional investors. 8.1% of WW 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

WW International has a beta of 1.3, indicating that its stock price is 30% more volatile than the broader market. Comparatively, H&R Block has a beta of 0.29, indicating that its stock price is 71% less volatile than the broader market.

H&R Block has a consensus target price of $41.00, indicating a potential upside of 15.08%. Given H&R Block's stronger consensus rating and higher probable upside, analysts clearly 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 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%

In the previous week, H&R Block had 1 more articles in the media than WW International. MarketBeat recorded 9 mentions for H&R Block and 8 mentions for WW International. WW International's average media sentiment score of 0.10 beat H&R Block's score of -0.29 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
2 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
H&R Block
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Neutral

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$710.64M0.16-$112.25M-$6.22N/A
H&R Block$3.76B1.20$605.77M$5.626.34

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?

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

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$3.40B0.66$14.95M$1.7852.39
H&R Block$3.76B1.20$605.77M$5.626.34

Cimpress has a beta of 1.79, indicating that its stock price is 79% more volatile than the broader market. Comparatively, H&R Block has a beta of 0.29, indicating that its stock price is 71% less volatile than the broader market.

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

In the previous week, Cimpress had 1 more articles in the media than H&R Block. MarketBeat recorded 10 mentions for Cimpress and 9 mentions for H&R Block. Cimpress' average media sentiment score of 0.70 beat H&R Block's score of -0.29 indicating that Cimpress is being referred to more favorably in the media.

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

Cimpress presently has a consensus target price of $111.50, indicating a potential upside of 19.57%. H&R Block has a consensus target price of $41.00, indicating a potential upside of 15.08%. Given Cimpress' stronger consensus rating and higher probable upside, equities research 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)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
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 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 beats H&R Block on 9 of the 17 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 contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, earnings, institutional ownership, profitability, valuation and risk.

In the previous week, Emerald had 9 more articles in the media than H&R Block. MarketBeat recorded 18 mentions for Emerald and 9 mentions for H&R Block. Emerald's average media sentiment score of -0.21 beat H&R Block's score of -0.29 indicating that Emerald 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)
3 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Neutral
Emerald
1 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

H&R Block has a beta of 0.29, meaning that its stock price is 71% less volatile than the broader market. Comparatively, Emerald has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market.

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 currently has a consensus target price of $41.00, suggesting a potential upside of 15.08%. Emerald has a consensus target price of $5.03, suggesting a potential upside of 0.70%. Given H&R Block's stronger consensus rating and higher probable upside, equities research 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

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$3.76B1.20$605.77M$5.626.34
Emerald$463.40M2.13-$30.70M-$0.19N/A

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

H&R Block pays an annual dividend of $1.68 per share and has a dividend yield of 4.7%. 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.

Summary

H&R Block beats Emerald on 13 of the 20 factors compared between the two stocks.

Get H&R Block News Delivered to You Automatically

Sign up to receive the latest news and ratings for HRB and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

HRB vs. The Competition

MetricH&R BlockCons Services IndustryDiscretionary SectorNYSE Exchange
Market Cap$4.57B$892.28M$7.14B$22.90B
Dividend Yield4.66%4.30%2.95%4.09%
P/E Ratio6.3422.4118.1330.78
Price / Sales1.201.013.6195.02
Price / Cash6.3591.4114.6025.31
Price / Book-187.516.913.674.67
Net Income$605.77M$48.70M$247.44M$1.06B
7 Day Performance-3.37%-6.92%-1.59%-0.89%
1 Month Performance15.15%2.65%12.86%1.42%
1 Year Performance-37.21%29.30%17.78%24.64%

H&R Block Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRB
H&R Block
4.2513 of 5 stars
$35.63
-1.1%
$41.00
+15.1%
-36.7%$4.57B$3.76B6.344,300
MATW
Matthews International
1.5117 of 5 stars
$27.77
-1.3%
N/A+33.7%$878.04M$1.50B89.585,500
CSV
Carriage Services
4.6182 of 5 stars
$44.87
-1.3%
$61.67
+37.4%
+4.8%$716.05M$417.44M16.262,321
WW
WW International
0.5997 of 5 stars
$9.99
-2.1%
N/A-57.5%$99.89M$710.64MN/A7,700
CMPR
Cimpress
2.9255 of 5 stars
$88.45
-3.5%
$111.50
+26.1%
+106.9%$2.22B$3.40B49.6915,500

Related Companies and Tools


This page (NYSE:HRB) was last updated on 5/15/2026 by MarketBeat.com Staff.
From Our Partners