COMP <GO>
HRB vs IT // FORWARD P/E MULTIPLE
H&R Block Inc. (NYSE) VS. Gartner Inc. (NYSE) • 15-METRIC TALLY: HRB 8
— IT 6
▲ FORWARD P/E MULTIPLE LEADER: HRB
LAST: $52.25 (+1.83%) • MKT CAP: $6.29B
forward-pe
9.4x
LAST: $235.26 (+2.83%) • MKT CAP: $14.45B
forward-pe
18.1x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HRB VS. IT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HRB | IT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 68.80% | -24.30 | IT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 46.20% | 51.50% | -5.30 | IT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.1x | 12.1x | -2.00 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 9.84% | 7.02% | +2.82 | HRB | /fcf-yield <GO> |
| Operating Margin | 19.70% | 15.80% | +3.90 | HRB | /operating-margins <GO> |
| Net Profit Margin | 16.10% | 11.20% | +4.90 | HRB | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 3.70% | +0.50 | HRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.24% | 0.00% | +3.24 | HRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 3.48 | -0.75 | IT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.1 | 64.8 | -1.70 | IT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.05 | -0.01 | IT | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 9.4x | 18.1x | -8.70 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.29B | $14.45B | -$8.16B | IT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HRB REV | IT REV | HRB GROSS % | IT GROSS % | HRB FCF | IT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.76B | $6.50B | 44.5% | 68.8% | $598.8M | $998.0M |
| FY 2024 | $3.61B | $6.27B | 44.8% | 68.3% | $657.2M | $1.20B |
| FY 2023 | $3.47B | $5.91B | — | — | $665.6M | $889.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HRB // BETA 1.04
IT // BETA 1.05