COMP <GO>
HRB vs PG // EV/EBITDA & P/E VALUATION
H&R Block Inc. (NYSE) VS. Procter & Gamble Company (NYSE) • 15-METRIC TALLY: HRB 9
— PG 5
▲ EV/EBITDA & P/E VALUATION LEADER: HRB
LAST: $52.25 (+1.83%) • MKT CAP: $6.29B
valuation
10.1x
LAST: $163.56 (+1.23%) • MKT CAP: $374.48B
valuation
16.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HRB VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HRB | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 51.20% | -6.70 | PG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 46.20% | 25.40% | +20.80 | HRB | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.1x | 16.2x | -6.10 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 9.84% | 3.77% | +6.07 | HRB | /fcf-yield <GO> |
| Operating Margin | 19.70% | 24.30% | -4.60 | PG | /operating-margins <GO> |
| Net Profit Margin | 16.10% | 19.00% | -2.90 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 0.30% | +3.90 | HRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.24% | 2.65% | +0.59 | HRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 5.59 | -2.86 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.1 | 62.0 | +1.10 | HRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.87 | +0.17 | HRB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.4x | 21.7x | -12.30 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.29B | $374.48B | -$368.20B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HRB REV | PG REV | HRB GROSS % | PG GROSS % | HRB FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.76B | $84.28B | 44.5% | 51.2% | $598.8M | $14.04B |
| FY 2024 | $3.61B | $84.04B | 44.8% | 51.4% | $657.2M | $16.52B |
| FY 2023 | $3.47B | $82.01B | — | — | $665.6M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HRB // BETA 1.04
PG // BETA 0.87