COMP <GO>
HRB vs SCI // EV/EBITDA & P/E VALUATION
H&R Block Inc. (NYSE) VS. Service Corporation International (NYSE) • 15-METRIC TALLY: HRB 11
— SCI 3
▲ EV/EBITDA & P/E VALUATION LEADER: HRB
LAST: $52.25 (+1.83%) • MKT CAP: $6.29B
valuation
10.1x
LAST: $77.66 (+1.69%) • MKT CAP: $10.38B
valuation
13.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HRB VS. SCI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HRB | SCI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 26.50% | +18.00 | HRB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 46.20% | 11.90% | +34.30 | HRB | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.1x | 13.2x | -3.10 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 9.84% | 7.29% | +2.55 | HRB | /fcf-yield <GO> |
| Operating Margin | 19.70% | 22.70% | -3.00 | SCI | /operating-margins <GO> |
| Net Profit Margin | 16.10% | 12.60% | +3.50 | HRB | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 2.90% | +1.30 | HRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.24% | 1.79% | +1.45 | HRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 1.11 | +1.62 | HRB | /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 | 41.4 | +21.70 | HRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.07 | -0.03 | SCI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.4x | 17.6x | -8.20 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.29B | $10.38B | -$4.09B | SCI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HRB REV | SCI REV | HRB GROSS % | SCI GROSS % | HRB FCF | SCI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.76B | $4.31B | 44.5% | 26.5% | $598.8M | $748.9M |
| FY 2024 | $3.61B | $4.19B | 44.8% | 26.1% | $657.2M | $756.5M |
| FY 2023 | $3.47B | $4.10B | — | — | $665.6M | $684.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HRB // BETA 1.04
SCI // BETA 1.07