COMP <GO>
HRB vs SE // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
H&R Block Inc. (NYSE) VS. Sea Limited American (NYSE) • 15-METRIC TALLY: HRB 10
— SE 3
■ METRIC PARITY
LAST: $52.25 (+1.83%) • MKT CAP: $6.29B
options-implied-move
—
LAST: $75.48 (+1.67%) • MKT CAP: $45.47B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HRB VS. SE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HRB | SE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 52.20% | -7.70 | SE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 46.20% | 10.20% | +36.00 | HRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.1x | 20.5x | -10.40 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 9.84% | 9.62% | +0.22 | HRB | /fcf-yield <GO> |
| Operating Margin | 19.70% | 10.10% | +9.60 | HRB | /operating-margins <GO> |
| Net Profit Margin | 16.10% | 8.00% | +8.10 | HRB | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 33.20% | -29.00 | SE | /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 | 2.61 | +0.12 | HRB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.1 | 27.0 | +36.10 | HRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.02 | +0.02 | HRB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.4x | 24.9x | -15.50 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.29B | $45.47B | -$39.18B | SE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HRB REV | SE REV | HRB GROSS % | SE GROSS % | HRB FCF | SE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.76B | $19.63B | 44.5% | 52.2% | $598.8M | $4.51B |
| FY 2024 | $3.61B | $14.73B | 44.8% | 48.9% | $657.2M | $2.96B |
| FY 2023 | $3.47B | $11.45B | — | — | $665.6M | $1.56B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HRB // BETA 1.04
SE // BETA 1.02