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Try Stocky free →Buy. HRB is a compelling value compounder (91/100) trading at 7.6× forward P/E with strong leadership alignment (78.5/100) anchored by founder-led governance and disciplined capital allocation. The main headwind is modest growth (61.8/100) and reliance on seasonal tax season revenue, but a fortress balance sheet and 50-year moat in consumer tax prep justify the valuation for patient holders.
Every stock is scored across six proprietary dimensions built for retail investors who want Buffett-quality analysis without a Bloomberg subscription. Here's the actual snapshot for HRB:
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Stocky rates HRB (HRB) at 75/100 — a Hold — quality is solid but valuation or risk factors cap upside. The score fuses business quality, moat width, leadership alignment, valuation and analyst signal into a single number. Buy. HRB is a compelling value compounder (91/100) trading at 7.6× forward P/E with strong leadership alignment (78.5/100) anchored by founder-led governance and disciplined capital allocation. The main headwind is modest growth (61.8/100)
HRB's current Stocky Verdict is 75/100, placing it in the "Buy" band. This composite combines a 91/100 Compounder score, 79/100 Leadership, Moat rating, and analyst signal.
Stocky hasn't finalised a Moat Score for HRB yet — the analysis draws from ROIC trends, pricing power evidence, and competitive-position filings.
HRB scores 79/100 on Leadership Alignment. Higher = more founder involvement, higher insider ownership, sensible pay, and evidence of long-term capital allocation discipline.
HRB's Vulnerability Profile scores 50/100 (higher = more resilient). The profile flags customer concentration, supply chain, refinancing walls and regulatory risks specific to HRB.
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