Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
HRBSector12 quartersMarket cap$6.17B$5.06BEnterprise value$6.7B$7.01BAvg daily $ volume$116.77M$92.02MDaily turnover1.9%1.6%
HRBSector12 quartersRevenue CAGR 3y4.3%3.8%Revenue CAGR 5y—7.1%Revenue growth YoY3.0%5.0%Revenue acceleration−2.3 pp−0.6 ppFCF growth YoY26.3%17.7%FCF conversion103.1%114.3%Forward growth (HoM est.)3.7%4.3% HRBSector12 quartersP/E (trailing)8.4×18.2×P/E (forward, HoM est.)8.1×16.9×P/E vs. sector0.5×1.0×PEG (HoM est.)2.192.71EV/EBITDA6.5×11.3×EV/Sales1.7×1.4×FCF yield11.3%4.2%Dividend yield3.4%0.6%Shareholder yield3.4%3.9%
HRBSector12 quartersQuality checks passed64ROIC120.4%12.0%Gross profitability—37.2%Gross margin—37.4%Gross margin Δ 3y—+1.3 ppOperating margin23.0%9.2%Operating margin Δ 3y+1.4 pp+0.0 ppDebt/equity12.7×0.7×Net debt/EBITDA0.5×1.7×Interest coverage11.3×5.7×Share count Δ 3y-16.1%-6.3%Stock compensation / revenue0.8%0.7%Accruals ratio-3.2%-5.1% HRBSector12 quartersDays to next report1414
HRBSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0$0Institutional ownership103.7%97.9%Institutional Δ QoQ+8.3 pp+1.0 ppConviction funds net buying—+0.0 ppActive managers net buying+0.5 pp+0.0 ppActive funds net buying−0.7 pp+0.0 ppDays to cover7.964.47Short % of shares out15.1%7.3%Short interest Δ+0.9 pp+0.2 pp