HRBBLOCK H & R INC

CUSIP: 093671105

Guru Owners

$24.8M

Total Value Held

570,081

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	455655	$19.9M	0.07%	$43.58	Q4 2025
Lee Ainslie	Maverick Capital	114426	$5.0M	0.05%	$43.58	Q4 2025

Ray Dalio

$19.9M

0.07%

Lee Ainslie

$5.0M

0.05%

📊 Fundamentals

Market Cap$4.1B

P/E Ratio7.5x

Below market avg

Forward P/E5.8x

P/FCF9.7x

EPS (TTM)$4.28

Revenue (TTM)$3.8B

Profit Margin16.19%

Div Yield5.21%

Beta0.36

52-Week Range

$28.16

$64.62

Current: $32.26

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 7.5x trailing earnings → 5.8x forward · 16.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $24.8M

REDUCEDRay Dalio$19.9M

NEWLee Ainslie$5.0M

Q3 '251 owners · $30.7M

REDUCEDRay Dalio$30.7M

Q2 '251 owners · $34.7M

INCREASEDRay Dalio$34.7M

SOLDLee Ainslie

Q1 '252 owners · $30.8M

INCREASEDRay Dalio$28.8M

NEWLee Ainslie$2.0M

Q4 '241 owners · $23.3M

INCREASEDRay Dalio$23.3M

SOLDLee Ainslie

Q3 '242 owners · $20.8M

INCREASEDRay Dalio$19.7M

NEWLee Ainslie$1.1M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 3.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.1%current: 11.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

HRB: Held by 2 superinvestors · 1 congress member trade

BUYVal HoyleD

$1,001 - $15,0002024-10-29