FOFA vs HRB Stock Comparison

Family Office Of America and H&R Block Prices as of Oct 23, 2026 Peers: Industry group
HRB H&R Block Inc
$50.06 +18.6% 1M -4.1% 1Y
Market cap
$6.12B
P/E
8.3x
Revenue (TTM)
$3.95B
Div. yield
–
Accounting and Tax Services Industrials
4 wins

Head to Head

7 decided of 12

H&R Block leads on 4 of the 12 questions below (H&R Block 4, Family Office Of America 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFOFAHRBLeader
Larger companyMarket capitalisation $27.53M $6.12B HRB
Cheaper on earningsLower P/E, profitable companies only -176.4x 8.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 8.4x –
Faster revenue growthRevenue growth, trailing twelve months +377,323.4% +4.9% FOFA
More profitableNet margin, trailing twelve months -11.9% 18.6% HRB
Better return on capitalReturn on invested capital — -40.5% –
Less leveragedLower net debt / EBITDA — -0.9x –
Higher dividend yieldTrailing dividend yield — 0.00% –
Better 1-year returnPrice return, last 12 months +246.2% -4.1% FOFA
Better 5-year returnAnnualised price return, 5 years -4.3%/yr +16.8%/yr HRB
Less volatileAnnualised volatility, 1 year 286.8% 46.9% HRB
Higher overall scoreMean of the five percentile scores vs peers 57/100 56/100 FOFA

Percentile Scorecard

FOFAHRB

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFOFAHRB
Valuation 35 #120 of 184 63 #42 of 112
Growth 96 #6 of 113 44 #54 of 96
Profitability 26 #96 of 130 61 #36 of 91
Financial Health 69 #52 of 167 25 #94 of 125
Shareholder Returns – 88 #9 of 67
Overall 57 56
  • FOFA ranked among 212 companies in Asset and Wealth Management
  • HRB ranked among 130 companies in Business Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFOFAHRBSPY
1 month 0.0%+18.6% -0.8%
3 months 0.0%+18.2% +3.5%
6 months -10.0%+63.4% +7.0%
Year to date +221.4%+14.9% +12.2%
1 year +246.2%-4.1% +13.0%
3 years +57.9%+22.4% +86.3%
3 years, per year +16.5%+7.0% +23.1%
5 years -19.6%+117.4% +68.6%
5 years, per year -4.3%+16.8% +11.0%
10 years -97.8%+119.7% +258.0%
10 years, per year -31.6%+8.2% +13.6%

Risk

MeasureFOFAHRBSPY
Volatility, 1Y 286.8%46.9% 12.7%
Downside volatility, 1Y 456.4%41.2% 12.7%
Beta vs S&P 500, 1Y -2.66-0.25 1.00
Return / volatility, 1Y 0.86-0.09 1.02
Max drawdown, 5Y -93.3%-57.4% -25.4%
From 52-week high -80.4%-7.6% -1.8%
52-week high $4.60$54.18 $779.14
52-week low $0.26$28.34 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFOFAHRB
P/E now vs peer median -176.4xmedian 33.6x 8.7xmedian 21.9x
P/S now vs peer median 21.1xmedian 4.9x 1.6xmedian 0.9x
EV/EBITDA now vs peer median —median 11.5x -11.2xmedian 12.2x
P/FCF now vs peer median 140.8xmedian 13.2x 8.2xmedian 14.3x
P/B now vs peer median 27.6xmedian 1.8x 52.5xmedian 2.3x
PEG now vs peer median -2.44median 0.91 0.50median 1.02

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFOFAHRB
Revenue $1.31M $3.95B
Gross profit – $1.75B
Operating income -$177.96K -$722.68M
Net income -$155.56K $733.60M
Free cash flow $195.50K $756.08M
EPS (diluted) $-0.01 $5.69
Cash & equivalents $636.89K $958.71M
Total debt $207.75K $1.49B
Shares (diluted) 30.49M 128.87M
Enterprise value $25.57M $3.56B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFOFAHRB
P/E -176.4x 8.7x
P/FCF 140.8x 8.2x
P/Operating cash flow 140.8x 7.4x
P/S 21.1x 1.6x
P/B 27.6x 52.5x
P/Tangible book 58.8x -41.3x
EV/EBITDA – -11.2x
EV/EBIT -152.3x -9.3x
EV/Revenue 20.8x 1.7x
EV/FCF 138.6x 8.9x
EV/Operating cash flow 138.6x 8.0x
PEG (3Y EPS CAGR) -2.44 0.50

Growth

14 metrics
MetricFOFAHRB
Revenue growth (1Y) 377,323% 4.9%
Revenue CAGR (3Y) – 4.4%
Gross profit growth (1Y) – 4.4%
Gross profit CAGR (3Y) – 4.1%
Operating income growth (1Y) 29.7% -1.9%
Operating income CAGR (3Y) 55.6% -72.9%
Net income growth (1Y) 38.2% 21.1%
Net income CAGR (3Y) 57.6% 9.8%
EPS growth (1Y) 45.8% 29.1%
EPS CAGR (3Y) 72.3% 17.4%
Operating cash flow growth (1Y) 246.8% 23.2%
Operating cash flow CAGR (3Y) 38.3% 0.7%
Free cash flow growth (1Y) 246.8% 26.3%
Free cash flow CAGR (3Y) 38.3% 0.2%

Profitability

14 metrics
MetricFOFAHRB
Gross margin – 44.3%
EBITDA margin – -15.2%
Operating margin -13.6% -18.3%
Pretax margin -10.9% 21.6%
Net margin -11.9% 18.6%
FCF margin 15.0% 19.2%
Operating cash flow margin 15.0% 21.3%
Return on equity -21.4% 1,576%
Return on assets -8.6% 22.1%
Return on invested capital – -40.5%
Return on capital employed -14.2% -31.0%
Asset turnover 0.5x 1.2x
Cash conversion (OCF / net income) -1.3x 1.1x
Stock comp / revenue 10.4% 0.8%

Financial Health

11 metrics
MetricFOFAHRB
Debt / assets 7.8% 45.8%
Debt / equity 0.2x 12.7x
Net debt / EBITDA – -0.9x
Debt / FCF 1.1x 2.0x
Liabilities / assets 62.4% 96.4%
Equity / assets 37.6% 3.6%
Interest coverage – -9.0x
Current ratio 0.7x 1.1x
Quick ratio 0.7x 1.0x
Cash ratio 0.5x 1.0x
Altman Z-score 7.50 1.72

Shareholder Returns

7 metrics
MetricFOFAHRB
Dividend yield – 3.4%
Net buyback yield – 8.3%
Shareholder yield – 11.7%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFOFAHRB
Forward P/E – 8.4xFY2027
EPS, next fiscal year – $5.96FY2027
EPS growth, next FY – +12.2%FY2027
EPS growth, the year after – +11.9%
Revenue, next fiscal year – $4.40BFY2027
Revenue growth, next FY – +11.3%FY2027
Revenue growth, the year after – +3.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFOFAHRB
Held by institutions – 100.0%
Institutions holding – 537
Change in shares held, QoQ – +5.9%
Institutions buying – 320
Institutions selling – 138
Buyers to sellers – 2.32

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FOFAHRB
FOFA 1.00 0.03
HRB 0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FOFA and HRB?

H&R Block (HRB) is the largest by market capitalisation: Family Office Of America (FOFA) $27.53M, H&R Block (HRB) $6.12B.

Which company is growing faster?

Family Office Of America (FOFA) grew revenue fastest over the trailing twelve months: Family Office Of America (FOFA) +377,323.4%, H&R Block (HRB) +4.9%.

Which company is more profitable?

H&R Block (HRB) has the highest net margin (Family Office Of America (FOFA) -11.9%, H&R Block (HRB) 18.6%).

Which stock has performed better?

Over the past year Family Office Of America (FOFA) returned the most: Family Office Of America (FOFA) +246.2%, H&R Block (HRB) -4.1%. Over five years, H&R Block (HRB) compounded fastest (Family Office Of America (FOFA) -4.3%/yr, H&R Block (HRB) +16.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, H&R Block (HRB) has been the steadiest (Family Office Of America (FOFA) 286.8%, H&R Block (HRB) 46.9%). Volatility measures how widely the price swings, not the risk of the business.

Do FOFA and HRB move together?

Their daily returns over the past year have a correlation of 0.03, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, FOFA and HRB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, H&R Block (HRB) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.