WallStSmart

H&R Block Inc (HRB)vsService Corporation International (SCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Service Corporation International generates 11% more annual revenue ($4.37B vs $3.95B). HRB leads profitability with a 18.6% profit margin vs 12.3%. HRB appears more attractively valued with a PEG of 0.58. HRB earns a higher WallStSmart Score of 67/100 (B-).

HRB

Strong Buy

67

out of 100

Grade: B-

Growth: 4.0Profit: 9.5Value: 6.7Quality: 5.0
Piotroski: 5/9Altman Z: 2.00

SCI

Buy

60

out of 100

Grade: C+

Growth: 4.0Profit: 7.5Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HRBSignificantly Overvalued (-62.9%)

Margin of Safety

-62.9%

Fair Value

$27.71

Current Price

$45.12

$17.41 premium

UndervaluedFair: $27.71Overvalued

Intrinsic value data unavailable for SCI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HRB4 strengths · Avg: 9.5/10
P/E RatioValuation
7.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
67.9%10/10

Every $100 of equity generates 68 in profit

Operating MarginProfitability
32.9%10/10

Strong operational efficiency at 32.9%

PEG RatioValuation
0.588/10

Growing faster than its price suggests

SCI2 strengths · Avg: 9.0/10
Return on EquityProfitability
40.9%10/10

Every $100 of equity generates 41 in profit

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Areas to Watch

HRB4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Price/BookValuation
47.5x2/10

Trading at 47.5x book value

Debt/EquityHealth
17.891/10

Elevated debt levels

SCI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

EPS GrowthGrowth
4.7%4/10

4.7% earnings growth

Altman Z-ScoreHealth
0.482/10

Distress zone — elevated risk

Debt/EquityHealth
3.451/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : HRB

The strongest argument for HRB centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 32.9%. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bull Case : SCI

The strongest argument for SCI centers on Return on Equity, Operating Margin. PEG of 1.48 suggests the stock is reasonably priced for its growth.

Bear Case : HRB

The primary concerns for HRB are Revenue Growth, EPS Growth, Price/Book. Debt-to-equity of 17.89 is elevated, increasing financial risk.

Bear Case : SCI

The primary concerns for SCI are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 3.45 is elevated, increasing financial risk.

Key Dynamics to Monitor

SCI carries more volatility with a beta of 0.81 — expect wider price swings.

SCI is growing revenue faster at 3.6% — sustainability is the question.

HRB generates stronger free cash flow (237M), providing more financial flexibility.

Monitor PERSONAL SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HRB scores higher overall (67/100 vs 60/100), backed by strong 18.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

H&R Block Inc

CONSUMER CYCLICAL · PERSONAL SERVICES · USA

H&R Block, Inc., provides services and products for assisted preparation of income tax returns and self-preparation of income tax returns (DIY) to the general public, primarily in the United States, Canada and Australia. The company is headquartered in Kansas City, Missouri.

Service Corporation International

CONSUMER CYCLICAL · PERSONAL SERVICES · USA

Service Corporation International offers death care products and services in the United States and Canada. The company is headquartered in Houston, Texas.

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