WallStSmart

H&R Block Inc (HRB)vsLowe's Companies Inc (LOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lowe's Companies Inc generates 2161% more annual revenue ($88.43B vs $3.91B). HRB leads profitability with a 18.9% profit margin vs 7.5%. HRB appears more attractively valued with a PEG of 0.51. HRB earns a higher WallStSmart Score of 75/100 (B+).

HRB

Strong Buy

75

out of 100

Grade: B+

Growth: 6.0Profit: 9.5Value: 6.7Quality: 6.0
Piotroski: 5/9Altman Z: 1.99

LOW

Hold

50

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 1.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HRBSignificantly Overvalued (-38.6%)

Margin of Safety

-38.6%

Fair Value

$26.35

Current Price

$37.46

$11.11 premium

UndervaluedFair: $26.35Overvalued
LOWSignificantly Overvalued (-50.6%)

Margin of Safety

-50.6%

Fair Value

$139.97

Current Price

$210.74

$70.77 premium

UndervaluedFair: $139.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HRB6 strengths · Avg: 9.3/10
P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
67.9%10/10

Every $100 of equity generates 68 in profit

Operating MarginProfitability
43.2%10/10

Strong operational efficiency at 43.2%

Debt/EquityHealth
-83.1210/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.518/10

Growing faster than its price suggests

EPS GrowthGrowth
24.2%8/10

Earnings expanding 24.2% YoY

LOW4 strengths · Avg: 8.8/10
Debt/EquityHealth
-4.5910/10

Conservative balance sheet, low leverage

Market CapQuality
$115.86B9/10

Large-cap with strong market position

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.83B8/10

Generating 2.8B in free cash flow

Areas to Watch

HRB1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

LOW4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.884/10

Grey zone — moderate risk

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 18.9% and operating margin at 43.2%. PEG of 0.51 suggests the stock is reasonably priced for its growth.

Bull Case : LOW

The strongest argument for LOW centers on Debt/Equity, Market Cap, P/E Ratio. Revenue growth of 10.3% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bear Case : HRB

The primary concerns for HRB are Altman Z-Score.

Bear Case : LOW

The primary concerns for LOW are Altman Z-Score, Return on Equity, Profit Margin.

Key Dynamics to Monitor

HRB profiles as a mature stock while LOW is a value play — different risk/reward profiles.

LOW carries more volatility with a beta of 0.90 — expect wider price swings.

LOW is growing revenue faster at 10.3% — sustainability is the question.

LOW generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

HRB scores higher overall (75/100 vs 50/100), backed by strong 18.9% margins. Both earn "Strong Buy" and "Hold" 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.

Lowe's Companies Inc

CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA

Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.

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