WallStSmart

H&R Block Inc (HRB)vsMEDIFAST INC (MED)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

H&R Block Inc generates 883% more annual revenue ($3.79B vs $385.79M). HRB leads profitability with a 16.2% profit margin vs -4.8%. 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: 6.0Profit: 7.5Value: 10.0Quality: 5.3
Piotroski: 5/9Altman Z: 1.99

MED

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 2.0Value: 6.7Quality: 6.0
Piotroski: 2/9Altman Z: 5.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HRBUndervalued (+83.2%)

Margin of Safety

+83.2%

Fair Value

$177.02

Current Price

$30.78

$146.24 discount

UndervaluedFair: $177.02Overvalued

Intrinsic value data unavailable for MED.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HRB4 strengths · Avg: 9.0/10
P/E RatioValuation
7.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
67.9%10/10

Every $100 of equity generates 68 in profit

PEG RatioValuation
0.588/10

Growing faster than its price suggests

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

MED3 strengths · Avg: 9.3/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
5.4610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Areas to Watch

HRB3 concerns · Avg: 2.3/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Free Cash FlowQuality
$-649.50M2/10

Negative free cash flow — burning cash

Operating MarginProfitability
-1.5%1/10

Operating margin of -1.5%

MED4 concerns · Avg: 2.5/10
Market CapQuality
$109.91M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-9.1%2/10

ROE of -9.1% — below average capital efficiency

Revenue GrowthGrowth
-36.9%2/10

Revenue declined 36.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : HRB

The strongest argument for HRB centers on P/E Ratio, Return on Equity, PEG Ratio. Profitability is solid with margins at 16.2% and operating margin at -1.5%. Revenue growth of 11.1% demonstrates continued momentum.

Bull Case : MED

The strongest argument for MED centers on Price/Book, Altman Z-Score, PEG Ratio. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : HRB

The primary concerns for HRB are Altman Z-Score, Free Cash Flow, Operating Margin.

Bear Case : MED

The primary concerns for MED are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

HRB profiles as a mature stock while MED is a turnaround play — different risk/reward profiles.

MED carries more volatility with a beta of 0.58 — expect wider price swings.

HRB is growing revenue faster at 11.1% — sustainability is the question.

MED generates stronger free cash flow (-7M), providing more financial flexibility.

Bottom Line

HRB scores higher overall (67/100 vs 45/100), backed by strong 16.2% margins and 11.1% revenue growth. 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.

MEDIFAST INC

CONSUMER CYCLICAL · PERSONAL SERVICES · USA

Medifast, Inc. manufactures and distributes weight loss, weight management, healthy living products, and other consumable health and nutrition products in the United States and Asia-Pacific. The company is headquartered in Baltimore, Maryland.

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