COMP <GO>
HRB vs AMZN // NET PROFIT MARGIN
H&R Block Inc. (NYSE) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: HRB 7
— AMZN 4
■ METRIC PARITY
LAST: $51.31 (+3.28%) • MKT CAP: $6.09B
net-margins
16.10%
LAST: $240.35 (-1.41%) • MKT CAP: $2.59T
net-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HRB VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HRB | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 46.20% | 17.61% | +28.59 | HRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.1x | 15.8x | -5.65 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 9.84% | -1.81% | +11.65 | HRB | /fcf-yield <GO> |
| Operating Margin | 19.70% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 16.10% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.24% | 0.00% | +3.24 | HRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 3.32 | -0.59 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | HRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.73% | +0.27 | AMZN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.5 | 38.3 | +27.26 | HRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.46 | -0.42 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.4x | 22.8x | -13.35 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.09B | $2.59T | -$2.59T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HRB REV | AMZN REV | HRB GROSS % | AMZN GROSS % | HRB FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $3.76B | $0 | 44.5% | — | $598.8M | $10.56B |
| FY 2024 | $3.61B | $0 | 44.8% | — | $657.2M | $42.95B |
| FY 2023 | $3.47B | $0 | 44.0% | — | $665.6M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HRB // BETA 1.04
AMZN // BETA 1.46