HRB vs VERX
HRB: A leading tax preparation and financial services firm, H&R Block combines a massive retail footprint with digital software solutions to assist millions of clients with tax filing and financial needs. VERX: Vertex automates and governs transaction-based indirect tax compliance across 195 countries for enterprises, embedded into their commerce systems to handle real-time tax calculation, reporting, and digital transmission to authorities.
Side-by-side fundamentals
| Metric | HRB | VERX | Edge |
|---|---|---|---|
| Price as of 2026-07-23 close | $39.95 | $10.89 | |
| Market cap as of 2026-07-26 | $5.2B | $1.9B | |
| P/E as of 2026-07-26 | 7.00 | 266.37 | HRB lower |
| PEG as of 2026-07-26 | 0.63 | n/a | |
| Net margin as of 2026-07-26 | +18.9% | -0.8% | HRB higher |
| Gross margin as of 2026-07-26 | +44.3% | +64.3% | VERX higher |
| Operating margin as of 2026-07-26 | +23.1% | -1.7% | HRB higher |
| ROE as of 2026-07-26 | +336.8% | -2.5% | HRB higher |
| ROA as of 2026-07-26 | +24.2% | -0.5% | HRB higher |
| Debt / equity as of 2026-07-26 | 16.80 | 1.37 | VERX lower |
| Revenue growth (YoY) as of 2026-07-26 | +5.4% | +11.8% | VERX higher |
| Revenue CAGR (3y) SEC XBRL | +2.8% | +15.0% | VERX higher |
| Dividend yield as of 2026-07-26 | +4.2% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | 3 | HRB higher |
| Beta as of 2026-07-26 | 0.37 | 0.83 | |
| 1-year return as of 2026-07-23 close | -27.4% | -65.9% | HRB higher |
Fundamentals: Finnhub, as of 2026-07-26. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-23.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.