H&R Block Inc (HRB) — Strategic Asset Allocation Index
H&R Block Inc (HRB) has a Strategic Asset Allocation Index of 738.3% as of June 2025. Strategic assets (PP&E of $656.28 Million plus long-term investments of $-) total $656.28 Million, measured against net assets of $88.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
H&R Block Inc Strategic Asset Allocation Index (2021–2025)
This chart shows how H&R Block Inc's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of June 2025, the index stands at 738.3%, representing strategic assets of $656.28 Million against net assets of $88.90 Million USD. Explore HRB cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for H&R Block Inc (2021–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for H&R Block Inc from 2021 to 2025, covering 5 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see HRB market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 738.3% | $656.28 Million | $656.28 Million | $- | $88.90 Million | ▲ +83.4 pp |
| 2024 | 654.9% | $593.30 Million | $593.30 Million | $- | $90.59 Million | ▲ +249.4 pp |
| 2023 | 405.5% | $130.01 Million | $130.01 Million | $- | $32.06 Million | ▲ +144.8 pp |
| 2022 | 260.7% | $551.70 Million | $551.70 Million | $- | $211.63 Million | ▲ +94.6 pp |
| 2021 | 166.0% | $585.12 Million | $585.12 Million | $- | $352.40 Million | — |