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. See how leveraged is H&R Block Inc's balance sheet to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see H&R Block Inc market capitalisation.
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. See H&R Block Inc book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |