HRB (HRB) AIQ Analysis
HRB AIQ Score is 60/100 for investment merit, while Smart Score is 9/10 for peer-relative ranking, with Sharpe 5.28.
Last updated: Jul 25, 2026, 12:00 AM UTC
AIQ Brief
HRB is currently in a mixed setup with AIQ 60/100 and Smart 9/10 (strong relative) at $40.83. Risk is favorable. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.
Momentum is the strongest contributor at 69/100, while Risk is the binding constraint at 39/100. With a 30-point spread, the profile is imbalanced, so patience and entry discipline are more important than speed.
HRB ranks 1/4 in this peer set (60 vs peer average 55.3). On risk-adjusted efficiency, Sharpe is above peer average (5.28 vs 0.19). This helps distinguish true relative leadership from broad sector drift.
Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.
Sharpe is 5.28, indicating strong risk-adjusted return for this snapshot.
| AIQ Component | Score | Signal Read |
|---|---|---|
| Momentum | 69 | Mixed trend quality with uneven follow-through. |
| Value | 69 | Valuation appears close to fair value. |
| Quality | 55 | Quality profile is average for this universe. |
| Risk | 39 | Risk profile is favorable in this model. |
| Sentiment | — | Sentiment signal is currently unavailable. |
Current AIQ Read
HRB currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.
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