Avantax (Nasdaq:AVTA) - Cotización, noticias y análisis

Resumen de acción AVTA

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States.

Acerca de la empresa

AVTA fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	4/6
Past Performance	2/6
Financial Health	2/6
Dividends	0/6

Recompensas

Se prevé un crecimiento anual de los beneficios de 184.14%

Ha pasado a ser rentable este año

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

La deuda no está bien cubierta por el flujo de caja operativo

Grandes partidas extraordinarias que afectan a los resultados financieros

Competidores de Avantax, Inc.

Noah Holdings

NYSE:NOAH

US$829.8m

BrightSphere Investment Group

NYSE:BSIG

US$854.5m

Bridge Investment Group Holdings

NYSE:BRDG

US$826.2m

Central Securities

NYSEAM:CET

US$1.2b

Historial de precios y rendimiento

Summary of all time highs, changes and price drops for Avantax
Historical stock prices
Current Share Price	US$25.99
52 Week High	US$30.23
52 Week Low	US$19.13
Beta	1.09
1 Month Change	0.85%
3 Month Change	25.62%
1 Year Change	6.21%
3 Year Change	99.31%
5 Year Change	-18.91%
Change since IPO	3.96%

Noticias y actualizaciones recientes

Recent updates

Shareholders Are Thrilled That The Blucora (NASDAQ:BCOR) Share Price Increased 154%

Feb 19

Read This Before Selling Blucora, Inc. (NASDAQ:BCOR) Shares

Nov 30

Rentabilidad de los accionistas

	AVTA	US Capital Markets	Mercado US
7D	0.2%	-2.6%	-0.7%
1Y	6.2%	29.0%	22.3%

Rentabilidad vs. Industria: AVTA obtuvo unos resultados inferiores a los del sector US Capital Markets , que el año pasado arrojó un rendimiento del 23.2%.

Rentabilidad vs. Mercado: AVTA obtuvo unos resultados inferiores a los del mercado US, que fue del 19.3% el año pasado.

Volatilidad de los precios

Is AVTA's price volatile compared to industry and market?
AVTA volatility
AVTA Average Weekly Movement	8.0%
Capital Markets Industry Average Movement	3.5%
Market Average Movement	6.1%
10% most volatile stocks in US Market	16.7%
10% least volatile stocks in US Market	3.1%

Precio estable de las acciones: AVTA no ha tenido una volatilidad de precios significativa en los últimos 3 meses.

Volatilidad a lo largo del tiempo: La volatilidad semanal de AVTA (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

Fundada	Empleados	CEO	Página web
1983	727	Chris Walters	www.avantax.com

Resumen de fundamentos de Avantax, Inc.

¿Cómo se comparan los beneficios e ingresos de Avantax con su capitalización de mercado?
Estadísticas fundamentales de AVTA
Capitalización bursátil	US$957.11m
Beneficios(TTM)	US$239.00k
Ingresos (TTM)	US$729.64m

4,003x

Ratio precio-beneficio (PE)

1.3x

Ratio precio-ventas (PS)

¿Está AVTA sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de AVTA
Ingresos	US$729.64m
Coste de los ingresos	US$440.26m
Beneficio bruto	US$289.39m
Otros gastos	US$289.15m
Beneficios	US$239.00k

Últimos beneficios comunicados

Sep 30, 2023

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)	0.0065
Margen bruto	39.66%
Margen de beneficio neto	0.033%
Ratio deuda/patrimonio	68.9%

¿Cómo se ha desempeñado AVTA a largo plazo?

Ver rendimiento histórico y comparativa

Resumen de acción AVTA

Recompensas

Análisis de riesgos

Competidores de Avantax, Inc.

NYSE:NOAH

US$829.8m

NYSE:BSIG

US$854.5m

NYSE:BRDG

US$826.2m

NYSEAM:CET

US$1.2b

Historial de precios y rendimiento

Noticias y actualizaciones recientes

Avantax, Inc. Files Form 15

Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500

Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders.

Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders.

Consensus EPS estimates fall by 43%

New major risk - Financial position

Recent updates

Avantax, Inc. Files Form 15

Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500

Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders.

Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders.

Consensus EPS estimates fall by 43%

New major risk - Financial position

Third quarter 2023 earnings: EPS misses analyst expectations

Price target decreased by 8.0% to US$28.67

Aretec Group, Inc. entered into an agreement to acquire Avantax, Inc. (NasdaqGS:AVTA) for $960 million.

New major risk - Financial position

Second quarter 2023 earnings: EPS misses analyst expectations

Avantax, Inc. to Report Q2, 2023 Results on Aug 09, 2023

Avantax Reportedly Working with Adviser to Explore Possible Sale

President exercised options and sold US$128k worth of stock

Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer

Avantax, Inc. Appoints Bruce Tuckey and Dave Renko as Regional Recruiting Director

Avantax, Inc. Provides Earnings Guidance for the Full Year 2023

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Insider recently sold US$247k worth of stock

Avantax, Inc. Provides Earnings Guidance for the Full Year 2023

Full year 2022 earnings released: EPS: US$0.065 (vs US$0.16 in FY 2021)

Avantax, Inc. Appoints Melissa Loner as Chief Compliance Officer

Avantax, Inc. to Report Q4, 2022 Results on Feb 15, 2023

Avantax, Inc. Announces Executive Changes

DS Admiral Bidco, LLC acquired TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR).

Blucora, Inc. (NasdaqGS:BCOR) announces an Equity Buyback for $450 million worth of its shares.

Independent Director recently bought US$119k worth of stock

Price target increased to US$29.00

High number of new directors

Price target increased to US$28.00

Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

DS Admiral Bidco, LLC entered into a Stock Purchase Agreement to acquire TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR) for approximately $720 million.

Consensus forecasts updated

Blucora, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022

Second quarter 2022 earnings: EPS exceeds analyst expectations

Blucora, Inc. to Report Q2, 2022 Results on Aug 08, 2022

Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Value Index

Consensus forecasts updated

Consensus forecasts updated

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Blucora, Inc. Provides Earnings Guidance for the Full Year of Fiscal Year 2022

High number of new directors

Blucora, Inc. to Report Q1, 2022 Results on May 04, 2022

High number of new directors

President of Wealth Management exercised options to buy US$253k worth of stock.

Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind

Blucora, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022

Blucora, Inc. to Report Q4, 2021 Results on Feb 16, 2022

Independent Director recently bought US$825k worth of stock

Third quarter 2021 earnings released: US$0.57 loss per share (vs US$0.55 loss in 3Q 2020)

Price target increased to US$25.33

Independent Director John MacIlwaine has left the company

Independent Director John MacIlwaine has left the company

Ancora Holdings Issues Letter to the Board of Directors of Blucora

Second quarter 2021 earnings released: EPS US$0.65 (vs US$1.04 in 2Q 2020)

Blucora, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2021

Blucora: Investor Day Highlights Improved Medium-Term Outlook

Price target increased to US$23.00

Consensus EPS estimates increase to -US$0.10