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3EV Stock Overview
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
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Avantax, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$23.60 |
| 52 Week High | US$27.80 |
| 52 Week Low | US$18.20 |
| Beta | 1.09 |
| 1 Month Change | -3.28% |
| 3 Month Change | 22.92% |
| 1 Year Change | 2.61% |
| 3 Year Change | 118.52% |
| 5 Year Change | -15.26% |
| Change since IPO | 43.03% |
Recent News & Updates
Recent updates
Shareholder Returns
| 3EV | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 0% | 3.2% | 2.1% |
| 1Y | 2.6% | 37.5% | 16.5% |
Return vs Industry: 3EV underperformed the German Capital Markets industry which returned 9% over the past year.
Return vs Market: 3EV underperformed the German Market which returned 5.9% over the past year.
Price Volatility
| 3EV volatility | |
|---|---|
| 3EV Average Weekly Movement | 8.5% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 11.3% |
| 10% least volatile stocks in DE Market | 2.5% |
Stable Share Price: 3EV has not had significant price volatility in the past 3 months.
Volatility Over Time: 3EV's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of German stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1983 | 727 | Chris Walters | www.avantax.com |
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions.
Avantax, Inc. Fundamentals Summary
| 3EV fundamental statistics | |
|---|---|
| Market cap | €873.46m |
| Earnings (TTM) | €218.11k |
| Revenue (TTM) | €665.87m |
4,003x
P/E Ratio1.3x
P/S RatioIs 3EV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 3EV income statement (TTM) | |
|---|---|
| Revenue | US$729.64m |
| Cost of Revenue | US$440.26m |
| Gross Profit | US$289.39m |
| Other Expenses | US$289.15m |
| Earnings | US$239.00k |
Last Reported Earnings
Sep 30, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.0065 |
| Gross Margin | 39.66% |
| Net Profit Margin | 0.033% |
| Debt/Equity Ratio | 68.9% |
How did 3EV perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/11/27 16:22 |
| End of Day Share Price | 2023/11/27 00:00 |
| Earnings | 2023/09/30 |
| Annual Earnings | 2022/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Avantax, Inc. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Clayton Moran | Benchmark Company |
| Joshua Siegler | Cantor Fitzgerald & Co. |