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
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Avantax, Inc. Competitors Price History & Performance
Summary of share price highs, lows and changes for Avantax 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
Avantax Appoints Andrew Erickson as Independent Financial Advisor Nov 27
Avantax, Inc. Files Form 15 Dec 07 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. Nov 28
New major risk - Financial position Nov 07 See more updates
Avantax Appoints Andrew Erickson as Independent Financial Advisor Nov 27
Avantax, Inc. Files Form 15 Dec 07 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. Nov 28
New major risk - Financial position Nov 07
Third quarter 2023 earnings released: US$0.04 loss per share (vs US$0.46 loss in 3Q 2022) Nov 07 Aretec Group, Inc. entered into an agreement to acquire Avantax, Inc. (NasdaqGS:AVTA) for $960 million. Sep 12
New major risk - Financial position Aug 11
Second quarter 2023 earnings released: EPS: US$0.093 (vs US$0.83 in 2Q 2022) Aug 10
Avantax, Inc. to Report Q2, 2023 Results on Aug 09, 2023 Aug 01
Avantax Reportedly Working with Adviser to Explore Possible Sale Jul 12
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer May 24
Avantax, Inc. Appoints Bruce Tuckey and Dave Renko as Regional Recruiting Director May 19
Avantax, Inc. Provides Earnings Guidance for the Full Year 2023 May 10
First quarter 2023 earnings released: US$0.006 loss per share (vs US$0.71 profit in 1Q 2022) May 09
Insider recently sold €232k worth of stock Mar 09
Avantax, Inc. Provides Earnings Guidance for the Full Year 2023 Feb 17
Full year 2022 earnings released: EPS: US$0.065 (vs US$0.16 in FY 2021) Feb 17
Avantax, Inc. Appoints Melissa Loner as Chief Compliance Officer Feb 09
Avantax, Inc. to Report Q4, 2022 Results on Feb 15, 2023 Feb 07
Avantax, Inc. Announces Executive Changes Jan 27
DS Admiral Bidco, LLC acquired TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR). Dec 21 Blucora, Inc. (NasdaqGS:BCOR) announces an Equity Buyback for $450 million worth of its shares.
Independent Director recently bought €115k worth of stock Nov 22
High number of new directors Nov 16
Third quarter 2022 earnings released: US$0.46 loss per share (vs US$0.57 loss in 3Q 2021) Nov 02 DS Admiral Bidco, LLC entered into a Stock Purchase Agreement to acquire TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR) for approximately $720 million.
Blucora, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 Aug 09
Second quarter 2022 earnings released: EPS: US$0.83 (vs US$0.65 in 2Q 2021) Aug 09
Blucora, Inc. to Report Q2, 2022 Results on Aug 08, 2022 Jul 22
Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Value Index Jun 26
Investor sentiment deteriorated over the past week May 11
First quarter 2022 earnings released: EPS: US$0.71 (vs US$0.57 in 1Q 2021) May 05
Blucora, Inc. Provides Earnings Guidance for the Full Year of Fiscal Year 2022 May 05
High number of new directors Apr 27
Blucora, Inc. to Report Q1, 2022 Results on May 04, 2022 Apr 21
High number of new directors Apr 02
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Feb 17
Blucora, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 Feb 17
Blucora, Inc. to Report Q4, 2021 Results on Feb 16, 2022 Feb 03
Independent Director recently bought €733k worth of stock Dec 22
Third quarter 2021 earnings released: US$0.57 loss per share (vs US$0.55 loss in 3Q 2020) Nov 05
Independent Director John MacIlwaine has left the company Oct 03
Independent Director John MacIlwaine has left the company Sep 29
Ancora Holdings Issues Letter to the Board of Directors of Blucora Aug 10
Blucora, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2021 Aug 05
Second quarter 2021 earnings released: EPS US$0.65 (vs US$1.04 in 2Q 2020) Aug 05
Blucora, Inc. Updates Earnings Outlook for the Second Quarter and Full Year 2021 Jun 16
First quarter 2021 earnings released: EPS US$0.57 (vs US$6.60 loss in 1Q 2020) May 08
Blucora, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal Year 2021 May 06
Blucora, Inc., Annual General Meeting, Apr 21, 2021 Mar 16
New 90-day high: €14.90 Mar 05
Blucora Announces Appointment of Tina Perry to the Board of Directors Mar 03
Full year 2020 earnings released: US$7.14 loss per share (vs US$1.00 profit in FY 2019) Feb 18
Revenue beats expectations Feb 18
New 90-day high: €14.80 Feb 03
Blucora, Inc. to Report Q4, 2020 Results on Feb 17, 2021 Jan 28
New 90-day high: €13.00 Jan 08
New 90-day high: €12.30 Dec 24
New 90-day high: €10.80 Nov 11
Blucora, Inc. Revises Its Earnings Guidance for Full Year of 2020 Nov 11
Third quarter 2020 earnings released: US$0.55 loss per share Nov 10
Revenue beats expectations Nov 10
New 90-day low - €8.85 Sep 11
First half earnings released Aug 07 Blucora, Inc. to Report Q2, 2020 Results on Aug 05, 2020
Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Value-Defensive Index Jul 04
Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Growth-Defensive Index Jul 03
Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Defensive Index Jul 02 Shareholder Returns 3EV DE Capital Markets DE Market 7D 0% 0.8% -0.1% 1Y 2.6% 20.3% 7.4%
See full shareholder returns
Return vs Market: 3EV underperformed the German Market which returned 5.9% over the past year.
Price Volatility Is 3EV's price volatile compared to industry and market? 3EV volatility 3EV Average Weekly Movement 8.5% Capital Markets Industry Average Movement 4.6% Market Average Movement 4.9% 10% most volatile stocks in DE Market 11.8% 10% least volatile stocks in DE Market 2.4%
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 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.
Show more Avantax, Inc. Fundamentals Summary How do Avantax's earnings and revenue compare to its market cap? 3EV fundamental statistics Market cap €873.46m Earnings (TTM ) €218.11k Revenue (TTM ) €665.87m
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) 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
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 comparison
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2023/11/27 17:04 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 Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* 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 here .
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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.
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