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Avantax NasdaqGS:AVTA Stock Report

Last Price

US$25.99

Market Cap

US$957.1m

7D

0.2%

1Y

6.2%

Updated

27 Nov, 2023

Data

Company Financials +

AVTA 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.

AVTA fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance2/6
Financial Health2/6
Dividends0/6

Avantax, Inc. Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Avantax
Historical stock prices
Current Share PriceUS$25.99
52 Week HighUS$30.23
52 Week LowUS$19.13
Beta1.09
1 Month Change0.85%
3 Month Change25.62%
1 Year Change6.21%
3 Year Change99.31%
5 Year Change-18.91%
Change since IPO3.96%

Recent News & Updates

Recent updates

Blucora: Investor Day Highlights Improved Medium-Term Outlook

Jul 17

Blucora forecasts Q2 and FY21 EPS above estimates

Jun 15

Blucora EPS beats by $0.08, misses on revenue

May 05

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

Feb 19
Shareholders Are Thrilled That The Blucora (NASDAQ:BCOR) Share Price Increased 154%

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

Nov 30
Read This Before Selling Blucora, Inc. (NASDAQ:BCOR) Shares

Shareholder Returns

AVTAUS Capital MarketsUS Market
7D0.2%1.7%0.4%
1Y6.2%32.8%28.8%

Return vs Industry: AVTA underperformed the US Capital Markets industry which returned 8% over the past year.

Return vs Market: AVTA underperformed the US Market which returned 14.1% over the past year.

Price Volatility

Is AVTA's price volatile compared to industry and market?
AVTA volatility
AVTA Average Weekly Movement8.0%
Capital Markets Industry Average Movement3.3%
Market Average Movement6.0%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market3.0%

Stable Share Price: AVTA has not had significant price volatility in the past 3 months.

Volatility Over Time: AVTA's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1983727Chris Waltershttps://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

How do Avantax's earnings and revenue compare to its market cap?
AVTA fundamental statistics
Market capUS$957.11m
Earnings (TTM)US$239.00k
Revenue (TTM)US$729.64m

4,003x

P/E Ratio

1.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AVTA income statement (TTM)
RevenueUS$729.64m
Cost of RevenueUS$440.26m
Gross ProfitUS$289.39m
Other ExpensesUS$289.15m
EarningsUS$239.00k

Last Reported Earnings

Sep 30, 2023

Next Earnings Date

n/a

Earnings per share (EPS)0.0065
Gross Margin39.66%
Net Profit Margin0.033%
Debt/Equity Ratio68.9%

How did AVTA perform over the long term?

See historical performance and comparison
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