Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. More Details
Reasonable growth potential with questionable track record.
Share Price & News
How has Blucora's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BCOR is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: BCOR's weekly volatility (6%) has been stable over the past year.
7 Day Return
US Capital Markets
1 Year Return
US Capital Markets
Return vs Industry: BCOR underperformed the US Capital Markets industry which returned 52.7% over the past year.
Return vs Market: BCOR exceeded the US Market which returned 39.4% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Blucora's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall StRead This Before Selling Blucora, Inc. (NASDAQ:BCOR) Shares
4 months ago | Simply Wall StShareholders Are Thrilled That The Blucora (NASDAQ:BCOR) Share Price Increased 154%
Is Blucora undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BCOR ($17.49) is trading above our estimate of fair value ($11.12)
Significantly Below Fair Value: BCOR is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: BCOR is poor value based on its PE Ratio (2184.6x) compared to the US Capital Markets industry average (15.2x).
PE vs Market: BCOR is poor value based on its PE Ratio (2184.6x) compared to the US market (19.4x).
Price to Earnings Growth Ratio
PEG Ratio: BCOR is poor value based on its PEG Ratio (20.2x)
Price to Book Ratio
PB vs Industry: BCOR is good value based on its PB Ratio (2.5x) compared to the US Capital Markets industry average (66.4x).
How is Blucora forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BCOR's forecast earnings growth (108.4% per year) is above the savings rate (2%).
Earnings vs Market: BCOR's earnings (108.4% per year) are forecast to grow faster than the US market (15.7% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: BCOR's revenue (8.6% per year) is forecast to grow slower than the US market (9.4% per year).
High Growth Revenue: BCOR's revenue (8.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BCOR's Return on Equity is forecast to be high in 3 years time (22.3%)
How has Blucora performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BCOR has a large one-off loss of $36.5M impacting its March 31 2021 financial results.
Growing Profit Margin: BCOR became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: BCOR has become profitable over the past 5 years, growing earnings by -55.2% per year.
Accelerating Growth: BCOR has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: BCOR has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (47.5%).
Return on Equity
High ROE: BCOR's Return on Equity (0.1%) is considered low.
How is Blucora's financial position?
Financial Position Analysis
Short Term Liabilities: BCOR's short term assets ($256.6M) exceed its short term liabilities ($123.9M).
Long Term Liabilities: BCOR's short term assets ($256.6M) do not cover its long term liabilities ($650.6M).
Debt to Equity History and Analysis
Debt Level: BCOR's debt to equity ratio (160.9%) is considered high.
Reducing Debt: BCOR's debt to equity ratio has increased from 96.9% to 160.9% over the past 5 years.
Debt Coverage: BCOR's debt is not well covered by operating cash flow (9.2%).
Interest Coverage: BCOR's interest payments on its debt are not well covered by EBIT (1.4x coverage).
What is Blucora current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BCOR's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BCOR's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BCOR's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BCOR's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of BCOR's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Chris Walters (46 yo)
Mr. Christopher W. Walters, also known as Chris, serves as President and Chief Executive Officer at Blucora, Inc. since January 30, 2020. Mr. Walters serves as the Chief Executive Officer at Encompass Digi...
CEO Compensation Analysis
Compensation vs Market: Chris's total compensation ($USD8.02M) is above average for companies of similar size in the US market ($USD2.38M).
Compensation vs Earnings: Chris's compensation has been consistent with company performance over the past year.
Experienced Management: BCOR's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.
Experienced Board: BCOR's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Blucora, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Blucora, Inc.
- Ticker: BCOR
- Exchange: NasdaqGS
- Founded: 1996
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: US$846.800m
- Shares outstanding: 48.42m
- Website: https://www.blucora.com
Number of Employees
- Blucora, Inc.
- 3200 Olympus Boulevard
- Suite 100
- United States
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The com...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/06/19 14:53|
|End of Day Share Price||2021/06/18 00:00|
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.