Market Cap
US$823.0m
Last Updated
2021/01/21 23:43 UTC
Data Sources
Company Financials +
Executive Summary
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
Snowflake Analysis
Overvalued with worrying balance sheet.
Similar Companies
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 +/- 8% a week.
Volatility Over Time: BCOR's weekly volatility (8%) has been stable over the past year.
Market Performance
7 Day Return
5.1%
BCOR
-0.7%
US Capital Markets
1.4%
US Market
1 Year Return
-26.4%
BCOR
16.0%
US Capital Markets
22.6%
US Market
Return vs Industry: BCOR underperformed the US Capital Markets industry which returned 16.2% over the past year.
Return vs Market: BCOR underperformed the US Market which returned 22.8% over the past year.
Shareholder returns
| BCOR | Industry | Market | |
|---|---|---|---|
| 7 Day | 5.1% | -0.7% | 1.4% |
| 30 Day | 19.4% | 7.3% | 4.9% |
| 90 Day | 54.3% | 21.7% | 14.6% |
| 1 Year | -26.4%-26.4% | 18.9%16.0% | 25.4%22.6% |
| 3 Year | -28.6%-28.6% | 30.2%20.2% | 46.8%37.0% |
| 5 Year | 102.7%102.7% | 149.4%118.3% | 132.0%106.1% |
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
1 month ago | Simply Wall St
Read This Before Selling Blucora, Inc. (NASDAQ:BCOR) Shares5 months ago | Simply Wall St
President Christopher Walters Just Bought 63% More Shares In Blucora, Inc. (NASDAQ:BCOR)8 months ago | Simply Wall St
Blucora, Inc. Just Missed Earnings; Here's What Analysts Are Forecasting NowValuation
Is Blucora undervalued compared to its fair value and its price relative to the market?
2.29x
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: BCOR ($17.13) is trading above our estimate of fair value ($9.89)
Significantly Below Fair Value: BCOR is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: BCOR is unprofitable, so we can't compare its PE Ratio to the US Capital Markets industry average.
PE vs Market: BCOR is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate BCOR's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: BCOR is good value based on its PB Ratio (2.3x) compared to the US Capital Markets industry average (5.1x).
Next Steps
Future Growth
How is Blucora forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
143.2%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BCOR is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: BCOR is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: BCOR is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: BCOR's revenue (6.5% per year) is forecast to grow slower than the US market (10.5% per year).
High Growth Revenue: BCOR's revenue (6.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if BCOR's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has Blucora performed over the past 5 years?
-47.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BCOR is currently unprofitable.
Growing Profit Margin: BCOR is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: BCOR is unprofitable, and losses have increased over the past 5 years at a rate of 47.8% per year.
Accelerating Growth: Unable to compare BCOR's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: BCOR is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (4.9%).
Return on Equity
High ROE: BCOR has a negative Return on Equity (-76.49%), as it is currently unprofitable.
Next Steps
Financial Health
How is Blucora's financial position?
Financial Position Analysis
Short Term Liabilities: BCOR's short term assets ($201.5M) exceed its short term liabilities ($73.8M).
Long Term Liabilities: BCOR's short term assets ($201.5M) do not cover its long term liabilities ($630.8M).
Debt to Equity History and Analysis
Debt Level: BCOR's debt to equity ratio (154.3%) is considered high.
Reducing Debt: BCOR's debt to equity ratio has increased from 42.2% to 154.3% over the past 5 years.
Balance Sheet
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Insufficient data to determine if BCOR has enough cash runway based on its current free cash flow.
Forecast Cash Runway: Insufficient data to determine if BCOR has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.
Next Steps
Dividend
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.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
0.8yrs
Average management tenure
CEO
Chris Walters (46 yo)
1
Tenure
US$186,071
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1yr | US$186.07k | 0.086% $ 708.4k | |
| Chief Legal | 0.75yr | US$1.81m | 0.073% $ 602.9k | |
| President of Avantax Wealth Management | no data | US$2.21m | 0.22% $ 1.8m | |
| 1yr | US$2.56m | 0.025% $ 206.6k | ||
| President of Software | 2.75yrs | US$1.89m | 0.035% $ 288.5k | |
| Chief Financial Officer | 0.75yr | no data | 0.0042% $ 34.6k | |
| Senior VP of Operational Performance | 0.75yr | no data | no data | |
| Chief Technology Officer | 0.75yr | no data | no data | |
| Chief Information Officer | 0.75yr | no data | no data | |
| Vice President of IR & Corporate Communications | no data | no data | no data | |
| Chief Growth & Marketing Officer | 0.75yr | no data | no data | |
| Chief Human Resources Officer | 0.75yr | no data | no data |
0.8yrs
Average Tenure
47yo
Average Age
Experienced Management: BCOR's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1yr | US$186.07k | 0.086% $ 708.4k | |
| Independent Director | 0.83yr | no data | 0.021% $ 171.3k | |
| Independent Director | 2.5yrs | US$181.07k | 0.017% $ 139.2k | |
| Independent Chairman | 1.5yrs | US$259.03k | 0.017% $ 142.0k | |
| Independent Director | 0.83yr | no data | no data | |
| Independent Director | 3.58yrs | US$182.17k | 0.038% $ 308.8k | |
| Independent Director | 2.5yrs | US$188.57k | 0.0086% $ 71.2k | |
| Independent Director | 5.83yrs | US$189.43k | 0.070% $ 580.1k | |
| Independent Director | 0.42yr | no data | no data |
2.5yrs
Average Tenure
55yo
Average Age
Experienced Board: BCOR's board of directors are not considered experienced ( 2.5 years average tenure), which suggests a new board.
Ownership
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
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Blucora, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Blucora, Inc.
- Ticker: BCOR
- Exchange: NasdaqGS
- Founded: 1996
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: US$822.989m
- Shares outstanding: 48.04m
- Website: https://www.blucora.com
Number of Employees
Location
- Blucora, Inc.
- 6333 State Highway 161
- 4th Floor
- Irving
- Texas
- 75038
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| BCOR | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Dec 1998 |
| 3EV | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Dec 1998 |
Biography
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 | 2021/01/21 23:43 |
| End of Day Share Price | 2021/01/21 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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.