Avantax (AVTA) Stock Price, News & Analysis

Company 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. 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. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Key Stats

• Today's Range: $25.99 to $26.00
• 50-Day Range: $25.68 to $26.00
• 52-Week Range: $19.13 to $30.23
• Volume: 826,400 shs
• Average Volume: 532,742 shs
• Market Capitalization: $955.39 million
• P/E Ratio: 3.35
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: N/A

AVTA Stock Analysis - Frequently Asked Questions

How were Avantax's earnings last quarter?

Avantax, Inc. (NASDAQ:AVTA) issued its quarterly earnings data on Monday, May, 8th. The company reported ($0.01) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.20 by $0.21. The company's revenue for the quarter was up 7.0% on a year-over-year basis.

What other stocks do shareholders of Avantax own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Avantax investors own include Advanced Micro Devices (AMD), Generac (GNRC), Meta Platforms (META), NVIDIA (NVDA), Oracle (ORCL), SOS (SOS) and Tesla (TSLA).

Company Calendar

• Last Earnings: 5/08/2023
• Today: 12/25/2024
• Fiscal Year End: 12/31/2024

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: Nondepository credit institutions
• Sub-Industry: N/A
• Current Symbol: NASDAQ:AVTA
• CUSIP: N/A
• CIK: 1068875
• Web: www.blucora.com
• Phone: (972) 870-6400
• Fax: 425-201-6150
• Employees: 727
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): $7.75
• Trailing P/E Ratio: 3.35
• Forward P/E Ratio: 129.95
• P/E Growth: 8.66
• Net Income: $420.25 million
• Net Margins: 50.96%
• Pretax Margin: 1.15%
• Return on Equity: 0.05%
• Return on Assets: 0.03%

Debt

• Debt-to-Equity Ratio: 0.62
• Current Ratio: 2.07
• Quick Ratio: 2.07

Sales & Book Value

• Annual Sales: $666.50 million
• Price / Sales: 1.43
• Cash Flow: $0.85 per share
• Price / Cash Flow: 30.63
• Book Value: $10.98 per share
• Price / Book: 2.37

Miscellaneous

• Outstanding Shares: 36,760,000
• Free Float: 35,514,000
• Market Cap: $955.39 million
• Optionable: Optionable
• Beta: 1.09