Avantax Inc (AVTA)
25.57
-0.01
(-0.04%)
USD |
NASDAQ |
Sep 29, 16:00
25.58
+0.01
(+0.04%)
After-Hours: 20:00
Price Chart
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 939.95M |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | 31.60% |
| Valuation | |
| PE Ratio | 3.488 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 2.477 |
| Price to Book Value | 2.286 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | -- |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 0.636 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | 78.09% |
Profile
| Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services. |
| URL | https://www.avantax.com |
| Investor Relations URL | http://investor.blucora.com/ |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Blend |
| Next Earnings Release | Nov. 01, 2023 (est.) |
| Last Earnings Release | Aug. 09, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Jan. 09, 2008 |
Ratings
Profile
| Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services. |
| URL | https://www.avantax.com |
| Investor Relations URL | http://investor.blucora.com/ |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Blend |
| Next Earnings Release | Nov. 01, 2023 (est.) |
| Last Earnings Release | Aug. 09, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Jan. 09, 2008 |