Avantax, Inc. Logo

Avantax, Inc.

AVTA

(0.8)
Stock Price

25,99 USD

0.08% ROA

0.05% ROE

4014.97x PER

Market Cap.

956.743.880,00 USD

72.61% DER

0% Yield

0.03% NPM

Avantax, Inc. Stock Analysis

Avantax, Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Avantax, Inc. Fundamental Stock Analysis
# Analysis Rating
1 PBV

The stock's PBV ratio (2.42x) indicates a justifiable valuation, presenting a compelling choice for investors seeking reasonable returns.

2 DER

The stock has a reasonable amount of debt compared to its ownership (72%), suggesting a balanced financial position and a moderate level of risk.

3 Buffet Intrinsic Value

The company's stock shows potential as it is undervalued (278) according to Warren Buffett's formula, indicating that its intrinsic value exceeds the market price.

4 ROE

The stock's ROE indicates a negative return (-4.03%) on shareholders' equity, suggesting poor financial performance.

5 ROA

The stock's ROA (-6.79%) indicates that it's not effectively utilizing its assets to generate profits, making it a less favorable option to invest and earn consistent returns.

6 Revenue Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

7 Net Profit Growth

Despite the passage of five years, this company's net profit has not shown any improvement, highlighting a lack of growth and making it a less appealing investment prospect.

8 Assets Growth

Company has experienced no growth in revenue over the past three years, suggesting limited profitability and making it a less desirable investment opportunity.

9 Graham Number

The Graham number of this company suggests that its stock price may be overvalued, indicating a less favorable investment opportunity.

10 Dividend Growth

The company's dividend growth has been flat for the past three years, raising concerns for potential investors seeking reliable returns.

11 Dividend

Investors should note the absence of dividends from the company in the last three years, indicating potential financial challenges.

Avantax, Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Avantax, Inc. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Hold
2 MACD Sell
3 RSI Hold
4 Stoch RSI Sell

Avantax, Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Avantax, Inc. Revenue
Year Revenue Growth
1998 9.400.000
1999 36.900.000 74.53%
2000 214.529.824 82.8%
2001 161.921.000 -32.49%
2002 136.142.000 -18.94%
2003 160.054.000 14.94%
2004 249.354.000 35.81%
2005 339.968.000 26.65%
2006 371.737.000 8.55%
2007 140.537.000 -164.51%
2008 156.727.000 10.33%
2009 207.646.000 24.52%
2010 246.835.000 15.88%
2011 228.813.000 -7.88%
2012 406.919.000 43.77%
2013 573.980.000 29.11%
2014 580.720.000 1.16%
2015 117.708.000 -393.36%
2016 455.911.000 74.18%
2017 509.557.000 10.53%
2018 560.456.000 9.08%
2019 717.945.000 21.94%
2020 754.952.000 4.9%
2021 885.200.000 14.71%
2022 666.496.000 -32.81%
2023 769.372.000 13.37%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Avantax, Inc. Research and Development Expenses
Year Research and Development Expenses Growth
1998 600.000
1999 3.200.000 81.25%
2000 40.624.372 92.12%
2001 39.341.000 -3.26%
2002 35.195.000 -11.78%
2003 23.674.000 -48.67%
2004 23.142.000 -2.3%
2005 31.203.000 25.83%
2006 46.340.000 32.67%
2007 9.921.000 -367.09%
2008 9.931.000 0.1%
2009 5.617.000 -76.8%
2010 9.749.000 42.38%
2011 7.158.000 -36.2%
2012 9.969.000 28.2%
2013 11.682.000 14.66%
2014 20.670.000 43.48%
2015 5.107.000 -304.74%
2016 17.780.000 71.28%
2017 19.614.000 9.35%
2018 19.332.000 -1.46%
2019 30.931.000 37.5%
2020 27.258.000 -13.47%
2021 30.704.000 11.22%
2022 8.701.000 -252.88%
2023 9.408.000 7.51%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Avantax, Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
1998 0
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 24.079.000 100%
2009 23.586.000 -2.09%
2010 33.454.000 29.5%
2011 21.542.000 -55.3%
2012 27.418.000 21.43%
2013 29.847.000 8.14%
2014 39.120.000 23.7%
2015 43.563.000 10.2%
2016 47.396.000 8.09%
2017 52.668.000 10.01%
2018 60.124.000 12.4%
2019 78.529.000 23.44%
2020 82.158.000 4.42%
2021 98.671.000 16.74%
2022 92.755.000 -6.38%
2023 132.044.000 29.75%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Avantax, Inc. EBITDA
Year EBITDA Growth
1998 7.400.000
1999 10.900.000 32.11%
2000 144.276.399 92.45%
2001 205.678.000 29.85%
2002 8.986.000 -2188.87%
2003 48.270.000 81.38%
2004 54.701.000 11.76%
2005 -7.483.000 831%
2006 80.168.000 109.33%
2007 -63.616.000 226.02%
2008 5.715.000 1213.14%
2009 18.900.000 69.76%
2010 28.206.000 32.99%
2011 27.689.000 -1.87%
2012 66.732.000 58.51%
2013 102.714.000 35.03%
2014 153.868.000 33.25%
2015 17.783.000 -765.25%
2016 83.545.000 78.71%
2017 92.378.000 9.56%
2018 106.843.000 13.54%
2019 119.954.000 10.93%
2020 66.107.000 -81.45%
2021 104.716.000 36.87%
2022 22.208.000 -371.52%
2023 51.992.000 57.29%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Avantax, Inc. Gross Profit
Year Gross Profit Growth
1998 10.000.000
1999 34.000.000 70.59%
2000 191.093.682 82.21%
2001 120.080.000 -59.14%
2002 99.361.000 -20.85%
2003 130.798.000 24.03%
2004 142.446.000 8.18%
2005 173.242.000 17.78%
2006 162.188.000 -6.82%
2007 68.972.000 -135.15%
2008 69.221.000 0.36%
2009 71.450.000 3.12%
2010 88.285.000 19.07%
2011 73.851.000 -19.54%
2012 139.468.000 47.05%
2013 233.520.000 40.28%
2014 260.223.000 10.26%
2015 91.238.000 -185.21%
2016 199.404.000 54.24%
2017 229.678.000 13.18%
2018 263.250.000 12.75%
2019 355.173.000 25.88%
2020 356.662.000 0.42%
2021 405.349.000 12.01%
2022 221.578.000 -82.94%
2023 298.636.000 25.8%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Avantax, Inc. Net Profit
Year Net Profit Growth
1998 -9.100.000
1999 -21.700.000 58.06%
2000 -282.412.396 92.32%
2001 -502.079.000 43.75%
2002 -345.250.000 -45.42%
2003 -6.319.000 -5363.68%
2004 82.401.000 107.67%
2005 159.368.000 48.3%
2006 -15.088.000 1156.26%
2007 14.579.000 203.49%
2008 -18.699.000 177.97%
2009 9.764.000 291.51%
2010 13.703.000 28.75%
2011 22.330.000 38.63%
2012 22.526.000 0.87%
2013 24.399.000 7.68%
2014 -35.547.000 168.64%
2015 -40.074.000 11.3%
2016 -65.158.000 38.5%
2017 27.039.000 340.98%
2018 50.634.000 46.6%
2019 48.148.000 -5.16%
2020 -342.755.000 114.05%
2021 7.757.000 4518.65%
2022 3.121.000 -148.54%
2023 -5.980.000 152.19%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Avantax, Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1998 0
1999 0 0%
2000 -93 100%
2001 -16 -513.33%
2002 -11 -36.36%
2003 0 0%
2004 3 100%
2005 5 50%
2006 0 0%
2007 1 0%
2008 -1 0%
2009 0 0%
2010 0 0%
2011 1 0%
2012 1 0%
2013 1 0%
2014 -1 0%
2015 -1 0%
2016 -2 100%
2017 1 0%
2018 1 100%
2019 1 0%
2020 -7 114.29%
2021 0 0%
2022 0 0%
2023 0 0%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Avantax, Inc. Free Cashflow
Year Free Cashflow Growth
1998 -2.500.000
1999 -41.600.000 93.99%
2000 -27.591.178 -50.77%
2001 -52.980.000 47.92%
2002 -16.602.000 -219.12%
2003 32.186.000 151.58%
2004 42.073.000 23.5%
2005 140.618.000 70.08%
2006 20.620.000 -581.95%
2007 -3.302.000 724.47%
2008 -50.457.000 93.46%
2009 31.686.000 259.24%
2010 42.854.000 26.06%
2011 16.428.000 -160.86%
2012 45.075.000 63.55%
2013 90.309.000 50.09%
2014 50.521.000 -78.76%
2015 28.937.000 -74.59%
2016 81.450.000 64.47%
2017 67.807.000 -20.12%
2018 97.915.000 30.75%
2019 82.303.000 -18.97%
2020 4.934.000 -1568.08%
2021 6.555.000 24.73%
2022 91.730.000 92.85%
2023 8.900.000 -930.67%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Avantax, Inc. Operating Cashflow
Year Operating Cashflow Growth
1998 -1.000.000
1999 -18.500.000 94.59%
2000 16.778.614 210.26%
2001 -40.973.000 140.95%
2002 -10.796.000 -279.52%
2003 35.516.000 130.4%
2004 52.483.000 32.33%
2005 157.587.000 66.7%
2006 43.540.000 -261.94%
2007 382.000 -11297.91%
2008 -38.180.000 101%
2009 34.121.000 211.9%
2010 45.873.000 25.62%
2011 19.107.000 -140.08%
2012 48.831.000 60.87%
2013 95.056.000 48.63%
2014 55.734.000 -70.55%
2015 30.449.000 -83.04%
2016 85.262.000 64.29%
2017 72.846.000 -17.04%
2018 105.548.000 30.98%
2019 92.804.000 -13.73%
2020 44.079.000 -110.54%
2021 36.831.000 -19.68%
2022 106.622.000 65.46%
2023 11.658.000 -814.58%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Avantax, Inc. Capital Expenditure
Year Capital Expenditure Growth
1998 1.500.000
1999 23.100.000 93.51%
2000 44.369.792 47.94%
2001 12.007.000 -269.53%
2002 5.806.000 -106.8%
2003 3.330.000 -74.35%
2004 10.410.000 68.01%
2005 16.969.000 38.65%
2006 22.920.000 25.96%
2007 3.684.000 -522.15%
2008 12.277.000 69.99%
2009 2.435.000 -404.19%
2010 3.019.000 19.34%
2011 2.679.000 -12.69%
2012 3.756.000 28.67%
2013 4.747.000 20.88%
2014 5.213.000 8.94%
2015 1.512.000 -244.78%
2016 3.812.000 60.34%
2017 5.039.000 24.35%
2018 7.633.000 33.98%
2019 10.501.000 27.31%
2020 39.145.000 73.17%
2021 30.276.000 -29.29%
2022 14.892.000 -103.3%
2023 2.758.000 -439.96%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Avantax, Inc. Equity
Year Equity Growth
1998 94.200.000
1999 331.600.000 71.59%
2000 1.190.169.868 72.14%
2001 782.588.000 -52.08%
2002 448.136.000 -74.63%
2003 446.532.000 -0.36%
2004 562.396.000 20.6%
2005 664.971.000 15.43%
2006 678.565.000 2%
2007 265.890.000 -155.21%
2008 262.324.000 -1.36%
2009 279.835.000 6.26%
2010 310.794.000 9.96%
2011 355.841.000 12.66%
2012 415.450.000 14.35%
2013 514.070.000 19.18%
2014 479.025.000 -7.32%
2015 462.284.000 -3.62%
2016 417.019.000 -10.85%
2017 541.387.000 22.97%
2018 607.595.000 10.9%
2019 643.515.000 5.58%
2020 312.290.000 -106.06%
2021 341.622.000 8.59%
2022 743.198.000 54.03%
2023 403.687.000 -84.1%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Avantax, Inc. Assets
Year Assets Growth
1998 102.300.000
1999 352.600.000 70.99%
2000 1.272.110.000 72.28%
2001 837.005.000 -51.98%
2002 481.396.000 -73.87%
2003 492.315.000 2.22%
2004 626.094.000 21.37%
2005 743.379.000 15.78%
2006 765.839.000 2.93%
2007 671.424.000 -14.06%
2008 291.133.000 -130.62%
2009 322.216.000 9.65%
2010 361.743.000 10.93%
2011 395.876.000 8.62%
2012 585.293.000 32.36%
2013 978.030.000 40.16%
2014 872.714.000 -12.07%
2015 1.299.548.000 32.84%
2016 1.022.659.000 -27.08%
2017 1.001.671.000 -2.1%
2018 997.725.000 -0.4%
2019 1.137.572.000 12.29%
2020 1.064.192.000 -6.9%
2021 1.071.943.000 0.72%
2022 963.515.000 -11.25%
2023 825.679.000 -16.69%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Avantax, Inc. Liabilities
Year Liabilities Growth
1998 8.100.000
1999 21.000.000 61.43%
2000 81.940.132 74.37%
2001 54.417.000 -50.58%
2002 33.260.000 -63.61%
2003 45.783.000 27.35%
2004 63.698.000 28.12%
2005 78.408.000 18.76%
2006 87.274.000 10.16%
2007 405.534.000 78.48%
2008 28.809.000 -1307.66%
2009 42.381.000 32.02%
2010 50.949.000 16.82%
2011 40.035.000 -27.26%
2012 169.843.000 76.43%
2013 463.960.000 63.39%
2014 393.689.000 -17.85%
2015 837.264.000 52.98%
2016 605.640.000 -38.24%
2017 460.284.000 -31.58%
2018 390.130.000 -17.98%
2019 494.057.000 21.04%
2020 751.902.000 34.29%
2021 730.321.000 -2.96%
2022 220.317.000 -231.49%
2023 421.992.000 47.79%

Avantax, Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
19.76
Net Income per Share
0.01
Price to Earning Ratio
4014.97x
Price To Sales Ratio
1.31x
POCF Ratio
-50.89
PFCF Ratio
-38.5
Price to Book Ratio
2.38
EV to Sales
1.57
EV Over EBITDA
19.72
EV to Operating CashFlow
-60.64
EV to FreeCashFlow
-46.01
Earnings Yield
0
FreeCashFlow Yield
-0.03
Market Cap
0,96 Bil.
Enterprise Value
1,14 Bil.
Graham Number
1.26
Graham NetNet
-7.59

Income Statement Metrics

Net Income per Share
0.01
Income Quality
0.4
ROE
0
Return On Assets
0
Return On Capital Employed
0.02
Net Income per EBT
0.03
EBT Per Ebit
0.48
Ebit per Revenue
0.02
Effective Tax Rate
0.97

Margins

Sales, General, & Administrative to Revenue
0.16
Research & Developement to Revenue
0.01
Stock Based Compensation to Revenue
0.03
Gross Profit Margin
0.4
Operating Profit Margin
0.02
Pretax Profit Margin
0.01
Net Profit Margin
0

Dividends

Dividend Yield
0
Dividend Yield %
0
Payout Ratio
0
Dividend Per Share
0

Operating Metrics

Operating Cashflow per Share
-0.51
Free CashFlow per Share
-0.67
Capex to Operating CashFlow
0.32
Capex to Revenue
-0.01
Capex to Depreciation
-0.18
Return on Invested Capital
0
Return on Tangible Assets
0
Days Sales Outstanding
23.44
Days Payables Outstanding
3.13
Days of Inventory on Hand
0
Receivables Turnover
15.57
Payables Turnover
116.75
Inventory Turnover
0
Capex per Share
-0.16

Balance Sheet

Cash per Share
2,88
Book Value per Share
10,93
Tangible Book Value per Share
-3.24
Shareholders Equity per Share
10.93
Interest Debt per Share
8.25
Debt to Equity
0.73
Debt to Assets
0.35
Net Debt to EBITDA
3.22
Current Ratio
2.07
Tangible Asset Value
-0,12 Bil.
Net Current Asset Value
-0,24 Bil.
Invested Capital
0.73
Working Capital
0,10 Bil.
Intangibles to Total Assets
0.63
Average Receivables
0,05 Bil.
Average Payables
0,00 Bil.
Average Inventory
11249500
Debt to Market Cap
0.31

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Avantax, Inc. Dividends
Year Dividends Growth
2007 6
2008 9 33.33%

Avantax, Inc. Profile

About Avantax, Inc.

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.

CEO
Mr. Christopher W. Walters
Employee
727
Address
3200 Olympus Boulevard
Coppell, 75019

Avantax, Inc. Executives & BODs

Avantax, Inc. Executives & BODs
# Name Age
1 Blynn Austin
Vice President of Communications
70
2 Dee Littrell
Investor Relations
70
3 Mr. Chris McClellen
Chief Technology Officer
70
4 Ms. Tabitha Thomas Bailey
Chief Legal Officer & Corporate Secretary
70
5 Ms. Beckey Woodard Cole
Chief HR Officer
70
6 Mr. Raj Doshi
Chief Growth & Marketing Officer
70
7 Ms. Melissa Loner
Vice President & Chief Compliance Officer
70
8 Mr. Ivan Paul Gruhl C.F.A.
Vice President & Co-Chief Investment Officer
70
9 Ms. Ann J. Bruder
Consultant
70
10 Mr. Marc S. Mehlman
Chief Financial Officer & Treasurer
70
11 Ms. Tabitha T. Bailey
Chief Legal Officer & Corporation Sec.
70
12 Mr. Christopher W. Walters
President, Chief Executive Officer & Executive Director
70
13 Mr. Todd Christopher Mackay A.B., B.A.
President of Wealth Management
70
14 Mr. Marc Mehlman
Chief Financial Officer & Treasurer
70
15 Jennifer Hutchins
Co-Chief Investment Officer
70

Avantax, Inc. Competitors