Avantax Inc
NASDAQ:AVTA
Intrinsic Value
Avantax, Inc., formerly Blucora, Inc., is engaged in providing tax-focused wealth management solutions for financial professionals, tax professionals and certified public accountant (CPA) firms, which... [ Read More ]
The intrinsic value of one AVTA stock under the Base Case scenario is 25.3 USD. Compared to the current market price of 25.99 USD, Avantax Inc is Overvalued by 3%.
Valuation Backtest
Avantax Inc
Run backtest to discover the historical profit from buying and selling AVTA stocks based on their intrinsic value.
Analyze the historical link between intrinsic value and market price to make more informed investment decisions.
Fundamental Analysis
Balance Sheet Decomposition
Avantax Inc
Current Assets | 186.2m |
Cash & Short-Term Investments | 106.4m |
Receivables | 46.9m |
Other Current Assets | 32.9m |
Non-Current Assets | 639.5m |
PP&E | 68.1m |
Intangibles | 523.2m |
Other Non-Current Assets | 48.2m |
Current Liabilities | 89.8m |
Accounts Payable | 3.8m |
Accrued Liabilities | 36.9m |
Other Current Liabilities | 49.1m |
Non-Current Liabilities | 332.2m |
Long-Term Debt | 248.4m |
Other Non-Current Liabilities | 83.8m |
Earnings Waterfall
Avantax Inc
Revenue
|
729.6m
USD
|
Cost of Revenue
|
-440.2m
USD
|
Gross Profit
|
289.4m
USD
|
Operating Expenses
|
-271.4m
USD
|
Operating Income
|
18m
USD
|
Other Expenses
|
353.8m
USD
|
Net Income
|
371.8m
USD
|
Free Cash Flow Analysis
Avantax Inc
AVTA Profitability Score
Profitability Due Diligence
Avantax Inc's profitability score is 54/100. The higher the profitability score, the more profitable the company is.
Score
Avantax Inc's profitability score is 54/100. The higher the profitability score, the more profitable the company is.
AVTA Solvency Score
Solvency Due Diligence
Avantax Inc's solvency score is 38/100. The higher the solvency score, the more solvent the company is.
Score
Avantax Inc's solvency score is 38/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
AVTA Price Targets Summary
Avantax Inc
According to Wall Street analysts, the average 1-year price target for AVTA is 30 USD .
Ownership
AVTA Insider Trading
Buy and sell transactions by insiders
Period | Sold | Bought | Net |
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3 Months |
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6 Months |
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9 Months |
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12 Months |
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Shareholder Return
AVTA Price
Avantax Inc
Average Annual Return | -14.16% |
Standard Deviation of Annual Returns | 30.28% |
Max Drawdown | -73% |
Market Capitalization | 956.4m USD |
Shares Outstanding | 36 811 800 |
Percentage of Shares Shorted | 6.44% |
Company Profile
Country
Industry
Market Cap
Dividend Yield
Description
Avantax, Inc., formerly Blucora, Inc., is engaged in providing tax-focused wealth management solutions for financial professionals, tax professionals and certified public accountant (CPA) firms, which supports to minimizing clients’ tax burdens through tax-focused financial planning. It operates through two models: the independent financial professional model and the employee-based model. It operates independent financial professional model through Avantax Wealth Management, which offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer that works with a nationwide network of financial professionals operating as independent contractors. Its Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Contact
IPO
Employees
Officers
The intrinsic value of one AVTA stock under the Base Case scenario is 25.3 USD.
Compared to the current market price of 25.99 USD, Avantax Inc is Overvalued by 3%.