NASDAQ · Asset Management

Avantax, Inc. (AVTA) Stock

$25.99 +0.00% NASDAQ: AVTA Financial Services

Headquartered in Dallas, Texas, Avantax, Inc., founded in 1983, delivers extensive financial and wealth management services throughout the United States. The company serves a diverse clientele, including individual consumers, entrepreneurs, and various financial sector professionals such as tax specialists, financial advisors, and certified public accounting firms.

Valuation

MetricValue
Price$25.99
Market Cap$0
P/E Ratio433.17
P/B Ratio1.68
P/S Ratio0.00
EPS (TTM)$0.06
52-Week High$25.99
52-Week Low$25.99
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE0.40%
ROA0.31%
ROCE-1.89%
Gross Margin-2.40%
Operating Margin-2.40%
Net Margin0.45%
Debt/Equity0.05
Current Ratio2.28

Annual Financials (USD)

Metric20182019202020212022
Revenue$560.0M$718.0M$755.0M$885.0M$666.0M
Operating Profit$68.0M$76.0M$26.0M$61.0M$-16.0M
Net Profit$51.0M$48.0M$-343.0M$8.0M$3.0M
EPS$1.03$0.98$-7.14$0.16$0.06
Op Margin12.1%10.6%3.5%6.9%-2.3%

Balance Sheet (USD)

Metric20182019202020212022
Total Assets$998.0M$1.1B$1.1B$1.1B$964.0M
Total Liabilities$390.0M$494.0M$752.0M$730.0M$220.0M
Cash$85.0M$81.0M$150.0M$135.0M$264.0M
Borrowings$260.0M$402.0M$593.0M$593.0M$35.0M

Latest News

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most 24/7 Wall St. · Jul 23, 2026 Philipsen snaps 'horrible' drought with Tour de France stage 17 victory AFP · Jul 23, 2026 Climate change to obliterate $1.5 trillion in U.S. home values CBS News · Jul 23, 2026 Tesla shares fall as Musk touts ambitious -- and costly -- plans AFP · Jul 23, 2026 OpenAI says its technology, on its own, hacked another AI company CBS News · Jul 23, 2026

Cash Flow (USD)

Metric20182019202020212022
Operating Cash Flow$106.0M$93.0M$44.0M$37.0M$107.0M
Investing Cash Flow$-15.0M$-339.0M$-300.0M$-69.0M$651.0M
Financing Cash Flow$-83.0M$49.0M$160.0M$-16.0M$-644.0M
Net Cash Flow$23.0M$1.0M$64.0M$-16.0M$163.0M
Free Cash Flow$98.0M$82.0M$5.0M$7.0M$92.0M

Valuation & Return Ratios

MetricValue
PEG Ratio-1.61
EV / EBITDA-8.66
FCF Yield
Quick Ratio2.28
Interest Coverage-32.68
Return 1Y
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAMI $82.98 +0.16% 34.56 $2.96B 0.27%
BRKLBrookline Bancorp, Inc. $10.95 -0.64% 23.80 $975.70M 4.93%
BRPMB. Riley Principal 150 Merger Corp. $13.02 +17.83% -5.17 $944.04M 0.00%
CVIIChurchill Capital Corp VII $9.99 -0.20% 76.85 $914.73M 0.00%
LVOXLiveVox Holdings, Inc. $3.73 +0.81% -9.10 $352.99M 0.00%

About Avantax, Inc.

Headquartered in Dallas, Texas, Avantax, Inc., founded in 1983, delivers extensive financial and wealth management services throughout the United States. The company serves a diverse clientele, including individual consumers, entrepreneurs, and various financial sector professionals such as tax specialists, financial advisors, and certified public accounting firms. Avantax equips these entities with a comprehensive, integrated platform that includes vital technical, operational, compliance, sales, and product assistance. This powerful system enables its users to offer clients tax-efficient planning, investment strategies, and overarching wealth management solutions. Furthermore, Avantax provides dedicated financial planning and advisory support, along with specialized retirement plan offerings. The company adopted its current name, Avantax, Inc., in January 2023, having previously been known as Blucora, Inc.

the stock is valued at a price-to-earnings (P/E) ratio of 433.17, price-to-book of 1.68, price-to-sales of 0.00. Over the past 52 weeks the stock has ranged between $25.99 and $25.99, and currently trades at its 52-week high.

On profitability, Avantax, Inc. generates a return on equity (ROE) of 0.40%, return on capital employed of -1.89%, an operating margin of -2.40%, a net profit margin of 0.45%.

Official website: www.avantax.com

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNasdaq High ROE StocksAll stock screens
Run Stock Screener Investing Guides