Business Description
Avantax Inc
NAICS : 523930
SIC : 6282
ISIN : US0952291005
Description
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.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.36 | |||||
| Equity-to-Asset | 0.49 | |||||
| Debt-to-Equity | 0.73 | |||||
| Debt-to-EBITDA | 4.84 | |||||
| Interest Coverage | 1.49 | |||||
| Piotroski F-Score | 7/9 | |||||
| Altman Z-Score | 1.07 | |||||
| Beneish M-Score | -0.95 | |||||
| WACC vs ROIC | ||||||
Growth Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -2.4 | |||||
| 3-Year EBITDA Growth Rate | -17.2 | |||||
| 3-Year FCF Growth Rate | 3.7 | |||||
| 3-Year Book Growth Rate | 4.7 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 15 | |||||
| Future 3-5Y Total Revenue Growth Rate | 4.91 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 77.21 | |||||
| 9-Day RSI | 75.83 | |||||
| 14-Day RSI | 72.09 | |||||
| 6-1 Month Momentum % | 19.53 | |||||
| 12-1 Month Momentum % | 5.31 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.07 | |||||
| Quick Ratio | 2.07 | |||||
| Cash Ratio | 1.19 | |||||
| Days Sales Outstanding | 23.19 | |||||
| Days Payable | 3.58 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Average Share Buyback Ratio | -0.2 | |||||
| Shareholder Yield % | 74.79 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 39.66 | |||||
| Operating Margin % | 2.45 | |||||
| Net Margin % | 50.96 | |||||
| FCF Margin % | 3.1 | |||||
| ROE % | 77.53 | |||||
| ROA % | 41.46 | |||||
| ROIC % | 0.07 | |||||
| ROC (Joel Greenblatt) % | 26.46 | |||||
| ROCE % | 2.58 | |||||
| Years of Profitability over Past 10-Year | 6 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 3.35 | |||||
| PE Ratio without NRI | 37.67 | |||||
| Price-to-Owner-Earnings | 2.62 | |||||
| PS Ratio | 1.49 | |||||
| PB Ratio | 2.37 | |||||
| Price-to-Free-Cash-Flow | 252.33 | |||||
| Price-to-Operating-Cash-Flow | 72.8 | |||||
| EV-to-EBIT | 55.91 | |||||
| EV-to-Forward-EBIT | 16.25 | |||||
| EV-to-EBITDA | 18.86 | |||||
| EV-to-Revenue | 1.57 | |||||
| EV-to-Forward-Revenue | 1.36 | |||||
| EV-to-FCF | 50.58 | |||||
| Price-to-Projected-FCF | 1.52 | |||||
| Earnings Yield (Greenblatt) % | 1.79 | |||||
| FCF Yield % | 2.36 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
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Annualized Return % Â
Total Annual Return % Â
Avantax Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 729.643 | ||
| EPS (TTM) ($) | 7.75 | ||
| Beta | 0 | ||
| Volatility % | 44.75 | ||
| 14-Day RSI | 72.09 | ||
| 14-Day ATR ($) | 0.062677 | ||
| 20-Day SMA ($) | 25.9145 | ||
| 12-1 Month Momentum % | 5.31 | ||
| 52-Week Range ($) | 19.13 - 30.23 | ||
| Shares Outstanding (Mil) | 36.81 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Avantax Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Avantax Inc Stock Events
| Event | Date | Price($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Avantax Inc Frequently Asked Questions
What is Avantax Inc(AVTA)'s stock price today?
The current price of AVTA is $25.99. The 52 week high of AVTA is $30.23 and 52 week low is $19.13.
When is next earnings date of Avantax Inc(AVTA)?
The next earnings date of Avantax Inc(AVTA) is 2024-05-08 Est..
Does Avantax Inc(AVTA) pay dividends? If so, how much?
Avantax Inc(AVTA) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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