Avantax (AVTA) Stock Price
Avantax Price
Over the last 19 years Avantax grew revenue by 8.9% annually, reaching 666.50 M USD. Earnings per share have grown at 7.7% per year over the last 18 years. For Avantax, the net margin of 63.0% is up versus 9.0% a few years ago. At today's price the dividend yield works out to roughly 34.63%.
Avantax stock price
Details
Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Avantax over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Avantax stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Avantax's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
| Date | Avantax Price |
|---|
Avantax Revenue, EBIT, Net Income
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEM USD |
|---|
| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEM USD |
| EBITM USD |
| EBIT MARGIN% |
| NET INCOMEM USD |
| NET INCOME GROWTH% |
| DIVIDENDDIV.USD |
| SHARESM |
| 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023e | 2024e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 207.00 | 214.00 | 228.00 | 406.00 | 574.00 | 103.00 | 117.00 | 455.00 | 509.00 | 560.00 | 717.00 | 546.00 | 658.00 | 666.00 | 767.00 | 832.00 |
| 32.69 | 3.38 | 6.54 | 78.07 | 41.38 | -82.06 | 13.59 | 288.89 | 11.87 | 10.02 | 28.04 | -23.85 | 20.51 | 1.22 | 15.17 | 8.47 |
| 34.30 | 35.05 | 32.02 | 34.73 | 40.59 | 87.38 | 88.89 | 50.99 | 51.67 | 52.86 | 49.51 | 28.94 | 29.03 | 33.18 | 33.18 | 33.18 |
| 71.00 | 75.00 | 73.00 | 141.00 | 233.00 | 90.00 | 104.00 | 232.00 | 263.00 | 296.00 | 355.00 | 158.00 | 191.00 | 221.00 | 254.52 | 276.08 |
| 12.00 | 2.00 | 21.00 | 44.00 | 74.00 | 4.00 | -4.00 | 41.00 | 51.00 | 68.00 | 76.00 | -20.00 | -20.00 | -15.00 | 40.00 | 64.00 |
| 5.80 | 0.93 | 9.21 | 10.84 | 12.89 | 3.88 | -3.42 | 9.01 | 10.02 | 12.14 | 10.60 | -3.66 | -3.04 | -2.25 | 5.22 | 7.69 |
| 7.00 | 4.00 | 21.00 | 22.00 | 24.00 | -35.00 | -40.00 | -65.00 | 27.00 | 50.00 | 48.00 | -342.00 | 7.00 | 420.00 | 21.00 | 43.00 |
| -138.89 | -42.86 | 425.00 | 4.76 | 9.09 | -245.83 | 14.29 | 62.50 | -141.54 | 85.19 | -4.00 | -812.50 | -102.05 | 5,900.00 | -95.00 | 104.76 |
| – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| 35.40 | 36.80 | 38.60 | 41.70 | 43.50 | 41.40 | 41.00 | 41.50 | 47.20 | 49.40 | 49.30 | 48.00 | 48.60 | 49.20 | 49.20 | 49.20 |
Details
Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Avantax generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Avantax retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Avantax's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Avantax has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Avantax's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Avantax stock margins
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax Stock Revenue, EBIT, Earnings per Share
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax business model & stock analysis
Avantax SWOT Analysis
Strengths
Blucora Inc has several strengths that contribute to its success in the market:
- Established presence in the digital tax preparation and wealth management sectors.
- Strong financial position and healthy cash flow.
- Diverse range of products and service offerings.
- Effective technology platforms and infrastructure.
- Experienced and talented workforce.
Weaknesses
Blucora Inc also faces certain weaknesses that need to be addressed:
- Dependency on key partners and clients for revenue generation.
- Vulnerability to changes in tax regulations and economic conditions.
- Relatively limited market share compared to larger competitors.
- Operational inefficiencies in certain business segments.
- Limited brand recognition compared to major industry players.
Opportunities
Blucora Inc can capitalize on several opportunities in the market:
- Increasing adoption of digital tax preparation and wealth management solutions.
- Expanding into new geographical markets.
- Growing demand for personalized financial advisory services.
- Acquisition or strategic partnerships to enhance product portfolio.
- Development of innovative technology solutions to stay ahead of competitors.
Threats
Blucora Inc faces certain threats that could impact its business operations:
- Intense competition from established players and new entrants in the market.
- Regulatory changes and compliance requirements affecting the industry.
- Economic downturns and market volatility impacting consumer spending.
- Data breaches and cyber threats impacting customer trust.
- Changing customer preferences and evolving industry trends.
Avantax Employees
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax Eulerpool Fair Value
Details
Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Avantax historical P/E ratio, EBIT multiple, and P/S ratio
Avantax annual returns
Details
Annual Return
ⓘWhat This Chart Shows
This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Avantax shares outstanding
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax stock splits
Avantax Dividend History
2 years of dividend payments
Avantax dividend payout ratio
3 Years
5 Years
10 Years
25 Years
Max
Details
Avantax Analyst Rating Actions
| Date | Firm | Action | Rating | Reliability |
|---|---|---|---|---|
| 9/12/2023 | Downgrade | OverweightNeutral | 41 | |
| 9/12/2023 | Downgrade | OutperformMarket Perform | 69 | |
| 9/11/2023 | Downgrade | OutperformMarket Perform | – | |
| 9/11/2023 | Downgrade | OverweightNeutral | 41 | |
| 9/11/2023 | Downgrade | OutperformMarket Perform | 69 | |
| 9/10/2023 | Downgrade | OutperformMarket Perform | – | |
| 8/11/2023 | Maintained | Overweight | 41 | |
| 8/11/2023 | Maintained | Buy | 72 | |
| 8/10/2023 | Maintained | Overweight | 41 | |
| 8/10/2023 | Maintained | Buy | 72 |
Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.
Avantax Earnings Estimates & Surprises
| Date | EPS estimate | EPS Actual | Revenue Estimate | Price reaction | Quarterly report |
|---|---|---|---|---|---|
| 5/6/2024 | 0.21USD | - | 200.61 MUSD | - | 2024 Q1 |
| 2/13/2024 | 0.20USD | - | 199.97 MUSD | - | 2023 Q4 |
EESG©
Eulerpool ESG Scorecard© for the Avantax stock
EEnvironment
20
Environment
SSocial
20
Social
GGovernance (Corporate Governance)
4
Governance (Corporate Governance)
The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.
Avantax shareholder structure
| % | Name |
|---|---|
1.42044% | |
0.49475% | |
0.46342% | |
0.39070% | |
0.27602% | |
0.24377% |
Avantax Beneficial Ownership Filings (SEC 13D/G)
| Stake | Holder | Filing |
|---|---|---|
15.80% | SEC ↗ | |
14.98% | SEC ↗ | |
14.98% | SEC ↗ | |
9.96% | SEC ↗ | |
9.30% | SEC ↗ | |
7.49% | SEC ↗ | |
7.30% | SEC ↗ | |
7.30% | SEC ↗ | |
7.20% | SEC ↗ | |
7.20% | SEC ↗ |
Avantax Executives and Management Board
15 members · avg. age 54 · 40 % women
Mr. Christopher Walters (49)
President, Chief Executive Officer, Director · since 2014
7.91 M USD
Management
Mr. Todd Mackay (49)
President - Wealth Management
Mr. Marc Mehlman (46)
Chief Financial Officer, Treasurer
Ms. Tabitha Bailey (37)
Chief Legal Officer and Corporate Secretary
Mr. Dee Littrell
Investor Relations · since 2023
Board of Directors
Mr. J. Richard Leaman (60)
Independent Director
Mr. Kanayalal Kotecha (54)
Independent Director
Ms. Georganne Proctor (66)
Independent Chairman of the Board
Ms. Jana Schreuder (64)
Independent Director
Ms. E. Carol Hayles (62)
Independent Director
Ms. Mary Zappone (58)
Independent Director
Frequently asked questions about Avantax
Blucora Inc is a technology-enabled financial solutions company. Their business model involves providing software and services to help individuals and businesses achieve their financial goals. They operate through two segments: Wealth Management and Tax Preparation. In the Wealth Management segment, Blucora offers investment management, financial planning, and personalized advice through its strategic partnerships. On the other hand, the Tax Preparation segment includes online tax preparation solutions for consumers and professionals. With a focus on technology innovation, Blucora aims to empower customers with comprehensive financial solutions and help them make smarter financial decisions.
Blucora Inc is primarily active in the industries of technology and financial services.
The main competitors of Blucora Inc in the market include other companies operating in the same industry, such as Intuit Inc, H&R Block Inc, and Liberty Tax Inc. These companies offer similar services and products, such as tax preparation software, financial solutions, and online tax filing services, which compete with Blucora's offerings. Blucora Inc faces strong competition from these industry peers in terms of market share, customer base, and innovation.
Blucora Inc, formerly known as InfoSpace Inc, is a technology company that specializes in providing software solutions and online services. Founded in 1996, Blucora has a rich history of evolution and growth. Initially focusing on internet search services, the company expanded its portfolio to include e-commerce and online tax services. Blucora Inc went public in 1998 and has since then diversified its operations and acquired several companies, including TaxACT, Monoprice, and HD Vest Financial Services. Today, Blucora Inc continues to deliver innovative solutions in various sectors, leveraging its expertise and experience to create value for its customers and stakeholders globally.
Blucora Inc has achieved several significant milestones throughout its history. One of the notable achievements was the acquisition of HD Vest Financial Services in 2015, which expanded their wealth management capabilities. Additionally, in 2017, Blucora completed the acquisition of the tax-focused software company, 1st Global, enhancing its position in the tax preparation industry. Furthermore, Blucora launched TaxAct Professional in 2019, offering tax preparation software for tax professionals. These milestones have solidified Blucora's presence in the financial and tax preparation sectors, positioning the company as a leader in providing innovative solutions for wealth and tax management.
Blucora Inc is primarily present in the United States.
Blucora Inc represents a set of core values and a corporate philosophy that drive its operations. With a focus on integrity, innovation, and excellence, Blucora strives to provide exceptional services to its clients. The company emphasizes a customer-centric approach, continuously improving its offerings to cater to their unique needs. Blucora values collaboration, encouraging teamwork and synergy among its employees to foster a positive work environment. With a commitment to accountability and transparency, the company aims to build trust and maintain strong relationships with stakeholders. Blucora's corporate philosophy revolves around delivering value, generating sustainable growth, and embracing opportunities for long-term success.
10 analysts currently rate the Avantax stock: 6 recommend buying, 4 holding and 0 selling.
Converted at the current exchange rate, the Avantax share trades at 22.37 EUR (25.99 USD).
The Avantax share (AVTA) is listed on 5 stock exchanges, including: NASDAQ (BCOR), Frankfurt (3EV.F), München (3EV.MU), Düsseldorf (3EV.DU), SIX (Zürich) (3EV.SW).
Blucora Inc is a globally operating technology company headquartered in Bellevue, Washington. The company operates in the areas of internet technology and tax services and operates two separate business segments: TaxAct and Avantax Wealth Management. TaxAct is one of the leading providers of online tax services in the USA. The company offers a wide range of tax solutions for individuals, businesses, and tax professionals. TaxAct is known for its innovative and user-friendly software that allows for easy and fast tax filings. The platform helps its users with the preparation, filing, and management of their tax returns through an intuitive and efficient user interface. Avantax Wealth Management is a financial advisory company that offers its clients a wide range of investment and asset management services. The company was founded to provide its clients with comprehensive financial planning and asset management services throughout all stages of their lives. Avantax Wealth Management offerings include portfolio management, retirement planning, risk management, and tax planning. Blucora Inc aims to strengthen its customer focus through technology and automation. The company has a strong presence in the areas of data analytics, cloud computing, and artificial intelligence, and leverages these technologies to offer its customers innovative solutions that provide simplicity and efficiency. This has helped establish Blucora as a leading pioneer in the digital transformation of the tax and financial services industry. Additionally, Blucora Inc has created a platform called NexsTax, which allows its customers to efficiently access and manage tax debts. NexsTax offers robust payment and planning programs, as well as extensive resources and tools to assist customers in effectively managing their tax obligations. Blucora Inc has strategically diversified its business model to operate in various areas while also meeting market demands. The company aims to create a shift in the digital world by enabling customers to effectively utilize technology to make their lives easier and better. Overall, Blucora Inc is innovative and future-oriented. Through its smart use of technology, division into different business segments, and focus on customer needs, the company has become a leading provider of tax and financial services in the USA and worldwide.
The revenue cannot currently be calculated for Avantax.
The profit cannot currently be calculated for Avantax.
The P/E ratio cannot be calculated for Avantax at the moment.
The P/S cannot be calculated for Avantax currently.
The Eulerpool Quality Score for Avantax is 1/10.
The ISIN of Avantax is US0952291005. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The WKN of Avantax is A1JZBJ. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.
The ticker of Avantax is AVTA. The ticker symbol is used to trade Avantax shares on the stock exchange.
The current dividend yield of Avantax is 34.63 %.
Avantax paid dividends every year for the past 0 years.
Avantax is assigned to the 'Finance' sector.
To receive the latest dividend of Avantax from amounting to 9 USD, you needed to have the stock in your portfolio before the ex-date on .
The last dividend was paid out on .
The dividends of Avantax are distributed in USD.
Avantax stock
Avantax Peer Group
Avantax Ticker
Avantax FIGI
All fundamentals and in-depth analysis of Avantax
Our stock analysis for Avantax stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Avantax. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.