Avantax (AVTA) Stock Price

Avantax Price

NASDAQ·CLOSED
25.99
​
Market closed

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

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Avantax business model & stock analysis

Blucora Inc. is an American company that was originally known as InfoSpace and was founded in 1996. The company is based in Bellevue, Washington. In 2012, the company was renamed Blucora to emphasize its focus on corporate strategies. Blucora Inc. is a diverse company that focuses on digital services. The company operates two main business models: online search and tax payments. Most people probably know Blucora more for its business activities under the TaxACT brand. Tax preparation is Blucora's main source of revenue, and TaxACT is the company's most well-known product. TaxACT is an online tax application that allows customers to prepare and file their taxes in a simple, secure, and cost-effective way. The tool is particularly popular among small businesses and independent contractors. In 2012, Blucora also acquired HD Vest Financial Services, a financial and investment advisory firm specializing in the needs of individual and small business clients. Blucora's core business is formed by the tax preparation segment, which serves a highly fragmented market. To reach these market segments, the company utilizes marketing strategies to attract customers through search engine and mobile advertising. In addition to the tax preparation segment, Blucora also has a history in the search business. The company has an extensive corporate history in the search industry dating back to the early days of the web. However, the focus was not on the search results page but on the distribution of pay-per-click advertising. Today, Blucora is a company with multiple segments, including its former search unit. It typically functions as a search and content distribution platform through which Blucora shares and reaches digital content. For example, Blucora is known for providing website display in a simple manner and has developed corresponding technology platforms. However, the search business is not the company's main source of revenue but is considered a peripheral business. This is because most customers who use Blucora's search products are free. Overall, Blucora is a company with a diversified business model that distinguishes itself in two main directions: tax preparation and search. The company's tax preparation segment is considered a strong and growing business unit, while the search business is considered more peripheral and receives a lower amount of resources investment.

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 23.32 EUR (25.99 USD).

The Avantax share (AVTA) is listed on 5 stock exchanges, including: NASDAQ (BCOR), SIX (Zürich) (3EV.SW), Frankfurt (3EV.F), München (3EV.MU), Düsseldorf (3EV.DU).

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.

Fair ValueTerminal
26.77 USD
Over-/UndervaluationTerminal
Fairly valued
Sector
Industry
Capital Markets
Number of shares
Employees
Revenue per Employee
605,909.09 USD
Revenue growth Ø5 years
EBIT growth Ø5 years
Net Income growth Ø5 years
Website blucora.com
Currency
USD
Initial public offering
Dec 15, 1998
ISIN
US0952291005
Cusip
095229100
Sedol
B8L2DV2
Market capitalization
1.28 B USDSmall Cap
52-Week Range
PEG
—
P/E ratio
P/Ee 2023
60.67
P/Ee 2024
29.29
P/S
P/Se
1.67
EV/EBIT
—
P/B Ratio
1.72
ROE (Return on Equity)
ROA (Return on Assets)
ROCE (Return on Capital Employed)
ROIC (Return on Invested Capital)
56.54 %
Last updated Oct 29, 2026, 4:53 PM

Avantax Peer Group

Avantax Ticker

DÜSSELDORF · 3EV.DUFRANKFURT · 3EV.FMUNICH · 3EV.MUNASDAQ · BCORSIX · 3EV.SW

Avantax FIGI

BCOREUR:XS · BBG00GMHXC54BCORUSD:XB · BBG00JQC8SX7BCORUSD:XS · BBG00JQC8TD7

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.