Avantax Stock

Avantax ROE

Delisted·Jan 16, 2025

The Return on Equity (ROE) of Avantax (AVTA) as of Sep 11, 2026 is 56.54 %. In the previous year, Return on Equity (ROE) was 2.28 % — a change of 2,376.13% (higher).

ROE

56.54 %

YoY

2,376.13%

Last updated:

In 2026, Avantax's return on equity (ROE) was 56.54 %, a 2,376.13% increase from the 2.28 % ROE in the previous year.

The Avantax ROE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROE
Date
ROE
Jan 1, 2015
-8.67 USD
Jan 1, 2016
-15.64 USD
Jan 1, 2017
4.99 USD
Jan 1, 2018
8.33 USD
Jan 1, 2019
7.47 USD
Jan 1, 2020
-109.77 USD
Jan 1, 2021
2.28 USD
Jan 1, 2022
56.54 USD
The Avantax ROE history
YEARROEYoY
56.54 %+2,376.13%
2.28 %-102.08%
-109.77 %-1,568.49%
7.47 %-10.24%
8.33 %+66.99%
4.99 %-131.90%
-15.64 %+80.26%
-8.67 %+17.04%
-7.41 %
Access this data via the Eulerpool API

Avantax Stock analysis

What does Avantax do? 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. Avantax is one of the most popular companies on Eulerpool.

ROE Details

Decoding Avantax's Return on Equity (ROE)

Avantax's Return on Equity (ROE) is a fundamental metric evaluating the company's profitability relative to its equity. Calculated by dividing net income by shareholder's equity, ROE illustrates how effectively the company is generating profits from shareholders’ investments. A higher ROE represents enhanced efficiency and profitability.

Year-to-Year Comparison

Analyzing Avantax's ROE on a yearly basis aids in tracking its profitability trends and financial performance. An increasing ROE suggests enhanced profitability and value generation for shareholders, whereas a declining ROE may indicate issues in profit generation or equity management.

Impact on Investments

Avantax's ROE is instrumental for investors assessing the company's profitability, efficiency, and investment attractiveness. A robust ROE indicates the firm’s adeptness at converting equity investments into profits, thereby enhancing its appeal to potential and current investors.

Interpreting ROE Fluctuations

Changes in Avantax’s ROE can emanate from variations in net income, equity capital, or both. These fluctuations are scrutinized to evaluate management’s effectiveness, financial strategies, and the inherent risks and opportunities, aiding investors in making informed decisions.

Frequently Asked Questions about Avantax stock

Return on Equity (ROE) of Avantax is 56.54 % in 2026.

Return on Equity (ROE) of Avantax changed from 2.28 % to 56.54 %, representing a 2,376.13% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of Return on Equity (ROE) Avantax since 2006 – with annual values, charts, and detailed analysis.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Equity (ROE)'s Avantax with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Equity (ROE)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Equity (ROE).

Access this data via the Eulerpool API

Profitability — Avantax

All Key Metrics — Avantax