- $957.11m
- $1.11bn
- $666.50m
- 65
- 43
- 84
- 69
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 26.84 | ||
| PEG Ratio (f) | 0.49 | ||
| EPS Growth (f) | 120.09% | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 2.37 | ||
| Price to Tang. Book | n/a | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 1.31 | ||
| EV to EBITDA | 19.31 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 2.36% | ||
| Return on Equity | 0.06% | ||
| Operating Margin | 2.38% | ||
Financial Summary
| Year End 31st Dec | Unit | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 560.46 | 717.95 | 546.19 | 658.21 | 666.5 | 753.2 | 817.81 | 5.52% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +137.83 | +85.03 | n/a | n/a | n/a | +539.74 | +112.92 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.
Directors
- Georganne Proctor NEC (64)
- Christopher Walters PRE (46)
- Marc Mehlman CFO (44)
- Curtis Campbell CEX (49)
- Todd Mackay CEX (47)
- Jody Diaz CHO
- Mimi Carsley SVP (51)
- Dilip Nagaraja CTO
- Stacy Murray CAO (46)
- Ann Bruder CAD (55)
- Raj Doshi CMO
- Steven Aldrich IND (51)
- Mark Ernst IND (62)
- E. Carol Hayles IND (60)
- Tina Perry IND (48)
- Karthik Rao IND (47)
- Jana Schreuder IND (63)
- Mary Zappone IND (56)
- Last Annual
- December 31st, 2022
- Last Interim
- September 30th, 2023
- Incorporated
- April 9th, 1996
- Public Since
- December 15th, 1998
- No. of Shareholders
- 292
- No. of Employees
- 727
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
NASDAQ Global Select Market- Shares in Issue
- 36,811,784
- Address
- 3200 Olympus Blvd., Suite 100, DALLAS, 75019
- Web
- https://www.avantax.com/
- Phone
- +1 9728706000
- Contact
- Dee Littrell
- Auditors
- Ernst & Young LLP
Upcoming Events for AVTA
Avantax Inc Annual Shareholders Meeting
Q1 2024 Avantax Inc Earnings Release
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FAQ
What is the Avantax share price?
As of Today at 18:03 UTC, shares in Avantax are trading at $26.00. This share price information is delayed by 15 minutes.
How has the Avantax share price performed this year?
Shares in Avantax last closed at $26.00 and the price had moved by +6.95% over the past 365 days. In terms of relative price strength the Avantax share price has underperformed the S&P500 Index by -5.56% over the past year.
What are the analyst and broker recommendations for Avantax?
The overall consensus recommendation for Avantax is Hold. You can view the full broker recommendation list by unlocking its StockReport.
What is the Avantax dividend yield?
Avantax does not currently pay a dividend.
Does Avantax pay a dividend?
Avantax does not currently pay a dividend.
When does Avantax next pay dividends?
Avantax does not currently pay a dividend.
How do I buy Avantax shares?
To buy shares in Avantax you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Avantax?
As of the previous close price of $26.00, shares in Avantax had a market capitalisation of $957.11m.
Where are Avantax shares listed?
Here are the trading details for Avantax:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: AVTA
What kind of share is Avantax?
Based on an overall assessment of its quality, value and momentum Avantax is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Avantax share price forecast for 2023?
The analyst consensus target price for shares in Avantax is $28.67. That is 10.27% above the last closing price of $26.00.
Analysts covering Avantax currently have a consensus Earnings Per Share (EPS) forecast of $0.48 for the next financial year.
What is the trend in the Avantax share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Avantax. Over the past six months, its share price has outperformed the S&P500 Index by +11.24%.
As of the last closing price of $26.00, shares in Avantax were trading +5.54% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Avantax PE Ratio?
The Avantax PE ratio based on its reported earnings over the past 12 months is 26.84. The shares last closed at $26.00.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Avantax?
Avantax's management team is headed by:
- Georganne Proctor - NEC
- Christopher Walters - PRE
- Marc Mehlman - CFO
- Curtis Campbell - CEX
- Todd Mackay - CEX
- Jody Diaz - CHO
- Mimi Carsley - SVP
- Dilip Nagaraja - CTO
- Stacy Murray - CAO
- Ann Bruder - CAD
- Raj Doshi - CMO
- Steven Aldrich - IND
- Mark Ernst - IND
- E. Carol Hayles - IND
- Tina Perry - IND
- Karthik Rao - IND
- Jana Schreuder - IND
- Mary Zappone - IND