Logo image of AVTA

AVANTAX INC (AVTA) Stock Price, Forecast & Analysis

USA - Nasdaq - NASDAQ:AVTA - US0952291005 - Common Stock

25.99 USD
-0.01 (-0.04%)
Last: 11/27/2023, 8:00:01 PM
25.995 USD
+0.01 (+0.02%)
After Hours: 11/27/2023, 8:00:01 PM

AVTA Key Statistics, Chart & Performance

Key Statistics
Market Cap956.69M
Revenue(TTM)729.60M
Net Income(TTM)371.80M
Shares36.81M
Float35.07M
52 Week High30.23
52 Week Low19.13
Yearly Dividend0
Dividend YieldN/A
EPS(TTM)0.01
PE2599
Fwd PE29.29
Earnings (Next)02-13
IPO1998-12-15
Sector
GICS SectorFinancials
GICS IndustryCapital Markets
GICS IndustryGroupFinancial Services
AVTA short term performance overview.The bars show the price performance of AVTA in the last week, last 2 weeks, last month, last 3 and 6 months. 1 week 2 week 1 month 3 months 6 months 5 10 15 20

AVTA long term performance overview.The bars show the price performance of AVTA in the last 1, 2 and 3 years. 1 year 2 years 3 years 20 40 60 80

The current stock price of AVTA is 25.99 USD. In the past month the price increased by 0.85%. In the past year, price increased by 4.34%.

AVANTAX INC / AVTA Daily stock chart

AVTA Technical Analysis

ChartMill assigns a technical rating of 8 / 10 to AVTA. When comparing the yearly performance of all stocks, AVTA is one of the better performing stocks in the market, outperforming 83.37% of all stocks.


Chartmill TA Rating
Chartmill Setup Rating

AVTA Fundamental Analysis

ChartMill assigns a fundamental rating of 3 / 10 to AVTA. AVTA has only an average score on both its financial health and profitability.


Chartmill FA Analysis
Valuation
Growth
Profitability
Health
Dividend

AVTA Financial Highlights

Over the last trailing twelve months AVTA reported a non-GAAP Earnings per Share(EPS) of 0.01. The EPS decreased by -99.36% compared to the year before.


Industry RankSector Rank
PM (TTM) 50.96%
ROA 45.03%
ROE 92.1%
Debt/Equity 0.62
Chartmill High Growth Momentum
EPS Q2Q%80%
Sales Q2Q%16.55%
EPS 1Y (TTM)-99.36%
Revenue 1Y (TTM)63.81%

AVTA Forecast & Estimates

10 analysts have analysed AVTA and the average price target is 29.24 USD. This implies a price increase of 12.5% is expected in the next year compared to the current price of 25.99.

For the next year, analysts expect an EPS growth of -76.46% and a revenue growth -17.5% for AVTA


Analysts
Analysts76
Price Target29.24 (12.5%)
EPS Next Y-76.46%
Revenue Next Year-17.5%

AVTA Ownership

Ownership
Inst OwnersN/A
Ins OwnersN/A
Short Float %N/A
Short RatioN/A

AVTA Competitors/Peers

The largest stocks on the US markets in the "Asset Management & Custody Banks" sub-industry
Full List
Symbol
Company Name
TA
FA
PE
Market Cap
BX BLACKSTONE INC 29.67 199.44B
BLK BLACKROCK INC 24.2 180.47B
KKR KKR & CO INC 25.97 117.14B
BAM BROOKFIELD ASSET MGMT-A 32.38 86.45B
BK BANK OF NEW YORK MELLON CORP 16.16 84.61B
SATA STRIVE INC - ASST 12 PERP N/A 81.98B
ARES ARES MANAGEMENT CORP - A 37.38 55.47B
AMP AMERIPRISE FINANCIAL INC 13.46 47.32B
STT STATE STREET CORP 12.41 35.76B
NTRS NORTHERN TRUST CORP 16.97 27.53B
TPG TPG INC 27.86 24.94B
OWL BLUE OWL CAPITAL INC 19.67 24.84B

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About AVTA

Company Profile

AVTA logo image Avantax, Inc. engages in the provision of integrated tax-focused wealth management services and software. The company is headquartered in Dallas, Texas and currently employs 727 full-time employees. 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.

Company Info

AVANTAX INC

3200 Olympus Blvd., Suite 100

Dallas TEXAS US

Employees: 727

AVTA Company Website

Phone: 19728706000.0

AVANTAX INC / AVTA FAQ

Can you describe the business of AVANTAX INC?

Avantax, Inc. engages in the provision of integrated tax-focused wealth management services and software. The company is headquartered in Dallas, Texas and currently employs 727 full-time employees. 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.


What is the current price of AVTA stock?

The current stock price of AVTA is 25.99 USD. The price decreased by -0.04% in the last trading session.


What is the dividend status of AVANTAX INC?

AVTA does not pay a dividend.


How is the ChartMill rating for AVANTAX INC?

AVTA has a ChartMill Technical rating of 8 out of 10 and a ChartMill Fundamental rating of 3 out of 10.


What sector and industry does AVANTAX INC belong to?

AVANTAX INC (AVTA) operates in the Financials sector and the Capital Markets industry.


Is AVANTAX INC (AVTA) stock a good buy?

This depends on your investment goals. Check the Technical and Fundamental Analysis tabs for insights on AVTA.


When does AVANTAX INC (AVTA) report earnings?

AVANTAX INC (AVTA) will report earnings on 2024-02-13, after the market close.