Avantax, Inc. – NASDAQ:AVTA

Market closed

Open in about 3 hours

+1.25%

month

+27.26%

quarter

Market Cap	N/A
Enterprise value	N/A

P/E	N/A
EV/Sales	N/A
EV/EBITDA	N/A
Price/Sales	N/A
Price/Book	N/A
PEG ratio	N/A
EPS	0.01

Revenue	729.64M
EBITDA	57.97M
Income	239K
Revenue Q/Q	12.02%
Revenue Y/Y	-20.21%

Profit margin	0%
Oper. margin	0%
Gross margin	0%
EBIT margin	0%
EBITDA margin	7.95%

Get more financial ratios!

Every financial ratio you might need
10 years history
Forward ratios (Analysts estimates)

Personalize your watchlist with companies you want to keep track of and get notified in the smart feed every time fresh news arrives.

Avantax, Inc. (NASDAQ:AVTA): Profit margin
Dec 2022	172.39M	-1.59M	-0.93%
Mar 2023	177.98M	-248K	-0.14%
Jun 2023	186.92M	3.58M	1.92%
Sep 2023	192.34M	-1.49M	-0.78%

Avantax, Inc. (NASDAQ:AVTA): Debt to assets
Dec 2022	963515000	220.31M	22.87%
Mar 2023	847270000	379.22M	44.76%
Jun 2023	821640000	410.44M	49.95%
Sep 2023	825679000	421.99M	51.11%

Avantax, Inc. (NASDAQ:AVTA): Cash Flow
Dec 2022	44.70M	686.73M	-524.42M
Mar 2023	988K	-2.34M	-117.61M
Jun 2023	-76.20M	-6.38M	47.43M
Sep 2023	11.65M	-5.32M	-9.69M

Avantax alternative data

Avantax, Inc. (NASDAQ:AVTA): Employee count
Aug 2023	727
Sep 2023	727
Oct 2023	727
Nov 2023	727
Dec 2023	727
Jan 2024	727
Feb 2024	727
Mar 2024	727
Apr 2024	727
May 2024	727
Jun 2024	727
Jul 2024	727

Avantax
Earnings Call Transcripts

Quarter	Transcript
Q2 2023 12 Aug 2023	Q2 2023 Earnings Call Transcript
Q1 2023 14 May 2023	Q1 2023 Earnings Call Transcript
Q4 2022 16 Feb 2023	Q4 2022 Earnings Call Transcript
Q3 2022 1 Nov 2022	Q3 2022 Earnings Call Transcript

AVTA earnings call transcripts

Avantax
Latest News

Tuesday, 26 November 2024
10:03	Avantax Welcomes Independent Financial Advisor Andrew Erickson	businesswire.com
Wednesday, 20 November 2024
10:03	Avantax National Conference Focuses Financial Professionals on Evolving from Fiduciary to Stewardship Relationships with Clients	businesswire.com
Thursday, 26 September 2024
10:03	Avantax Acquires SEP Financial Services from Veteran Independent Financial Advisor Stephen E. Plain	businesswire.com
Tuesday, 23 July 2024
10:03	Avantax Wealth Management Welcomes Noble Oak Financial	globenewswire.com
Wednesday, 17 July 2024
10:17	Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets	globenewswire.com
Tuesday, 2 July 2024
10:03	Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards	globenewswire.com
Tuesday, 4 June 2024
10:03	Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann	globenewswire.com
Monday, 20 May 2024
10:18	Psagot Value Holdings Ltd. Israel Buys 509 Shares of NVIDIA Co. (NASDAQ:NVDA)	https://www.defenseworld.net
08:58	Avantax Advisory Services Inc. Increases Stake in NVIDIA Co. (NASDAQ:NVDA)	https://www.defenseworld.net
08:04	Quadrant Capital Group LLC Has $237,000 Stock Position in Edison International (NYSE:EIX)	https://www.defenseworld.net
08:04	Watsco, Inc. (NYSE:WSO) Shares Sold by Avantax Advisory Services Inc.	https://www.defenseworld.net
07:32	Quadrant Capital Group LLC Buys 247 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)	https://www.defenseworld.net
07:28	Meridian Wealth Management LLC Invests $218,000 in UBS AG FI Enhanced Large Cap Growth ETN (NYSEARCA:FBGX)	https://www.defenseworld.net
07:24	Avantax Advisory Services Inc. Sells 1,112 Shares of Albemarle Co. (NYSE:ALB)	https://www.defenseworld.net
07:24	Avantax Advisory Services Inc. Acquires 11,449 Shares of Corning Incorporated (NYSE:GLW)	https://www.defenseworld.net
07:24	Foundations Investment Advisors LLC Trims Holdings in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)	https://www.defenseworld.net
07:16	Janney Montgomery Scott LLC Increases Holdings in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)	https://www.defenseworld.net
05:06	The India Fund, Inc. (NYSE:IFN) Shares Purchased by National Bank of Canada FI	https://www.defenseworld.net
04:58	Natixis Advisors L.P. Makes New $217,000 Investment in Ecopetrol S.A. (NYSE:EC)	https://www.defenseworld.net
Thursday, 16 May 2024
10:03	Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax's Employee-based Model	globenewswire.com
Wednesday, 1 May 2024
10:03	Avantax Acquires Integrated Tax & Wealth Strategies' $760 Million Wealth Management Business	globenewswire.com
Monday, 27 November 2023
16:05	Cetera Holdings Announces Close of Avantax Acquisition	prnewswire.com
Tuesday, 21 November 2023
09:15	Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets	globenewswire.com
Thursday, 16 November 2023
09:15	Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community	globenewswire.com
Sunday, 12 November 2023
08:13	3 Russell 2000 Stocks That Are Underfollowed and Undervalued	InvestorPlace
Thursday, 14 September 2023
19:05	Why Avantax Stock Soared 29% This Week	The Motley Fool
Monday, 11 September 2023
13:30	Cetera to Aquire Avantax in $1.2 Billion Cash Deal	Investopedia
08:51	Avantax to go private in deal valued at $1.2B	Market Watch
Tuesday, 15 August 2023
05:20	The 3 Most Undervalued Financial Services Stocks to Buy Now: August 2023	InvestorPlace
Saturday, 12 August 2023
12:59	Avantax, Inc. (AVTA) Q2 2023 Earnings Call Transcript	Seeking Alpha

Ideas & Opinions

Seeking Alpha 25 Jun 2023

Avantax: Very Undervalued Stock, Selling Assets, And With An Activist

Frequently Asked Questions (FAQ)

When is Avantax's next earnings date?

Unfortunately, Avantax's (AVTA) next earnings date is currently unknown.
Does Avantax pay dividends?

No, Avantax does not pay dividends.
What is Avantax's stock symbol?

Avantax, Inc. is traded on the NASDAQ under the ticker symbol "AVTA".
What is Avantax's primary industry?

Company operates in the Financial Services sector and Asset Management industry.
How do i buy shares of Avantax?

Shares of Avantax can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
How many employees does Avantax have?

As Jul 2024, Avantax employs 727 workers.
When Avantax went public?

Avantax, Inc. is publicly traded company for more then 26 years since IPO on 15 Dec 1998.
What is Avantax's official website?

The official website for Avantax is avantax.com.
Where are Avantax's headquarters?

Avantax is headquartered at 3200 Olympus Boulevard, Coppell, TX.
How can i contact Avantax?

Avantax's mailing address is 3200 Olympus Boulevard, Coppell, TX and company can be reached via phone at +972 8706400.

Avantax, Inc.

avantax.com

Exchange:

NASDAQ

Full time employees:

727

Industry:

Asset Management

Sector:

Financial Services

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

+972 8706400

3200 Olympus Boulevard
Coppell, TX 75019

CIK: 0001068875
:
: