See more : Shakti Pumps (India) Limited (SHAKTIPUMP.BO) Income Statement Analysis – Financial Results
Complete financial analysis of Avantax, Inc. (AVTA) income statement, including revenue, profit margins, EPS and key performance metrics. Get detailed insights into the financial performance of Avantax, Inc., a leading company in the Asset Management industry within the Financial Services sector.
You may be interested
- IWG plc (IWG.L) Income Statement Analysis – Financial Results
- TravelCenters of America LLC SR NT (TANNL) Income Statement Analysis – Financial Results
- Mitsui E&S Holdings Co., Ltd. (7003.T) Income Statement Analysis – Financial Results
- PT. Indo-Rama Synthetics Tbk (INDR.JK) Income Statement Analysis – Financial Results
- AVANGARD Joint Stock BANK (AVAN.ME) Income Statement Analysis – Financial Results
Avantax, Inc. (AVTA)
About Avantax, Inc.
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.
| Metric | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 666.50M | 885.20M | 754.95M | 717.95M | 560.46M | 509.56M | 455.91M | 117.71M | 580.72M | 573.98M | 406.92M | 228.81M | 246.84M | 207.65M | 156.73M | 140.54M | 371.74M | 339.97M | 249.35M | 160.05M | 136.14M | 161.92M | 214.53M | 36.90M | 9.40M |
| Cost of Revenue | 444.92M | 479.85M | 398.29M | 362.77M | 297.21M | 279.88M | 256.51M | 26.47M | 320.50M | 340.46M | 267.45M | 154.96M | 158.55M | 136.20M | 87.51M | 71.57M | 209.55M | 166.73M | 106.91M | 29.26M | 36.78M | 41.84M | 23.44M | 2.90M | -600.00K |
| Gross Profit | 221.58M | 405.35M | 356.66M | 355.17M | 263.25M | 229.68M | 199.40M | 91.24M | 260.22M | 233.52M | 139.47M | 73.85M | 88.29M | 71.45M | 69.22M | 68.97M | 162.19M | 173.24M | 142.45M | 130.80M | 99.36M | 120.08M | 191.09M | 34.00M | 10.00M |
| Gross Profit Ratio | 33.25% | 45.79% | 47.24% | 49.47% | 46.97% | 45.07% | 43.74% | 77.51% | 44.81% | 40.68% | 34.27% | 32.28% | 35.77% | 34.41% | 44.17% | 49.08% | 43.63% | 50.96% | 57.13% | 81.72% | 72.98% | 74.16% | 89.08% | 92.14% | 106.38% |
| Research & Development | 8.70M | 30.70M | 27.26M | 30.93M | 19.33M | 19.61M | 17.78M | 5.11M | 20.67M | 11.68M | 9.97M | 7.16M | 9.75M | 5.62M | 9.93M | 9.92M | 46.34M | 31.20M | 23.14M | 23.67M | 35.20M | 39.34M | 40.62M | 3.20M | 600.00K |
| General & Administrative | 92.76M | 98.67M | 82.16M | 78.53M | 60.12M | 52.67M | 47.40M | 43.56M | 39.12M | 29.85M | 27.42M | 21.54M | 33.45M | 23.59M | 24.08M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Selling & Marketing | 97.91M | 173.33M | 177.62M | 126.21M | 111.36M | 102.80M | 89.36M | 45.85M | 118.12M | 98.68M | 44.14M | 21.51M | 35.82M | 25.38M | 24.26M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| SG&A | 190.67M | 272.00M | 259.78M | 204.73M | 171.49M | 155.47M | 136.76M | 89.42M | 157.24M | 128.53M | 71.56M | 43.05M | 69.28M | 48.97M | 48.34M | 134.34M | 98.24M | 71.30M | 59.83M | 86.28M | 89.60M | 118.33M | 125.09M | 33.40M | 9.00M |
| Other Expenses | 37.73M | 39.23M | 37.04M | 42.84M | -15.80M | -44.55M | -39.78M | -12.54M | -14.77M | -29.62M | 205.00K | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Operating Expenses | 237.10M | 341.93M | 324.07M | 278.50M | 195.29M | 178.54M | 158.42M | 96.05M | 205.85M | 159.07M | 95.26M | 53.62M | 82.49M | 61.83M | 63.71M | 146.56M | 172.88M | 126.83M | 96.67M | 120.96M | 222.20M | 394.39M | 349.24M | 42.20M | 12.10M |
| Cost & Expenses | 682.02M | 821.78M | 722.36M | 641.27M | 492.49M | 458.42M | 414.92M | 122.52M | 526.34M | 499.53M | 362.71M | 208.58M | 241.04M | 198.03M | 151.22M | 218.12M | 382.43M | 293.55M | 203.58M | 150.21M | 258.99M | 436.23M | 372.68M | 45.10M | 11.50M |
| Interest Income | 217.00K | 21.00K | 65.00K | 449.00K | 349.00K | 110.00K | 81.00K | 609.00K | 352.00K | 300.00K | 131.00K | 369.00K | 331.00K | 3.39M | 7.32M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Interest Expense | 475.00K | 29.95M | 25.26M | 19.25M | 15.77M | 23.16M | 37.11M | 12.91M | 14.89M | 12.30M | 3.85M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Depreciation & Amortization | 31.83M | 43.43M | 39.91M | 44.21M | 38.59M | 38.14M | 38.69M | 22.59M | 36.68M | 28.27M | 23.01M | 7.46M | 7.09M | 7.25M | 7.34M | 5.54M | 28.30M | 24.33M | 16.89M | 18.97M | 35.94M | 256.07M | 183.53M | 5.60M | 2.50M |
| EBITDA | 22.21M | 104.72M | -269.12M | 119.95M | 106.84M | 88.18M | 78.25M | 17.78M | 19.42M | 102.71M | 72.62M | 27.69M | 13.70M | 9.62M | 5.72M | -63.62M | 80.17M | -7.48M | 54.70M | 48.27M | 8.99M | 205.68M | 144.28M | 10.90M | 7.40M |
| EBITDA Ratio | 3.33% | 11.83% | 8.76% | 16.71% | 19.06% | 18.13% | 18.32% | 15.11% | 26.50% | 17.90% | 16.40% | 12.10% | 11.43% | 9.10% | 3.65% | -45.27% | 21.57% | -2.20% | 21.94% | 30.16% | 6.60% | 127.02% | 67.25% | 29.54% | 78.72% |
| Operating Income | -15.52M | 61.29M | 26.20M | 75.75M | 67.68M | 48.04M | 37.12M | -4.81M | -8.44M | 74.45M | 43.72M | 20.23M | 5.80M | 9.62M | 5.50M | -87.18M | -73.01M | 46.42M | 45.56M | -1.88M | -124.68M | -291.70M | -158.15M | -8.20M | -2.10M |
| Operating Income Ratio | -2.33% | 6.92% | 3.47% | 10.55% | 12.08% | 9.43% | 8.14% | -4.08% | -1.45% | 12.97% | 10.74% | 8.84% | 2.35% | 4.63% | 3.51% | -62.03% | -19.64% | 13.65% | 18.27% | -1.18% | -91.58% | -180.15% | -73.72% | -22.22% | -22.34% |
| Total Other Income/Expenses | 3.71M | -62.75M | -280.42M | -92.65M | -15.80M | -44.55M | -39.78M | -12.54M | -28.11M | -29.62M | -12.98M | 0.00 | 7.41M | -2.03M | -21.37M | 16.11M | 19.38M | 89.48M | 5.42M | -3.56M | -13.52M | -211.04M | -122.07M | -13.50M | -7.00M |
| Income Before Tax | -11.81M | -1.46M | -300.42M | -16.91M | 51.88M | 3.49M | -2.66M | -17.35M | -23.21M | 44.83M | 37.53M | 20.23M | 21.11M | 7.58M | -15.88M | -71.07M | -53.63M | 135.89M | 50.97M | -5.44M | -138.20M | -498.24M | -280.22M | -21.70M | -9.10M |
| Income Before Tax Ratio | -1.77% | -0.17% | -39.79% | -2.35% | 9.26% | 0.68% | -0.58% | -14.74% | -4.00% | 7.81% | 9.22% | 8.84% | 8.55% | 3.65% | -10.13% | -50.57% | -14.43% | 39.97% | 20.44% | -3.40% | -101.51% | -307.71% | -130.62% | -58.81% | -96.81% |
| Income Tax Expense | -14.93M | -9.22M | 42.33M | -65.05M | 311.00K | -25.89M | -1.29M | -4.62M | 12.34M | 20.43M | 15.00M | -12.02M | 7.41M | -2.18M | 598.00K | 19.67M | -38.54M | -23.48M | -29.00K | 876.00K | 430.00K | 664.00K | 137.10K | 13.50M | 7.00M |
| Net Income | 3.12M | 7.76M | -342.76M | 48.15M | 50.63M | 27.04M | -65.16M | -40.07M | -35.55M | 24.40M | 22.53M | 22.33M | 13.70M | 9.76M | -18.70M | 14.58M | -15.09M | 159.37M | 82.40M | -6.32M | -345.25M | -502.08M | -282.41M | -21.70M | -9.10M |
| Net Income Ratio | 0.47% | 0.88% | -45.40% | 6.71% | 9.03% | 5.31% | -14.29% | -34.05% | -6.12% | 4.25% | 5.54% | 9.76% | 5.55% | 4.70% | -11.93% | 10.37% | -4.06% | 46.88% | 33.05% | -3.95% | -253.60% | -310.08% | -131.64% | -58.81% | -96.81% |
| EPS | 0.07 | 0.16 | -7.14 | 1.00 | 1.07 | 0.61 | -1.60 | -0.98 | -0.86 | 0.59 | 0.56 | 0.59 | 0.13 | 0.28 | -0.54 | 0.67 | -0.46 | 4.94 | 2.57 | -0.20 | -11.26 | -15.77 | -92.75 | -0.21 | -0.07 |
| EPS Diluted | 0.06 | 0.16 | -7.14 | 0.98 | 1.03 | 0.57 | -1.57 | -0.98 | -0.86 | 0.56 | 0.54 | 0.58 | 0.13 | 0.28 | -0.54 | 0.67 | -0.46 | 4.47 | 2.26 | -0.20 | -11.26 | -15.77 | -92.75 | -0.21 | -0.07 |
| Weighted Avg Shares Out | 47.99M | 48.34M | 47.98M | 48.26M | 47.39M | 44.37M | 40.74M | 40.96M | 41.40M | 41.20M | 40.28M | 37.95M | 35.89M | 34.98M | 34.42M | 32.64M | 33.04M | 35.62M | 32.11M | 31.23M | 30.66M | 31.84M | 3.04M | 103.10M | 122.12M |
| Weighted Avg Shares Out (Dil) | 49.18M | 48.58M | 47.98M | 49.28M | 49.38M | 47.21M | 41.49M | 40.96M | 41.40M | 43.48M | 41.67M | 38.62M | 36.83M | 35.43M | 34.42M | 32.64M | 33.04M | 35.62M | 36.46M | 31.23M | 30.66M | 31.84M | 3.04M | 103.10M | 122.12M |
SYF or AVTA: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Synchrony (SYF) or Avantax (AVTA). But which of these two stocks presents investors with the better value opportunity right now?
Avantax (AVTA) Surges 6.0%: Is This an Indication of Further Gains?
Avantax (AVTA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Avantax: Very Undervalued Stock, Selling Assets, And With An Activist
Avantax expects revenue growth in 2023 and has implemented aggressive actions to enhance its valuation, including a Dutch tender offer and a stock repurchase program. The company offers integrated tax-focused wealth management services and platforms, and its strategy is expected...
Avantax, Inc. (AVTA) Q1 2023 Earnings Call Transcript
Avantax, Inc. (NASDAQ:AVTA ) Q1 2023 Earnings Conference Call May 9, 2023 8:30 AM ET Company Participants Dee Littrell - Investor Relations Chris Walters - Chief Executive Officer Marc Mehlman - Chief Financial Officer Conference Call Participants Jeff Schmitt -...
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023
DALLAS, April 24, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its first quarter 2023 financial results following market close on Monday, May 8,...
7 Great Growth Stocks for Your March Buy List
This list of growth stocks investors have to choose from is relatively long. Indeed, most growth stocks provide significant volatility.
Avantax, Inc. (AVTA) Q4 2022 Earnings Call Transcript
Avantax, Inc. (NASDAQ:AVTA ) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ET Company Participants Dee Littrell - IR Chris Walters - CEO Marc Mehlman - CFO Conference Call Participants Josh Siegler - Cantor Fitzgerald Daniel Kurnos -...
Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023
DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its fourth quarter 2022 financial results following market close on Wednesday, February 15,...
Source: https://incomestatements.info
Category: Stock Reports