Avantax, Inc.

Avantax, Inc.verified

AVTA

Price:

$25.99

Market Cap:

$0

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.[Read more]

Industry

Asset Management

IPO Date

1998-12-15

Stock Exchange

NASDAQ

Ticker

AVTA

The Enterprise Value as of September 2024 (TTM) for Avantax, Inc. (AVTA) is 186.67M

According to Avantax, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 186.67M. This represents a change of -83.03% compared to the average of 1.10B of the last 4 quarters.

Avantax, Inc. (AVTA) Historical Enterprise Value (quarterly & annually)

How has AVTA Enterprise Value performed in the past?

The mean historical Enterprise Value of Avantax, Inc. over the last ten years is 1.19B. The current 186.67M Enterprise Value has changed 1.47% with respect to the historical average. Over the past ten years (40 quarters), AVTA's Enterprise Value was at its highest in in the September 2018 quarter at 1.98B. The Enterprise Value was at its lowest in in the March 2016 quarter at 653.36M.

Quarterly (TTM)
Annual

Average

1.19B

Median

1.25B

Minimum

805.82M

Maximum

1.58B

Avantax, Inc. (AVTA) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Avantax, Inc. Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 115.22%

Maximum Annual Enterprise Value = 1.58B

Minimum Annual Increase = -41.35%

Minimum Annual Enterprise Value = 805.82M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2022996.83M-23.06%
20211.30B7.40%
20201.21B-23.79%
20191.58B10.03%
20181.44B11.72%
20171.29B33.54%
2016964.16M5.11%
2015917.32M13.84%
2014805.82M-41.35%
20131.37B115.22%

Avantax, Inc. (AVTA) Average Enterprise Value

How has AVTA Enterprise Value performed in the past?

The current Enterprise Value of Avantax, Inc. (AVTA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

1.17B

5-year avg

1.30B

10-year avg

1.19B

Avantax, Inc. (AVTA) Enterprise Value vs. Peers

How is AVTA’s Enterprise Value compared to its peers?

Avantax, Inc.’s Enterprise Value is less than Abrdn Emerging Markets Equity Income Fund Inc (304.85M), less than DWS Municipal Income Trust (406.97M), less than AssetMark Financial Holdings, Inc. (2.46B), less than BlackRock Municipal Income Fund, Inc. (918.71M), less than BlackRock MuniYield Fund, Inc. (526.69M), less than Brookfield Business Corporation (9.45B), less than BrightSphere Investment Group Inc. (1.23B), less than Focus Financial Partners Inc. (6.26B), greater than Elysee Development Corp. (8.70M), less than BlackRock MuniVest Fund II, Inc. (239.00M), greater than MFS Special Value Trust (32.15M), less than Federated Hermes Premier Municipal Income Fund (231.30M), less than Diamond Hill Investment Group, Inc. (399.76M), greater than NXG NextGen Infrastructure Income Fund (157.32M), less than Federated Hermes, Inc. (3.05B), less than Blackrock Innovation & Growth Trust (1.56B), less than BlackRock Health Sciences Trust II (1.65B), less than Blackrock Resources & Commodities Strategy Trust (773.62M), less than Virtus Diversified Income & Convertible Fund (284.18M), less than BlackRock ESG Capital Allocation Trust (1.79B),

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Frequently asked questions❓

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How does the current Enterprise Value for Avantax, Inc. (AVTA) compare to its historical average?