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
According to Avantax, Inc.’s latest financial reports and current stock price. The company's current ROE is 0.51%. This represents a change of 781.22% compared to the average of 0.06% of the last 4 quarters.
The mean historical ROE of Avantax, Inc. over the last ten years is -11.32%. The current 0.51% ROE has changed -104.52% with respect to the historical average. Over the past ten years (40 quarters), AVTA's ROE was at its highest in in the June 2020 quarter at 13.03%. The ROE was at its lowest in in the March 2020 quarter at -96.73%.
Average
-11.32%
Median
1.35%
Minimum
-109.76%
Maximum
8.33%
Discovering the peaks and valleys of Avantax, Inc. ROE, 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 = 80.24%
Maximum Annual ROE = 8.33%
Minimum Annual Increase = -1566.92%
Minimum Annual ROE = -109.76%
Year | ROE | Change |
---|---|---|
2022 | 0.42% | -81.51% |
2021 | 2.27% | -102.07% |
2020 | -109.76% | -1566.92% |
2019 | 7.48% | -10.22% |
2018 | 8.33% | 66.86% |
2017 | 4.99% | -131.96% |
2016 | -15.62% | 80.24% |
2015 | -8.67% | 16.82% |
2014 | -7.42% | -256.35% |
2013 | 4.75% | -12.46% |
The current ROE of Avantax, Inc. (AVTA) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
-35.69%
5-year avg
-18.25%
10-year avg
-11.32%
Avantax, Inc.’s ROE is less than Abrdn Emerging Markets Equity Income Fund Inc (22.40%), less than DWS Municipal Income Trust (3.59%), less than AssetMark Financial Holdings, Inc. (11.13%), less than BlackRock Municipal Income Fund, Inc. (0.27%), greater than BlackRock MuniYield Fund, Inc. (-0.96%), greater than Brookfield Business Corporation (-5.29%), greater than BrightSphere Investment Group Inc. (-864.90%), less than Focus Financial Partners Inc. (13.02%), greater than Elysee Development Corp. (-30.53%), greater than BlackRock MuniVest Fund II, Inc. (-1.05%), greater than MFS Special Value Trust (-3.90%), less than Federated Hermes Premier Municipal Income Fund (3.80%), less than Diamond Hill Investment Group, Inc. (30.80%), less than NXG NextGen Infrastructure Income Fund (7.57%), less than Federated Hermes, Inc. (23.52%), less than Blackrock Innovation & Growth Trust (10.44%), greater than BlackRock Health Sciences Trust II (0%), less than Blackrock Resources & Commodities Strategy Trust (4.30%), less than Virtus Diversified Income & Convertible Fund (13.24%), less than BlackRock ESG Capital Allocation Trust (16.66%),
Company | ROE | Market cap |
---|---|---|
22.40% | $264.42M | |
3.59% | $386.24M | |
11.13% | $2.64B | |
0.27% | $904.22M | |
-0.96% | $510.39M | |
-5.29% | $1.94B | |
-864.90% | $1.16B | |
13.02% | $3.50B | |
-30.53% | $5.95M | |
-1.05% | $228.22M | |
-3.90% | $32.15M | |
3.80% | $127.63M | |
30.80% | $464.34M | |
7.57% | $131.55M | |
23.52% | $3.46B | |
10.44% | $1.72B | |
0% | $1.58B | |
4.30% | $767.43M | |
13.24% | $230.12M | |
16.66% | $1.74B |
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What is the 3-year average ROE for Avantax, Inc. (AVTA)?
What is the 5-year average ROE for Avantax, Inc. (AVTA)?
How does the current ROE for Avantax, Inc. (AVTA) compare to its historical average?