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 ROE as of November 2024 (TTM) for Avantax, Inc. (AVTA) is 0.05%

According to Avantax, Inc.’s latest financial reports and current stock price. The company's current ROE is 0.05%. This represents a change of -18.79% compared to the average of 0.06% of the last 4 quarters.

Avantax, Inc. (AVTA) Historical ROE (quarterly & annually)

How has AVTA ROE performed in the past?

The mean historical ROE of Avantax, Inc. over the last ten years is -11.32%. The current 0.05% ROE has changed -100.42% 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%.

Quarterly (TTM)
Annual

Average

-11.32%

Median

1.35%

Minimum

-109.76%

Maximum

8.33%

Avantax, Inc. (AVTA) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
20220.42%-81.51%
20212.27%-102.07%
2020-109.76%-1566.92%
20197.48%-10.22%
20188.33%66.86%
20174.99%-131.96%
2016-15.62%80.24%
2015-8.67%16.82%
2014-7.42%-256.35%
20134.75%-12.46%

Avantax, Inc. (AVTA) Average ROE

How has AVTA ROE performed in the past?

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. (AVTA) ROE vs. Peers

How is AVTA’s ROE compared to its peers?

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%), less than Brookfield Business Corporation (73.79%), greater than BrightSphere Investment Group Inc. (-864.90%), less than Focus Financial Partners Inc. (5.01%), greater than Elysee Development Corp. (-30.53%), greater than BlackRock MuniVest Fund II, Inc. (-1.05%), less than MFS Special Value Trust (4.69%), less than Federated Hermes Premier Municipal Income Fund (3.80%), less than Diamond Hill Investment Group, Inc. (25.82%), less than NXG NextGen Infrastructure Income Fund (7.57%), less than Federated Hermes, Inc. (23.86%), 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%),

Build a custom stock screener for Avantax, Inc. (AVTA) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Avantax, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Avantax, Inc. (AVTA) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Avantax, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Avantax, Inc.'s ROE?

How is the ROE calculated for Avantax, Inc. (AVTA)?

What is the highest ROE for Avantax, Inc. (AVTA)?

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?