Avantax Inc (AVTA) Return on Assets ROA from the third quarter of 2023 to third quarter of 2022 and for the year 2023, Average High and Low, Fundamental Ratios from Sep 30 2023 to Sep 30 2022 - CSIMarket
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Avantax Inc   (NASDAQ: AVTA)


Avantax Inc 's ROA from the third quarter of 2023 to the third quarter of 2022 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is Avantax Inc 's ROA in the third quarter of 2023?
Avantax Inc achieved a return on average assets (ROA) of 44.04 % in its third quarter of 2023, this is above AVTA's average return on assets of 3.16%.
Avantax Inc assets over the 12 months ending in its third quarter of 2023 are valued at $865 million

Despite the company's net income deteriorating, Avantax Inc was able to improve its ROA compared to the second quarter of 2023.

However, within the Financial sector 22 other companies had a higher return on assets. While the total ranking for ROA unchanged, relative to the second quarter of 2023 at no. 90.

What is ROA?


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Return On Assets (Sep 30 2023)
III. Quarter		 (Jun 30 2023)
II. Quarter		 (Mar 31 2023)
I. Quarter		 (Dec 31 2022)
IV. Quarter		 (Sep 30 2022)
III. Quarter
Y / Y Total Assets Change -19.49 % -25.24 % -21.84 % 12.46 % -7.06 %
Y / Y Net Income Change -38.12 % -88.75 % -96.66 % - 123 %
Net Income (TTM) in million 381 381 454 524 42
Return On Assets (TTM) 44.04 % 41.71 % 46.17 % 50.21 % 4.12 %
AVTA's Total Ranking # 90 # 90 # 90 # 82 # 1697
Total Assets (TTM) in million 826 822 847 964 1,026
Seq. Total Assets Change 0.49 % -3.03 % -12.06 % -6.05 % -6.69 %
Seq. Net Income Change -88.44 % 284.47 % -99.35 % 21223.46 % -97.9 %

AVTA's 5 Years Annual ROA >> Back to AVTA Management Effectiveness >> Compare AVTA ROA to its Competitors


Return On Assets Company Ranking
Within: No.
Industry # 3
Sector # 23
Overall # 88

Return On Assets Statistics
High Average Low
50.21 %
3.16 %
-34.44 %
(Dec 31 2022)   (Dec 31 2020)





Financial Statements
Avantax Inc 's Assets $ 826 million AVTA's Balance sheet
Avantax Inc 's Income $ 1 million Quarterly AVTA's Income Statement
AVTA's Income by Division See AVTA's Income by Division



Annual Return On Assets (Dec 31 2022)
FY 2022		 (Dec 31 2021)
FY 2021		 (Dec 31 2020)
FY 2020		 (Dec 31 2019)
FY 2019		 (Dec 31 2018)
FY 2018
Y / Y Total Assets Change -10.12 % 0.73 % -6.45 % 14.02 % -0.39 %
Total Assets in million 964 1,072 1,064 1,138 998
Y / Y Net Income Change 4458.98 % - - -6.63 % 75.55 %
Net Income in million 420 9 -343 48 52
Annual Return On Assets 43.62 % 0.86 % -32.21 % 4.23 % 5.17 %

AVTA's 5 Years Annual ROA >> Back to AVTA Management Effectiveness >> Compare AVTA ROA to its Competitors



Comment on AVTA's ROA in the fiscal year ending 2022
In the fiscal year 2022 ROA improved to 43.62 % compared to prior year, due to annual net income growth of 4458.98 % to $420.25 million, and due to decline of value in Avantax Inc 's assets by -10.12 % to $963.52 million, compared to $963.52 a year before.


More Return On Assets Ratios
AVTA's' Return on Assets at Yahoo Finance
Miscellaneous Financial Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
AVTA's Roa Ratio versus Miscellaneous Financial Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for AVTA's Competitors
Subscribers only: Roa for Avantax Inc 's Suppliers
Subscribers only: Return On Assets for AVTA's Customers

You may also want to know
AVTA's Roi AVTA's Inventory Turnover Ratio AVTA's Growth Rates AVTA's Dividend Comparisons
AVTA's Profitability Ratios AVTA's Asset Turnover Ratio AVTA's Dividend Growth
AVTA's Roe AVTA's Valuation Ratios AVTA's Financial Strength Ratios AVTA's Dividend Payout Ratio



Companies with similar Return On Assets at Sep 30 2023, within Financial Sector ROA
Thunder Bridge Capital Partners Iii Inc   116.29 %
Focus Impact Bh3 Acquisition Company  106.47 %
Williams Rowland Acquisition Corp   83.52 %
Etf Managers Group Commodity Trust I  78.58 %
Duet Acquisition Corp   71.58 %
Globalink Investment Inc   61.59 %
Twin Ridge Capital Acquisition Corp   61.19 %
Gpgi Inc   57.31 %
United States 12 month Natural Gas Fund Lp  47.95 %
Avantax Inc   44.04 %
Dynamic Shares Trust  43.43 %
Relativity Acquisition Corp  42.01 %
Aetherium Acquisition Corp   41.23 %
Ai Financial Corporation  29.68 %
Frontier Funds  24.70 %
United States Oil Fund Lp  24.22 %
Onyx Acquisition Co I  24.04 %
United States 12 month Oil Fund Lp  22.91 %
Artisan Partners Asset Management Inc   21.18 %
Cohen and Steers Inc   20.16 %
Sei Investments Company  19.26 %
Diamond Hill Investment Group Inc   18.99 %
Landcadia Holdings Iv inc   18.91 %
Wisdomtree Inc   18.85 %
Bitwise 10 Crypto Index Etf  18.84 %
Corvel Corporation  18.00 %
Erie Indemnity Company  17.45 %
Abrdn Silver Etf Trust  16.72 %
Affiliated Managers Group inc   16.71 %
Vaneck Merk Gold Etf  15.72 %

Date modified: 2026-09-12T06:11:26+00:00


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