Avantax Inc (AVTA) Return on Equity ROE from the third quarter 2023 to third quarter 2022 and annually, average high and low, overall ranking from Sep 30 2023 to Sep 30 2022 - CSIMarket
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Avantax Inc   (NASDAQ: AVTA)

Avantax Inc 's ROE per quarter

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


What is ROE for Avantax Inc in the third quarter 2023?
Avantax Inc achieved a return on average equity (ROE) of 75.17 % in its third quarter 2023, this is above AVTA's average return on equity of 3.56%.
Avantax Inc shareholder's equity over the 12 months ending in its third quarter 2023 are valued at $507 million

ROE decreased relative to the period ending , due to the decline in net income.

Within the Miscellaneous Financial Services industry Avantax Inc achieved the highest return on equity. While the total ranking for ROE unchanged, relative to the second quarter 2023 at no. 100.

What is ROE?



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Return On Equity (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 Equity Change 8.64 % 5.58 % 34.16 % 117.55 % -
Y / Y Net Income Change -38.12 % -88.75 % -96.66 % - 123 %
Net Income (TTM) in Millions 381 381 454 524 42
Return On Equity (TTM) 75.17 % 76.51 % 92.13 % 113.04 % 11.54 %
AVTA's Total Ranking # 100 # 100 # 81 # 47 # 0
Equity (TTM) in Millions 404 411 468 743 372
Seq. Equity Change -1.83 % -12.15 % -37.02 % 100 % -4.59 %
Seq. Net Income Change -88.44 % 284.47 % -99.35 % 21223.46 % -97.9 %

Back to AVTA Management Effectiveness >> AVTA's 5 Years Annual ROE >> Compare AVTA ROE to its Competitors
Return On Equity Company Ranking
Within: No.
Industry # 1
Sector # 15
Overall # 100

Return On Equity Statistics
High Average Low
113.04 %
3.56 %
-99.46 %
(Dec 31 2022)   (Dec 31 2020)





AVTA Annual Return On Equity (Dec 31 2022)
2022		 (Dec 31 2021)
2021		 (Dec 31 2020)
2020		 (Dec 31 2019)
2019		 (Dec 31 2018)
2018
Total Equity in Millions 743 342 312 644 608
Y / Y Equity Change 117.55 % 9.39 % -51.47 % 5.91 % 12.23 %
Net Income in Millions 420 9 -343 48 52
Y / Y Net Income Change 4458.98 % - - -6.63 % 75.55 %
Return On Equity 56.55 % 2.7 % -109.76 % 7.48 % 8.49 %

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




Annual Roe Comment
In 2022 ROE improved to 56.55 % compared to the previous year, due to net income growth.


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




Companies with similar Return On Equity at Sep 30 2023, within Financial Sector ROE
Managed Futures Premier Graham L p   202.24 %
Invesco Db Commodity Index Tracking Fund  189.39 %
Invesco Db Agriculture Fund  188.33 %
Invesco Db Energy Fund  160.85 %
Ai Financial Corporation  101.35 %
Artisan Partners Asset Management Inc   95.85 %
Ryman Hospitality Properties inc   79.83 %
Haymaker Acquisition Corp 4  76.32 %
Avantax Inc   75.17 %
Simon Property Group inc   73.47 %
Ameriprise Financial Inc   67.45 %
First Citizens Bancshares Inc  64.94 %
Iron Mountain Inc  60.97 %
Meten Holding Group Ltd  55.08 %
Lpl Financial Holdings Inc   54.49 %
Moody s Corporation  48.80 %
Wisdomtree Inc   47.81 %
Agba Acquisition Ltd  45.61 %
Dynamic Shares Trust  43.77 %
Strawberry Fields Reit Inc   42.18 %
F and g Annuities and Life Inc   41.30 %
Alexanders Inc  40.74 %
Presidio Property Trust Inc   39.45 %
Freedom Holding Corp   37.76 %
Union Bankshares Inc   37.57 %
Cohen and Steers Inc   37.00 %
James River Group Holdings Inc   36.23 %
Kingsway Financial Services Inc  35.98 %
Renaissancere Holdings Ltd  35.52 %
Corvel Corporation  35.41 %

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



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