Avantax Inc (AVTA) Return on Investment ROI from the third quarter of 2023 to third quarter of 2022 and for the year 2023, 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 ROI from its third quarter of 2023 to the third quarter of 2022 and 5 Year Period

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

What is Avantax Inc's ROI in the third quarter of 2023?
Avantax Inc achieved a return on average invested assets (ROI) of 50.7 % in its third quarter of 2023, this is above AVTA's average return on investment of 4.24%.
Avantax Inc invested over the 12 months ending in its third quarter of 2023 $751 million

Despite the deterioration in its net income, company has improved ROI compared to the second quarter of 2023.

Within the Financial sector 17 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2023 from 47 to 78.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM -23.99 % -18.78 % -12.62 % -6.57 % -0.8 %
Y / Y Net Income Change TTM 809.08 % 831.83 % - - 5311.24 %
Investment (TTM) in Millions 736 743 701 825 963
Return On Investment (TTM) 50.7 % 47.22 % 51.93 % 55.61 % 4.24 %
AVTA's Overall Ranking # 78 # 47 # 80 # 29 # 0
Seq. Investment Change TTM -7.03 % -7.65 % -7.1 % -4.7 % -0.66 %
Seq. Net Income Change TTM -0.17 % -16.04 % -13.26 % 1150.35 % 2.33 %
Net Income (TTM) in Millions 381 381 454 524 42

AVTA Company Profile >> Back to AVTA Roi Comparisons >> See Annual AVTA Return On Investment



Return On Investment AVTA's Ranking
Within: No.
Industry # 2
Sector # 18
Overall # 78

Return On Investment Statistics
High Average Low
55.39 %
4.24 %
-38.24 %
(Dec 31 2022)   (Dec 31 2020)







Financial Statements
Avantax Inc's III. Quarter Investments $ 736 Millions AVTA's Balance sheet
Avantax Inc's III. Quarter Income $ 1 Millions Quarterly AVTA's Income Statement
AVTA's Income by Division See AVTA's Income by Division


AVTA Annual Return On Investment (Dec 31 2022)
2022		 (Dec 31 2021)
2021		 (Dec 31 2020)
2020		 (Dec 31 2019)
2019		 (Dec 31 2018)
2018
Total Investments in Millions 821 960 963 1,037 949
Y / Y Investment Growth -14.48 % -0.3 % -7.12 % 9.21 % -0.05 %
Net Income in Millions 420 9 -343 48 52
Y / Y Net Income Growth 4458.98 % - - -6.63 % 75.55 %
Annual Return On Investment 51.17 % 0.96 % -35.59 % 4.64 % 5.43 %


Annual Roi Comment
In the fiscal year 2022 ROI improved to 51.17 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Miscellaneous Financial Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
AVTA's Roi Ratio versus Miscellaneous Financial Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for AVTA's Competitors
Subscribers only: Roi for Avantax Inc's Suppliers
Subscribers only: Return On Investment for AVTA's Customers

Other Ratios
AVTA's Roa AVTA's Inventory Turnover Ratio AVTA's Growth Rates AVTA's Dividend Statistics
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



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Relativity Acquisition Corp  115.41 %
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Managed Futures Premier Graham L p   101.12 %
Invesco Db Agriculture Fund  93.87 %
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Williams Rowland Acquisition Corp   83.93 %
Globalink Investment Inc   81.37 %
Invesco Db Energy Fund  80.41 %
Duet Acquisition Corp   74.44 %
Gpgi Inc   66.63 %
Twin Ridge Capital Acquisition Corp   65.44 %
Aetherium Acquisition Corp   65.34 %
Vaneck Merk Gold Etf  60.18 %
Avantax Inc   50.43 %
Ai Financial Corporation  50.29 %
United States 12 month Natural Gas Fund Lp  47.95 %
Dynamic Shares Trust  43.43 %
Quetta Acquisition Corporation  41.12 %
Graniteshares Platinum Trust  37.14 %
Corvel Corporation  31.55 %
Agba Acquisition Ltd  31.42 %
Athena Consumer Acquisition Corp   29.27 %
Onyx Acquisition Co I  25.43 %
Landcadia Holdings Iv inc   24.36 %
United States Oil Fund Lp  24.22 %
Erie Indemnity Company  24.06 %
United States 12 month Oil Fund Lp  22.91 %

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



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