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Avantax Inc   (NASDAQ: AVTA)
 
Price: $0.0000 $0.00 %
Day's High: 0.00 Week Perf:
Day's Low: $ 0.00 30 Day Perf:
Volume (M): 0 52 Wk High: $ 0.00
Volume (M$): $ 0 52 Wk Avg: $0.00
Open: $0.00 52 Wk Low: $0.00



 Market Capitalization (Millions $) -
 Shares Outstanding (Millions) 37
 Employees 800
 Revenues (TTM) (Millions $) 310
 Net Income (TTM) (Millions $) 381
 Cash Flow (TTM) (Millions $) -625
 Capital Exp. (TTM) (Millions $) 18

Business Description


Avantax Inc is a financial services company that provides tax, wealth management, and business consulting services. The company was founded in 1983 and is headquartered in Irving, Texas.

Avantax offers a range of services, including tax preparation and planning, investment management, retirement planning, estate planning, college savings plans, insurance consulting, and small business consulting. The company has a network of over 4,000 independent financial advisors who offer these services to clients across the United States.

Avantax's tax services include both income tax preparation for individuals and businesses, as well as tax planning to help clients minimize their tax liability. The company's wealth management services include investment management, retirement planning, and estate planning. Avantax also offers insurance consulting services to help clients find the most appropriate insurance products to meet their needs.

The business consulting services offered by Avantax include small business accounting, bookkeeping, payroll, and other financial management services. The company provides advice and guidance to help small business owners increase profitability, reduce expenses, and manage their finances more effectively.

Avantax is committed to providing a personalized and comprehensive approach to financial services. The company's financial advisors work closely with clients to understand their unique financial situations and goals, and develop customized plans to help them achieve their objectives. Avantax also offers a range of educational resources and tools to help clients make informed financial decisions.

Overall, Avantax is a leading financial services company that provides a wide range of tax, wealth management, and business consulting services to individuals and small businesses across the United States. The company's commitment to personalized service and comprehensive financial planning make it a trusted partner for clients seeking to achieve their financial goals.


   Company Address: 3200 Olympus Blvd, Suite 100 Dallas 75019 TX
   Company Phone Number: 870-6400   Stock Exchange / Ticker: NASDAQ AVTA


Customers Net Income grew by AVTA's Customers Net Profit Margin grew to

86.18 %

10.61 %

• Customers Performance • Customers Expend. • Customers Efficiency • List of Customers


   

Stock Performances by Major Competitors

5 Days Decrease / Increase
     
MI   -14.48%    
BAC   -0.63%    
ET        2.04% 
JPM   -0.1%    
MSFT        4.1% 
PRU   -4.13%    
• View Complete Report
   



Management Changes

Avantax Attracts Prominent Financial Advisors Joshua Heims and Alan Gnoinski, Boosting Total Client Assets by Nearly $100 Million

Published Tue, Nov 21 2023 2:15 PM UTC



In a significant move towards growth and expanding partnerships with tax professionals, Avantax, a leading financial advisory firm, proudly announces the addition of seasoned financial advisors, Joshua Heims and Alan Gnoinski. With their reputable New York-based team, Lincoln Sparrow Advisors, Heims and Gnoinski are migrating from SagePoint Financial to Avantax, br...




Fundamental Analysis

Valuation Current
Price to Earnings PE Ratio (TTM) -
Price to Earnings PE Ratio (Expected) -
Price to Sales (TTM) -
Price to Sales (Expected) -
Price to Book -
PEG (TTM) -

Financial Strength Current
Quick Ratio 1.19
Working Capital Ratio 2.07
Leverage Ratio (MRQ) 1.05
Total Debt to Equity 0.64
Interest Coverage (TTM) -
Debt Coverage (TTM) 0.15

Per Share Current
Earnings (TTM) 7.57 $
Revenues (TTM) 8.39 $
Cash Flow (TTM) -
Cash 2.88 $
Book Value 10.93 $
Dividend (TTM) 0 $

Efficiency Current
Revenue per Employee (TTM) 387,044
Net Income per Employee (TTM) 475,935
Receivable Turnover Ratio (TTM) 12.44
Inventory Turnover Ratio (TTM) -
Asset Turnover Ratio (TTM) 0.36

Profitability Ratios Current
Gross Margin (MRQ) 86.33 %
Operating Margin (MRQ) 1.33 %
Net Margin (MRQ) 0.56 %
Net Cash Flow Margin (MRQ) -3.49 %
Effective Tax Rate (TTM) -

Management Effectiveness Current
Return On Assets (TTM) 44.04 %
Return On Investment (TTM) 50.76 %
Return On Equity (TTM) 75.17 %
Dividend Yield -
Pay out Ratio (TTM) -






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