SharesGrow.com Intrinsic Value of S&P & Nasdaq Contact Us

हिन्दी

← Back to all stocks

Avantax, Inc. AVTA NASDAQ

NASDAQ Global Select • Financial Services • Asset Management • US • USD

SharesGrow Score

SharesGrow Intrinsic Value

Negative cash flow

Avantax, Inc. (AVTA) is a Asset Management company in the Financial Services sector, currently trading at $25.99. It has a SharesGrow Score of 36/100, indicating a weak investment profile with 0 out of 7 criteria passed.

Financials: revenue is $666M, -0.8%/yr average growth. Net income is $3M, growing at -256.5%/yr. Net profit margin is 0.5% (thin). Gross margin is 33.2% (-16.3 pp trend).

Balance sheet: total debt is $35M against $743M equity (Debt-to-Equity (D/E) ratio 0.05, conservative). Current ratio is 2.28 (strong liquidity). Debt-to-assets is 3.7%. Total assets: $964M.

Analyst outlook: 2 / 9 analysts rate AVTA as buy (22%) — mixed sentiment.

SharesGrow 7-Criteria breakdown: Value 15/100 (Fail), Growth 15/100 (Fail), Past 75/100 (Partial), Health 67/100 (Partial), Moat 29/100 (Fail), Future 20/100 (Fail), Income 30/100 (Fail).

AVTA SharesGrow Score Overview

36/100

SharesGrow Score

Below average — proceed with caution

View full scorecard →

VALUE 15/100

Valuation — P/E, PEG, Forward PEG

GROWTH 15/100

Financials — average growth

PAST 75/100

strong — trend

HEALTH 67/100

Balance sheet — Debt-to-Equity (D/E) ratio, Current ratio is

MOAT 29/100

Gross margin is + market cap

FUTURE 20/100

Analyst outlook — as buy

INCOME 30/100

Net profit margin is

Scores derived from financial statements, analyst ratings, and balance sheet data.

Score Breakdown — AVTA

AVTA trades at a trailing Price-to-Earnings (P/E) of N/A (S&P 500 average ~25). Composite: Price-to-Earnings (20%) + Forward Price/Earnings-to-Growth (35%) + upside (25%) + trailing PEG (20%). ≥ 60 = Pass.

View details →

AVTA: -0.8%/yr revenue is, -256.5%/yr Net income is average growth. weak. Score: >20%/yr = 100, >10% = 80, >5% = 65, >0% = 45, < 0 = 15.

View details →

AVTA: 3 / 4 years profitable. mixed. Score = 3 / 4 × 100. ≥ 80 = Pass.

View details →

Balance sheet AVTA: Debt-to-Equity (D/E) ratio 0.05 (conservative), Current ratio is 2.28 (strong liquidity). Debt-to-Equity < 0.5, Current Ratio > 1.5, Interest Coverage > 8x = ideal. ≥ 70 = Pass.

View details →

AVTA: Gross margin is 33.2% (-16.3 pp trend), N/A market cap. Moat (0-100): margin (35%) + trend (15%) + market cap (30%) + revenue is (20%). Score 29/100. ≥ 70 = Pass.

View details →

Analyst outlook: 2 / 9 analysts rate AVTA as buy (22%). Score: 60% buy consensus + 40% upside. ≥ 60 = Pass.

View details →

AVTA: Net profit margin is 0.5%. thin (0-5%). Score: ≥30% = 100, ≥20% = 85, ≥15% = 70, ≥10% = 55, ≥5% = 45, ≥0% = 30, < 0 = 10.

View details →

Stock Chart & Stats

Market Data

52-Week Range25.99-25.99

Volume783.97K

Avg Volume (30D)783.97K

Beta (1Y)1.09

Share Statistics

EPS (TTM)0.07

Shares Outstanding$47.99M

IPO Date1998-12-15

Employees727

CEOChristopher W. Walters

Financial Highlights & Ratios

Revenue (TTM)$666.5M

Gross Profit$221.58M

EBITDA$22.21M

Net Income$3.12M

Operating Income$-15.52M

Total Cash$263.93M

Total Debt$35.47M

Net Debt$-228.46M

Total Assets$963.52M

Price / Earnings (P/E)399.8

Analyst Forecast

Rating ConsensusHold

Analysts Covering9

Buy 22% Hold 78% Sell 0%

Company Info

CountryUS

ExchangeNASDAQ Global Select

CurrencyUSD

ISINUS0952291005

Price Chart

AVTA

Avantax, Inc. ↗ · NASDAQ Global Select

Financial Services • Asset Management

People Also View

Federated Hermes, Inc.

Focus Financial Partners Inc.

AssetMark Financial Holdings, Inc.

Brookfield Business Corporation

Blackrock Innovation & Growth Trust

BlackRock ESG Capital Allocation Trust

BlackRock Health Sciences Trust II

BrightSphere Investment Group Inc.

Contact Us

🎓

SharesGrow Academy

Learn how to calculate Intrinsic Value and find undervalued stocks.

Weekly live sessions

📧 [email protected]

📞 +65 8912 8000

Send us a message