Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas. As of November 26, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc. As of November 27, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc..
Research context
Blucora, Inc appears in PyInvesting’s Frankfurt Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- EUR
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 6 months ago
Blucora, Inc is currently in a long term uptrend where the price is trading 13.0% above its 200 day moving average.
From a valuation standpoint, the stock is 97.5% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 1.1.
Blucora, Inc's total revenue rose by 3.8% to $155M since the same quarter in the previous year.
Its net income has dropped by 392.6% to $-51M since the same quarter in the previous year.
Finally, its free cash flow grew by 120.9% to $1M since the same quarter in the previous year.
Based on the above factors, Blucora, Inc gets an overall score of 4/5.