Avantax, Inc. (AVTA) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Avantax, Inc. (AVTA) trades at $25.99 with AI Score 41/100 (Grade C). Avantax, Inc. provides wealth management solutions, primarily catering to consumers, small businesses, and tax professionals. Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for AVTA: AVTA does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AVTA against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AVTA: the 3 scored disciplines are evenly split. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Avantax, Inc. (AVTA) Financial Services Profile
Avantax, Inc. delivers wealth management solutions via an integrated platform targeting tax professionals and their clients. The company's focus on tax-advantaged planning differentiates it within the competitive asset management sector, serving consumers, small businesses, and accounting firms across the United States.
What Is the Investment Thesis for AVTA?
Avantax, Inc. presents a compelling investment thesis centered on its unique position within the wealth management industry, focusing on tax-advantaged planning. With a P/E ratio of 399.67 and a modest profit margin of 0.5%, the company's valuation suggests significant growth expectations. Key value drivers include the expansion of its advisor network, increased adoption of its integrated platform, and the growing demand for tax-efficient financial planning. Catalysts include strategic partnerships with CPA firms and the development of new technology solutions. Potential risks include increased competition from fintech companies and regulatory changes impacting the financial services industry. The company's beta of 1.09 indicates market correlation. The absence of a dividend yield suggests a focus on reinvesting earnings for growth.
Based on FMP financials and quantitative analysis
AVTA Key Highlights
Avantax, Inc. rebranded from Blucora, Inc. in January 2023, signaling a strategic shift towards emphasizing its tax-focused wealth management services.
- The company's integrated platform provides a comprehensive suite of tools for financial advisors and tax professionals, supporting tax-advantaged planning and wealth management.
- Avantax serves a diverse clientele, including individual consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms across the United States.
- With 727 employees, Avantax maintains a significant operational footprint to support its network of advisors and clients.
- The company's headquarters are located in Dallas, Texas, providing a central hub for its nationwide operations.
Who Are AVTA's Competitors?
AVTA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AAMI Acadian Asset Management (AAMI) | $90.85 | -0.21% | $3.24B | 84 |
| BRKL Brookline Bancorp, Inc. | $10.95 | -0.64% | $976M | 50 |
| BRPM B. Riley Principal 150 Merger Corp. | $13.02 | +17.83% | $944M | 41 |
| CVII Churchill Capital Corp VII | $9.99 | -0.20% | $915M | 44 |
| LVOX LiveVox Holdings, Inc. | $3.73 | +0.81% | $353M | 54 |
| ABALX American Funds American Balanced Fund Class A | $41.00 | +0.37% | $292B | 72 |
| BX Blackstone Inc. | $141.41 | -2.54% | $171B | 81 |
| AMFCX American Funds American Mutual Fund | $63.80 | -0.72% | $77.4B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AVTA's Key Strengths?
Integrated platform for tax-advantaged wealth management.
- Established network of financial advisors and tax professionals.
- Strong brand recognition within the tax professional community.
- Comprehensive suite of services, including financial planning, advisory, and retirement plan solutions.
What Are AVTA's Weaknesses?
Relatively small profit margin of 0.5%.
- High P/E ratio of 399.67 may indicate overvaluation.
- Dependence on the performance of the financial markets.
- Potential for regulatory changes to impact the financial services industry.
What Could Drive AVTA Stock Higher?
Potential strategic partnerships with large CPA firms to integrate wealth management services.
- Continued expansion of the advisor network, driving increased assets under management.
- Development and launch of new technology solutions to enhance the platform's capabilities.
- Increasing demand for tax-advantaged financial planning services.
What Are the Key Risks for AVTA?
Financial-distress signal — its Altman Z-Score of 1.06 sits in the distress zone (elevated bankruptcy risk).
- Increased competition from fintech companies offering automated investment solutions.
- Economic downturn could reduce assets under management and revenue.
- Regulatory changes could increase compliance costs and limit business activities.
- Cybersecurity risks and data breaches could damage reputation and erode client trust.
What Are the Growth Opportunities for AVTA?
- Expansion of Advisor Network: Avantax has the opportunity to grow its revenue by expanding its network of affiliated financial advisors and tax professionals. By recruiting new advisors and providing them with its integrated platform, Avantax can increase its assets under management and generate more fee-based revenue. The market for independent financial advisors is growing, with more professionals seeking the flexibility and autonomy of running their own practices. Timeline: Ongoing.
- Strategic Partnerships with CPA Firms: Avantax can forge strategic partnerships with certified public accounting (CPA) firms to offer wealth management services to their clients. By integrating its platform with CPA firms' tax preparation services, Avantax can provide a seamless and comprehensive financial planning experience. This partnership model can drive significant growth in assets under management and revenue. Timeline: Ongoing.
- Development of New Technology Solutions: Avantax can invest in the development of new technology solutions to enhance its platform and attract more advisors and clients. This includes developing mobile apps, online portals, and automated investment tools. By leveraging technology, Avantax can improve the efficiency and scalability of its operations and provide a better user experience. Timeline: Ongoing.
- Increased Adoption of Tax-Advantaged Planning: Avantax can capitalize on the growing demand for tax-advantaged financial planning by educating consumers and advisors about the benefits of its services. By highlighting the tax savings and wealth accumulation opportunities of its platform, Avantax can attract more clients and increase its market share. Timeline: Ongoing.
- Geographic Expansion: Avantax can expand its geographic reach by targeting new markets and regions within the United States. By establishing a presence in underserved areas, Avantax can tap into new pools of potential clients and advisors. This geographic expansion can drive significant growth in revenue and assets under management. Timeline: Ongoing.
What Are AVTA's Competitive Advantages?
- Integrated platform: Avantax's platform provides a comprehensive suite of tools and services, creating a sticky ecosystem for advisors.
- Focus on tax-advantaged planning: Avantax's specialization in tax planning differentiates it from general wealth management firms.
- Network of advisors: Avantax's established network of affiliated advisors provides a distribution channel and a source of recurring revenue.
- Brand recognition: Avantax has built a strong brand reputation within the tax professional community.
What Does AVTA Do?
Avantax, Inc., formerly known as Blucora, Inc., was founded in 1983 and rebranded in January 2023 to emphasize its core focus on tax-centric wealth management. Headquartered in Dallas, Texas, the company provides a comprehensive suite of services and technology to support financial advisors and tax professionals in delivering wealth management solutions. Avantax's integrated platform includes tools for technical support, practice management, compliance, operations, sales, and product support, enabling advisors to offer tax-advantaged planning, investing, and wealth management services. The company serves a diverse clientele, including individual consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms throughout the United States. Avantax's business model centers around empowering its network of financial advisors and tax professionals with the resources they need to provide holistic financial advice that incorporates tax planning as a central component. This approach differentiates Avantax from traditional wealth management firms and positions it as a key player in the intersection of tax and financial planning.
What Products and Services Does AVTA Offer?
- Provides wealth management solutions to consumers and small business owners.
- Offers an integrated platform of technical, practice, and compliance tools.
- Supports tax professionals and financial advisors with tax-advantaged planning.
- Delivers financial planning and advisory services.
- Offers retirement plan solutions.
- Provides sales and product support tools to financial professionals.
- Enables certified public accounting firms to offer wealth management services.
How Does AVTA Make Money?
- Generates revenue through fees charged for its platform and services.
- Earns fees based on assets under management (AUM).
- Receives commissions from the sale of financial products.
- Offers subscription-based access to its technology platform.
What Industry Does AVTA Operate In?
Avantax, Inc. operates within the asset management industry, a segment of the broader financial services sector. The industry is characterized by increasing demand for personalized financial advice, driven by factors such as an aging population and growing complexity of tax laws. Competition is intense, with traditional wealth management firms, fintech companies, and independent advisory firms vying for market share. Avantax differentiates itself through its focus on tax-advantaged planning, catering to tax professionals and their clients. The asset management industry is experiencing growth, fueled by rising asset values and increasing investor participation.
Who Are AVTA's Key Customers?
- Individual consumers seeking wealth management advice.
- Small business owners needing financial planning services.
- Tax professionals looking to expand their service offerings.
- Financial advisors seeking a comprehensive platform for their practice.
- Certified public accounting firms offering wealth management to their clients.
Company Profile
Avantax, Inc. operates in the Asset Management industry within the Financial Services sector. It is headquartered in Coppell, US. The company is led by CEO Christopher W. Walters. AVTA has traded publicly since 1998.
How Avantax, Inc. Is Valued
Relative to its peer group, AVTA's quantitative score of 41/100 is below the peer average of 55/100.
Key Financial Metrics
Return on equity for Avantax, Inc. stands at 0.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.3%, showing how much profit it generates from its asset base. AVTA trades at a trailing price-to-earnings ratio of 399.67, above the Financial Services sector average of ~18x. A current ratio of 2.28 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.3%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Avantax, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.06 places it in the distress zone, a signal of elevated financial risk.
AVTA Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Integrated platform for tax-advantaged wealth management.
- Established network of financial advisors and tax professionals.
- Strong brand recognition within the tax professional community.
- Comprehensive suite of services, including financial planning, advisory, and retirement plan solutions.
Bear Case
- Relatively small profit margin of 0.5%.
- High P/E ratio of 399.67 may indicate overvaluation.
- Dependence on the performance of the financial markets.
- Potential for regulatory changes to impact the financial services industry.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
AVTA Latest News
No recent news available for AVTA.
AVTA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AVTA.
Price Targets
Wall Street price target analysis for AVTA.
AVTA MoonshotScore
What does this score mean?
The MoonshotScore rates AVTA 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Christopher W. Walters
CEO
Christopher W. Walters serves as the CEO of Avantax, Inc., leading the company's strategic direction and overseeing its operations. His background includes extensive experience in the financial services industry, with a focus on wealth management and tax planning. Prior to joining Avantax, Walters held leadership positions at various financial institutions, where he was responsible for driving growth, improving profitability, and enhancing client satisfaction. He brings a deep understanding of the needs of financial advisors and tax professionals, as well as the challenges and opportunities facing the wealth management industry.
Track Record: Under Christopher W. Walters' leadership, Avantax, Inc. has focused on strengthening its integrated platform, expanding its advisor network, and enhancing its tax-advantaged planning capabilities. Key milestones include the rebranding of the company from Blucora to Avantax, signaling a renewed focus on its core business. Walters has also overseen the development of new technology solutions and the formation of strategic partnerships with CPA firms.
Common Questions About AVTA (Financial Services)
What does the AI Score mean for AVTA?
AVTA holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Avantax, Inc. provides wealth management solutions, primarily catering to consumers, small businesses, and tax professionals. The company offers an integrated platform of tools designed to support …
What does Avantax, Inc. do?
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 advisors to offer tax-advantaged planning, investing, and wealth management services. Avantax's focus on tax-centric wealth management differentiates it from traditional wealth management firms.
What are the main risks for AVTA?
The main risks for Avantax, Inc. include increased competition from traditional wealth management firms and fintech companies, an economic downturn that could reduce assets under management and revenue, regulatory changes that could increase compliance costs and limit business activities, and cybersecurity risks and data breaches that could damage reputation and erode client trust. The company's relatively small profit margin and high P/E ratio also pose potential risks.
How does Avantax, Inc. make money in financial services?
Avantax, Inc. generates revenue primarily through fees charged for its platform and services, fees based on assets under management (AUM), commissions from the sale of financial products, and subscription-based access to its technology platform. The company's revenue model is diversified across various streams, providing a stable foundation for growth. The focus on tax-advantaged planning allows Avantax to attract clients seeking specialized financial advice.
How is Avantax, Inc. adapting to fintech disruption?
Avantax, Inc. is adapting to fintech disruption by investing in the development of new technology solutions to enhance its platform and attract more advisors and clients. This includes developing mobile apps, online portals, and automated investment tools. By leveraging technology, Avantax can improve the efficiency and scalability of its operations and provide a better user experience, allowing it to compete effectively with fintech companies.
What are the key factors to evaluate for AVTA?
Avantax, Inc. (AVTA) holds an AI score of 41/100 (low). presents a compelling investment thesis centered on its unique position within the wealth management industry, focusing on tax-advantaged planning. Not financial advice.
How frequently does AVTA data refresh on this page?
AVTA's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AVTA's recent stock price performance?
Avantax, Inc. (AVTA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Integrated platform for tax-advantaged wealth management. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AVTA overvalued or undervalued right now?
Avantax, Inc. (AVTA) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- AI analysis is pending and may provide additional insights.